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 01, 2022
Q3 2022
|
Manteio Capital LLC
|
BUY
|
- |
2.54KNew |
$52.6K - $306K
|
2.54K
$609K
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
5.54KNew |
$115K - $668K
|
5.54K
$1.33M
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
3.4K+ 154.55% |
$70.5K - $410K
|
5.6K
$1.34M
|
|
|
Oct 31, 2022
Q3 2022
|
Eos Management, L.P.
|
SELL
|
- |
-1K- 3.85% |
$20.7K - $121K
|
25K
$6M
|
|
|
Oct 31, 2022
Q3 2022
|
Zenyatta Capital Management LP
|
BUY
|
- |
10KNew |
$207K - $1.21M
|
10K
$2.4M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-25- 0.23% |
$518 - $3.01K
|
10.8K
$2.58M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
3.09K+ 9.84% |
$64K - $372K
|
34.5K
$8.26M
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-129- 2.93% |
$2.67K - $15.6K
|
4.28K
$1.03M
|
|
|
Oct 27, 2022
Q3 2022
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-115K- 76.39% |
$2.38M - $13.8M
|
35.4K
$8.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
45.6KNew |
$946K - $5.5M
|
45.6K
$10.9M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
522+ 0.49% |
$10.8K - $62.9K
|
107K
$25.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
1K+ 44.94% |
$20.7K - $121K
|
3.23K
$774K
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
400+ 18.34% |
$8.29K - $48.2K
|
2.58K
$619K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
26+ 0.34% |
$539 - $3.14K
|
7.75K
$1.86M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
23.3KNew |
$483K - $2.81M
|
23.3K
$5.58M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.29K+ 5.98% |
$26.8K - $156K
|
22.9K
$5.49M
|
|
|
Oct 21, 2022
Q3 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-276- 4.58% |
$5.72K - $33.3K
|
5.75K
$1.38M
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-540- 2.43% |
$11.2K - $65.1K
|
21.6K
$5.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
114New |
$2.36K - $13.7K
|
114
$27.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-1.91K- 14.99% |
$39.6K - $230K
|
10.8K
$2.6M
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-1.9KClosed |
$39.5K - $230K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
50.9K+ 50.28% |
$1.06M - $6.14M
|
152K
$36.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-11.4K- 15.51% |
$237K - $1.38M
|
62.2K
$14.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
2+ 0.78% |
$41.5 - $241
|
260
$62.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
370+ 5.09% |
$7.67K - $44.6K
|
7.64K
$1.83M
|
|
|
Oct 13, 2022
Q3 2022
|
New Century Advisors, LLC
|
BUY
|
- |
2K+ 24.07% |
$41.5K - $241K
|
10.3K
$2.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
PUT |
1KNew |
$20.7K - $121K
|
1K
$240K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-491- 0.28% |
$10.2K - $59.2K
|
175K
$42.1M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-38- 0.83% |
$788 - $4.58K
|
4.56K
$1.09M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-7.58K- 18.31% |
$157K - $914K
|
33.8K
$8.11M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-8.71K- 40.2% |
$181K - $1.05M
|
13K
$3.11M
|
|
|
Oct 03, 2022
Q3 2022
|
Tiger Eye Capital LLC
New York, NY |
SELL
|
- |
-10.9KClosed |
$226K - $1.32M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.69% |
$338 - $408
|
438
$105K
|
|
|
Dec 06, 2023
Q2 2022
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$5.63M - $6.8M
|
50K
$12M
|
|
|
Oct 17, 2023
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
PUT |
-44K- 28.57% |
$4.95M - $5.98M
|
110K
$26.4M
|
|
|
May 09, 2023
Q2 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-173Closed |
$19.5K - $23.5K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
872+ 16.27% |
$98.2K - $119K
|
6.23K
$1.5M
|
|
|
Aug 18, 2022
Q2 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-5.2K- 12.38% |
$586K - $707K
|
36.8K
$8.83M
|
|
|
Aug 16, 2022
Q2 2022
|
Aubrey Capital Management LTD
Edinburgh, X0 |
SELL
|
- |
-1.87KClosed |
$210K - $253K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
200KNew |
$22.5M - $27.2M
|
200K
$48M
|
|
|
Aug 15, 2022
Q2 2022
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-1.78KClosed |
$201K - $242K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
10KNew |
$1.13M - $1.36M
|
10K
$2.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
2.04K+ 24.0% |
$230K - $277K
|
10.5K
$2.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-6.57K- 69.21% |
$739K - $892K
|
2.92K
$701K
|
|
|
Aug 15, 2022
Q2 2022
|
Hpc Germany Gmb H & Co. Kg
Potsdam, 2M |
SELL
|
- |
-19.5K- 51.21% |
$2.2M - $2.65M
|
18.6K
$4.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Hgi Capital Management, LLC
New York, NY |
SELL
|
- |
-14KClosed |
$1.58M - $1.91M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-7.65K- 99.22% |
$862K - $1.04M
|
60
$14.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
CALL |
212K+ 239.37% |
$23.8M - $28.8M
|
300K
$72M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-11.2KClosed |
$1.26M - $1.52M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
15.1KNew |
$1.7M - $2.05M
|
15.1K
$3.62M
|
|