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 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-100- 7.76% |
$19.5K - $22.5K
|
1.19K
$346K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
35New |
$6.82K - $7.87K
|
35
$10.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
4.8K+ 16.0% |
$936K - $1.08M
|
34.8K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-35- 5.86% |
$6.82K - $7.87K
|
562
$164K
|
|
|
Nov 07, 2024
Q3 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
949New |
$185K - $213K
|
949
$276K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
4.83K+ 382.13% |
$942K - $1.09M
|
6.1K
$1.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.09K- 37.04% |
$212K - $244K
|
1.85K
$537K
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
24KNew |
$4.68M - $5.4M
|
24K
$6.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
215New |
$41.9K - $48.3K
|
215
$62.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-10- 1.06% |
$1.95K - $2.25K
|
932
$271K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
PUT |
-10- 1.06% |
$1.95K - $2.25K
|
932
$271K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
824New |
$161K - $185K
|
824
$240K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-205- 10.76% |
$40K - $46.1K
|
1.7K
$495K
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-24- 1.66% |
$4.68K - $5.4K
|
1.42K
$414K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
94+ 0.67% |
$18.3K - $21.1K
|
14.1K
$4.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-700- 88.61% |
$136K - $157K
|
90
$26.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10K- 16.67% |
$1.95M - $2.25M
|
50K
$14.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-22.2K- 11.59% |
$4.33M - $4.99M
|
169K
$49.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
40+ 0.56% |
$7.8K - $8.99K
|
7.12K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
51.8K+ 34.72% |
$10.1M - $11.6M
|
201K
$58.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
5.1K+ 27.42% |
$994K - $1.15M
|
23.7K
$6.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$390 - $450
|
17.2K
$5.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
51+ 0.29% |
$9.94K - $11.5K
|
17.4K
$5.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1KNew |
$195K - $225K
|
1K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-737- 2.0% |
$144K - $166K
|
36.1K
$10.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-93- 7.99% |
$18.1K - $20.9K
|
1.07K
$312K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.03KNew |
$201K - $232K
|
1.03K
$300K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
99+ 9.26% |
$19.3K - $22.3K
|
1.17K
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-489- 1.56% |
$95.3K - $110K
|
30.8K
$8.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-6.98K- 33.96% |
$1.36M - $1.57M
|
13.6K
$3.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-50- 1.33% |
$9.75K - $11.2K
|
3.7K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2+ 0.11% |
$390 - $450
|
1.9K
$552K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-95- 4.53% |
$18.5K - $21.4K
|
2K
$583K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-102- 1.51% |
$19.9K - $22.9K
|
6.66K
$1.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
52+ 0.87% |
$10.1K - $11.7K
|
6.02K
$1.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.71K- 2.4% |
$917K - $1.06M
|
192K
$55.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
95+ 3.81% |
$18.5K - $21.4K
|
2.59K
$753K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.24% |
$195 - $225
|
411
$120K
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-97- 7.11% |
$18.9K - $21.8K
|
1.27K
$369K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-29- 1.42% |
$5.65K - $6.52K
|
2.02K
$586K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-71- 64.55% |
$13.8K - $16K
|
39
$11.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
175+ 11.8% |
$34.1K - $39.3K
|
1.66K
$482K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.07% |
$195 - $225
|
1.5K
$435K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-3.45K- 3.91% |
$672K - $776K
|
84.9K
$24.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
100New |
$19.5K - $22.5K
|
100
$29.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-45- 3.71% |
$8.77K - $10.1K
|
1.17K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
462+ 6.37% |
$90K - $104K
|
7.71K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1+ 0.08% |
$195 - $225
|
1.3K
$378K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.48KNew |
$483K - $557K
|
2.48K
$720K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.06KNew |
$206K - $238K
|
1.06K
$308K
|