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 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-1.85KClosed |
$179K - $235K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
SELL
|
- |
-4.5K- 89.01% |
$434K - $571K
|
555
$133K
|
|
|
Feb 11, 2021
Q4 2020
|
Artal Group S.A.
Luxembourg, N4 |
SELL
|
CALL |
-1MClosed |
$96.5M - $127M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
105+ 2625.0% |
$10.1K - $13.3K
|
109
$26.1K
|
|
|
Feb 10, 2021
Q4 2020
|
Shelter Mutual Insurance CO
|
BUY
|
- |
29KNew |
$2.8M - $3.69M
|
29K
$6.96M
|
|
|
Feb 10, 2021
Q4 2020
|
Groesbeck Investment Management Corp
|
SELL
|
- |
-2.11KClosed |
$204K - $268K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
PUT |
2KNew |
$193K - $254K
|
2K
$480K
|
|
|
Feb 09, 2021
Q4 2020
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-467KClosed |
$45.1M - $59.4M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-32.5KClosed |
$3.14M - $4.13M
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
50New |
$4.83K - $6.35K
|
50
$12K
|
|
|
Feb 03, 2021
Q4 2020
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-3.53KClosed |
$341K - $448K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-7.45KClosed |
$720K - $947K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
1.4KNew |
$135K - $178K
|
1.4K
$336K
|
|
|
Jan 27, 2021
Q4 2020
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-20KClosed |
$1.93M - $2.54M
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-356Closed |
$34.4K - $45.2K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-26.6KClosed |
$2.57M - $3.38M
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Benson Investment Management Company, Inc.
|
SELL
|
- |
-35.4K- 87.72% |
$3.41M - $4.49M
|
4.95K
$1.19M
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-20Closed |
$1.93K - $2.54K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
SELL
|
PUT |
-5.47K- 7.25% |
$528K - $694K
|
69.9K
$16.8M
|
|
| Q3 2020 | |||||||
|
Sep 05, 2023
Q3 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
67New |
$6.12K - $6.96K
|
67
$16.1K
|
|
|
Sep 10, 2021
Q3 2020
|
Veracity Capital LLC
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
SELL
|
- |
-21.2M- 95.64% |
$1.94B - $2.21B
|
967K
$232M
|
|
|
Nov 16, 2020
Q3 2020
|
Precept Management LLC
Dallas, TX |
SELL
|
CALL |
-200KClosed |
$18.3M - $20.8M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Anson Funds Management LP
Dallas, TX |
SELL
|
CALL |
-183KClosed |
$16.7M - $19M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
CALL |
-295KClosed |
$26.9M - $30.6M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-5.27KClosed |
$481K - $547K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Tig Advisors, LLC
New York, NY |
SELL
|
- |
-23KClosed |
$2.1M - $2.38M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Knighthead Capital Management, LLC
New York, NY |
SELL
|
CALL |
-150KClosed |
$13.7M - $15.6M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-5.97KClosed |
$545K - $620K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Alight Capital Management LP
New York, NY |
SELL
|
CALL |
-20KClosed |
$1.83M - $2.08M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
150KNew |
$13.7M - $15.6M
|
150K
$36M
|
|
|
Nov 16, 2020
Q3 2020
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-31.1KClosed |
$2.84M - $3.23M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
- |
-26.3KClosed |
$2.4M - $2.73M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-5KClosed |
$456K - $519K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-15KClosed |
$1.37M - $1.56M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-20KClosed |
$1.83M - $2.08M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
CALL |
200New |
$18.3K - $20.8K
|
200
$48K
|
|
|
Nov 13, 2020
Q3 2020
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
- |
-60KClosed |
$5.48M - $6.23M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
CALL |
-100- 50.0% |
$9.13K - $10.4K
|
100
$24K
|
|
|
Nov 13, 2020
Q3 2020
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-55KClosed |
$5.02M - $5.71M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Worm Capital, LLC
Austin, TX |
SELL
|
PUT |
-50KClosed |
$4.56M - $5.19M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Algebris (Uk) LTD
London, X0 |
SELL
|
PUT |
-13.5KClosed |
$1.23M - $1.4M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
CALL |
2New |
$183 - $208
|
2
$480
|
|
|
Nov 12, 2020
Q3 2020
|
Tempus Wealth Planning, LLC
|
BUY
|
PUT |
1KNew |
$91.3K - $104K
|
1K
$240K
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-107Closed |
$9.77K - $11.1K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-5KClosed |
$456K - $519K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-2.4K- 15.65% |
$219K - $249K
|
12.9K
$3.1M
|
|
|
Oct 30, 2020
Q3 2020
|
American Assets Investment Management, LLC
|
BUY
|
- |
15K+ 9.23% |
$1.37M - $1.56M
|
178K
$42.6M
|
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-190KClosed |
$17.3M - $19.7M
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-19.2KClosed |
$1.75M - $1.99M
|
0
$0
|
|