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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.14K- 13.08% |
$449K - $495K
|
20.8K
$6.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-348- 4.91% |
$49.8K - $55K
|
6.74K
$1.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-2.86K- 51.1% |
$409K - $452K
|
2.74K
$793K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
33+ 0.26% |
$4.73K - $5.21K
|
12.7K
$3.69M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-370- 0.62% |
$53K - $58.5K
|
59.6K
$17.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
209+ 90.87% |
$29.9K - $33K
|
439
$127K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.76K- 10.57% |
$538K - $594K
|
31.8K
$9.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
13.3K+ 7.88% |
$1.91M - $2.11M
|
183K
$52.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.05K+ 8.52% |
$151K - $167K
|
13.4K
$3.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
8+ 0.29% |
$1.15K - $1.26K
|
2.78K
$805K
|
|
|
Oct 25, 2023
Q3 2023
|
Cornerstone Retirement Group, Inc.
|
SELL
|
- |
-133- 5.98% |
$19K - $21K
|
2.09K
$606K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-100- 0.36% |
$14.3K - $15.8K
|
27.5K
$7.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-536- 5.59% |
$76.8K - $84.7K
|
9.06K
$2.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
400New |
$57.3K - $63.2K
|
400
$116K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
40+ 1.63% |
$5.73K - $6.32K
|
2.49K
$722K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-10.4K- 39.41% |
$1.48M - $1.64M
|
15.9K
$4.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-10.7K- 44.29% |
$1.53M - $1.69M
|
13.4K
$3.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$1.15K - $1.26K
|
3.12K
$905K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
3.8K+ 100.0% |
$544K - $600K
|
7.6K
$2.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-15.5K- 13.81% |
$2.21M - $2.44M
|
96.5K
$28M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-7.09K- 52.31% |
$1.02M - $1.12M
|
6.47K
$1.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
12.2K+ 83.56% |
$1.75M - $1.93M
|
26.8K
$7.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.73K- 3.89% |
$391K - $431K
|
67.5K
$19.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Pm Capital LTD
|
SELL
|
- |
-60.2K- 22.38% |
$8.62M - $9.52M
|
209K
$60.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
367+ 10.76% |
$52.6K - $58K
|
3.78K
$1.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8- 0.84% |
$1.15K - $1.26K
|
950
$275K
|
|
|
Oct 17, 2023
Q3 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
9.7KNew |
$1.39M - $1.53M
|
9.7K
$2.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-317- 13.07% |
$45.4K - $50.1K
|
2.11K
$611K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.57K+ 1.58% |
$368K - $406K
|
165K
$47.9M
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.61KNew |
$374K - $412K
|
2.61K
$756K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
50.4KNew |
$7.22M - $7.97M
|
50.4K
$14.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-67- 2.28% |
$9.6K - $10.6K
|
2.87K
$833K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
33.7K+ 20.12% |
$4.83M - $5.33M
|
201K
$58.3M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
59+ 0.3% |
$8.45K - $9.32K
|
19.7K
$5.72M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.09K- 14.38% |
$156K - $172K
|
6.5K
$1.88M
|
|
| Q2 2023 | |||||||
|
May 07, 2025
Q2 2023
|
Symmetry Investments LP
|
SELL
|
CALL |
-10K- 16.67% |
$1.27M - $1.45M
|
50K
$14.5M
|
|
|
Apr 25, 2025
Q2 2023
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-4KClosed |
$510K - $582K
|
0
$0
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-7.3KClosed |
$931K - $1.06M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-175K- 73.9% |
$22.2M - $25.4M
|
61.6K
$17.9M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
23.4KNew |
$2.99M - $3.41M
|
23.4K
$6.79M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7.75K+ 5.26% |
$988K - $1.13M
|
155K
$44.9M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.07% |
$255 - $291
|
2.68K
$777K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-65- 0.42% |
$8.29K - $9.45K
|
15.6K
$4.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.92KNew |
$244K - $279K
|
1.92K
$555K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
12New |
$1.53K - $1.75K
|
12
$3.48K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 2.12% |
$25.5K - $29.1K
|
9.61K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Linker Capital Management Inc.
|
BUY
|
- |
1.32KNew |
$168K - $192K
|
1.32K
$382K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.52K- 48.33% |
$193K - $220K
|
1.62K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-30- 0.84% |
$3.82K - $4.36K
|
3.56K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
225+ 5.72% |
$28.7K - $32.7K
|
4.16K
$1.21M
|
|