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 |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.82KNew |
$784K - $957K
|
3.82K
$1.11M
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-230K- 99.44% |
$47.1M - $57.5M
|
1.28K
$374K
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-9.45K- 54.17% |
$1.94M - $2.37M
|
8K
$2.33M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-343K- 2.1% |
$70.4M - $85.9M
|
16M
$4.65B
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
122K+ 4997.58% |
$24.9M - $30.4M
|
124K
$36.1M
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.45K+ 121.48% |
$297K - $362K
|
2.64K
$768K
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.21K- 2.63% |
$248K - $302K
|
44.7K
$13M
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-5.14K- 57.24% |
$1.05M - $1.29M
|
3.84K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Unio Capital LLC
|
SELL
|
- |
-419- 32.97% |
$86K - $105K
|
852
$248K
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-35- 3.61% |
$7.18K - $8.76K
|
934
$272K
|
|
Feb 14, 2025
Q4 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
42.7KNew |
$8.75M - $10.7M
|
42.7K
$12.4M
|
|
Feb 14, 2025
Q4 2024
|
Consulta LTD
London, X0 |
SELL
|
- |
-200K- 57.14% |
$41M - $50.1M
|
150K
$43.6M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.26K- 3.56% |
$670K - $817K
|
88.5K
$25.7M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-409- 1.87% |
$83.9K - $102K
|
21.5K
$6.25M
|
|
Feb 14, 2025
Q4 2024
|
Jpb Foundation
New York, NY |
SELL
|
- |
-80K- 80.12% |
$16.4M - $20M
|
19.9K
$5.78M
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
2.42KNew |
$497K - $607K
|
2.42K
$705K
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
541+ 3.74% |
$111K - $135K
|
15K
$4.37M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
1KNew |
$205K - $250K
|
1K
$291K
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
1.15KNew |
$236K - $288K
|
1.15K
$334K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.01K+ 2.83% |
$207K - $253K
|
36.8K
$10.7M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.17K- 5.78% |
$240K - $293K
|
19.1K
$5.56M
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
897+ 5.62% |
$184K - $225K
|
16.9K
$4.91M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-43.3K- 81.77% |
$8.88M - $10.8M
|
9.65K
$2.81M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-63.9K- 89.12% |
$13.1M - $16M
|
7.8K
$2.27M
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.33KNew |
$272K - $332K
|
1.33K
$386K
|
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
SELL
|
- |
-2K- 3.45% |
$410K - $501K
|
56K
$16.3M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
111K+ 2018.32% |
$22.8M - $27.8M
|
116K
$33.9M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
54.8K+ 10.14% |
$11.2M - $13.7M
|
596K
$173M
|
|
Feb 14, 2025
Q4 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-331- 0.34% |
$67.9K - $82.8K
|
95.6K
$27.8M
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
CALL |
-32.3K- 97.88% |
$6.63M - $8.08M
|
700
$204K
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$205K - $250K
|
1K
$291K
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2.8K- 4.98% |
$575K - $701K
|
53.4K
$15.5M
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.14K+ 13.69% |
$1.47M - $1.79M
|
59.3K
$17.3M
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2+ 0.15% |
$410 - $501
|
1.35K
$391K
|
|
Feb 14, 2025
Q4 2024
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-6.4K- 61.54% |
$1.31M - $1.6M
|
4K
$1.16M
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
325New |
$66.7K - $81.3K
|
325
$94.6K
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.04KNew |
$418K - $510K
|
2.04K
$592K
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-73- 6.96% |
$15K - $18.3K
|
976
$284K
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-70- 1.06% |
$14.4K - $17.5K
|
6.54K
$1.9M
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.25KNew |
$872K - $1.06M
|
4.25K
$1.24M
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-34- 2.97% |
$6.98K - $8.51K
|
1.11K
$323K
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
113+ 9.11% |
$23.2K - $28.3K
|
1.35K
$394K
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-266- 3.86% |
$54.6K - $66.6K
|
6.63K
$1.93M
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
262+ 8733.33% |
$53.8K - $65.6K
|
265
$77.1K
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-7- 0.72% |
$1.44K - $1.75K
|
960
$279K
|
|
Feb 14, 2025
Q4 2024
|
Cigogne Management Sa
Luxembourg, N4 |
BUY
|
PUT |
7KNew |
$1.44M - $1.75M
|
7K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
100KNew |
$20.5M - $25M
|
100K
$29.1M
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
14.1KNew |
$2.9M - $3.54M
|
14.1K
$4.11M
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
15.1KNew |
$3.09M - $3.77M
|
15.1K
$4.38M
|