Latest Institutional Sells of Jpmorgan Chase & CO (JPM)
This list provides information on the latest institutional transactions involving Jpmorgan Chase & CO (JPM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-180- 0.32% |
$18.4K - $24.8K
|
55.6K
$15.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-127- 50.4% |
$12.9K - $17.5K
|
125
$34.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-116- 0.23% |
$11.8K - $16K
|
49.6K
$13.7M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-949KClosed |
$19.7M - $114M
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-115K- 76.39% |
$2.38M - $13.8M
|
35.4K
$9.81M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-109K- 57.72% |
$2.26M - $13.2M
|
80K
$22.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-94.8K- 88.72% |
$1.96M - $11.4M
|
12K
$3.34M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-63K- 10.48% |
$1.31M - $7.59M
|
538K
$149M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-58.2K- 87.39% |
$1.21M - $7.01M
|
8.39K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-47.3K- 30.74% |
$981K - $5.71M
|
107K
$29.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-46.4K- 33.79% |
$962K - $5.59M
|
90.9K
$25.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-38.6K- 0.49% |
$800K - $4.65M
|
7.77M
$2.15B
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-25.3KClosed |
$524K - $3.05M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-15.5K- 11.3% |
$322K - $1.87M
|
122K
$33.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-11.4K- 15.51% |
$237K - $1.38M
|
62.2K
$17.2M
|
|
|
Oct 03, 2022
Q3 2022
|
Tiger Eye Capital LLC
New York, NY |
SELL
|
- |
-10.9KClosed |
$226K - $1.32M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-10.6K- 21.68% |
$219K - $1.28M
|
38.2K
$10.6M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-8.71K- 40.2% |
$181K - $1.05M
|
13K
$3.59M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-7.58K- 18.31% |
$157K - $914K
|
33.8K
$9.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-6.68K- 14.11% |
$138K - $805K
|
40.6K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.76K- 54.71% |
$98.7K - $574K
|
3.94K
$1.09M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.71K- 0.69% |
$97.6K - $568K
|
678K
$188M
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-3.05K- 57.89% |
$63.3K - $368K
|
2.22K
$615K
|
|
|
Nov 14, 2022
Q3 2022
|
Burgundy Asset Management Ltd.
Toronto, A6 |
SELL
|
- |
-1.95K- 20.0% |
$40.5K - $235K
|
7.81K
$2.16M
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-1.91K- 14.99% |
$39.6K - $230K
|
10.8K
$3M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-1.9KClosed |
$39.5K - $230K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-1.88K- 16.9% |
$39.1K - $227K
|
9.27K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-1.64K- 18.57% |
$34K - $198K
|
7.19K
$1.99M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.44K- 1.56% |
$29.9K - $174K
|
91.2K
$25.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.17K- 40.19% |
$24.2K - $141K
|
1.74K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-1.01K- 2.1% |
$21K - $122K
|
47.2K
$13.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Eos Management, L.P.
|
SELL
|
- |
-1K- 3.85% |
$20.7K - $121K
|
25K
$6.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-750- 15.4% |
$15.5K - $90.4K
|
4.12K
$1.14M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-559- 1.42% |
$11.6K - $67.4K
|
38.9K
$10.8M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-540- 2.43% |
$11.2K - $65.1K
|
21.6K
$5.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-500- 7.97% |
$10.4K - $60.3K
|
5.78K
$1.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-491- 0.28% |
$10.2K - $59.2K
|
175K
$48.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-461- 1.5% |
$9.56K - $55.6K
|
30.2K
$8.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-306- 1.62% |
$6.34K - $36.9K
|
18.5K
$5.13M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-284- 5.18% |
$5.89K - $34.2K
|
5.2K
$1.44M
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-276- 4.58% |
$5.72K - $33.3K
|
5.75K
$1.59M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-249- 0.97% |
$5.16K - $30K
|
25.4K
$7.02M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-129- 2.93% |
$2.67K - $15.6K
|
4.28K
$1.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
SELL
|
- |
-105- 4.37% |
$2.18K - $12.7K
|
2.3K
$637K
|
|
|
Nov 10, 2022
Q3 2022
|
Biechele Royce Advisors
|
SELL
|
- |
-100- 21.51% |
$2.07K - $12.1K
|
365
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-44- 10.65% |
$912 - $5.31K
|
369
$102K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-38- 0.83% |
$788 - $4.58K
|
4.56K
$1.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-25- 11.85% |
$518 - $3.01K
|
186
$51.5K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-25- 0.23% |
$518 - $3.01K
|
10.8K
$2.98M
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Adamcapital Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-525K- 78.33% |
$59.1M - $71.3M
|
145K
$40.2M
|
|