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 |
---|---|---|---|---|---|---|---|
Nov 13, 2020
Q3 2020
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-5KClosed |
$456K - $519K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-15KClosed |
$1.37M - $1.56M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-20KClosed |
$1.83M - $2.08M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
CALL |
200New |
$18.3K - $20.8K
|
200
$58K
|
|
Nov 13, 2020
Q3 2020
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-60KClosed |
$5.48M - $6.23M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
CALL |
-100- 50.0% |
$9.13K - $10.4K
|
100
$29K
|
|
Nov 13, 2020
Q3 2020
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-55KClosed |
$5.02M - $5.71M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Worm Capital, LLC
Austin, TX |
SELL
|
PUT |
-50KClosed |
$4.56M - $5.19M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Algebris (Uk) LTD
London, X0 |
SELL
|
PUT |
-13.5KClosed |
$1.23M - $1.4M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
CALL |
2New |
$183 - $208
|
2
$580
|
|
Nov 12, 2020
Q3 2020
|
Tempus Wealth Planning, LLC
|
BUY
|
PUT |
1KNew |
$91.3K - $104K
|
1K
$290K
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-107Closed |
$9.77K - $11.1K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-5KClosed |
$456K - $519K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-2.4K- 15.65% |
$219K - $249K
|
12.9K
$3.75M
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-190KClosed |
$17.3M - $19.7M
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-19.2KClosed |
$1.75M - $1.99M
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
CALL |
-200- 33.33% |
$18.3K - $20.8K
|
400
$116K
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
11.3KNew |
$1.04M - $1.18M
|
11.3K
$3.29M
|
|
Oct 22, 2020
Q3 2020
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-4.6KClosed |
$420K - $477K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
BUY
|
CALL |
5KNew |
$456K - $519K
|
5K
$1.45M
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
BUY
|
PUT |
200New |
$18.3K - $20.8K
|
200
$58K
|
|
Oct 13, 2020
Q3 2020
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.72KClosed |
$157K - $179K
|
0
$0
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-35.5KClosed |
$3.24M - $3.68M
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-13K- 16.94% |
$1.1M - $1.48M
|
63.9K
$18.5M
|
|
Feb 22, 2022
Q2 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
CALL |
100New |
$8.4K - $11.3K
|
100
$29K
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.1KClosed |
$92.5K - $125K
|
0
$0
|
|
Aug 18, 2020
Q2 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
CALL |
2KNew |
$168K - $227K
|
2K
$580K
|
|
Aug 14, 2020
Q2 2020
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
CALL |
-147KClosed |
$12.4M - $16.7M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Islet Management, LP
New York, NY |
SELL
|
- |
-75.8KClosed |
$6.37M - $8.6M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
CALL |
20KNew |
$1.68M - $2.27M
|
20K
$5.8M
|
|
Aug 14, 2020
Q2 2020
|
Point State Capital LP
New York, NY |
SELL
|
- |
-98.4KClosed |
$8.26M - $11.2M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Alden Global Capital LLC
West Palm Beach, FL |
SELL
|
- |
-106KClosed |
$8.94M - $12.1M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Birch Grove Capital LP
New York, NY |
BUY
|
CALL |
43.9KNew |
$3.69M - $4.98M
|
43.9K
$12.7M
|
|
Aug 14, 2020
Q2 2020
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-3.89KClosed |
$327K - $442K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
2KNew |
$168K - $227K
|
2K
$580K
|
|
Aug 14, 2020
Q2 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
- |
123K+ 69.28% |
$10.3M - $13.9M
|
300K
$87M
|
|
Aug 14, 2020
Q2 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
PUT |
300KNew |
$25.2M - $34M
|
300K
$87M
|
|
Aug 14, 2020
Q2 2020
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-5.84KClosed |
$491K - $663K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
2K+ 20.0% |
$168K - $227K
|
12K
$3.48M
|
|
Aug 13, 2020
Q2 2020
|
Stewart Asset Management, LLC
|
SELL
|
- |
-3.8KClosed |
$319K - $431K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
CALL |
500New |
$42K - $56.7K
|
500
$145K
|
|
Aug 13, 2020
Q2 2020
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-5KClosed |
$420K - $567K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-23.1KClosed |
$1.94M - $2.62M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
CALL |
-2.5MClosed |
$210M - $284M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-25KClosed |
$2.1M - $2.84M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
CALL |
100New |
$8.4K - $11.3K
|
100
$29K
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
99KNew |
$8.32M - $11.2M
|
99K
$28.7M
|
|
Aug 07, 2020
Q2 2020
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-95KClosed |
$7.99M - $10.8M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Crossvault Capital Management LLC
|
SELL
|
- |
-50.3KClosed |
$4.23M - $5.7M
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-56KClosed |
$4.71M - $6.35M
|
0
$0
|