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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.73K- 6.12% |
$176K - $238K
|
26.5K
$7.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Fithian, LLC
New York, NY |
BUY
|
- |
1.88KNew |
$192K - $259K
|
1.88K
$546K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.57KNew |
$160K - $217K
|
1.57K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-991- 11.53% |
$101K - $137K
|
7.6K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-21.5K- 4.38% |
$2.19M - $2.96M
|
469K
$136M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
24.2K+ 1.89% |
$2.47M - $3.33M
|
1.3M
$377M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.42K+ 19.35% |
$349K - $472K
|
21.1K
$6.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.67K- 11.12% |
$170K - $230K
|
13.3K
$3.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.36K- 3.16% |
$139K - $187K
|
41.7K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
100+ 5.31% |
$10.2K - $13.8K
|
1.98K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-11.5K- 86.74% |
$1.17M - $1.58M
|
1.75K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-159K- 10.86% |
$16.2M - $21.9M
|
1.3M
$378M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-1.1K- 13.25% |
$112K - $152K
|
7.2K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Continental Advisors LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$306K - $414K
|
3K
$870K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.9MNew |
$3.15B - $4.26B
|
30.9M
$8.95B
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5K- 10.87% |
$510K - $689K
|
41K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
12.5K+ 167.87% |
$1.27M - $1.72M
|
19.9K
$5.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
22.1K+ 146.36% |
$2.25M - $3.05M
|
37.2K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
5.83KNew |
$595K - $804K
|
5.83K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
125KNew |
$12.7M - $17.2M
|
125K
$36.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
3.92KNew |
$399K - $540K
|
3.92K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$45.9K - $62K
|
450
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-200- 3.91% |
$20.4K - $27.6K
|
4.92K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
83.2K+ 8.42% |
$8.49M - $11.5M
|
1.07M
$311M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-12.3KClosed |
$1.26M - $1.7M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
1.87K+ 9.47% |
$191K - $258K
|
21.7K
$6.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
17+ 0.57% |
$1.73K - $2.34K
|
3.02K
$876K
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.59KNew |
$468K - $632K
|
4.59K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
BUY
|
- |
1.4MNew |
$143M - $193M
|
1.4M
$405M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.25K+ 146.95% |
$128K - $173K
|
2.1K
$610K
|
|
|
Feb 13, 2023
Q4 2022
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$1.21M - $1.64M
|
11.9K
$3.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.56K+ 4.07% |
$159K - $215K
|
39.9K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.28K+ 35.89% |
$742K - $1M
|
27.6K
$7.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
1.21K+ 26.08% |
$123K - $167K
|
5.84K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-41.5K- 86.42% |
$4.23M - $5.72M
|
6.52K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
33.4KNew |
$3.41M - $4.6M
|
33.4K
$9.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-50.6K- 89.24% |
$5.16M - $6.97M
|
6.1K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
2.7K+ 2.56% |
$275K - $372K
|
108K
$31.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
300+ 12.62% |
$30.6K - $41.4K
|
2.68K
$776K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.36K+ 1.23% |
$139K - $188K
|
112K
$32.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
73+ 2.35% |
$7.44K - $10.1K
|
3.18K
$921K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
377+ 0.82% |
$38.4K - $52K
|
46.3K
$13.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
18.7KNew |
$1.91M - $2.58M
|
18.7K
$5.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
CALL |
1KNew |
$102K - $138K
|
1K
$290K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.32K- 4.05% |
$848K - $1.15M
|
197K
$57.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-719- 32.08% |
$73.3K - $99.1K
|
1.52K
$441K
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-8.37K- 57.99% |
$854K - $1.15M
|
6.07K
$1.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.67K- 56.18% |
$272K - $368K
|
2.08K
$604K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
CALL |
100New |
$10.2K - $13.8K
|
100
$29K
|
|
|
Feb 02, 2023
Q4 2022
|
Pariax, LLC
|
SELL
|
- |
-23.3K- 47.23% |
$2.38M - $3.22M
|
26.1K
$7.56M
|