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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
718+ 2.48% |
$120K - $144K
|
29.6K
$8.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
1.07KNew |
$178K - $214K
|
1.07K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.47KNew |
$245K - $294K
|
1.47K
$426K
|
|
|
Apr 12, 2024
Q1 2024
|
Arga Investment Management, LP
|
SELL
|
- |
-787- 10.17% |
$131K - $158K
|
6.95K
$2.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
4.18KNew |
$699K - $838K
|
4.18K
$1.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
9+ 0.48% |
$1.5K - $1.8K
|
1.88K
$544K
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2K- 5.38% |
$334K - $401K
|
35.2K
$10.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.06KNew |
$178K - $213K
|
1.06K
$308K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
150+ 1.12% |
$25.1K - $30K
|
13.5K
$3.92M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-250- 15.38% |
$41.8K - $50.1K
|
1.38K
$399K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-70.4K- 0.37% |
$9.55M - $12M
|
18.9M
$5.47B
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
16.5KNew |
$2.24M - $2.81M
|
16.5K
$4.79M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$248K - $312K
|
1.83K
$531K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
16.6KNew |
$2.25M - $2.83M
|
16.6K
$4.82M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
30+ 8.31% |
$4.07K - $5.11K
|
391
$113K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
434New |
$58.9K - $73.9K
|
434
$126K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
4.19KNew |
$569K - $714K
|
4.19K
$1.22M
|
|
|
Mar 13, 2024
Q4 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
40K+ 11.8% |
$5.43M - $6.81M
|
379K
$110M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 22.73% |
$67.8K - $85.2K
|
1.7K
$493K
|
|
|
Feb 15, 2024
Q4 2023
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
100KNew |
$13.6M - $17M
|
100K
$29M
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-370- 18.8% |
$50.2K - $63K
|
1.6K
$463K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
81+ 1.27% |
$11K - $13.8K
|
6.46K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-22.1K- 54.52% |
$3M - $3.76M
|
18.4K
$5.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
77.4KNew |
$10.5M - $13.2M
|
77.4K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
2K+ 2.56% |
$271K - $341K
|
80K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2KNew |
$272K - $341K
|
2K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.2K+ 209.62% |
$2.19M - $2.75M
|
23.9K
$6.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
69.7K+ 1.95% |
$9.46M - $11.9M
|
3.64M
$1.05B
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.88KNew |
$391K - $490K
|
2.88K
$835K
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-77- 0.48% |
$10.4K - $13.1K
|
15.8K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Pentwater Capital Management LP
Naples, FL |
SELL
|
- |
-10K- 55.56% |
$1.36M - $1.7M
|
8K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Select Equity Group, L.P.
New York, NY |
SELL
|
CALL |
-187K- 31.93% |
$25.4M - $31.8M
|
399K
$116M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
17.5K+ 118.24% |
$2.37M - $2.98M
|
32.3K
$9.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
707New |
$95.9K - $120K
|
707
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
75.4KNew |
$10.2M - $12.8M
|
75.4K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
400New |
$54.3K - $68.1K
|
400
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-500- 20.0% |
$67.8K - $85.2K
|
2K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
262+ 18.12% |
$35.6K - $44.6K
|
1.71K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
157+ 0.77% |
$21.3K - $26.7K
|
20.6K
$5.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
SELL
|
- |
-3.23K- 5.24% |
$438K - $549K
|
58.4K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-1.46K- 33.82% |
$198K - $248K
|
2.86K
$828K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.69KNew |
$636K - $798K
|
4.69K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-6- 0.17% |
$814 - $1.02K
|
3.53K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
234New |
$31.8K - $39.9K
|
234
$67.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-39- 0.2% |
$5.29K - $6.64K
|
19.3K
$5.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
30KNew |
$4.07M - $5.11M
|
30K
$8.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.28K- 49.87% |
$852K - $1.07M
|
6.31K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
151KNew |
$20.5M - $25.7M
|
151K
$43.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-11.1K- 24.23% |
$1.5M - $1.89M
|
34.6K
$10M
|
|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-39- 2.04% |
$5.29K - $6.64K
|
1.87K
$542K
|
|