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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-1.87KClosed |
$210K - $253K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-1.83K- 3.34% |
$206K - $249K
|
53K
$12.4M
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.82KClosed |
$205K - $247K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.78KClosed |
$201K - $242K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.78K- 5.52% |
$200K - $242K
|
30.4K
$7.14M
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.76KClosed |
$198K - $239K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.71K- 11.86% |
$192K - $232K
|
12.7K
$2.97M
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-1.65KClosed |
$186K - $224K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.64KClosed |
$185K - $223K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-1.62KClosed |
$182K - $220K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.56KClosed |
$176K - $212K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.54KClosed |
$174K - $210K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.5KClosed |
$168K - $203K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.21K- 1.24% |
$136K - $164K
|
96.2K
$22.6M
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-839- 11.97% |
$94.5K - $114K
|
6.17K
$1.45M
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-708- 20.78% |
$79.7K - $96.2K
|
2.7K
$634K
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-708Closed |
$79.7K - $96.2K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Seven Eight Capital, LP
|
SELL
|
- |
-679- 2.04% |
$76.5K - $92.3K
|
32.7K
$7.67M
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-613- 16.68% |
$69K - $83.3K
|
3.06K
$718K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-485- 2.84% |
$54.6K - $65.9K
|
16.6K
$3.9M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-477- 20.13% |
$53.7K - $64.8K
|
1.89K
$444K
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-439- 13.98% |
$49.4K - $59.7K
|
2.7K
$634K
|
|
Aug 11, 2022
Q2 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-398Closed |
$44.8K - $54.1K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-375Closed |
$42.2K - $51K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-265- 47.75% |
$29.8K - $36K
|
290
$68.1K
|
|
Jul 15, 2022
Q2 2022
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-183- 4.65% |
$20.6K - $24.9K
|
3.75K
$880K
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-173Closed |
$19.5K - $23.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-101Closed |
$11.4K - $13.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
PUT |
-100- 1.35% |
$11.3K - $13.6K
|
7.3K
$1.71M
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-100- 9.09% |
$11.3K - $13.6K
|
1K
$235K
|
|
Jul 29, 2022
Q2 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-100Closed |
$11.3K - $13.6K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-100- 0.38% |
$11.3K - $13.6K
|
26.2K
$6.15M
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-24- 7.74% |
$2.7K - $3.26K
|
286
$67.1K
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-2- -0.0% |
$225 - $272
|
97.9K
$23M
|
|
Q1 2022 | |||||||
Apr 20, 2022
Q1 2022
|
Focused Investors LLC
|
SELL
|
- |
-480KClosed |
$61.6M - $80.8M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Guardian Point Capital, LP
Charlottesville, VA |
SELL
|
- |
-100KClosed |
$12.8M - $16.8M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-84.8KClosed |
$10.9M - $14.3M
|
0
$0
|
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
SELL
|
- |
-75K- 66.67% |
$9.62M - $12.6M
|
37.5K
$8.8M
|
|
May 16, 2022
Q1 2022
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-45K- 90.0% |
$5.77M - $7.58M
|
5K
$1.17M
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-42.5KClosed |
$5.45M - $7.16M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-29KClosed |
$3.72M - $4.88M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-25.7KClosed |
$3.3M - $4.33M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-25.4KClosed |
$3.25M - $4.27M
|
0
$0
|
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-20.9KClosed |
$2.68M - $3.52M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-20.3KClosed |
$2.6M - $3.41M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-19.7KClosed |
$2.53M - $3.32M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Hendley & CO Inc
|
SELL
|
- |
-14.7KClosed |
$1.88M - $2.47M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
SELL
|
- |
-10K- 29.18% |
$1.28M - $1.68M
|
24.3K
$5.7M
|
|
May 06, 2022
Q1 2022
|
Helios Capital Management Pte. LTD
|
SELL
|
- |
-9.42KClosed |
$1.21M - $1.59M
|
0
$0
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-7.62KClosed |
$978K - $1.28M
|
0
$0
|