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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9+ 0.21% |
$1.62K - $1.84K
|
4.2K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
215+ 430.0% |
$38.7K - $44K
|
265
$76.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
35.6K+ 342.62% |
$6.41M - $7.29M
|
46K
$13.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-93- 1.05% |
$16.7K - $19K
|
8.79K
$2.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
51+ 4.11% |
$9.18K - $10.4K
|
1.29K
$373K
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
250+ 7.52% |
$45K - $51.2K
|
3.58K
$1.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-984- 3.09% |
$177K - $202K
|
30.9K
$8.91M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-504- 1.36% |
$90.8K - $103K
|
36.6K
$10.6M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
35+ 0.46% |
$6.3K - $7.17K
|
7.67K
$2.21M
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-21.8K- 21.12% |
$3.64M - $4.37M
|
81.4K
$23.5M
|
|
|
Jun 03, 2025
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-12.1K- 8.04% |
$2.02M - $2.42M
|
138K
$39.9M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
36.7MNew |
$6.14B - $7.36B
|
36.7M
$10.6B
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-20.1KClosed |
$3.36M - $4.03M
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5+ 31.25% |
$835 - $1K
|
21
$6.06K
|
|
|
Jan 08, 2025
Q1 2024
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.61K+ 17.99% |
$769K - $922K
|
30.2K
$8.72M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3- 0.13% |
$501 - $601
|
2.24K
$646K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
29.2K+ 416.91% |
$4.87M - $5.84M
|
36.2K
$10.4M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.39KNew |
$566K - $678K
|
3.39K
$978K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.01K+ 0.32% |
$168K - $202K
|
312K
$90M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 0.44% |
$16.7K - $20K
|
22.7K
$6.55M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
PUT |
3.5KNew |
$585K - $701K
|
3.5K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
250New |
$41.8K - $50.1K
|
250
$72.2K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
6.91KNew |
$1.15M - $1.38M
|
6.91K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
27.5KNew |
$4.59M - $5.51M
|
27.5K
$7.94M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.9KNew |
$1.15M - $1.38M
|
6.9K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
200KNew |
$33.4M - $40.1M
|
200K
$57.7M
|
|
|
May 15, 2024
Q1 2024
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
1.31KNew |
$218K - $261K
|
1.31K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
PUT |
800New |
$134K - $160K
|
800
$231K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
3.1K+ 11.48% |
$518K - $621K
|
30.1K
$8.69M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-31.6K- 21.92% |
$5.28M - $6.32M
|
112K
$32.5M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.43KNew |
$572K - $686K
|
3.43K
$989K
|
|
|
May 15, 2024
Q1 2024
|
Roberts Capital Advisors, LLC
Denver, CO |
SELL
|
- |
-408- 6.71% |
$68.2K - $81.7K
|
5.67K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
1KNew |
$167K - $200K
|
1K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
1.05KNew |
$176K - $211K
|
1.05K
$304K
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
1.89KNew |
$315K - $378K
|
1.89K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
3KNew |
$501K - $601K
|
3K
$866K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
27.2K+ 114.3% |
$4.55M - $5.46M
|
51.1K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
415New |
$69.3K - $83.1K
|
415
$120K
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
8.17KNew |
$1.37M - $1.64M
|
8.17K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-2.41K- 82.52% |
$403K - $483K
|
511
$148K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
137K+ 175.92% |
$22.8M - $27.4M
|
214K
$61.8M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-13.1K- 91.04% |
$2.18M - $2.62M
|
1.29K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-51.2K- 35.61% |
$8.56M - $10.3M
|
92.6K
$26.7M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.31K- 36.7% |
$219K - $263K
|
2.26K
$653K
|
|
|
May 15, 2024
Q1 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
8.4KNew |
$1.4M - $1.68M
|
8.4K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
25KNew |
$4.18M - $5.01M
|
25K
$7.22M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
64K+ 464.45% |
$10.7M - $12.8M
|
77.8K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-1.45K- 15.84% |
$241K - $289K
|
7.68K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
14+ 0.17% |
$2.34K - $2.8K
|
8.22K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
43+ 1.11% |
$7.18K - $8.61K
|
3.9K
$1.13M
|
|