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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
988+ 69.43% |
$178K - $202K
|
2.41K
$578K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2KNew |
$360K - $410K
|
2K
$480K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.35K- 91.68% |
$603K - $686K
|
304
$72.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-516- 21.81% |
$92.9K - $106K
|
1.85K
$444K
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
3.12KNew |
$562K - $639K
|
3.12K
$749K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-50- 2.49% |
$9K - $10.2K
|
1.96K
$469K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
539+ 39.26% |
$97.1K - $110K
|
1.91K
$459K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.66KNew |
$300K - $341K
|
1.66K
$399K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
BUY
|
- |
1.02KNew |
$183K - $208K
|
1.02K
$243K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100- 66.67% |
$18K - $20.5K
|
50
$12K
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
132+ 4.49% |
$23.8K - $27K
|
3.07K
$736K
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2.95K+ 102.97% |
$530K - $603K
|
5.81K
$1.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 10.0% |
$180 - $205
|
11
$2.64K
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-99- 2.46% |
$17.8K - $20.3K
|
3.93K
$943K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-989- 10.99% |
$178K - $203K
|
8.01K
$1.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.11% |
$180 - $205
|
900
$216K
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.75K- 86.77% |
$855K - $973K
|
724
$174K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.02% |
$180 - $205
|
6.24K
$1.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-1- 0.18% |
$180 - $205
|
547
$131K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 0.92% |
$1.08K - $1.23K
|
657
$158K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
375+ 2.48% |
$67.5K - $76.8K
|
15.5K
$3.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.5% |
$180 - $205
|
199
$47.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-70- 4.24% |
$12.6K - $14.3K
|
1.58K
$379K
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
65+ 0.43% |
$11.7K - $13.3K
|
15.3K
$3.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
223+ 0.78% |
$40.2K - $45.7K
|
28.8K
$6.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-668- 7.29% |
$120K - $137K
|
8.49K
$2.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22+ 12.94% |
$3.96K - $4.51K
|
192
$46.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
42+ 0.02% |
$7.56K - $8.6K
|
191K
$45.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
29KNew |
$5.22M - $5.94M
|
29K
$6.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.91K+ 16.04% |
$704K - $801K
|
28.3K
$6.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
127+ 4.7% |
$22.9K - $26K
|
2.83K
$679K
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.13K- 24.48% |
$203K - $230K
|
3.47K
$833K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-80- 29.96% |
$14.4K - $16.4K
|
187
$44.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
520+ 35.62% |
$93.6K - $106K
|
1.98K
$475K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-287- 0.15% |
$51.7K - $58.8K
|
186K
$44.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-48- 1.01% |
$8.64K - $9.83K
|
4.69K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
193+ 6.16% |
$34.8K - $39.5K
|
3.33K
$798K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
8.79K+ 5.35% |
$1.58M - $1.8M
|
173K
$41.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
PUT |
2KNew |
$360K - $410K
|
2K
$480K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.04KNew |
$188K - $214K
|
1.04K
$250K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-97- 3.55% |
$17.5K - $19.9K
|
2.64K
$632K
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-1.42K- 36.13% |
$256K - $291K
|
2.51K
$603K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 2.1% |
$1.98K - $2.25K
|
536
$129K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
20+ 1.21% |
$3.6K - $4.1K
|
1.67K
$401K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
15+ 1.42% |
$2.7K - $3.07K
|
1.07K
$258K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-441- 3.48% |
$79.4K - $90.3K
|
12.2K
$2.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-244- 15.89% |
$43.9K - $50K
|
1.29K
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
16+ 0.85% |
$2.88K - $3.28K
|
1.9K
$456K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-776- 1.33% |
$140K - $159K
|
57.7K
$13.8M
|
|
|
Jul 23, 2024
Q2 2024
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-4.2K- 61.76% |
$756K - $860K
|
2.6K
$624K
|