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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2021
Q2 2021
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.4KClosed |
$207K - $233K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-1MClosed |
$147M - $167M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-268Closed |
$39.5K - $44.6K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-2.22KClosed |
$327K - $369K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
1.1K+ 220.0% |
$162K - $183K
|
1.6K
$464K
|
|
| Q1 2021 | |||||||
|
Oct 07, 2022
Q1 2021
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-25K- 33.33% |
$3.14M - $3.94M
|
50K
$14.5M
|
|
|
Aug 13, 2021
Q1 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-5.21KClosed |
$654K - $821K
|
0
$0
|
|
|
Jul 26, 2021
Q1 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
110New |
$13.8K - $17.3K
|
110
$31.9K
|
|
|
May 17, 2021
Q1 2021
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-96.5KClosed |
$12.1M - $15.2M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Greenvale Capital LLP
London, X0 |
SELL
|
- |
-250Closed |
$31.4K - $39.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Connacht Asset Management LP
New York, NY |
SELL
|
CALL |
-9.7KClosed |
$1.22M - $1.53M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ronit Capital LLP
|
SELL
|
- |
-250Closed |
$31.4K - $39.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Arrow Capital Management, LLC
New York, NY |
SELL
|
- |
-20.3KClosed |
$2.55M - $3.2M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-6- 7.69% |
$754 - $946
|
72
$20.9K
|
|
|
May 17, 2021
Q1 2021
|
Steadfast Capital Management LP
New York, NY |
SELL
|
- |
-1.81MClosed |
$228M - $286M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Heard Capital LLC
Chicago, IL |
SELL
|
- |
-2.3KClosed |
$289K - $363K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Warberg Asset Management LLC
Winnetka, IL |
SELL
|
CALL |
-35KClosed |
$4.4M - $5.52M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
D1 Capital Partners L.P.
New York, NY |
SELL
|
- |
-7.97MClosed |
$1B - $1.26B
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
258KNew |
$32.5M - $40.7M
|
258K
$74.9M
|
|
|
May 14, 2021
Q1 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-38.1KClosed |
$4.79M - $6.01M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Alua Capital Management LP
New York, NY |
SELL
|
- |
-480KClosed |
$60.3M - $75.7M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-420KClosed |
$52.8M - $66.3M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-498Closed |
$62.6K - $78.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-9.06KClosed |
$1.14M - $1.43M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Rp Investment Advisors LP
Toronto, A6 |
SELL
|
- |
-6.67KClosed |
$837K - $1.05M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Cohanzick Management, LLC
Pleasantville, NY |
SELL
|
- |
-2KClosed |
$251K - $315K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Avenir Corp
Washington, DC |
SELL
|
- |
-164- 5.31% |
$20.6K - $25.9K
|
2.92K
$848K
|
|
|
May 14, 2021
Q1 2021
|
Berry Street Capital Management LLP
London, X0 |
SELL
|
- |
-10KClosed |
$1.26M - $1.58M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Jentner Corp
|
SELL
|
- |
-3.1KClosed |
$389K - $488K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.08KClosed |
$513K - $644K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Tarsadia Capital, LLC
New York, NY |
SELL
|
- |
-40KClosed |
$5.03M - $6.31M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
SELL
|
- |
-103KClosed |
$12.9M - $16.2M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Granite Point Capital Management, L.P.
|
SELL
|
CALL |
-100KClosed |
$12.6M - $15.8M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kemper Corp Master Retirement Trust
|
SELL
|
- |
-9.4KClosed |
$1.18M - $1.48M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Alleghany Corp
|
BUY
|
- |
406K+ 44.53% |
$51.1M - $64.1M
|
1.32M
$382M
|
|
|
May 07, 2021
Q1 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.31KClosed |
$416K - $522K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-675Closed |
$84.8K - $106K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.12KClosed |
$266K - $334K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
BUY
|
CALL |
200New |
$25.1K - $31.5K
|
200
$58K
|
|
|
May 03, 2021
Q1 2021
|
Trellus Management Company, LLC
|
SELL
|
- |
-11KClosed |
$1.38M - $1.73M
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
General American Investors CO Inc
|
SELL
|
- |
-5K- 5.88% |
$628K - $788K
|
80K
$23.2M
|
|
|
Apr 29, 2021
Q1 2021
|
Klingenstein Fields & CO LP
|
BUY
|
PUT |
200New |
$25.1K - $31.5K
|
200
$58K
|
|
|
Apr 29, 2021
Q1 2021
|
Empire Life Investments Inc.
|
SELL
|
- |
-706Closed |
$88.7K - $111K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-675Closed |
$84.8K - $106K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Peterson Wealth Management
|
BUY
|
CALL |
100New |
$12.6K - $15.8K
|
100
$29K
|
|
|
Apr 15, 2021
Q1 2021
|
Safir Wealth Advisors, LLC
|
SELL
|
- |
-400Closed |
$50.3K - $63.1K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust
|
SELL
|
- |
-230K- 8.52% |
$28.9M - $36.3M
|
2.47M
$716M
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-801Closed |
$101K - $126K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-7.61KClosed |
$956K - $1.2M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.07K+ 0.9% |
$104K - $136K
|
121K
$35.1M
|
|