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 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-47- 0.7% |
$5.99K - $6.84K
|
6.67K
$1.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-542- 4.56% |
$69.1K - $78.8K
|
11.4K
$3.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.3K+ 1.05% |
$421K - $481K
|
317K
$89.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Brooktree Capital Management
|
SELL
|
- |
-1.66K- 50.73% |
$212K - $242K
|
1.61K
$457K
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-5.72K- 26.95% |
$729K - $832K
|
15.5K
$4.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
275+ 4.85% |
$35.1K - $40K
|
5.95K
$1.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
18.4KNew |
$2.35M - $2.68M
|
18.4K
$5.22M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
800New |
$102K - $116K
|
800
$227K
|
|
|
Aug 02, 2023
Q2 2023
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
PUT |
-200- 16.67% |
$25.5K - $29.1K
|
1K
$283K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
49.9KNew |
$6.37M - $7.26M
|
49.9K
$14.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
292+ 0.64% |
$37.2K - $42.5K
|
46.2K
$13.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
188+ 1.12% |
$24K - $27.3K
|
17K
$4.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-8.84K- 1.68% |
$1.13M - $1.29M
|
517K
$146M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-1.56K- 25.79% |
$199K - $227K
|
4.49K
$1.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
BUY
|
- |
10+ 0.37% |
$1.27K - $1.45K
|
2.73K
$774K
|
|
|
Jul 31, 2023
Q2 2023
|
Spartan Fund Management Inc.
|
BUY
|
- |
3.38K+ 360.68% |
$430K - $491K
|
4.31K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-5.38K- 15.28% |
$686K - $782K
|
29.8K
$8.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
CALL |
4.3KNew |
$548K - $625K
|
4.3K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
SELL
|
- |
-14.8K- 32.36% |
$1.89M - $2.16M
|
31K
$8.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.88K+ 163.04% |
$239K - $273K
|
3.03K
$857K
|
|
|
Jul 28, 2023
Q2 2023
|
Sicart Associates LLC
|
BUY
|
- |
1.39KNew |
$177K - $201K
|
1.39K
$392K
|
|
|
Jul 28, 2023
Q2 2023
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-400- 16.22% |
$51K - $58.2K
|
2.07K
$585K
|
|
|
Jul 27, 2023
Q2 2023
|
Adirondack Retirement Specialists, Inc.
|
SELL
|
- |
-189- 83.63% |
$24.1K - $27.5K
|
37
$10.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
94.8KNew |
$12.1M - $13.8M
|
94.8K
$26.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.07KNew |
$392K - $447K
|
3.07K
$870K
|
|
|
Jul 26, 2023
Q2 2023
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-375- 8.17% |
$47.8K - $54.5K
|
4.22K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Westwood Management Corp
|
SELL
|
- |
-2K- 37.74% |
$255K - $291K
|
3.3K
$934K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.45K- 43.05% |
$185K - $211K
|
1.92K
$544K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.28% |
$382 - $436
|
1.09K
$309K
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.5KNew |
$191K - $218K
|
1.5K
$424K
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-14.2K- 52.56% |
$1.81M - $2.07M
|
12.8K
$3.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-40.1K- 57.94% |
$5.11M - $5.83M
|
29.1K
$8.23M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
477+ 5.37% |
$60.8K - $69.4K
|
9.36K
$2.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
1.53KNew |
$195K - $223K
|
1.53K
$434K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-887- 2.18% |
$113K - $129K
|
39.8K
$11.3M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
218+ 3.14% |
$27.8K - $31.7K
|
7.15K
$2.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
674+ 3.59% |
$85.9K - $98K
|
19.4K
$5.5M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
218+ 3.14% |
$27.8K - $31.7K
|
7.15K
$2.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
1.5KNew |
$192K - $219K
|
1.5K
$426K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
346+ 1.68% |
$44.1K - $50.3K
|
20.9K
$5.92M
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-2.94K- 24.75% |
$375K - $428K
|
8.94K
$2.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-21- 0.36% |
$2.68K - $3.05K
|
5.81K
$1.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-10- 0.41% |
$1.27K - $1.45K
|
2.45K
$693K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
446+ 8.86% |
$56.9K - $64.9K
|
5.48K
$1.55M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-542- 4.95% |
$69.1K - $78.8K
|
10.4K
$2.95M
|
|
| Q1 2023 | |||||||
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
110+ 23.97% |
$13.7K - $15.8K
|
569
$161K
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-40.3K- 78.22% |
$5.03M - $5.79M
|
11.2K
$3.18M
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
105+ 1.02% |
$13.1K - $15.1K
|
10.4K
$2.94M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-819- 11.68% |
$102K - $118K
|
6.2K
$1.75M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
SELL
|
- |
-334- 4.35% |
$41.7K - $48K
|
7.34K
$2.08M
|
|