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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
250KNew |
$19.8M - $35.3M
|
250K
$60M
|
|
|
May 15, 2020
Q1 2020
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-22KClosed |
$1.74M - $3.1M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
PUT |
-165KClosed |
$13.1M - $23.3M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Ruane, Cunniff & Goldfarb L.P.
New York, NY |
SELL
|
- |
-1.71KClosed |
$135K - $241K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sandler Capital Management
New York, NY |
SELL
|
- |
-65KClosed |
$5.14M - $9.17M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Teewinot Capital Advisers, L.L.C.
New York, NY |
SELL
|
- |
-99.4KClosed |
$7.86M - $14M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-87.1KClosed |
$6.88M - $12.3M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
CALL |
-6KClosed |
$474K - $847K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Endeavour Capital Advisors Inc
Greenwich, CT |
SELL
|
- |
-137KClosed |
$10.9M - $19.4M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-10KClosed |
$790K - $1.41M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Rovida Advisors Inc.
Newark, NJ |
SELL
|
- |
-525KClosed |
$41.5M - $74M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
8KNew |
$632K - $1.13M
|
8K
$1.92M
|
|
|
May 12, 2020
Q1 2020
|
American Asset Management Inc.
|
SELL
|
- |
-10.3KClosed |
$815K - $1.45M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-16.6KClosed |
$1.31M - $2.34M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Telemark Asset Management, LLC
Boston, MA |
SELL
|
- |
-150KClosed |
$11.9M - $21.2M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
575+ 10.45% |
$45.4K - $81.1K
|
6.08K
$1.46M
|
|
|
May 11, 2020
Q1 2020
|
Rmb Capital Management, LLC
|
SELL
|
PUT |
-174KClosed |
$13.8M - $24.5M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1.57KClosed |
$124K - $222K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
PUT |
-26KClosed |
$2.05M - $3.67M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.67KClosed |
$132K - $235K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.94KClosed |
$153K - $273K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.79KClosed |
$141K - $252K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Packer & CO LTD
|
SELL
|
- |
-550KClosed |
$43.5M - $77.7M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.92KClosed |
$151K - $270K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-16.2KClosed |
$1.28M - $2.29M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-11.9KClosed |
$944K - $1.69M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hanseatic Management Services Inc
|
SELL
|
- |
-5.47KClosed |
$432K - $772K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Virginia National Bank
|
SELL
|
- |
-2.86KClosed |
$226K - $403K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.56KClosed |
$123K - $220K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
30New |
$2.37K - $4.23K
|
30
$7.2K
|
|
| Q4 2019 | |||||||
|
Oct 18, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
62+ 4.29% |
$6.93K - $8.64K
|
1.51K
$361K
|
|
|
Feb 14, 2020
Q4 2019
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
SELL
|
- |
-63KClosed |
$7.04M - $8.78M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-1.85KClosed |
$207K - $258K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Mark Asset Management LP
New York, NY |
SELL
|
CALL |
-6KClosed |
$671K - $836K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-20KClosed |
$2.24M - $2.79M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Michael & Susan Dell Foundation
New York, NY |
SELL
|
- |
-51.1KClosed |
$5.72M - $7.12M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-1.78KClosed |
$199K - $248K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-4.36KClosed |
$487K - $607K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
River Road Asset Management, LLC
|
SELL
|
- |
-324KClosed |
$36.3M - $45.2M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
PUT |
800+ 114.29% |
$89.5K - $112K
|
1.5K
$360K
|
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
CALL |
-100- 0.82% |
$11.2K - $13.9K
|
12.1K
$2.9M
|
|
|
Feb 12, 2020
Q4 2019
|
Davis Capital Partners, LLC
Sausalito, CA |
SELL
|
- |
-250KClosed |
$28M - $34.9M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Iat Reinsurance CO Ltd.
New York, NY |
SELL
|
- |
-5.66KClosed |
$632K - $788K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-35.5KClosed |
$3.97M - $4.95M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
SELL
|
PUT |
-2K- 8.47% |
$224K - $279K
|
21.6K
$5.18M
|
|
|
Jan 30, 2020
Q4 2019
|
Scp Investment, LP
|
SELL
|
- |
-7KClosed |
$783K - $976K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
PUT |
-2.9K- 93.55% |
$324K - $404K
|
200
$48K
|
|
| Q3 2019 | |||||||
|
Nov 22, 2019
Q3 2019
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
SELL
|
- |
-56Closed |
$5.87K - $6.73K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-23KClosed |
$2.41M - $2.77M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-2KClosed |
$210K - $240K
|
0
$0
|
|