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 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.43K+ 3.99% |
$146K - $198K
|
37.4K
$10.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-630- 3.6% |
$64.2K - $86.8K
|
16.9K
$4.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
327New |
$33.3K - $45.1K
|
327
$94.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-127- 50.4% |
$12.9K - $17.5K
|
125
$36.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.46% |
$1.12K - $1.52K
|
2.38K
$690K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.58KNew |
$161K - $218K
|
1.58K
$459K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.54K- 1.13% |
$157K - $212K
|
134K
$39M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-43.7K- 95.46% |
$4.45M - $6.02M
|
2.08K
$602K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3.37K- 8.04% |
$343K - $464K
|
38.5K
$11.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
850+ 13.05% |
$86.7K - $117K
|
7.36K
$2.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-29.1K- 93.62% |
$2.97M - $4.01M
|
1.98K
$574K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.56% |
$306 - $414
|
538
$156K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.51K+ 14.32% |
$358K - $484K
|
28K
$8.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-1.42K- 7.04% |
$145K - $195K
|
18.7K
$5.43M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
186+ 0.21% |
$19K - $25.6K
|
90.8K
$26.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-820- 1.11% |
$83.6K - $113K
|
73.4K
$21.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
PUT |
-4.5K- 8.04% |
$459K - $620K
|
51.5K
$14.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
30KNew |
$3.06M - $4.14M
|
30K
$8.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
10+ 0.29% |
$1.02K - $1.38K
|
3.45K
$1M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
4.73KNew |
$482K - $652K
|
4.73K
$1.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-116- 0.23% |
$11.8K - $16K
|
49.6K
$14.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-180- 0.32% |
$18.4K - $24.8K
|
55.6K
$16.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 16.67% |
$1.02K - $1.38K
|
70
$20.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-88.1K- 19.34% |
$8.98M - $12.1M
|
367K
$106M
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
1.62KNew |
$165K - $223K
|
1.62K
$468K
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
1.96KNew |
$200K - $270K
|
1.96K
$568K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.21K+ 86.49% |
$225K - $304K
|
4.76K
$1.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
1.81KNew |
$185K - $250K
|
1.81K
$526K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-1.5K- 4.89% |
$152K - $206K
|
29.1K
$8.43M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
204+ 7.42% |
$20.8K - $28.1K
|
2.96K
$857K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
197New |
$20.1K - $27.2K
|
197
$57.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
23+ 2.53% |
$2.35K - $3.17K
|
931
$270K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-621- 0.08% |
$63.3K - $85.6K
|
762K
$221M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-823- 67.29% |
$83.9K - $113K
|
400
$116K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-447- 2.18% |
$45.6K - $61.6K
|
20.1K
$5.83M
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
13+ 0.27% |
$1.33K - $1.79K
|
4.76K
$1.38M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
714New |
$72.8K - $98.4K
|
714
$207K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.09KNew |
$315K - $426K
|
3.09K
$896K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.72K- 47.39% |
$56.4K - $328K
|
3.02K
$875K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
21.2K+ 29.0% |
$439K - $2.55M
|
94.2K
$27.3M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-109K- 57.72% |
$2.26M - $13.2M
|
80K
$23.2M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.71K- 0.69% |
$97.6K - $568K
|
678K
$196M
|
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
BUY
|
- |
100+ 0.36% |
$2.07K - $12.1K
|
28.2K
$8.16M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
8.13KNew |
$168K - $980K
|
8.13K
$2.36M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.57K+ 5.67% |
$73.9K - $430K
|
66.5K
$19.3M
|
|
|
Nov 18, 2022
Q3 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
58.8KNew |
$1.22M - $7.09M
|
58.8K
$17M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.11K+ 1.22% |
$43.7K - $254K
|
175K
$50.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-6.68K- 14.11% |
$138K - $805K
|
40.6K
$11.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-306- 1.62% |
$6.34K - $36.9K
|
18.5K
$5.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
4.08KNew |
$84.5K - $491K
|
4.08K
$1.18M
|
|