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 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-6.95K- 6.88% |
$869K - $1M
|
94.2K
$26.1M
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-6.83K- 27.56% |
$853K - $982K
|
17.9K
$4.97M
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-5.63K- 9.14% |
$703K - $809K
|
55.9K
$15.5M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.76K- 7.45% |
$594K - $684K
|
59.1K
$16.4M
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
PUT |
-4.4K- 88.0% |
$550K - $633K
|
600
$166K
|
|
May 08, 2023
Q1 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-2.55K- 36.43% |
$319K - $367K
|
4.45K
$1.23M
|
|
May 15, 2023
Q1 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-2.5K- 27.47% |
$312K - $360K
|
6.6K
$1.83M
|
|
May 10, 2023
Q1 2023
|
Harbor Advisors LLC
|
SELL
|
- |
-2K- 7.65% |
$250K - $288K
|
24.1K
$6.69M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.71K- 14.2% |
$213K - $245K
|
10.3K
$2.85M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
PUT |
-1.6K- 51.61% |
$200K - $230K
|
1.5K
$415K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.1K- 7.33% |
$137K - $158K
|
13.9K
$3.85M
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-883- 12.54% |
$110K - $127K
|
6.16K
$1.71M
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-819- 11.68% |
$102K - $118K
|
6.2K
$1.72M
|
|
May 11, 2023
Q1 2023
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 33.33% |
$62.5K - $71.9K
|
1K
$277K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-385- 1.68% |
$48.1K - $55.4K
|
22.5K
$6.23M
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-350- 12.23% |
$43.7K - $50.3K
|
2.51K
$695K
|
|
May 12, 2023
Q1 2023
|
Ycg, LLC
|
SELL
|
- |
-349- 0.46% |
$43.6K - $50.2K
|
75.2K
$20.8M
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-334- 4.35% |
$41.7K - $48K
|
7.34K
$2.03M
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-270- 1.9% |
$33.7K - $38.8K
|
13.9K
$3.86M
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-180- 0.93% |
$22.5K - $25.9K
|
19.3K
$5.33M
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-148- 1.7% |
$18.5K - $21.3K
|
8.57K
$2.37M
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 1.21% |
$12.2K - $14.1K
|
8K
$2.21M
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-82- 0.44% |
$10.2K - $11.8K
|
18.4K
$5.09M
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-159K- 10.86% |
$16.2M - $21.9M
|
1.3M
$361M
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-88.1K- 19.34% |
$8.98M - $12.1M
|
367K
$102M
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-50.6K- 89.24% |
$5.16M - $6.97M
|
6.1K
$1.69M
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-43.7K- 95.46% |
$4.45M - $6.02M
|
2.08K
$575K
|
|
Feb 10, 2023
Q4 2022
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-41.5K- 86.42% |
$4.23M - $5.72M
|
6.52K
$1.81M
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-29.1K- 93.62% |
$2.97M - $4.01M
|
1.98K
$549K
|
|
Feb 02, 2023
Q4 2022
|
Pariax, LLC
|
SELL
|
- |
-23.3K- 47.23% |
$2.38M - $3.22M
|
26.1K
$7.22M
|
|
Feb 14, 2023
Q4 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-21.5K- 4.38% |
$2.19M - $2.96M
|
469K
$130M
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-12.3KClosed |
$1.26M - $1.7M
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Consolidated Investment Group LLC
|
SELL
|
- |
-12K- 30.23% |
$1.22M - $1.65M
|
27.7K
$7.67M
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-11.5K- 86.74% |
$1.17M - $1.58M
|
1.75K
$485K
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-8.37K- 57.99% |
$854K - $1.15M
|
6.07K
$1.68M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.32K- 4.05% |
$848K - $1.15M
|
197K
$54.6M
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5K- 10.87% |
$510K - $689K
|
41K
$11.4M
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
PUT |
-4.5K- 8.04% |
$459K - $620K
|
51.5K
$14.3M
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3.37K- 8.04% |
$343K - $464K
|
38.5K
$10.7M
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-2.81K- 39.36% |
$286K - $387K
|
4.33K
$1.2M
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.67K- 56.18% |
$272K - $368K
|
2.08K
$577K
|
|
Feb 15, 2023
Q4 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.73K- 6.12% |
$176K - $238K
|
26.5K
$7.33M
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.67K- 11.12% |
$170K - $230K
|
13.3K
$3.69M
|
|
Jan 23, 2023
Q4 2022
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-1.65K- 7.83% |
$168K - $228K
|
19.4K
$5.38M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.54K- 1.13% |
$157K - $212K
|
134K
$37.2M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.5K- 4.89% |
$152K - $206K
|
29.1K
$8.05M
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-1.42K- 7.04% |
$145K - $195K
|
18.7K
$5.18M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.36K- 3.16% |
$139K - $187K
|
41.7K
$11.6M
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-1.1K- 13.25% |
$112K - $152K
|
7.2K
$1.99M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-991- 11.53% |
$101K - $137K
|
7.6K
$2.11M
|