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 |
---|---|---|---|---|---|---|---|
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
$35.8M
|
|
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
$856K
|
|
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
$795K
|
|
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
$12.8M
|
|
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
$106K
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.34KNew |
$1.37M - $1.56M
|
9.34K
$2.47M
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-695Closed |
$102K - $116K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-3.15KClosed |
$463K - $526K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
17 Capital Partners, LLC
|
SELL
|
- |
-5.21KClosed |
$765K - $869K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
PUT |
-200- 50.0% |
$29.4K - $33.4K
|
200
$53K
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
SELL
|
- |
-1.34KClosed |
$196K - $223K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-155Closed |
$22.8K - $25.9K
|
0
$0
|
|
Q2 2021 | |||||||
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
44+ 0.83% |
$6.48K - $7.32K
|
5.36K
$1.42M
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
PUT |
1.6KNew |
$236K - $266K
|
1.6K
$424K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
31.9KNew |
$4.7M - $5.31M
|
31.9K
$8.45M
|
|
Aug 16, 2021
Q2 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.05KClosed |
$302K - $341K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Inherent Group, LP
New York, NY |
SELL
|
CALL |
-54.2KClosed |
$7.99M - $9.02M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
CALL |
10KNew |
$1.47M - $1.66M
|
10K
$2.65M
|
|
Aug 16, 2021
Q2 2021
|
Melqart Asset Management (Uk) LTD
London, X0 |
SELL
|
- |
-23.5KClosed |
$3.46M - $3.91M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
23.6KNew |
$3.48M - $3.93M
|
23.6K
$6.25M
|
|
Aug 16, 2021
Q2 2021
|
Castellan Group
Louisville, KY |
SELL
|
- |
-11.2KClosed |
$1.66M - $1.87M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
234New |
$34.5K - $38.9K
|
234
$62K
|
|
Aug 13, 2021
Q2 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.71KClosed |
$252K - $284K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Senator Investment Group LP
New York, NY |
SELL
|
- |
-650KClosed |
$95.8M - $108M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-245KClosed |
$36M - $40.7M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
CALL |
-905KClosed |
$133M - $151M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-11.9KClosed |
$1.75M - $1.98M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-1.79KClosed |
$263K - $297K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-12.5KClosed |
$1.84M - $2.08M
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-1.4KClosed |
$207K - $233K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-1MClosed |
$147M - $167M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-268Closed |
$39.5K - $44.6K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-47.2KClosed |
$6.95M - $7.85M
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-2.22KClosed |
$327K - $369K
|
0
$0
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
1.1K+ 220.0% |
$162K - $183K
|
1.6K
$424K
|
|
Q1 2021 | |||||||
Oct 07, 2022
Q1 2021
|
Bizma Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-25K- 33.33% |
$3.14M - $3.94M
|
50K
$13.2M
|
|
Aug 13, 2021
Q1 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-5.21KClosed |
$654K - $821K
|
0
$0
|
|
Jul 26, 2021
Q1 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
110New |
$13.8K - $17.3K
|
110
$29.1K
|
|
May 17, 2021
Q1 2021
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-96.5KClosed |
$12.1M - $15.2M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.75KClosed |
$346K - $434K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Miura Global Management, LLC
New York, NY |
SELL
|
- |
-51.8KClosed |
$6.51M - $8.17M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Greenvale Capital LLP
London, X0 |
SELL
|
- |
-250Closed |
$31.4K - $39.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Connacht Asset Management LP
New York, NY |
SELL
|
CALL |
-9.7KClosed |
$1.22M - $1.53M
|
0
$0
|