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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-378- 3.4% |
$73.7K - $85K
|
10.7K
$2.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
267+ 3.58% |
$52K - $60K
|
7.72K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-418- 2.91% |
$81.5K - $94K
|
14K
$3.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-210- 1.92% |
$40.9K - $47.2K
|
10.7K
$2.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.12K- 9.65% |
$1.39M - $1.6M
|
66.6K
$17.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-80- 1.35% |
$15.6K - $18K
|
5.83K
$1.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18+ 1.68% |
$3.51K - $4.05K
|
1.09K
$289K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.02K- 0.68% |
$199K - $230K
|
150K
$39.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-67- 2.25% |
$13.1K - $15.1K
|
2.91K
$771K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-45- 3.71% |
$8.77K - $10.1K
|
1.17K
$309K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-94- 0.21% |
$18.3K - $21.1K
|
44.5K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
74+ 4.71% |
$14.4K - $16.6K
|
1.65K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
71+ 0.69% |
$13.8K - $16K
|
10.4K
$2.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
69+ 0.23% |
$13.4K - $15.5K
|
29.5K
$7.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.61K- 2.68% |
$509K - $587K
|
95K
$25.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
192+ 0.35% |
$37.4K - $43.2K
|
55.7K
$14.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.87% |
$195 - $225
|
116
$30.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.28K+ 22.45% |
$445K - $513K
|
12.5K
$3.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
50+ 3.09% |
$9.75K - $11.2K
|
1.67K
$442K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-759- 0.66% |
$148K - $171K
|
114K
$30.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
462+ 6.37% |
$90K - $104K
|
7.71K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
733+ 4.75% |
$143K - $165K
|
16.2K
$4.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
10+ 0.2% |
$1.95K - $2.25K
|
4.97K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-222- 1.86% |
$43.3K - $49.9K
|
11.7K
$3.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1+ 0.08% |
$195 - $225
|
1.3K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.3K+ 5.03% |
$448K - $516K
|
48K
$12.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
89+ 0.55% |
$17.3K - $20K
|
16.3K
$4.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
764+ 2.33% |
$149K - $172K
|
33.5K
$8.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-271- 2.71% |
$52.8K - $60.9K
|
9.71K
$2.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-108- 2.95% |
$21K - $24.3K
|
3.55K
$940K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
63+ 10.47% |
$12.3K - $14.2K
|
665
$176K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
314+ 0.26% |
$61.2K - $70.6K
|
121K
$32.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
276+ 6.52% |
$53.8K - $62K
|
4.51K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.73% |
$390 - $450
|
275
$72.8K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-9.26K- 1.15% |
$1.8M - $2.08M
|
798K
$211M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-29- 0.34% |
$5.65K - $6.52K
|
8.45K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.21K+ 10.35% |
$1.02M - $1.17M
|
55.6K
$14.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-2.27K- 17.98% |
$443K - $511K
|
10.4K
$2.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-124- 0.52% |
$24.2K - $27.9K
|
23.9K
$6.34M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1+ 0.05% |
$195 - $225
|
2.12K
$562K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
343+ 11.49% |
$66.9K - $77.1K
|
3.33K
$882K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
419+ 20.69% |
$81.7K - $94.2K
|
2.44K
$647K
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.7K- 34.64% |
$332K - $383K
|
3.21K
$851K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
394+ 37.0% |
$76.8K - $88.6K
|
1.46K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-45- 2.17% |
$8.77K - $10.1K
|
2.03K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
4.68K+ 15.51% |
$912K - $1.05M
|
34.8K
$9.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-98- 0.38% |
$19.1K - $22K
|
25.7K
$6.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.23K+ 133.29% |
$629K - $725K
|
5.65K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-490- 2.15% |
$95.5K - $110K
|
22.3K
$5.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
123+ 2.46% |
$24K - $27.7K
|
5.12K
$1.36M
|