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 |
---|---|---|---|---|---|---|---|
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
$7.87M
|
|
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
|
|
May 15, 2020
Q1 2020
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
250KNew |
$19.8M - $35.3M
|
250K
$66.2M
|
|
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
$2.12M
|
|
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
$1.61M
|
|
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
$7.95K
|
|
Q4 2019 | |||||||
Oct 18, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
62+ 4.29% |
$6.93K - $8.64K
|
1.51K
$399K
|
|
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
|