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 04, 2022
Q2 2022
|
Seven Eight Capital, LP
|
SELL
|
- |
-679- 2.04% |
$76.5K - $92.3K
|
32.7K
$7.84M
|
|
|
Aug 04, 2022
Q2 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
2.36KNew |
$266K - $321K
|
2.36K
$566K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-425KClosed |
$47.8M - $57.7M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
SELL
|
- |
-7.44KClosed |
$837K - $1.01M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
16+ 0.86% |
$1.8K - $2.17K
|
1.88K
$450K
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.64KClosed |
$185K - $223K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-100- 9.09% |
$11.3K - $13.6K
|
1K
$240K
|
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
SELL
|
- |
-3.22KClosed |
$362K - $437K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
311+ 1.47% |
$35K - $42.3K
|
21.5K
$5.16M
|
|
|
Jul 29, 2022
Q2 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-100Closed |
$11.3K - $13.6K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-2.61K- 32.56% |
$294K - $354K
|
5.4K
$1.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Enhancing Capital LLC
|
SELL
|
- |
-13- 0.05% |
$1.46K - $1.77K
|
27.5K
$6.59M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.42K- 43.0% |
$498K - $601K
|
5.86K
$1.41M
|
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.88K+ 11.11% |
$324K - $391K
|
28.8K
$6.91M
|
|
|
Jul 27, 2022
Q2 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.56KClosed |
$176K - $212K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-100- 0.38% |
$11.3K - $13.6K
|
26.2K
$6.28M
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-613- 16.68% |
$69K - $83.3K
|
3.06K
$734K
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-439- 13.98% |
$49.4K - $59.7K
|
2.7K
$648K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
421+ 44.64% |
$47.4K - $57.2K
|
1.36K
$327K
|
|
|
Jul 25, 2022
Q2 2022
|
Jackson Square Capital, LLC
|
SELL
|
- |
-12.2K- 84.75% |
$1.38M - $1.66M
|
2.2K
$528K
|
|
|
Jul 25, 2022
Q2 2022
|
William Allan, LLC
|
SELL
|
- |
-5.52KClosed |
$621K - $750K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.19K+ 1.91% |
$134K - $162K
|
63.3K
$15.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.78K- 5.52% |
$200K - $242K
|
30.4K
$7.29M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
219+ 60.83% |
$24.7K - $29.8K
|
579
$139K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
11.3KNew |
$1.27M - $1.53M
|
11.3K
$2.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-12.2KClosed |
$1.38M - $1.66M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-2.63K- 36.37% |
$296K - $357K
|
4.6K
$1.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-477- 20.13% |
$53.7K - $64.8K
|
1.89K
$454K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.99KClosed |
$224K - $271K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.5KClosed |
$168K - $203K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$282K - $340K
|
2.5K
$600K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-1.83K- 3.34% |
$206K - $249K
|
53K
$12.7M
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-46.9KClosed |
$5.28M - $6.37M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-708Closed |
$79.7K - $96.2K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-16.9KClosed |
$1.9M - $2.3M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-43.3K- 94.14% |
$4.87M - $5.88M
|
2.7K
$647K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-2.95KClosed |
$332K - $400K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.05K+ 4.88% |
$118K - $143K
|
22.6K
$5.42M
|
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-20.1KClosed |
$2.26M - $2.73M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.14% |
$113 - $136
|
703
$169K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
155+ 2.24% |
$17.5K - $21.1K
|
7.07K
$1.69M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
PUT |
-1.4K- 93.33% |
$158K - $190K
|
100
$24K
|
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.54KClosed |
$174K - $210K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.11KClosed |
$463K - $559K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
4.4K+ 24.44% |
$496K - $598K
|
22.4K
$5.38M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
700+ 84.03% |
$78.8K - $95.1K
|
1.53K
$368K
|
|
|
Jul 15, 2022
Q2 2022
|
Morris Capital Advisors, LLC
|
SELL
|
- |
-183- 4.65% |
$20.6K - $24.9K
|
3.75K
$899K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-485- 2.84% |
$54.6K - $65.9K
|
16.6K
$3.99M
|
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-14.9KClosed |
$1.68M - $2.02M
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
7.14KNew |
$804K - $971K
|
7.14K
$1.71M
|