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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-833KClosed |
$128M - $143M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Water Life Science Advisors, LP
Larkspur, CA |
SELL
|
- |
-13.8KClosed |
$2.12M - $2.36M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
1.03MNew |
$158M - $177M
|
1.03M
$247M
|
|
|
Feb 11, 2022
Q4 2021
|
Granite Point Capital Management, L.P.
|
SELL
|
- |
-10KClosed |
$1.54M - $1.72M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-12.5KClosed |
$1.92M - $2.15M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-3.2KClosed |
$492K - $549K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Capital Growth Management LP
Boston, MA |
SELL
|
- |
-80KClosed |
$12.3M - $13.7M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Gator Capital Management, LLC
|
SELL
|
- |
-4.54KClosed |
$699K - $780K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-3.5KClosed |
$539K - $601K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-1.3K- 44.83% |
$200K - $223K
|
1.6K
$384K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1.44KClosed |
$221K - $247K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-945KClosed |
$145M - $162M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
CALL |
-2K- 50.0% |
$308K - $344K
|
2K
$480K
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.56KClosed |
$241K - $269K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-38.6KClosed |
$5.94M - $6.63M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Americas LLC
|
BUY
|
CALL |
1.72MNew |
$265M - $296M
|
1.72M
$413M
|
|
|
Jan 27, 2022
Q4 2021
|
Pacific Asset Management LLC
|
BUY
|
- |
17.3KNew |
$2.66M - $2.97M
|
17.3K
$4.14M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-1.25KClosed |
$192K - $215K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.5KClosed |
$231K - $257K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-2.63KClosed |
$405K - $451K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-12.4K- 14.6% |
$1.91M - $2.13M
|
72.7K
$17.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-1.43KClosed |
$220K - $246K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Value Partners Investments Inc.
|
SELL
|
- |
-39.1KClosed |
$6.02M - $6.72M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
5.39K+ 3.32% |
$792K - $900K
|
168K
$40.3M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
900+ 2.11% |
$132K - $150K
|
43.6K
$10.5M
|
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-10.6KClosed |
$1.55M - $1.77M
|
0
$0
|
|
|
Nov 10, 2022
Q3 2021
|
Investidor Profissional Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-55.9KClosed |
$8.22M - $9.34M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-4.07KClosed |
$599K - $680K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thunderbird Partners LLP
London, X0 |
SELL
|
- |
-300KClosed |
$44.1M - $50.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.43KClosed |
$210K - $238K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-118KClosed |
$17.4M - $19.8M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-27.5KClosed |
$4.04M - $4.59M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-28.9KClosed |
$4.25M - $4.83M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Jones Road Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.08KClosed |
$305K - $346K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
500+ 20.0% |
$73.5K - $83.5K
|
3K
$720K
|
|
|
Nov 15, 2021
Q3 2021
|
Nfc Investments, LLC
Memphis, TN |
SELL
|
- |
-1.33KClosed |
$196K - $223K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pactiv General Employee Benefit Trust
Lake Forest, IL |
SELL
|
- |
-237KClosed |
$34.8M - $39.5M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-28.7KClosed |
$4.21M - $4.79M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gendell Jeffrey L
Greenwich, CT |
SELL
|
- |
-80KClosed |
$11.8M - $13.4M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-5K- 3.57% |
$735K - $835K
|
135K
$32.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-68.1KClosed |
$10M - $11.4M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-2.02KClosed |
$297K - $337K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Provident Trust CO
|
BUY
|
- |
3.23KNew |
$475K - $540K
|
3.23K
$775K
|
|
|
Nov 01, 2021
Q3 2021
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-39.5KClosed |
$5.8M - $6.59M
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
PUT |
-80- 2.6% |
$11.8K - $13.4K
|
3K
$720K
|
|
|
Oct 28, 2021
Q3 2021
|
Leverage Partners Absolute Return Fund Spc
|
SELL
|
- |
-10KClosed |
$1.47M - $1.67M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
48.2KNew |
$7.09M - $8.05M
|
48.2K
$11.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-1.61KClosed |
$237K - $269K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
400New |
$58.8K - $66.8K
|
400
$95.9K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.34KNew |
$1.37M - $1.56M
|
9.34K
$2.24M
|
|