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 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-11K- 29.23% |
$1.24M - $1.49M
|
26.6K
$6.43M
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-10.6KClosed |
$1.2M - $1.44M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-10.2KClosed |
$1.15M - $1.39M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-10.2K- 94.77% |
$1.15M - $1.39M
|
563
$136K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-9.67K- 9.25% |
$1.09M - $1.31M
|
94.8K
$22.9M
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-7.65K- 99.22% |
$862K - $1.04M
|
60
$14.5K
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-6.57K- 69.21% |
$739K - $892K
|
2.92K
$706K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-6.22K- 27.86% |
$700K - $845K
|
16.1K
$3.89M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.66KClosed |
$637K - $769K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
William Allan, LLC
|
SELL
|
- |
-5.52KClosed |
$621K - $750K
|
0
$0
|
|
Aug 18, 2022
Q2 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-5.2K- 12.38% |
$586K - $707K
|
36.8K
$8.89M
|
|
Aug 11, 2022
Q2 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-4.69K- 1.85% |
$528K - $637K
|
248K
$59.9M
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.42K- 43.0% |
$498K - $601K
|
5.86K
$1.42M
|
|
Aug 15, 2022
Q2 2022
|
Periscope Capital Inc.
Toronto, A6 |
SELL
|
- |
-4.27KClosed |
$481K - $580K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.11KClosed |
$463K - $559K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-4.06K- 6.22% |
$457K - $551K
|
61.1K
$14.8M
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-3.63KClosed |
$409K - $493K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-3.52K- 88.0% |
$396K - $478K
|
480
$116K
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
SELL
|
- |
-3.22KClosed |
$362K - $437K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-2.95KClosed |
$332K - $400K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-2.9KClosed |
$326K - $394K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-2.63K- 36.37% |
$296K - $357K
|
4.6K
$1.11M
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.62KClosed |
$295K - $356K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-2.61K- 32.56% |
$294K - $354K
|
5.4K
$1.3M
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.99KClosed |
$224K - $271K
|
0
$0
|
|
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
$12.8M
|
|
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
$7.35M
|
|
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
$3.06M
|
|
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
$23.2M
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-839- 11.97% |
$94.5K - $114K
|
6.17K
$1.49M
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-708- 20.78% |
$79.7K - $96.2K
|
2.7K
$652K
|
|
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
$7.9M
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-613- 16.68% |
$69K - $83.3K
|
3.06K
$740K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-485- 2.84% |
$54.6K - $65.9K
|
16.6K
$4.02M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-477- 20.13% |
$53.7K - $64.8K
|
1.89K
$457K
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-439- 13.98% |
$49.4K - $59.7K
|
2.7K
$653K
|
|
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
$70.1K
|