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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-40.1K- 57.94% |
$5.11M - $5.83M
|
29.1K
$8.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
477+ 5.37% |
$60.8K - $69.4K
|
9.36K
$2.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
1.53KNew |
$195K - $223K
|
1.53K
$444K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-887- 2.18% |
$113K - $129K
|
39.8K
$11.5M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
218+ 3.14% |
$27.8K - $31.7K
|
7.15K
$2.07M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
674+ 3.59% |
$85.9K - $98K
|
19.4K
$5.64M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
218+ 3.14% |
$27.8K - $31.7K
|
7.15K
$2.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
1.5KNew |
$192K - $219K
|
1.5K
$436K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
346+ 1.68% |
$44.1K - $50.3K
|
20.9K
$6.06M
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-2.94K- 24.75% |
$375K - $428K
|
8.94K
$2.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-21- 0.36% |
$2.68K - $3.05K
|
5.81K
$1.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-10- 0.41% |
$1.27K - $1.45K
|
2.45K
$709K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
446+ 8.86% |
$56.9K - $64.9K
|
5.48K
$1.59M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-542- 4.95% |
$69.1K - $78.8K
|
10.4K
$3.02M
|
|
| Q1 2023 | |||||||
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
110+ 23.97% |
$13.7K - $15.8K
|
569
$165K
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-40.3K- 78.22% |
$5.03M - $5.79M
|
11.2K
$3.25M
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
105+ 1.02% |
$13.1K - $15.1K
|
10.4K
$3.01M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-819- 11.68% |
$102K - $118K
|
6.2K
$1.8M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-334- 4.35% |
$41.7K - $48K
|
7.34K
$2.13M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-385- 1.68% |
$48.1K - $55.4K
|
22.5K
$6.53M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
PUT |
3.3KNew |
$412K - $475K
|
3.3K
$957K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
201+ 1.49% |
$25.1K - $28.9K
|
13.6K
$3.96M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-18.4K- 4.74% |
$2.3M - $2.65M
|
370K
$107M
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-79.3K- 22.7% |
$9.9M - $11.4M
|
270K
$78.2M
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-6.83K- 27.56% |
$853K - $982K
|
17.9K
$5.2M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$1.25M - $1.44M
|
10K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
84KNew |
$10.5M - $12.1M
|
84K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
9.38KNew |
$1.17M - $1.35M
|
9.38K
$2.72M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-69.6K- 99.68% |
$8.69M - $10M
|
222
$64.4K
|
|
|
May 15, 2023
Q1 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
147KNew |
$18.4M - $21.1M
|
147K
$42.6M
|
|
|
May 15, 2023
Q1 2023
|
Pentwater Capital Management LP
Naples, FL |
BUY
|
CALL |
50KNew |
$6.25M - $7.19M
|
50K
$14.5M
|
|
|
May 15, 2023
Q1 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-2.5K- 27.47% |
$312K - $360K
|
6.6K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
300New |
$37.5K - $43.1K
|
300
$87K
|
|
|
May 15, 2023
Q1 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
128KNew |
$16M - $18.4M
|
128K
$37.1M
|
|
|
May 15, 2023
Q1 2023
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
10KNew |
$1.25M - $1.44M
|
10K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
306KNew |
$38.2M - $44M
|
306K
$88.7M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-27.4K- 91.93% |
$3.42M - $3.94M
|
2.4K
$696K
|
|
|
May 15, 2023
Q1 2023
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
400New |
$50K - $57.5K
|
400
$116K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
CALL |
-217K- 59.09% |
$27.1M - $31.2M
|
150K
$43.5M
|
|
|
May 12, 2023
Q1 2023
|
Ycg, LLC
|
SELL
|
- |
-349- 0.46% |
$43.6K - $50.2K
|
75.2K
$21.8M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
52.7KNew |
$6.59M - $7.58M
|
52.7K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-5.63K- 9.14% |
$703K - $809K
|
55.9K
$16.2M
|
|
|
May 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-6.95K- 6.88% |
$869K - $1M
|
94.2K
$27.3M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
PUT |
-4.4K- 88.0% |
$550K - $633K
|
600
$174K
|
|
|
May 12, 2023
Q1 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
19.6KNew |
$2.45M - $2.82M
|
19.6K
$5.69M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
PUT |
-1.6K- 51.61% |
$200K - $230K
|
1.5K
$435K
|
|
|
May 11, 2023
Q1 2023
|
Goldentree Asset Management LP
New York, NY |
BUY
|
- |
76.9KNew |
$9.6M - $11.1M
|
76.9K
$22.3M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
152K+ 9.62% |
$19M - $21.9M
|
1.73M
$503M
|
|
|
May 11, 2023
Q1 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
600+ 2.94% |
$74.9K - $86.3K
|
21K
$6.08M
|
|
|
May 11, 2023
Q1 2023
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 33.33% |
$62.5K - $71.9K
|
1K
$290K
|
|