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 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-140- 1.58% |
$25.2K - $28.7K
|
8.74K
$2.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Dempze Nancy E
|
BUY
|
- |
1.53K+ 43.0% |
$276K - $313K
|
5.09K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
912+ 50.22% |
$164K - $187K
|
2.73K
$654K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
30+ 0.1% |
$5.4K - $6.14K
|
29.1K
$6.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.92K+ 2.73% |
$526K - $598K
|
110K
$26.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-66- 3.09% |
$11.9K - $13.5K
|
2.07K
$497K
|
|
|
Aug 12, 2024
Q2 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-300- 0.47% |
$54K - $61.4K
|
63.9K
$15.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.53K- 74.03% |
$276K - $314K
|
537
$129K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$18K - $20.5K
|
100
$24K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-26- 0.12% |
$4.68K - $5.32K
|
22K
$5.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.44K+ 3.24% |
$259K - $294K
|
45.9K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
49+ 0.16% |
$8.82K - $10K
|
31.2K
$7.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
76+ 1.57% |
$13.7K - $15.6K
|
4.92K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
90+ 8.07% |
$16.2K - $18.4K
|
1.21K
$289K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-57- 1.87% |
$10.3K - $11.7K
|
2.99K
$716K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.68K+ 11.77% |
$302K - $344K
|
15.9K
$3.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$360K - $410K
|
2K
$480K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
268+ 5.78% |
$48.3K - $54.9K
|
4.9K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-105- 3.34% |
$18.9K - $21.5K
|
3.04K
$729K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
158New |
$28.5K - $32.4K
|
158
$37.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
60+ 2.16% |
$10.8K - $12.3K
|
2.84K
$681K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-6.39K- 4.48% |
$1.15M - $1.31M
|
136K
$32.7M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-200- 8.81% |
$36K - $41K
|
2.07K
$496K
|
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.82K- 43.96% |
$327K - $372K
|
2.31K
$555K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
27+ 1.62% |
$4.86K - $5.53K
|
1.7K
$407K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9+ 1.02% |
$1.62K - $1.84K
|
889
$213K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-696- 1.54% |
$125K - $143K
|
44.4K
$10.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$666K - $758K
|
3.7K
$888K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-85- 1.34% |
$15.3K - $17.4K
|
6.28K
$1.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-161- 22.97% |
$29K - $33K
|
540
$130K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.53K- 88.18% |
$995K - $1.13M
|
741
$178K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
85+ 66.93% |
$15.3K - $17.4K
|
212
$50.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
54.1KNew |
$9.75M - $11.1M
|
54.1K
$13M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-627- 0.37% |
$113K - $128K
|
169K
$40.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-509- 23.72% |
$91.7K - $104K
|
1.64K
$393K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
620+ 26.19% |
$112K - $127K
|
2.99K
$716K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-122K- 20.37% |
$21.9M - $24.9M
|
476K
$114M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
252+ 11.31% |
$45.4K - $51.6K
|
2.48K
$595K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.15K- 4.27% |
$387K - $441K
|
48.2K
$11.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
307+ 4.85% |
$55.3K - $62.9K
|
6.64K
$1.59M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-83- 49.11% |
$14.9K - $17K
|
86
$20.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.01KNew |
$181K - $206K
|
1.01K
$241K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.42K+ 151.01% |
$255K - $290K
|
2.36K
$565K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-6.83K- 51.88% |
$1.23M - $1.4M
|
6.34K
$1.52M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-7- 0.39% |
$1.26K - $1.43K
|
1.81K
$434K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-3.44K- 53.3% |
$620K - $705K
|
3.02K
$724K
|
|
|
Aug 06, 2024
Q2 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-13.8K- 18.45% |
$2.49M - $2.83M
|
61K
$14.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Gemsstock Ltd.
London, X0 |
BUY
|
- |
4.5K+ 3.42% |
$810K - $922K
|
136K
$32.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14.1K- 5.61% |
$2.54M - $2.89M
|
238K
$57M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
30+ 0.96% |
$5.4K - $6.14K
|
3.17K
$760K
|