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 |
---|---|---|---|---|---|---|---|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.63KClosed |
$405K - $451K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-12.4K- 14.6% |
$1.91M - $2.13M
|
72.7K
$21.1M
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.43KClosed |
$220K - $246K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Value Partners Investments Inc.
|
SELL
|
- |
-39.1KClosed |
$6.02M - $6.72M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
5.39K+ 3.32% |
$792K - $900K
|
168K
$48.7M
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
900+ 2.11% |
$132K - $150K
|
43.6K
$12.6M
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-10.6KClosed |
$1.55M - $1.77M
|
0
$0
|
|
Nov 10, 2022
Q3 2021
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-55.9KClosed |
$8.22M - $9.34M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-4.07KClosed |
$599K - $680K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Thunderbird Partners LLP
London, X0 |
SELL
|
- |
-300KClosed |
$44.1M - $50.1M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-118KClosed |
$17.4M - $19.8M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-27.5KClosed |
$4.04M - $4.59M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-28.9KClosed |
$4.25M - $4.83M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.08KClosed |
$305K - $346K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
500+ 20.0% |
$73.5K - $83.5K
|
3K
$870K
|
|
Nov 15, 2021
Q3 2021
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-1.33KClosed |
$196K - $223K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
SELL
|
- |
-237KClosed |
$34.8M - $39.5M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-28.7KClosed |
$4.21M - $4.79M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Gendell Jeffrey L
Greenwich, CT |
SELL
|
- |
-80KClosed |
$11.8M - $13.4M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-5K- 3.57% |
$735K - $835K
|
135K
$39.1M
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-68.1KClosed |
$10M - $11.4M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.02KClosed |
$297K - $337K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Provident Trust CO
|
BUY
|
- |
3.23KNew |
$475K - $540K
|
3.23K
$937K
|
|
Nov 01, 2021
Q3 2021
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-39.5KClosed |
$5.8M - $6.59M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
PUT |
-80- 2.6% |
$11.8K - $13.4K
|
3K
$870K
|
|
Oct 28, 2021
Q3 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-10KClosed |
$1.47M - $1.67M
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
48.2KNew |
$7.09M - $8.05M
|
48.2K
$14M
|
|
Oct 22, 2021
Q3 2021
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-1.61KClosed |
$237K - $269K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
400New |
$58.8K - $66.8K
|
400
$116K
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.34KNew |
$1.37M - $1.56M
|
9.34K
$2.71M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-695Closed |
$102K - $116K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-3.15KClosed |
$463K - $526K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
17 Capital Partners, LLC
|
SELL
|
- |
-5.21KClosed |
$765K - $869K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
PUT |
-200- 50.0% |
$29.4K - $33.4K
|
200
$58K
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-155Closed |
$22.8K - $25.9K
|
0
$0
|
|
Q2 2021 | |||||||
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
44+ 0.83% |
$6.48K - $7.32K
|
5.36K
$1.55M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
PUT |
1.6KNew |
$236K - $266K
|
1.6K
$464K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
31.9KNew |
$4.7M - $5.31M
|
31.9K
$9.24M
|
|
Aug 16, 2021
Q2 2021
|
Inherent Group, LP
New York, NY |
SELL
|
CALL |
-54.2KClosed |
$7.99M - $9.02M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
CALL |
10KNew |
$1.47M - $1.66M
|
10K
$2.9M
|
|
Aug 16, 2021
Q2 2021
|
Melqart Asset Management (Uk) LTD
London, X0 |
SELL
|
- |
-23.5KClosed |
$3.46M - $3.91M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
23.6KNew |
$3.48M - $3.93M
|
23.6K
$6.84M
|
|
Aug 16, 2021
Q2 2021
|
Castellan Group
Louisville, KY |
SELL
|
- |
-11.2KClosed |
$1.66M - $1.87M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
234New |
$34.5K - $38.9K
|
234
$67.8K
|
|
Aug 13, 2021
Q2 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.71KClosed |
$252K - $284K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-650KClosed |
$95.8M - $108M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-245KClosed |
$36M - $40.7M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
CALL |
-905KClosed |
$133M - $151M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-11.9KClosed |
$1.75M - $1.98M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.79KClosed |
$263K - $297K
|
0
$0
|