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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2020
Q3 2020
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
CALL |
-200- 33.33% |
$18.3K - $20.8K
|
400
$95.9K
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
11.3KNew |
$1.04M - $1.18M
|
11.3K
$2.72M
|
|
|
Oct 22, 2020
Q3 2020
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-4.6KClosed |
$420K - $477K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
BUY
|
CALL |
5KNew |
$456K - $519K
|
5K
$1.2M
|
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
BUY
|
PUT |
200New |
$18.3K - $20.8K
|
200
$48K
|
|
|
Oct 13, 2020
Q3 2020
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.72KClosed |
$157K - $179K
|
0
$0
|
|
|
Oct 05, 2020
Q3 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-35.5KClosed |
$3.24M - $3.68M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-13K- 16.94% |
$1.1M - $1.48M
|
63.9K
$15.3M
|
|
|
Feb 22, 2022
Q2 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
CALL |
100New |
$8.4K - $11.3K
|
100
$24K
|
|
|
May 10, 2021
Q2 2020
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.1KClosed |
$92.5K - $125K
|
0
$0
|
|
|
Aug 18, 2020
Q2 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
CALL |
2KNew |
$168K - $227K
|
2K
$480K
|
|
|
Aug 14, 2020
Q2 2020
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
CALL |
-147KClosed |
$12.4M - $16.7M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Islet Management, LP
New York, NY |
SELL
|
- |
-75.8KClosed |
$6.37M - $8.6M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
CALL |
20KNew |
$1.68M - $2.27M
|
20K
$4.8M
|
|
|
Aug 14, 2020
Q2 2020
|
Point State Capital LP
New York, NY |
SELL
|
- |
-98.4KClosed |
$8.26M - $11.2M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alden Global Capital LLC
West Palm Beach, FL |
SELL
|
- |
-106KClosed |
$8.94M - $12.1M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Birch Grove Capital LP
New York, NY |
BUY
|
CALL |
43.9KNew |
$3.69M - $4.98M
|
43.9K
$10.5M
|
|
|
Aug 14, 2020
Q2 2020
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-3.89KClosed |
$327K - $442K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
2KNew |
$168K - $227K
|
2K
$480K
|
|
|
Aug 14, 2020
Q2 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
- |
123K+ 69.28% |
$10.3M - $13.9M
|
300K
$72M
|
|
|
Aug 14, 2020
Q2 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
PUT |
300KNew |
$25.2M - $34M
|
300K
$72M
|
|
|
Aug 14, 2020
Q2 2020
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-5.84KClosed |
$491K - $663K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
2K+ 20.0% |
$168K - $227K
|
12K
$2.88M
|
|
|
Aug 13, 2020
Q2 2020
|
Stewart Asset Management, LLC
|
SELL
|
- |
-3.8KClosed |
$319K - $431K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
CALL |
500New |
$42K - $56.7K
|
500
$120K
|
|
|
Aug 13, 2020
Q2 2020
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-5KClosed |
$420K - $567K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-23.1KClosed |
$1.94M - $2.62M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
CALL |
-2.5MClosed |
$210M - $284M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-25KClosed |
$2.1M - $2.84M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Tran Capital Management, L.P.
|
SELL
|
- |
-45.3KClosed |
$3.81M - $5.14M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
CALL |
100New |
$8.4K - $11.3K
|
100
$24K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
99KNew |
$8.32M - $11.2M
|
99K
$23.7M
|
|
|
Aug 07, 2020
Q2 2020
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-95KClosed |
$7.99M - $10.8M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Crossvault Capital Management LLC
|
SELL
|
- |
-50.3KClosed |
$4.23M - $5.7M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-56KClosed |
$4.71M - $6.35M
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
PUT |
-1.1K- 21.57% |
$92.4K - $125K
|
4K
$959K
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
40.8K+ 20400.0% |
$3.43M - $4.63M
|
41K
$9.83M
|
|
|
Jul 21, 2020
Q2 2020
|
Planning Directions Inc
|
SELL
|
- |
-11.4KClosed |
$955K - $1.29M
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-195Closed |
$16.4K - $22.1K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Century Link Investment Management CO
|
SELL
|
- |
-29.1KClosed |
$2.44M - $3.3M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-224Closed |
$18.8K - $25.4K
|
0
$0
|
|
|
Jul 01, 2020
Q2 2020
|
Cox Capital Mgt LLC
|
SELL
|
- |
-11.1KClosed |
$929K - $1.25M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 21, 2024
Q1 2020
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-1.89KClosed |
$150K - $267K
|
0
$0
|
|
|
Jun 19, 2020
Q1 2020
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-12.3K- 29.29% |
$972K - $1.74M
|
29.7K
$7.12M
|
|
|
May 28, 2020
Q1 2020
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-10.1KClosed |
$794K - $1.42M
|
0
$0
|
|
|
May 26, 2020
Q1 2020
|
Noked Capital LTD
Tel Aviv, L3 |
SELL
|
- |
-3KClosed |
$237K - $423K
|
0
$0
|
|
|
May 26, 2020
Q1 2020
|
Noked Israel LTD
Ramat Hasharon, L3 |
SELL
|
- |
-3KClosed |
$237K - $423K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-2.37KClosed |
$187K - $334K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Alaska Permanent Capital Management
|
SELL
|
- |
-2.37KClosed |
$187K - $334K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-4.62KClosed |
$365K - $652K
|
0
$0
|
|