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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-5.4K- 15.85% |
$972K - $1.11M
|
28.7K
$6.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-51- 1.13% |
$9.18K - $10.4K
|
4.47K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
920New |
$166K - $188K
|
920
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
SELL
|
PUT |
-20K- 26.67% |
$3.6M - $4.1M
|
55K
$13.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-167- 2.24% |
$30.1K - $34.2K
|
7.29K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
20.9K+ 5.25% |
$3.77M - $4.29M
|
420K
$101M
|
|
|
Aug 13, 2024
Q2 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
PUT |
5K+ 83.33% |
$900K - $1.02M
|
11K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
10.8KNew |
$1.95M - $2.22M
|
10.8K
$2.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
626+ 1.14% |
$113K - $128K
|
55.6K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-469- 0.38% |
$84.5K - $96K
|
124K
$29.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Bleichroeder LP
New York, NY |
SELL
|
- |
-15K- 50.0% |
$2.7M - $3.07M
|
15K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-235- 4.82% |
$42.3K - $48.1K
|
4.64K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.34K+ 3.66% |
$962K - $1.09M
|
151K
$36.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-163- 5.43% |
$29.4K - $33.4K
|
2.84K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
40.3KNew |
$7.26M - $8.25M
|
40.3K
$9.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
23.3KNew |
$4.19M - $4.77M
|
23.3K
$5.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-500- 68.03% |
$90K - $102K
|
235
$56.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.65K+ 18.8% |
$298K - $339K
|
10.5K
$2.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
1.01KNew |
$182K - $207K
|
1.01K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
1.62KNew |
$291K - $331K
|
1.62K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19New |
$3.42K - $3.89K
|
19
$4.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
CALL |
1.8KNew |
$324K - $369K
|
1.8K
$432K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-81- 1.95% |
$14.6K - $16.6K
|
4.07K
$977K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-21- 0.78% |
$3.78K - $4.3K
|
2.69K
$644K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
44.6KNew |
$8.04M - $9.14M
|
44.6K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.18KNew |
$212K - $241K
|
1.18K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-4.4K- 69.87% |
$793K - $901K
|
1.9K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
116+ 5.62% |
$20.9K - $23.8K
|
2.18K
$523K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-25- 0.67% |
$4.5K - $5.12K
|
3.69K
$884K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.57M+ 1.31% |
$462M - $526M
|
199M
$47.7B
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
5.11KNew |
$920K - $1.05M
|
5.11K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8- 0.24% |
$1.44K - $1.64K
|
3.38K
$811K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6.31KNew |
$1.14M - $1.29M
|
6.31K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.1KNew |
$198K - $225K
|
1.1K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
BUY
|
- |
62.5KNew |
$11.3M - $12.8M
|
62.5K
$15M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-3.89K- 9.03% |
$700K - $796K
|
39.2K
$9.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
BUY
|
- |
5.57K+ 0.66% |
$1M - $1.14M
|
847K
$203M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-16.9K- 71.1% |
$3.05M - $3.47M
|
6.89K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-8.83K- 22.51% |
$1.59M - $1.81M
|
30.4K
$7.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-526- 0.78% |
$94.7K - $108K
|
66.7K
$16M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.87K- 2.64% |
$336K - $383K
|
68.9K
$16.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-103- 9.14% |
$18.5K - $21.1K
|
1.02K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
12.8K+ 38.92% |
$2.31M - $2.62M
|
45.7K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
45New |
$8.1K - $9.22K
|
45
$10.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
1.02M+ 2398.69% |
$183M - $208M
|
1.06M
$254M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
113New |
$20.3K - $23.1K
|
113
$27.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-182- 5.05% |
$32.8K - $37.3K
|
3.42K
$820K
|
|
|
Aug 12, 2024
Q2 2024
|
Clear Street LLC
|
BUY
|
- |
200KNew |
$36M - $41M
|
200K
$48M
|
|
|
Aug 12, 2024
Q2 2024
|
Clear Street LLC
|
BUY
|
PUT |
200KNew |
$36M - $41M
|
200K
$48M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-465- 74.76% |
$83.7K - $95.2K
|
157
$37.7K
|