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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-1.83KClosed |
$206K - $249K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-2.62KClosed |
$295K - $356K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
6.57K+ 10.42% |
$740K - $893K
|
69.7K
$16.7M
|
|
Aug 15, 2022
Q2 2022
|
Colrain Capital LLC
Boston, MA |
SELL
|
- |
-1.5KClosed |
$169K - $204K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-708- 20.78% |
$79.7K - $96.2K
|
2.7K
$647K
|
|
Aug 15, 2022
Q2 2022
|
Odey Asset Management Group LTD
London, X0 |
SELL
|
- |
-20KClosed |
$2.25M - $2.72M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
24KNew |
$2.7M - $3.26M
|
24K
$5.76M
|
|
Aug 15, 2022
Q2 2022
|
Periscope Capital Inc.
Toronto, A6 |
SELL
|
- |
-4.27KClosed |
$481K - $580K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
2KNew |
$225K - $272K
|
2K
$480K
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
4.84K+ 123.88% |
$545K - $658K
|
8.75K
$2.1M
|
|
Aug 12, 2022
Q2 2022
|
Senvest Management, LLC
New York, NY |
SELL
|
- |
-280KClosed |
$31.5M - $38.1M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.5K+ 401.07% |
$169K - $204K
|
1.87K
$450K
|
|
Aug 12, 2022
Q2 2022
|
May Tech Global Investments, LLC
New York, NY |
SELL
|
- |
-375Closed |
$42.2K - $51K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-4.06K- 6.22% |
$457K - $551K
|
61.1K
$14.7M
|
|
Aug 12, 2022
Q2 2022
|
Wilson Asset Management (International) Pty LTD
Sydney, C3 |
SELL
|
- |
-19.2K- 31.63% |
$2.17M - $2.61M
|
41.6K
$9.98M
|
|
Aug 12, 2022
Q2 2022
|
Philo Smith Capital Corp
Stamford, CT |
SELL
|
- |
-350- 3.54% |
$39.4K - $47.6K
|
9.55K
$2.29M
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
PUT |
-100- 1.35% |
$11.3K - $13.6K
|
7.3K
$1.75M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-9.67K- 9.25% |
$1.09M - $1.31M
|
94.8K
$22.7M
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.66KClosed |
$637K - $769K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-1.62KClosed |
$182K - $220K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-18.1K- 49.67% |
$2.03M - $2.46M
|
18.3K
$4.39M
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments America Inc.
Toronto, A6 |
SELL
|
- |
-102KClosed |
$11.5M - $13.9M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-3.52K- 88.0% |
$396K - $478K
|
480
$115K
|
|
Aug 11, 2022
Q2 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-22.5KClosed |
$2.53M - $3.06M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-4.69K- 1.85% |
$528K - $637K
|
248K
$59.5M
|
|
Aug 11, 2022
Q2 2022
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
CALL |
-27.3KClosed |
$3.07M - $3.71M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
58KNew |
$6.53M - $7.88M
|
58K
$13.9M
|
|
Aug 11, 2022
Q2 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-398Closed |
$44.8K - $54.1K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-1.65KClosed |
$186K - $224K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
589+ 0.49% |
$66.3K - $80.1K
|
122K
$29.1M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
8.27KNew |
$931K - $1.12M
|
8.27K
$1.98M
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-10.2KClosed |
$1.15M - $1.39M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-2.9KClosed |
$326K - $394K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Rpo LLC
Stamford, CT |
BUY
|
PUT |
66.2KNew |
$7.45M - $9M
|
66.2K
$15.9M
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
SELL
|
- |
-20.4KClosed |
$2.3M - $2.78M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Adamcapital Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-525K- 78.33% |
$59.1M - $71.3M
|
145K
$34.8M
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.76KClosed |
$198K - $239K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
First Washington Corp
Seattle, WA |
BUY
|
- |
40.2KNew |
$4.53M - $5.47M
|
40.2K
$9.65M
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
417+ 16.47% |
$47K - $56.7K
|
2.95K
$707K
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.82KClosed |
$205K - $247K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
605+ 6.76% |
$68.1K - $82.2K
|
9.56K
$2.29M
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-3.63KClosed |
$409K - $493K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-10.6KClosed |
$1.2M - $1.44M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
51KNew |
$5.74M - $6.93M
|
51K
$12.2M
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-101Closed |
$11.4K - $13.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-1.63KClosed |
$183K - $221K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
3K+ 25.0% |
$338K - $408K
|
15K
$3.6M
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-11K- 29.23% |
$1.24M - $1.49M
|
26.6K
$6.38M
|
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-28.7KClosed |
$3.23M - $3.9M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-1.53KClosed |
$173K - $208K
|
0
$0
|