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 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
125KNew |
$12.7M - $17.2M
|
125K
$35.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
3.92KNew |
$399K - $540K
|
3.92K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$45.9K - $62K
|
450
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-200- 3.91% |
$20.4K - $27.6K
|
4.92K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
83.2K+ 8.42% |
$8.49M - $11.5M
|
1.07M
$303M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-12.3KClosed |
$1.26M - $1.7M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
1.87K+ 9.47% |
$191K - $258K
|
21.7K
$6.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
17+ 0.57% |
$1.73K - $2.34K
|
3.02K
$856K
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.59KNew |
$468K - $632K
|
4.59K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
BUY
|
- |
1.4MNew |
$143M - $193M
|
1.4M
$396M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.25K+ 146.95% |
$128K - $173K
|
2.1K
$596K
|
|
|
Feb 13, 2023
Q4 2022
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$1.21M - $1.64M
|
11.9K
$3.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.56K+ 4.07% |
$159K - $215K
|
39.9K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.28K+ 35.89% |
$742K - $1M
|
27.6K
$7.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
1.21K+ 26.08% |
$123K - $167K
|
5.84K
$1.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Rpo LLC
Stamford, CT |
SELL
|
- |
-41.5K- 86.42% |
$4.23M - $5.72M
|
6.52K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
33.4KNew |
$3.41M - $4.6M
|
33.4K
$9.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-50.6K- 89.24% |
$5.16M - $6.97M
|
6.1K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
2.7K+ 2.56% |
$275K - $372K
|
108K
$30.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-2.81K- 39.36% |
$286K - $387K
|
4.33K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
300+ 12.62% |
$30.6K - $41.4K
|
2.68K
$758K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.36K+ 1.23% |
$139K - $188K
|
112K
$31.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
73+ 2.35% |
$7.44K - $10.1K
|
3.18K
$899K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
377+ 0.82% |
$38.4K - $52K
|
46.3K
$13.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
18.7KNew |
$1.91M - $2.58M
|
18.7K
$5.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
CALL |
1KNew |
$102K - $138K
|
1K
$283K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-8.32K- 4.05% |
$848K - $1.15M
|
197K
$55.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-719- 32.08% |
$73.3K - $99.1K
|
1.52K
$431K
|
|
|
Feb 03, 2023
Q4 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-8.37K- 57.99% |
$854K - $1.15M
|
6.07K
$1.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.67K- 56.18% |
$272K - $368K
|
2.08K
$590K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
CALL |
100New |
$10.2K - $13.8K
|
100
$28.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Pariax, LLC
|
SELL
|
- |
-23.3K- 47.23% |
$2.38M - $3.22M
|
26.1K
$7.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.43K+ 3.99% |
$146K - $198K
|
37.4K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Guild Investment Management, Inc.
|
SELL
|
- |
-630- 3.6% |
$64.2K - $86.8K
|
16.9K
$4.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
327New |
$33.3K - $45.1K
|
327
$92.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-127- 50.4% |
$12.9K - $17.5K
|
125
$35.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.46% |
$1.12K - $1.52K
|
2.38K
$674K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.58KNew |
$161K - $218K
|
1.58K
$448K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.54K- 1.13% |
$157K - $212K
|
134K
$38.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-43.7K- 95.46% |
$4.45M - $6.02M
|
2.08K
$588K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-3.37K- 8.04% |
$343K - $464K
|
38.5K
$10.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
850+ 13.05% |
$86.7K - $117K
|
7.36K
$2.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-29.1K- 93.62% |
$2.97M - $4.01M
|
1.98K
$561K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.56% |
$306 - $414
|
538
$152K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.51K+ 14.32% |
$358K - $484K
|
28K
$7.94M
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-1.42K- 7.04% |
$145K - $195K
|
18.7K
$5.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
186+ 0.21% |
$19K - $25.6K
|
90.8K
$25.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-820- 1.11% |
$83.6K - $113K
|
73.4K
$20.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
SELL
|
PUT |
-4.5K- 8.04% |
$459K - $620K
|
51.5K
$14.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
30KNew |
$3.06M - $4.14M
|
30K
$8.49M
|