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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
109+ 227.08% |
$18.2K - $21.8K
|
157
$45.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
125+ 0.11% |
$20.9K - $25K
|
114K
$32.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
105+ 4.58% |
$17.5K - $21K
|
2.4K
$693K
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
1.5KNew |
$251K - $300K
|
1.5K
$433K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-115- 0.2% |
$19.2K - $23K
|
56.9K
$16.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
896+ 14.25% |
$150K - $179K
|
7.19K
$2.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-77- 4.05% |
$12.9K - $15.4K
|
1.82K
$526K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.73K+ 17.44% |
$290K - $347K
|
11.7K
$3.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
30+ 0.1% |
$5.01K - $6.01K
|
31.4K
$9.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
45New |
$7.52K - $9.01K
|
45
$13K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
31+ 0.47% |
$5.18K - $6.21K
|
6.57K
$1.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200+ 11.32% |
$33.4K - $40.1K
|
1.97K
$568K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-313- 5.91% |
$52.3K - $62.7K
|
4.99K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
400+ 66.67% |
$66.8K - $80.1K
|
1K
$289K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1KNew |
$167K - $200K
|
1K
$289K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-7.64K- 99.66% |
$1.28M - $1.53M
|
26
$7.51K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
68+ 5.11% |
$11.4K - $13.6K
|
1.4K
$404K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-41- 0.7% |
$6.85K - $8.21K
|
5.85K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-7.13K- 30.37% |
$1.19M - $1.43M
|
16.4K
$4.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-123K- 98.16% |
$20.5M - $24.5M
|
2.3K
$664K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
49.3KNew |
$8.24M - $9.88M
|
49.3K
$14.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
40KNew |
$6.68M - $8.01M
|
40K
$11.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-11.4K- 5.33% |
$1.9M - $2.27M
|
202K
$58.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200New |
$33.4K - $40.1K
|
200
$57.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.13KNew |
$189K - $227K
|
1.13K
$327K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
159+ 7.76% |
$26.6K - $31.8K
|
2.21K
$637K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
38+ 2.08% |
$6.35K - $7.61K
|
1.86K
$537K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-64.5K- 10.81% |
$10.8M - $12.9M
|
532K
$154M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
718+ 2.48% |
$120K - $144K
|
29.6K
$8.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
1.07KNew |
$178K - $214K
|
1.07K
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.47KNew |
$245K - $294K
|
1.47K
$424K
|
|
|
Apr 12, 2024
Q1 2024
|
Arga Investment Management, LP
|
SELL
|
- |
-787- 10.17% |
$131K - $158K
|
6.95K
$2.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
4.18KNew |
$699K - $838K
|
4.18K
$1.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13.9K+ 584.21% |
$2.32M - $2.78M
|
16.3K
$4.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
9+ 0.48% |
$1.5K - $1.8K
|
1.88K
$542K
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2K- 5.38% |
$334K - $401K
|
35.2K
$10.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.06KNew |
$178K - $213K
|
1.06K
$307K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
150+ 1.12% |
$25.1K - $30K
|
13.5K
$3.91M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-250- 15.38% |
$41.8K - $50.1K
|
1.38K
$397K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-70.4K- 0.37% |
$9.55M - $12M
|
18.9M
$5.45B
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
16.5KNew |
$2.24M - $2.81M
|
16.5K
$4.77M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$248K - $312K
|
1.83K
$529K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
16.6KNew |
$2.25M - $2.83M
|
16.6K
$4.8M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
30+ 8.31% |
$4.07K - $5.11K
|
391
$113K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
434New |
$58.9K - $73.9K
|
434
$125K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
4.19KNew |
$569K - $714K
|
4.19K
$1.21M
|
|
|
Mar 13, 2024
Q4 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
40K+ 11.8% |
$5.43M - $6.81M
|
379K
$109M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 22.73% |
$67.8K - $85.2K
|
1.7K
$491K
|
|
|
Feb 15, 2024
Q4 2023
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
100KNew |
$13.6M - $17M
|
100K
$28.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-370- 18.8% |
$50.2K - $63K
|
1.6K
$461K
|
|