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 |
|---|---|---|---|---|---|---|---|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
CALL |
100New |
$9.65K - $12.7K
|
100
$29K
|
|
|
Feb 17, 2021
Q4 2020
|
Q Global Advisors, LLC
Fort Worth, TX |
SELL
|
- |
-3.81KClosed |
$367K - $484K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Parametrica Management LTD
|
SELL
|
- |
-3.94KClosed |
$381K - $501K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-1.07KClosed |
$103K - $136K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Canyon Capital Advisors LLC
Dallas, TX |
SELL
|
- |
-300KClosed |
$29M - $38.1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-7.5KClosed |
$724K - $953K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Archon Capital Management LLC
Seattle, WA |
SELL
|
CALL |
-142KClosed |
$13.7M - $18.1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Birch Grove Capital LP
New York, NY |
SELL
|
- |
-38.5KClosed |
$3.72M - $4.89M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Michael Burry
Scion Asset Management, LLC
|
SELL
|
CALL |
-86KClosed |
$8.3M - $10.9M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-51.5KClosed |
$4.97M - $6.54M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-90KClosed |
$8.69M - $11.4M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-87.5KClosed |
$8.45M - $11.1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-1.49MClosed |
$144M - $190M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
CALL |
-123Closed |
$11.9K - $15.6K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
- |
-102KClosed |
$9.85M - $13M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Bowie Capital Management, LLC
Richardson, TX |
SELL
|
CALL |
-70KClosed |
$6.76M - $8.89M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Chescapmanager LLC
Baltimore, MD |
SELL
|
- |
-30KClosed |
$2.9M - $3.81M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
PUT |
400New |
$38.6K - $50.8K
|
400
$116K
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
13KNew |
$1.25M - $1.65M
|
13K
$3.76M
|
|
|
Feb 12, 2021
Q4 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.89K+ 17.98% |
$279K - $367K
|
18.9K
$5.49M
|
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-1.85KClosed |
$179K - $235K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-4.5K- 89.01% |
$434K - $571K
|
555
$161K
|
|
|
Feb 11, 2021
Q4 2020
|
Artal Group S.A.
Luxembourg, N4 |
SELL
|
CALL |
-1MClosed |
$96.5M - $127M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
105+ 2625.0% |
$10.1K - $13.3K
|
109
$31.6K
|
|
|
Feb 10, 2021
Q4 2020
|
Shelter Mutual Insurance CO
|
BUY
|
- |
29KNew |
$2.8M - $3.69M
|
29K
$8.41M
|
|
|
Feb 10, 2021
Q4 2020
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-2.11KClosed |
$204K - $268K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
PUT |
2KNew |
$193K - $254K
|
2K
$580K
|
|
|
Feb 09, 2021
Q4 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-32.5KClosed |
$3.14M - $4.13M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
50New |
$4.83K - $6.35K
|
50
$14.5K
|
|
|
Feb 03, 2021
Q4 2020
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.53KClosed |
$341K - $448K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-7.45KClosed |
$720K - $947K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
1.4KNew |
$135K - $178K
|
1.4K
$406K
|
|
|
Jan 27, 2021
Q4 2020
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-20KClosed |
$1.93M - $2.54M
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-356Closed |
$34.4K - $45.2K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-26.6KClosed |
$2.57M - $3.38M
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-35.4K- 87.72% |
$3.41M - $4.49M
|
4.95K
$1.44M
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-20Closed |
$1.93K - $2.54K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-5.47K- 7.25% |
$528K - $694K
|
69.9K
$20.3M
|
|
| Q3 2020 | |||||||
|
Sep 05, 2023
Q3 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
67New |
$6.12K - $6.96K
|
67
$19.4K
|
|
|
Sep 10, 2021
Q3 2020
|
Veracity Capital LLC
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
SELL
|
- |
-21.2M- 95.64% |
$1.94B - $2.21B
|
967K
$280M
|
|
|
Nov 16, 2020
Q3 2020
|
Precept Management LLC
Dallas, TX |
SELL
|
CALL |
-200KClosed |
$18.3M - $20.8M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Anson Funds Management LP
Dallas, TX |
SELL
|
CALL |
-183KClosed |
$16.7M - $19M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-5.27KClosed |
$481K - $547K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Tig Advisors, LLC
New York, NY |
SELL
|
- |
-23KClosed |
$2.1M - $2.38M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Knighthead Capital Management, LLC
New York, NY |
SELL
|
CALL |
-150KClosed |
$13.7M - $15.6M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Alight Capital Management LP
New York, NY |
SELL
|
CALL |
-20KClosed |
$1.83M - $2.08M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
150KNew |
$13.7M - $15.6M
|
150K
$43.5M
|
|
|
Nov 16, 2020
Q3 2020
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-31.1KClosed |
$2.84M - $3.23M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
- |
-26.3KClosed |
$2.4M - $2.73M
|
0
$0
|
|