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 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-81- 1.95% |
$14.6K - $16.6K
|
4.07K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-75- 3.31% |
$13.5K - $15.4K
|
2.19K
$607K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-70- 4.24% |
$12.6K - $14.3K
|
1.58K
$438K
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-67- 3.09% |
$12.1K - $13.7K
|
2.1K
$581K
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-66- 3.09% |
$11.9K - $13.5K
|
2.07K
$573K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-58- 1.2% |
$10.4K - $11.9K
|
4.79K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-53- 0.51% |
$9.54K - $10.9K
|
10.3K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-51- 0.81% |
$9.18K - $10.4K
|
6.25K
$1.73M
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-50- 4.61% |
$9K - $10.2K
|
1.04K
$287K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-48- 0.26% |
$8.64K - $9.83K
|
18.2K
$5.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-44- 3.72% |
$7.92K - $9.01K
|
1.14K
$316K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-42- 0.22% |
$7.56K - $8.6K
|
18.8K
$5.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-41- 3.02% |
$7.38K - $8.4K
|
1.32K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-38- 1.43% |
$6.84K - $7.78K
|
2.61K
$723K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-30- 44.12% |
$5.4K - $6.14K
|
38
$10.5K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-25- 2.04% |
$4.5K - $5.12K
|
1.2K
$333K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 44.9% |
$3.96K - $4.51K
|
27
$7.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-21- 2.23% |
$3.78K - $4.3K
|
919
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-21- 0.78% |
$3.78K - $4.3K
|
2.69K
$744K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-20- 1.59% |
$3.6K - $4.1K
|
1.24K
$343K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14- 1.37% |
$2.52K - $2.87K
|
1.01K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-10- 0.36% |
$1.8K - $2.05K
|
2.8K
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8- 0.24% |
$1.44K - $1.64K
|
3.38K
$936K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-7- 0.39% |
$1.26K - $1.43K
|
1.81K
$501K
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-1- 0.18% |
$180 - $205
|
547
$151K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.5% |
$180 - $205
|
199
$55.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-1.4M- 73.76% |
$234M - $281M
|
499K
$138M
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.05M- 29.22% |
$176M - $211M
|
2.55M
$705M
|
|
|
May 15, 2024
Q1 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-591K- 62.97% |
$98.8M - $118M
|
348K
$96.3M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-490K- 10.21% |
$81.9M - $98.2M
|
4.31M
$1.19B
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-271K- 89.07% |
$45.3M - $54.3M
|
33.3K
$9.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-123K- 98.16% |
$20.5M - $24.5M
|
2.3K
$637K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-88.8K- 15.96% |
$14.8M - $17.8M
|
468K
$130M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
PUT |
-86K- 69.19% |
$14.4M - $17.2M
|
38.3K
$10.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Exane Asset Management
|
SELL
|
- |
-81.7K- 64.4% |
$13.6M - $16.4M
|
45.1K
$12.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-64.5K- 10.81% |
$10.8M - $12.9M
|
532K
$147M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-51.2K- 35.61% |
$8.56M - $10.3M
|
92.6K
$25.6M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-45.9K- 10.02% |
$7.66M - $9.18M
|
412K
$114M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-31.6K- 21.92% |
$5.28M - $6.32M
|
112K
$31.1M
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-20.1KClosed |
$3.36M - $4.03M
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-15.8K- 83.17% |
$2.64M - $3.16M
|
3.19K
$884K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-13.1K- 91.04% |
$2.18M - $2.62M
|
1.29K
$356K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-11.4K- 5.33% |
$1.9M - $2.27M
|
202K
$55.8M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-11K- 87.55% |
$1.84M - $2.21M
|
1.57K
$434K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-7.64K- 99.66% |
$1.28M - $1.53M
|
26
$7.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-7.28K- 6.13% |
$1.22M - $1.46M
|
111K
$30.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-7.13K- 30.37% |
$1.19M - $1.43M
|
16.4K
$4.53M
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-6.61K- 92.01% |
$1.1M - $1.32M
|
574
$159K
|
|
|
May 09, 2024
Q1 2024
|
Park Circle CO
|
SELL
|
- |
-5.5K- 80.88% |
$919K - $1.1M
|
1.3K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Advent Capital Management
New York, NY |
SELL
|
- |
-5K- 25.0% |
$835K - $1M
|
15K
$4.15M
|
|