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 |
---|---|---|---|---|---|---|---|
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
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-425KClosed |
$47.8M - $57.7M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Senvest Management, LLC
New York, NY |
SELL
|
- |
-280KClosed |
$31.5M - $38.1M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments America Inc.
Toronto, A6 |
SELL
|
- |
-102KClosed |
$11.5M - $13.9M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-46.9KClosed |
$5.28M - $6.37M
|
0
$0
|
|
Oct 17, 2023
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
PUT |
-44K- 28.57% |
$4.95M - $5.98M
|
110K
$30.5M
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-43.3K- 94.14% |
$4.87M - $5.88M
|
2.7K
$747K
|
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-28.7KClosed |
$3.23M - $3.9M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
CALL |
-27.3KClosed |
$3.07M - $3.71M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-22.5KClosed |
$2.53M - $3.06M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
SELL
|
- |
-20.4KClosed |
$2.3M - $2.78M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-20.1KClosed |
$2.26M - $2.73M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-20KClosed |
$2.25M - $2.72M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hpc Germany Gmb H & Co. Kg
Potsdam, 2M |
SELL
|
- |
-19.5K- 51.21% |
$2.2M - $2.65M
|
18.6K
$5.15M
|
|
Aug 12, 2022
Q2 2022
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
SELL
|
- |
-19.2K- 31.63% |
$2.17M - $2.61M
|
41.6K
$11.5M
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-18.1K- 49.67% |
$2.03M - $2.46M
|
18.3K
$5.07M
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-16.9KClosed |
$1.9M - $2.3M
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-14.9KClosed |
$1.68M - $2.02M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-14KClosed |
$1.58M - $1.91M
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-12.2K- 84.75% |
$1.38M - $1.66M
|
2.2K
$609K
|
|
Aug 15, 2022
Q2 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-11.2KClosed |
$1.26M - $1.52M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-11K- 29.23% |
$1.24M - $1.49M
|
26.6K
$7.37M
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-10.6KClosed |
$1.2M - $1.44M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-10.2KClosed |
$1.15M - $1.39M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-10.2K- 94.77% |
$1.15M - $1.39M
|
563
$156K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-9.67K- 9.25% |
$1.09M - $1.31M
|
94.8K
$26.2M
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-7.65K- 99.22% |
$862K - $1.04M
|
60
$16.6K
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
SELL
|
- |
-7.44KClosed |
$837K - $1.01M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-6.57K- 69.21% |
$739K - $892K
|
2.92K
$809K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-6.22K- 27.86% |
$700K - $845K
|
16.1K
$4.46M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.66KClosed |
$637K - $769K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
William Allan, LLC
|
SELL
|
- |
-5.52KClosed |
$621K - $750K
|
0
$0
|
|
Aug 18, 2022
Q2 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-5.2K- 12.38% |
$586K - $707K
|
36.8K
$10.2M
|
|
Aug 11, 2022
Q2 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-4.69K- 1.85% |
$528K - $637K
|
248K
$68.7M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.42K- 43.0% |
$498K - $601K
|
5.86K
$1.62M
|
|
Aug 15, 2022
Q2 2022
|
Periscope Capital Inc.
Toronto, A6 |
SELL
|
- |
-4.27KClosed |
$481K - $580K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.11KClosed |
$463K - $559K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-4.06K- 6.22% |
$457K - $551K
|
61.1K
$16.9M
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-3.63KClosed |
$409K - $493K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-3.52K- 88.0% |
$396K - $478K
|
480
$133K
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
SELL
|
- |
-3.22KClosed |
$362K - $437K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-2.95KClosed |
$332K - $400K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-2.9KClosed |
$326K - $394K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-2.63K- 36.37% |
$296K - $357K
|
4.6K
$1.27M
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.62KClosed |
$295K - $356K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-2.61K- 32.56% |
$294K - $354K
|
5.4K
$1.5M
|