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 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
61+ 1.26% |
$11.9K - $13.7K
|
4.89K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-23- 0.24% |
$4.48K - $5.17K
|
9.76K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
277K+ 1.47% |
$54M - $62.3M
|
19.1M
$4.6B
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
1.08M+ 48.11% |
$211M - $244M
|
3.34M
$804M
|
|
|
Nov 14, 2024
Q3 2024
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
50KNew |
$9.75M - $11.2M
|
50K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Loews Corp
New York, NY |
BUY
|
- |
50KNew |
$9.75M - $11.2M
|
50K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.02% |
$195 - $225
|
4.55K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-190- 7.29% |
$37K - $42.7K
|
2.42K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
132+ 4.93% |
$25.7K - $29.7K
|
2.81K
$677K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
54.8K+ 9962.91% |
$10.7M - $12.3M
|
55.3K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-46.3K- 5.57% |
$9.02M - $10.4M
|
785K
$189M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
32.2K+ 8.79% |
$6.28M - $7.24M
|
399K
$96M
|
|
|
Nov 14, 2024
Q3 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
124K+ 109.23% |
$24.2M - $27.9M
|
238K
$57.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
50+ 0.23% |
$9.75K - $11.2K
|
21.4K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-526- 10.85% |
$103K - $118K
|
4.32K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-4.56K- 3.1% |
$889K - $1.03M
|
143K
$34.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
2.19K+ 0.75% |
$428K - $493K
|
294K
$70.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
627+ 21.15% |
$122K - $141K
|
3.59K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
46.3K+ 2.13% |
$9.03M - $10.4M
|
2.22M
$534M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-99.9K- 5.5% |
$19.5M - $22.5M
|
1.72M
$414M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.7K+ 2.08% |
$527K - $608K
|
133K
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
944+ 4.74% |
$184K - $212K
|
20.9K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-25.6K- 7.02% |
$4.99M - $5.75M
|
339K
$81.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 25.58% |
$2.69M - $3.1M
|
67.8K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
210+ 1.03% |
$40.9K - $47.2K
|
20.5K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-847K- 4.94% |
$165M - $190M
|
16.3M
$3.93B
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
11.7KNew |
$2.27M - $2.62M
|
11.7K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
18K+ 7.74% |
$3.5M - $4.04M
|
250K
$60.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-5.02K- 26.02% |
$978K - $1.13M
|
14.3K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.08K+ 1.45% |
$406K - $468K
|
145K
$35M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-3.14K- 0.18% |
$613K - $707K
|
1.72M
$414M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-70- 2.21% |
$13.6K - $15.7K
|
3.1K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
41+ 0.75% |
$7.99K - $9.22K
|
5.52K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
192K+ 0.15% |
$37.4M - $43.1M
|
126M
$30.4B
|
|
|
Nov 14, 2024
Q3 2024
|
Consulta LTD
London, X0 |
SELL
|
- |
-150K- 30.0% |
$29.2M - $33.7M
|
350K
$84.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-69- 1.23% |
$13.4K - $15.5K
|
5.54K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-149K- 17.4% |
$29M - $33.5M
|
707K
$170M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
202+ 17.25% |
$39.4K - $45.4K
|
1.37K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-62- 2.05% |
$12.1K - $13.9K
|
2.96K
$712K
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.35K+ 1.18% |
$458K - $529K
|
202K
$48.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.5K- 1.6% |
$291K - $336K
|
91.8K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.1K+ 0.44% |
$409K - $472K
|
474K
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-669K- 2.8% |
$130M - $150M
|
23.2M
$5.59B
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-979- 19.96% |
$191K - $220K
|
3.93K
$945K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
435+ 4.52% |
$84.8K - $97.8K
|
10.1K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
95+ 8.04% |
$18.5K - $21.4K
|
1.28K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
423+ 2.56% |
$82.4K - $95.1K
|
16.9K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.23K+ 108.22% |
$434K - $500K
|
4.28K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.31K+ 6.18% |
$1.23M - $1.42M
|
108K
$26.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
123+ 10.68% |
$24K - $27.7K
|
1.28K
$307K
|