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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.22K- 0.96% |
$238K - $274K
|
125K
$30.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-47- 0.99% |
$9.16K - $10.6K
|
4.71K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
6.91KNew |
$1.35M - $1.55M
|
6.91K
$1.66M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.25K- 1.22% |
$244K - $281K
|
102K
$24.5M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
277+ 4.53% |
$54K - $62.3K
|
6.39K
$1.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-48- 3.85% |
$9.36K - $10.8K
|
1.2K
$289K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.3K- 0.65% |
$253K - $292K
|
198K
$47.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-135- 81.82% |
$26.3K - $30.3K
|
30
$7.22K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
291+ 1.31% |
$56.7K - $65.4K
|
22.4K
$5.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-123- 17.08% |
$24K - $27.7K
|
597
$144K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-341- 1.27% |
$66.5K - $76.7K
|
26.5K
$6.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
74+ 0.04% |
$14.4K - $16.6K
|
170K
$40.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-40- 0.41% |
$7.8K - $8.99K
|
9.66K
$2.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-2K- 0.77% |
$390K - $450K
|
257K
$61.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.74K- 3.93% |
$339K - $391K
|
42.5K
$10.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
212New |
$41.3K - $47.7K
|
212
$51K
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-12.8K- 82.69% |
$2.5M - $2.88M
|
2.68K
$646K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
49+ 1.48% |
$9.55K - $11K
|
3.35K
$806K
|
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
695+ 2.58% |
$135K - $156K
|
27.7K
$6.66M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-15.6K- 8.96% |
$3.05M - $3.52M
|
159K
$38.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
903+ 2.01% |
$176K - $203K
|
45.8K
$11M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
292+ 1.15% |
$56.9K - $65.6K
|
25.7K
$6.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
996New |
$194K - $224K
|
996
$240K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-370- 4.02% |
$72.1K - $83.2K
|
8.84K
$2.13M
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-424- 2.88% |
$82.6K - $95.3K
|
14.3K
$3.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.17K+ 9.94% |
$1.59M - $1.84M
|
90.4K
$21.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
43+ 5.21% |
$8.38K - $9.67K
|
868
$209K
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
17.4KNew |
$3.4M - $3.92M
|
17.4K
$4.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-173- 1.23% |
$33.7K - $38.9K
|
13.9K
$3.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
36+ 124.14% |
$7.02K - $8.09K
|
65
$15.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-477- 4.9% |
$93K - $107K
|
9.26K
$2.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.69K- 15.53% |
$330K - $381K
|
9.21K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
14K+ 11.16% |
$2.72M - $3.14M
|
139K
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
7.76K+ 201.43% |
$1.51M - $1.75M
|
11.6K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
719+ 3.15% |
$140K - $162K
|
23.5K
$5.67M
|
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-141- 0.46% |
$27.5K - $31.7K
|
30.7K
$7.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-5.1K- 62.97% |
$994K - $1.15M
|
3K
$722K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
601K+ 872.06% |
$117M - $135M
|
670K
$161M
|
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
769K+ 22.97% |
$150M - $173M
|
4.12M
$992M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-603- 0.8% |
$118K - $136K
|
75K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
67.6K+ 23.47% |
$13.2M - $15.2M
|
356K
$85.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-23.5K- 92.0% |
$4.59M - $5.29M
|
2.05K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
87.4KNew |
$17M - $19.7M
|
87.4K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
SELL
|
- |
-3.87K- 14.12% |
$754K - $870K
|
23.5K
$5.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
28.2K+ 1.64% |
$5.49M - $6.33M
|
1.75M
$421M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.9K+ 4.54% |
$2.71M - $3.13M
|
321K
$77.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-4.92K- 8.86% |
$959K - $1.11M
|
50.6K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-335K- 3.97% |
$65.3M - $75.3M
|
8.11M
$1.95B
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
524KNew |
$102M - $118M
|
524K
$126M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
303K+ 2.05% |
$59M - $68M
|
15.1M
$3.63B
|