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 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.4K- 40.0% |
$178K - $204K
|
2.1K
$609K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
43.2KNew |
$5.51M - $6.28M
|
43.2K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-335- 0.08% |
$42.7K - $48.7K
|
401K
$116M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
100KNew |
$12.7M - $14.5M
|
100K
$29M
|
|
|
Aug 14, 2023
Q2 2023
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
3.08KNew |
$393K - $448K
|
3.08K
$893K
|
|
|
Aug 11, 2023
Q2 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
CALL |
206K+ 2055.0% |
$26.2M - $29.9M
|
216K
$62.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
3KNew |
$382K - $436K
|
3K
$870K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-32.5K- 62.2% |
$4.14M - $4.73M
|
19.8K
$5.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$12.7K - $14.5K
|
100
$29K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
350KNew |
$44.6M - $50.9M
|
350K
$101M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21.1K+ 5.31% |
$2.68M - $3.06M
|
418K
$121M
|
|
|
Aug 10, 2023
Q2 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
29.1K+ 108.99% |
$3.71M - $4.23M
|
55.8K
$16.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-7.8K- 0.55% |
$994K - $1.13M
|
1.41M
$408M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-180- 1.52% |
$22.9K - $26.2K
|
11.6K
$3.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-53- 0.06% |
$6.76K - $7.71K
|
91.6K
$26.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-11K- 88.66% |
$1.4M - $1.59M
|
1.4K
$406K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
775+ 0.46% |
$98.8K - $113K
|
169K
$49M
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-34K- 61.26% |
$4.33M - $4.94M
|
21.5K
$6.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-301- 1.76% |
$38.4K - $43.8K
|
16.8K
$4.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-47- 0.7% |
$5.99K - $6.84K
|
6.67K
$1.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-542- 4.56% |
$69.1K - $78.8K
|
11.4K
$3.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.3K+ 1.05% |
$421K - $481K
|
317K
$91.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Brooktree Capital Management
|
SELL
|
- |
-1.66K- 50.73% |
$212K - $242K
|
1.61K
$468K
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-5.72K- 26.95% |
$729K - $832K
|
15.5K
$4.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
275+ 4.85% |
$35.1K - $40K
|
5.95K
$1.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
18.4KNew |
$2.35M - $2.68M
|
18.4K
$5.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
800New |
$102K - $116K
|
800
$232K
|
|
|
Aug 02, 2023
Q2 2023
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
PUT |
-200- 16.67% |
$25.5K - $29.1K
|
1K
$290K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
49.9KNew |
$6.37M - $7.26M
|
49.9K
$14.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
292+ 0.64% |
$37.2K - $42.5K
|
46.2K
$13.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
188+ 1.12% |
$24K - $27.3K
|
17K
$4.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-8.84K- 1.68% |
$1.13M - $1.29M
|
517K
$150M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 25.79% |
$199K - $227K
|
4.49K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
BUY
|
- |
10+ 0.37% |
$1.27K - $1.45K
|
2.73K
$792K
|
|
|
Jul 31, 2023
Q2 2023
|
Spartan Fund Management Inc.
|
BUY
|
- |
3.38K+ 360.68% |
$430K - $491K
|
4.31K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-5.38K- 15.28% |
$686K - $782K
|
29.8K
$8.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
CALL |
4.3KNew |
$548K - $625K
|
4.3K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-14.8K- 32.36% |
$1.89M - $2.16M
|
31K
$8.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.88K+ 163.04% |
$239K - $273K
|
3.03K
$877K
|
|
|
Jul 28, 2023
Q2 2023
|
Sicart Associates LLC
|
BUY
|
- |
1.39KNew |
$177K - $201K
|
1.39K
$402K
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-400- 16.22% |
$51K - $58.2K
|
2.07K
$599K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-189- 83.63% |
$24.1K - $27.5K
|
37
$10.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
94.8KNew |
$12.1M - $13.8M
|
94.8K
$27.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.07KNew |
$392K - $447K
|
3.07K
$891K
|
|
|
Jul 26, 2023
Q2 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-375- 8.17% |
$47.8K - $54.5K
|
4.22K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-2K- 37.74% |
$255K - $291K
|
3.3K
$957K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.45K- 43.05% |
$185K - $211K
|
1.92K
$557K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.28% |
$382 - $436
|
1.09K
$316K
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.5KNew |
$191K - $218K
|
1.5K
$434K
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-14.2K- 52.56% |
$1.81M - $2.07M
|
12.8K
$3.72M
|