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 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.2KClosed |
$410K - $539K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$25.7K - $33.7K
|
200
$56.6K
|
|
|
May 16, 2022
Q1 2022
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-1.29KClosed |
$166K - $217K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
SELL
|
- |
-10K- 29.18% |
$1.28M - $1.68M
|
24.3K
$6.87M
|
|
|
May 16, 2022
Q1 2022
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-1.61KClosed |
$207K - $271K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Odey Holdings LTD
London, X0 |
SELL
|
- |
-4.94KClosed |
$634K - $832K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ratan Capital Management LP
Miami Beach, FL |
SELL
|
- |
-4KClosed |
$513K - $674K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-19.7KClosed |
$2.53M - $3.32M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-7.6KClosed |
$975K - $1.28M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-3.44KClosed |
$441K - $579K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-50- 2.0% |
$6.42K - $8.42K
|
2.45K
$694K
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-20.3KClosed |
$2.6M - $3.41M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
32KNew |
$4.11M - $5.39M
|
32K
$9.06M
|
|
|
May 13, 2022
Q1 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
7.5KNew |
$962K - $1.26M
|
7.5K
$2.12M
|
|
|
May 12, 2022
Q1 2022
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-84.8KClosed |
$10.9M - $14.3M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
6.6K+ 19.56% |
$847K - $1.11M
|
40.4K
$11.4M
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-3.37KClosed |
$433K - $568K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.29KClosed |
$165K - $217K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
1.6K+ 88.89% |
$205K - $270K
|
3.4K
$963K
|
|
|
May 06, 2022
Q1 2022
|
Helios Capital Management Pte. LTD
|
SELL
|
- |
-9.42KClosed |
$1.21M - $1.59M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
CALL |
2KNew |
$257K - $337K
|
2K
$566K
|
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-1.41KClosed |
$181K - $237K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-2Closed |
$257 - $337
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-25.7KClosed |
$3.3M - $4.33M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-4.97KClosed |
$637K - $836K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-5.29KClosed |
$678K - $890K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4.49KClosed |
$576K - $757K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-19Closed |
$2.44K - $3.2K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-390Closed |
$50K - $65.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
463New |
$59.4K - $78K
|
463
$131K
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-698Closed |
$89.6K - $118K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-6.91KClosed |
$887K - $1.16M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-1.28KClosed |
$164K - $215K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
102New |
$13.1K - $17.2K
|
102
$28.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
18KNew |
$2.31M - $3.03M
|
18K
$5.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-1.34KClosed |
$172K - $225K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-346Closed |
$44.4K - $58.3K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Focused Investors LLC
|
SELL
|
- |
-480KClosed |
$61.6M - $80.8M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.07KClosed |
$137K - $180K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-42.5KClosed |
$5.45M - $7.16M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Ht Partners LLC
|
SELL
|
- |
-1.46KClosed |
$187K - $246K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-1- 0.99% |
$128 - $168
|
100
$28.3K
|
|
| Q4 2021 | |||||||
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.56KClosed |
$702K - $783K
|
0
$0
|
|
|
May 17, 2022
Q4 2021
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
1.5KNew |
$231K - $258K
|
1.5K
$425K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
CALL |
300New |
$46.2K - $51.5K
|
300
$84.9K
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
4.24KNew |
$652K - $728K
|
4.24K
$1.2M
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-38.1KClosed |
$5.86M - $6.54M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-1.24KClosed |
$191K - $213K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Tt International Asset Management LTD
London, X0 |
SELL
|
- |
-51.5KClosed |
$7.93M - $8.85M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
CALL |
900+ 450.0% |
$139K - $155K
|
1.1K
$311K
|
|