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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-19Closed |
$2.44K - $3.2K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-390Closed |
$50K - $65.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
463New |
$59.4K - $78K
|
463
$134K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-698Closed |
$89.6K - $118K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-6.91KClosed |
$887K - $1.16M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-1.28KClosed |
$164K - $215K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
102New |
$13.1K - $17.2K
|
102
$29.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
18KNew |
$2.31M - $3.03M
|
18K
$5.22M
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-1.34KClosed |
$172K - $225K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-346Closed |
$44.4K - $58.3K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Focused Investors LLC
|
SELL
|
- |
-480KClosed |
$61.6M - $80.8M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.07KClosed |
$137K - $180K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-42.5KClosed |
$5.45M - $7.16M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Ht Partners LLC
|
SELL
|
- |
-1.46KClosed |
$187K - $246K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-1- 0.99% |
$128 - $168
|
100
$29K
|
|
| Q4 2021 | |||||||
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.56KClosed |
$702K - $783K
|
0
$0
|
|
|
May 17, 2022
Q4 2021
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
1.5KNew |
$231K - $258K
|
1.5K
$435K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
CALL |
300New |
$46.2K - $51.5K
|
300
$87K
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
4.24KNew |
$652K - $728K
|
4.24K
$1.23M
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-38.1KClosed |
$5.86M - $6.54M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.24KClosed |
$191K - $213K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Tt International Asset Management LTD
London, X0 |
SELL
|
- |
-51.5KClosed |
$7.93M - $8.85M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
CALL |
900+ 450.0% |
$139K - $155K
|
1.1K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-50KClosed |
$7.7M - $8.59M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jeereddi Investments, LP
Los Angeles, CA |
SELL
|
- |
-2.31KClosed |
$356K - $397K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
SELL
|
PUT |
-300Closed |
$46.2K - $51.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.63KClosed |
$251K - $280K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Qvt Financial LP
New York, NY |
SELL
|
- |
-50.3KClosed |
$7.74M - $8.63M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-37Closed |
$5.7K - $6.36K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-14.2KClosed |
$2.19M - $2.44M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
- |
-168KClosed |
$25.8M - $28.8M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alight Capital Management LP
New York, NY |
SELL
|
- |
-40KClosed |
$6.16M - $6.87M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Atlas Principals, LLC
Charlotte, NC |
SELL
|
CALL |
-20KClosed |
$3.08M - $3.44M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
80New |
$12.3K - $13.7K
|
80
$23.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-833KClosed |
$128M - $143M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Water Life Science Advisors, LP
Larkspur, CA |
SELL
|
- |
-13.8KClosed |
$2.12M - $2.36M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
1.03MNew |
$158M - $177M
|
1.03M
$298M
|
|
|
Feb 11, 2022
Q4 2021
|
Granite Point Capital Management, L.P.
|
SELL
|
- |
-10KClosed |
$1.54M - $1.72M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-12.5KClosed |
$1.92M - $2.15M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-3.2KClosed |
$492K - $549K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Capital Growth Management LP
Boston, MA |
SELL
|
- |
-80KClosed |
$12.3M - $13.7M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1.3K- 44.83% |
$200K - $223K
|
1.6K
$464K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1.44KClosed |
$221K - $247K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-945KClosed |
$145M - $162M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
CALL |
-2K- 50.0% |
$308K - $344K
|
2K
$580K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-38.6KClosed |
$5.94M - $6.63M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Americas LLC
|
BUY
|
CALL |
1.72MNew |
$265M - $296M
|
1.72M
$499M
|
|
|
Jan 27, 2022
Q4 2021
|
Pacific Asset Management LLC
|
BUY
|
- |
17.3KNew |
$2.66M - $2.97M
|
17.3K
$5M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-1.25KClosed |
$192K - $215K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$231K - $257K
|
0
$0
|
|