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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Park Circle CO
|
SELL
|
- |
-5.5K- 80.88% |
$919K - $1.1M
|
1.3K
$390K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.63K- 0.69% |
$607K - $727K
|
521K
$157M
|
|
|
May 13, 2024
Q1 2024
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-3K- 12.77% |
$501K - $601K
|
20.5K
$6.16M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-2.41K- 82.52% |
$403K - $483K
|
511
$153K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.08K- 0.28% |
$348K - $417K
|
732K
$220M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-1.45K- 15.84% |
$241K - $289K
|
7.68K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.31K- 36.7% |
$219K - $263K
|
2.26K
$680K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.07K- 0.91% |
$179K - $215K
|
117K
$35M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-835- 14.89% |
$140K - $167K
|
4.77K
$1.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Arga Investment Management, LP
|
SELL
|
- |
-787- 10.17% |
$131K - $158K
|
6.95K
$2.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-313- 5.91% |
$52.3K - $62.7K
|
4.99K
$1.5M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-250- 15.38% |
$41.8K - $50.1K
|
1.38K
$413K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-168- 5.15% |
$28.1K - $33.7K
|
3.09K
$928K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 0.44% |
$16.7K - $20K
|
22.7K
$6.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-77- 4.05% |
$12.9K - $15.4K
|
1.82K
$548K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-41- 0.7% |
$6.85K - $8.21K
|
5.85K
$1.76M
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-15- 3.37% |
$2.51K - $3K
|
430
$129K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Select Equity Group, L.P.
New York, NY |
SELL
|
CALL |
-187K- 31.93% |
$25.4M - $31.8M
|
399K
$120M
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-183K- 59.42% |
$24.8M - $31.2M
|
125K
$37.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-78K- 43.87% |
$10.6M - $13.3M
|
99.9K
$30M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-37.7K- 61.91% |
$5.12M - $6.42M
|
23.2K
$6.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-22.1K- 54.52% |
$3M - $3.76M
|
18.4K
$5.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-22.1K- 38.58% |
$3M - $3.76M
|
35.2K
$10.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-11.9K- 37.4% |
$1.62M - $2.03M
|
20K
$6M
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-11.1K- 24.23% |
$1.5M - $1.89M
|
34.6K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-10K- 55.56% |
$1.36M - $1.7M
|
8K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-9.36K- 9.3% |
$1.27M - $1.59M
|
91.3K
$27.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-7.62K- 24.38% |
$1.03M - $1.3M
|
23.6K
$7.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.28K- 49.87% |
$852K - $1.07M
|
6.31K
$1.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.89K- 22.96% |
$799K - $1M
|
19.8K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-3.96K- 55.96% |
$537K - $675K
|
3.12K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-3.23K- 5.24% |
$438K - $549K
|
58.4K
$17.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.48K- 13.4% |
$201K - $252K
|
9.58K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1.46K- 33.82% |
$198K - $248K
|
2.86K
$858K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.41K- 8.63% |
$191K - $240K
|
14.9K
$4.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.05K- 37.02% |
$142K - $178K
|
1.78K
$535K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-820- 3.55% |
$111K - $140K
|
22.3K
$6.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 22.73% |
$67.8K - $85.2K
|
1.7K
$511K
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-500- 20.0% |
$67.8K - $85.2K
|
2K
$601K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
CALL |
-500- 10.0% |
$67.8K - $85.2K
|
4.5K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-387- 2.17% |
$52.5K - $65.9K
|
17.5K
$5.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-308- 17.79% |
$41.8K - $52.5K
|
1.42K
$427K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-242- 2.48% |
$32.8K - $41.2K
|
9.5K
$2.85M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-126- 4.18% |
$17.1K - $21.5K
|
2.89K
$867K
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-77- 0.48% |
$10.4K - $13.1K
|
15.8K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-39- 0.2% |
$5.29K - $6.64K
|
19.3K
$5.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-6- 0.17% |
$814 - $1.02K
|
3.53K
$1.06M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-111K- 69.65% |
$16M - $17.6M
|
48.6K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-100K- 30.3% |
$14.3M - $15.8M
|
230K
$69.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Pm Capital LTD
|
SELL
|
- |
-60.2K- 22.38% |
$8.62M - $9.52M
|
209K
$62.8M
|
|