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 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.03% |
$585 - $674
|
9.13K
$2.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.96K+ 23.65% |
$772K - $891K
|
20.7K
$5.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
969+ 2.38% |
$189K - $218K
|
41.7K
$11M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-137- 5.47% |
$26.7K - $30.8K
|
2.37K
$627K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-288- 0.89% |
$56.1K - $64.7K
|
32.1K
$8.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-200- 11.72% |
$39K - $45K
|
1.51K
$399K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.2KNew |
$1.99M - $2.29M
|
10.2K
$2.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
226+ 5.08% |
$44K - $50.8K
|
4.68K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
50+ 2.53% |
$9.75K - $11.2K
|
2.02K
$536K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.13K- 9.03% |
$220K - $253K
|
11.4K
$3.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
70+ 4.55% |
$13.6K - $15.7K
|
1.61K
$426K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-112- 1.2% |
$21.8K - $25.2K
|
9.26K
$2.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.12K+ 0.72% |
$414K - $477K
|
299K
$79.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
266+ 3.41% |
$51.8K - $59.8K
|
8.07K
$2.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-120- 12.21% |
$23.4K - $27K
|
863
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-500- 11.2% |
$97.5K - $112K
|
3.97K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-28.2K- 48.09% |
$5.49M - $6.33M
|
30.4K
$8.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-117- 1.59% |
$22.8K - $26.3K
|
7.25K
$1.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-36- 0.49% |
$7.02K - $8.09K
|
7.28K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
215+ 16.21% |
$41.9K - $48.3K
|
1.54K
$408K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-2.74K- 2.59% |
$534K - $616K
|
103K
$27.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.14K+ 11.02% |
$221K - $255K
|
11.4K
$3.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
545+ 2.02% |
$106K - $123K
|
27.5K
$7.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 0.75% |
$1.56K - $1.8K
|
1.08K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
17+ 5.17% |
$3.31K - $3.82K
|
346
$91.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-326- 1.28% |
$63.5K - $73.3K
|
25.1K
$6.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
BUY
|
- |
6.3K+ 8.68% |
$1.23M - $1.42M
|
78.9K
$20.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-177- 0.43% |
$34.5K - $39.8K
|
40.7K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
6.72K+ 81.16% |
$1.31M - $1.51M
|
15K
$3.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17+ 1.21% |
$3.31K - $3.82K
|
1.43K
$378K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-954- 2.58% |
$186K - $214K
|
36K
$9.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-496- 1.68% |
$96.7K - $112K
|
28.9K
$7.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
61+ 1.25% |
$11.9K - $13.7K
|
4.96K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-152- 4.69% |
$29.6K - $34.2K
|
3.09K
$818K
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
402+ 7.65% |
$78.3K - $90.4K
|
5.66K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-206- 1.54% |
$40.1K - $46.3K
|
13.1K
$3.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
121+ 0.21% |
$23.6K - $27.2K
|
57.5K
$15.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-43- 0.03% |
$8.38K - $9.67K
|
170K
$45.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
137+ 0.59% |
$26.7K - $30.8K
|
23.3K
$6.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
429+ 0.49% |
$83.6K - $96.4K
|
87.6K
$23.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
8+ 0.08% |
$1.56K - $1.8K
|
9.81K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-160- 10.6% |
$31.2K - $36K
|
1.35K
$358K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.35K+ 7.49% |
$263K - $303K
|
19.3K
$5.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-910- 1.25% |
$177K - $205K
|
71.8K
$19M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-289- 8.8% |
$56.3K - $65K
|
3K
$793K
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.21K- 5.74% |
$236K - $272K
|
19.9K
$5.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-42- 1.16% |
$8.19K - $9.44K
|
3.59K
$950K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-341- 6.38% |
$66.5K - $76.7K
|
5.01K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
201+ 1.95% |
$39.2K - $45.2K
|
10.5K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2+ 0.02% |
$390 - $450
|
10.3K
$2.73M
|