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 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
789+ 3.84% |
$154K - $177K
|
21.3K
$5.12M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-898- 1.82% |
$175K - $202K
|
48.5K
$11.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Greenhaven Associates Inc
|
SELL
|
- |
-2.5K- 33.33% |
$487K - $562K
|
5K
$1.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-105- 7.23% |
$20.5K - $23.6K
|
1.35K
$323K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
972New |
$189K - $219K
|
972
$233K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-498- 0.16% |
$97.1K - $112K
|
313K
$75.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-150- 2.51% |
$29.2K - $33.7K
|
5.83K
$1.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-687- 6.35% |
$134K - $154K
|
10.1K
$2.43M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
88+ 18.84% |
$17.2K - $19.8K
|
555
$133K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-3.76K- 2.45% |
$732K - $845K
|
149K
$35.8M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
300+ 14.12% |
$58.5K - $67.4K
|
2.42K
$581K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-8.2K- 43.39% |
$1.48M - $1.68M
|
10.7K
$2.57M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-392- 3.13% |
$70.6K - $80.3K
|
12.1K
$2.91M
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
114+ 1.65% |
$20.5K - $23.3K
|
7.02K
$1.68M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.92K+ 2.74% |
$526K - $599K
|
110K
$26.3M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-181- 7.52% |
$32.6K - $37.1K
|
2.23K
$534K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-25- 2.04% |
$4.5K - $5.12K
|
1.2K
$289K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-5.17K- 11.31% |
$930K - $1.06M
|
40.5K
$9.72M
|
|
|
Nov 08, 2024
Q2 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
27.3K+ 8.77% |
$4.91M - $5.58M
|
338K
$81.2M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.29K+ 1.13% |
$231K - $263K
|
115K
$27.6M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-107- 3.98% |
$19.3K - $21.9K
|
2.58K
$619K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
459New |
$82.7K - $94K
|
459
$110K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2KNew |
$360K - $410K
|
2K
$480K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
7+ 0.57% |
$1.26K - $1.43K
|
1.24K
$296K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
271+ 1.37% |
$48.8K - $55.5K
|
20.1K
$4.82M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-43.3K- 19.1% |
$7.8M - $8.87M
|
183K
$44M
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-2.1K- 2.31% |
$378K - $430K
|
88.7K
$21.3M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
40+ 0.25% |
$7.2K - $8.19K
|
16K
$3.83M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-326- 14.48% |
$58.7K - $66.8K
|
1.93K
$462K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.06KNew |
$191K - $217K
|
1.06K
$254K
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-5.09K- 9.19% |
$916K - $1.04M
|
50.3K
$12.1M
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
77+ 0.86% |
$13.9K - $15.8K
|
8.99K
$2.16M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
50New |
$9K - $10.2K
|
50
$12K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-128- 1.21% |
$23.1K - $26.2K
|
10.4K
$2.51M
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-5.8K- 59.46% |
$1.04M - $1.19M
|
3.95K
$948K
|
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
304+ 1.4% |
$54.7K - $62.3K
|
22.1K
$5.29M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
127K+ 71.41% |
$22.8M - $25.9M
|
304K
$72.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2.46KNew |
$442K - $503K
|
2.46K
$589K
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-330- 8.73% |
$59.4K - $67.6K
|
3.45K
$828K
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.87K- 9.41% |
$516K - $587K
|
27.6K
$6.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Unio Capital LLC
|
SELL
|
- |
-208- 14.06% |
$37.5K - $42.6K
|
1.27K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
89+ 0.87% |
$16K - $18.2K
|
10.3K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
32.5KNew |
$5.85M - $6.66M
|
32.5K
$7.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
8.68KNew |
$1.56M - $1.78M
|
8.68K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$36K - $41K
|
200
$48K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-21- 2.23% |
$3.78K - $4.3K
|
919
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.01K- 42.86% |
$182K - $207K
|
1.35K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-147- 10.85% |
$26.5K - $30.1K
|
1.21K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.23KNew |
$221K - $251K
|
1.23K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
7.46KNew |
$1.34M - $1.53M
|
7.46K
$1.79M
|
|