Latest Institutional Transactions on Jpmorgan Chase & CO (JPM)
This table provides information on the latest institutional transactions involving Jpmorgan Chase & CO (JPM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-8.83K- 22.51% |
$1.59M - $1.81M
|
30.4K
$8.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-526- 0.78% |
$94.7K - $108K
|
66.7K
$19.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
45New |
$8.1K - $9.22K
|
45
$13K
|
|
|
Aug 12, 2024
Q2 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
1.02M+ 2398.69% |
$183M - $208M
|
1.06M
$307M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-140- 1.58% |
$25.2K - $28.7K
|
8.74K
$2.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.92K+ 2.73% |
$526K - $598K
|
110K
$31.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$18K - $20.5K
|
100
$29K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
90+ 8.07% |
$16.2K - $18.4K
|
1.21K
$349K
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$360K - $410K
|
2K
$580K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
268+ 5.78% |
$48.3K - $54.9K
|
4.9K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-105- 3.34% |
$18.9K - $21.5K
|
3.04K
$882K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-6.39K- 4.48% |
$1.15M - $1.31M
|
136K
$39.5M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-200- 8.81% |
$36K - $41K
|
2.07K
$600K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-696- 1.54% |
$125K - $143K
|
44.4K
$12.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$666K - $758K
|
3.7K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.53K- 88.18% |
$995K - $1.13M
|
741
$215K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
54.1KNew |
$9.75M - $11.1M
|
54.1K
$15.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-509- 23.72% |
$91.7K - $104K
|
1.64K
$475K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-83- 49.11% |
$14.9K - $17K
|
86
$24.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-6.83K- 51.88% |
$1.23M - $1.4M
|
6.34K
$1.84M
|
|
|
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
$525K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-3.44K- 53.3% |
$620K - $705K
|
3.02K
$875K
|
|
|
Aug 06, 2024
Q2 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-13.8K- 18.45% |
$2.49M - $2.83M
|
61K
$17.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Gemsstock Ltd.
London, X0 |
BUY
|
- |
4.5K+ 3.42% |
$810K - $922K
|
136K
$39.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-923- 30.92% |
$166K - $189K
|
2.06K
$598K
|
|
|
Aug 05, 2024
Q2 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-9.74K- 10.66% |
$1.75M - $1.99M
|
81.6K
$23.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-7K- 83.33% |
$1.26M - $1.43M
|
1.4K
$406K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
457KNew |
$82.4M - $93.7M
|
457K
$133M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
CALL |
2KNew |
$360K - $410K
|
2K
$580K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
CALL |
-900- 90.0% |
$162K - $184K
|
100
$29K
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
8.4KNew |
$1.51M - $1.72M
|
8.4K
$2.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.87KNew |
$337K - $383K
|
1.87K
$542K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
5.7KNew |
$1.03M - $1.17M
|
5.7K
$1.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
286+ 6.43% |
$51.5K - $58.6K
|
4.73K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14- 1.37% |
$2.52K - $2.87K
|
1.01K
$292K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-42- 0.22% |
$7.56K - $8.6K
|
18.8K
$5.45M
|
|
|
Jul 31, 2024
Q2 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-24K- 12.98% |
$4.32M - $4.91M
|
161K
$46.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-20- 1.59% |
$3.6K - $4.1K
|
1.24K
$359K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$36K - $41K
|
200
$58K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
36+ 0.19% |
$6.48K - $7.37K
|
18.7K
$5.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
988+ 69.43% |
$178K - $202K
|
2.41K
$699K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2KNew |
$360K - $410K
|
2K
$580K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-516- 21.81% |
$92.9K - $106K
|
1.85K
$536K
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
3.12KNew |
$562K - $639K
|
3.12K
$905K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100- 66.67% |
$18K - $20.5K
|
50
$14.5K
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
132+ 4.49% |
$23.8K - $27K
|
3.07K
$890K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 10.0% |
$180 - $205
|
11
$3.19K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-989- 10.99% |
$178K - $203K
|
8.01K
$2.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.75K- 86.77% |
$855K - $973K
|
724
$210K
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-1- 0.18% |
$180 - $205
|
547
$159K
|