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 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-15.6K- 96.6% |
$2.23M - $2.46M
|
548
$152K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-15.5K- 13.81% |
$2.21M - $2.44M
|
96.5K
$26.7M
|
|
|
Nov 02, 2023
Q3 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-13K- 56.52% |
$1.86M - $2.05M
|
10K
$2.77M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-10.7K- 44.29% |
$1.53M - $1.69M
|
13.4K
$3.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-10.4K- 39.41% |
$1.48M - $1.64M
|
15.9K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-9.66K- 46.37% |
$1.38M - $1.53M
|
11.2K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.59K- 1.69% |
$1.37M - $1.52M
|
559K
$155M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-7.09K- 52.31% |
$1.02M - $1.12M
|
6.47K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-6.25K- 3.25% |
$895K - $988K
|
186K
$51.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-6.2K- 37.58% |
$888K - $980K
|
10.3K
$2.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-4.69K- 56.41% |
$672K - $741K
|
3.63K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.33KClosed |
$621K - $685K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.83K- 32.72% |
$549K - $605K
|
7.88K
$2.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.76K- 10.57% |
$538K - $594K
|
31.8K
$8.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-3.6K- 65.45% |
$516K - $569K
|
1.9K
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.2K- 52.4% |
$458K - $506K
|
2.91K
$805K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.14K- 13.08% |
$449K - $495K
|
20.8K
$5.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-2.86K- 51.1% |
$409K - $452K
|
2.74K
$758K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.73K- 3.89% |
$391K - $431K
|
67.5K
$18.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.7K- 2.32% |
$244K - $269K
|
71.7K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.48K- 31.88% |
$211K - $233K
|
3.15K
$873K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.09K- 14.38% |
$156K - $172K
|
6.5K
$1.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-712- 30.27% |
$102K - $112K
|
1.64K
$454K
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-656- 87.58% |
$93.9K - $104K
|
93
$25.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-536- 5.59% |
$76.8K - $84.7K
|
9.06K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-403- 20.04% |
$57.7K - $63.7K
|
1.61K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-393- 17.12% |
$56.3K - $62.1K
|
1.9K
$527K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-370- 0.62% |
$53K - $58.5K
|
59.6K
$16.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-348- 4.91% |
$49.8K - $55K
|
6.74K
$1.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-330- 7.55% |
$47.3K - $52.1K
|
4.04K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-326- 4.42% |
$46.7K - $51.5K
|
7.05K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-317- 13.07% |
$45.4K - $50.1K
|
2.11K
$584K
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-178- 2.92% |
$25.5K - $28.1K
|
5.92K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-138- 5.62% |
$19.8K - $21.8K
|
2.32K
$642K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-133- 5.98% |
$19K - $21K
|
2.09K
$579K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-104- 3.97% |
$14.9K - $16.4K
|
2.52K
$697K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-100- 0.36% |
$14.3K - $15.8K
|
27.5K
$7.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-87- 3.8% |
$12.5K - $13.7K
|
2.2K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
SELL
|
- |
-80- 0.77% |
$11.5K - $12.6K
|
10.3K
$2.86M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-67- 2.28% |
$9.6K - $10.6K
|
2.87K
$796K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 7.36% |
$7.16K - $7.9K
|
629
$174K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-48- 0.54% |
$6.87K - $7.58K
|
8.84K
$2.45M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8- 0.84% |
$1.15K - $1.26K
|
950
$263K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-7- 0.22% |
$1K - $1.11K
|
3.21K
$889K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.22% |
$430 - $474
|
1.36K
$377K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-175K- 73.9% |
$22.2M - $25.4M
|
61.6K
$17.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-40.1K- 57.94% |
$5.11M - $5.83M
|
29.1K
$8.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-34K- 61.26% |
$4.33M - $4.94M
|
21.5K
$5.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-32.5K- 62.2% |
$4.14M - $4.73M
|
19.8K
$5.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-14.8K- 32.36% |
$1.89M - $2.16M
|
31K
$8.58M
|
|