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 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-375- 5.03% |
$73.1K - $84.3K
|
7.09K
$1.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
632+ 6.09% |
$123K - $142K
|
11K
$2.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-55- 3.1% |
$10.7K - $12.4K
|
1.72K
$412K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.25K- 2.58% |
$243K - $280K
|
47K
$11.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
636+ 3.94% |
$124K - $143K
|
16.8K
$4.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-10- 0.01% |
$1.95K - $2.25K
|
100K
$24M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-32.6K- 15.84% |
$6.36M - $7.33M
|
173K
$41.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-383- 8.91% |
$74.6K - $86.1K
|
3.92K
$940K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.67K- 23.49% |
$325K - $375K
|
5.43K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-59- 0.59% |
$11.5K - $13.3K
|
9.92K
$2.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
62.2K+ 34.38% |
$12.1M - $14M
|
243K
$58.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.02K- 2.11% |
$394K - $454K
|
93.7K
$22.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
443+ 3.83% |
$86.3K - $99.6K
|
12K
$2.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-146- 1.81% |
$28.5K - $32.8K
|
7.92K
$1.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
151+ 0.47% |
$29.4K - $33.9K
|
32.4K
$7.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-330- 1.43% |
$64.3K - $74.2K
|
22.7K
$5.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.11KNew |
$216K - $249K
|
1.11K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-194- 0.78% |
$37.8K - $43.6K
|
24.8K
$5.95M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.38K- 9.77% |
$269K - $310K
|
12.7K
$3.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
717+ 11.03% |
$140K - $161K
|
7.22K
$1.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
889+ 4.17% |
$173K - $200K
|
22.2K
$5.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-407- 1.77% |
$79.3K - $91.5K
|
22.6K
$5.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
56+ 4.87% |
$10.9K - $12.6K
|
1.21K
$290K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
385+ 29.37% |
$75K - $86.5K
|
1.7K
$407K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 3.55% |
$307K - $354K
|
45.9K
$11M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-706- 3.73% |
$138K - $159K
|
18.2K
$4.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
330+ 31.07% |
$64.3K - $74.2K
|
1.39K
$334K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
183+ 0.51% |
$35.7K - $41.1K
|
36K
$8.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-526- 7.71% |
$103K - $118K
|
6.29K
$1.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-7- 0.02% |
$1.36K - $1.57K
|
36.6K
$8.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-28- 0.37% |
$5.46K - $6.29K
|
7.62K
$1.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-431- 4.09% |
$84K - $96.9K
|
10.1K
$2.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
646+ 3.0% |
$126K - $145K
|
22.2K
$5.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.5K- 32.12% |
$1.66M - $1.91M
|
18K
$4.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
102+ 2.56% |
$19.9K - $22.9K
|
4.08K
$979K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-54- 1.7% |
$10.5K - $12.1K
|
3.12K
$748K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
968New |
$189K - $218K
|
968
$232K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
326+ 23.1% |
$63.5K - $73.3K
|
1.74K
$417K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
249+ 3.47% |
$48.5K - $56K
|
7.43K
$1.78M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6- 0.59% |
$1.17K - $1.35K
|
1.01K
$243K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-82- 3.85% |
$16K - $18.4K
|
2.05K
$491K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-63- 0.44% |
$12.3K - $14.2K
|
14.3K
$3.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.6K- 23.19% |
$701K - $809K
|
11.9K
$2.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.67K+ 45.51% |
$521K - $601K
|
8.54K
$2.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
28+ 1.55% |
$5.46K - $6.29K
|
1.83K
$440K
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-673- 4.52% |
$131K - $151K
|
14.2K
$3.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
34.8K+ 2.83% |
$6.77M - $7.81M
|
1.26M
$303M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
350+ 5.15% |
$68.2K - $78.7K
|
7.15K
$1.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-8.54K- 19.24% |
$1.66M - $1.92M
|
35.8K
$8.59M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.46% |
$390 - $450
|
431
$103K
|