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 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
51+ 34.0% |
$10.5K - $12.8K
|
201
$58.5K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.37M- 82.33% |
$1.51B - $1.85B
|
1.58M
$460M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
875New |
$180K - $219K
|
875
$255K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-2.09K- 87.06% |
$429K - $524K
|
311
$90.5K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-12K- 14.38% |
$2.47M - $3.01M
|
71.7K
$20.9M
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
39.4K+ 32.24% |
$7.68M - $8.86M
|
162K
$47M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-5.12K- 2.09% |
$997K - $1.15M
|
239K
$69.6M
|
|
|
May 07, 2025
Q3 2024
|
Symmetry Investments LP
|
SELL
|
- |
-3.87K- 14.12% |
$754K - $870K
|
23.5K
$6.85M
|
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
46+ 2.68% |
$8.97K - $10.3K
|
1.76K
$512K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-300- 0.37% |
$58.5K - $67.4K
|
80.1K
$23.3M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.1KClosed |
$214K - $247K
|
0
$0
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-700- 33.46% |
$136K - $157K
|
1.39K
$405K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.65K- 29.26% |
$322K - $371K
|
3.99K
$1.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
100+ 1.26% |
$19.5K - $22.5K
|
8.07K
$2.35M
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
996New |
$194K - $224K
|
996
$290K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
36+ 124.14% |
$7.02K - $8.09K
|
65
$18.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
7.76K+ 201.43% |
$1.51M - $1.75M
|
11.6K
$3.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-5.1K- 62.97% |
$994K - $1.15M
|
3K
$873K
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-23.5K- 92.0% |
$4.59M - $5.29M
|
2.05K
$596K
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.12K- 11.9% |
$413K - $476K
|
15.7K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
20KNew |
$3.89M - $4.49M
|
20K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Carroll Investors, Inc
|
BUY
|
- |
956New |
$186K - $215K
|
956
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
98+ 17.41% |
$19.1K - $22K
|
661
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
50KNew |
$9.75M - $11.2M
|
50K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Loews Corp
New York, NY |
BUY
|
- |
50KNew |
$9.75M - $11.2M
|
50K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-190- 7.29% |
$37K - $42.7K
|
2.42K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
627+ 21.15% |
$122K - $141K
|
3.59K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
454+ 4.45% |
$88.5K - $102K
|
10.7K
$3.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.42KNew |
$472K - $544K
|
2.42K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-1- -0.0% |
$195 - $225
|
31K
$9.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
1K+ 8.33% |
$195K - $225K
|
13K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-468- 1.03% |
$91.2K - $105K
|
45.1K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
4.24K+ 14.07% |
$825K - $952K
|
34.3K
$9.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.28K- 26.04% |
$249K - $287K
|
3.63K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.9K+ 57.56% |
$370K - $427K
|
5.2K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
156+ 2.6% |
$30.4K - $35.1K
|
6.16K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-36- 0.5% |
$7.02K - $8.09K
|
7.15K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-22- 1.93% |
$4.29K - $4.95K
|
1.12K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
4.77KNew |
$929K - $1.07M
|
4.77K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
12.4KNew |
$2.42M - $2.79M
|
12.4K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
173K+ 26.34% |
$33.6M - $38.8M
|
828K
$241M
|
|
|
Nov 14, 2024
Q3 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-880- 30.56% |
$172K - $198K
|
2K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
4.38KNew |
$853K - $984K
|
4.38K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1K- 9.69% |
$195K - $225K
|
9.32K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-779- 7.7% |
$152K - $175K
|
9.34K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-24.7K- 83.35% |
$4.82M - $5.56M
|
4.94K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
PUT |
-18.5K- 83.71% |
$3.61M - $4.16M
|
3.6K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
12KNew |
$2.33M - $2.69M
|
12K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
CALL |
50KNew |
$9.75M - $11.2M
|
50K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
8.64KNew |
$1.68M - $1.94M
|
8.64K
$2.51M
|
|