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
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.44K- 0.52% |
$280K - $323K
|
277K
$73.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
30.9K+ 7.75% |
$6.02M - $6.94M
|
429K
$114M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3+ 0.12% |
$585 - $674
|
2.44K
$647K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.3K- 5.07% |
$837K - $966K
|
80.4K
$21.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-12.5K- 0.94% |
$2.43M - $2.8M
|
1.32M
$349M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
209+ 4.91% |
$40.7K - $47K
|
4.47K
$1.18M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
28.3KNew |
$5.52M - $6.37M
|
28.3K
$7.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
100+ 1.26% |
$19.5K - $22.5K
|
8.07K
$2.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.77K- 4.62% |
$346K - $399K
|
36.6K
$9.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
678+ 1.77% |
$132K - $152K
|
38.9K
$10.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
568+ 8.82% |
$111K - $128K
|
7.01K
$1.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
437+ 3.56% |
$85.2K - $98.2K
|
12.7K
$3.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26.5K+ 195.28% |
$5.17M - $5.96M
|
40.1K
$10.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.24M- 11.95% |
$241M - $278M
|
9.1M
$2.41B
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
583KNew |
$114M - $131M
|
583K
$154M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-121- 1.51% |
$23.6K - $27.2K
|
7.89K
$2.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
293+ 1.7% |
$57.1K - $65.9K
|
17.5K
$4.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-31- 10.54% |
$6.04K - $6.97K
|
263
$69.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
560+ 2.99% |
$109K - $126K
|
19.3K
$5.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.22K- 0.96% |
$238K - $274K
|
125K
$33.2M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.25K- 1.22% |
$244K - $281K
|
102K
$26.9M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
277+ 4.53% |
$54K - $62.3K
|
6.39K
$1.69M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-48- 3.85% |
$9.36K - $10.8K
|
1.2K
$318K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.3K- 0.65% |
$253K - $292K
|
198K
$52.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-135- 81.82% |
$26.3K - $30.3K
|
30
$7.95K
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
291+ 1.31% |
$56.7K - $65.4K
|
22.4K
$5.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-123- 17.08% |
$24K - $27.7K
|
597
$158K
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-341- 1.27% |
$66.5K - $76.7K
|
26.5K
$7.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
74+ 0.04% |
$14.4K - $16.6K
|
170K
$44.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-40- 0.41% |
$7.8K - $8.99K
|
9.66K
$2.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-2K- 0.77% |
$390K - $450K
|
257K
$68M
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.74K- 3.93% |
$339K - $391K
|
42.5K
$11.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
212New |
$41.3K - $47.7K
|
212
$56.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-12.8K- 82.69% |
$2.5M - $2.88M
|
2.68K
$710K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
49+ 1.48% |
$9.55K - $11K
|
3.35K
$887K
|
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
695+ 2.58% |
$135K - $156K
|
27.7K
$7.33M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-15.6K- 8.96% |
$3.05M - $3.52M
|
159K
$42.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
292+ 1.15% |
$56.9K - $65.6K
|
25.7K
$6.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
996New |
$194K - $224K
|
996
$264K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-370- 4.02% |
$72.1K - $83.2K
|
8.84K
$2.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.17K+ 9.94% |
$1.59M - $1.84M
|
90.4K
$23.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
43+ 5.21% |
$8.38K - $9.67K
|
868
$230K
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
17.4KNew |
$3.4M - $3.92M
|
17.4K
$4.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-173- 1.23% |
$33.7K - $38.9K
|
13.9K
$3.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
36+ 124.14% |
$7.02K - $8.09K
|
65
$17.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-477- 4.9% |
$93K - $107K
|
9.26K
$2.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.69K- 15.53% |
$330K - $381K
|
9.21K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
14K+ 11.16% |
$2.72M - $3.14M
|
139K
$36.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
7.76K+ 201.43% |
$1.51M - $1.75M
|
11.6K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
719+ 3.15% |
$140K - $162K
|
23.5K
$6.23M
|