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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-3K- 12.77% |
$501K - $601K
|
20.5K
$4.92M
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-50- 3.14% |
$8.35K - $10K
|
1.54K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.03KNew |
$171K - $205K
|
1.03K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.64K+ 237.02% |
$943K - $1.13M
|
8.02K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$185K - $222K
|
1.11K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-11K- 87.55% |
$1.84M - $2.21M
|
1.57K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
PUT |
29KNew |
$4.85M - $5.81M
|
29K
$6.96M
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.07KNew |
$178K - $213K
|
1.07K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
2.6KNew |
$434K - $521K
|
2.6K
$624K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.08K- 0.28% |
$348K - $417K
|
732K
$176M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.63K- 0.69% |
$607K - $727K
|
521K
$125M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-200- 5.6% |
$33.4K - $40.1K
|
3.37K
$809K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.6K+ 172.44% |
$3.61M - $4.33M
|
34.1K
$8.18M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
380+ 64.52% |
$63.5K - $76.1K
|
969
$232K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
538+ 29.32% |
$89.9K - $108K
|
2.37K
$569K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-168- 5.15% |
$28.1K - $33.7K
|
3.09K
$741K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-15.8K- 83.17% |
$2.64M - $3.16M
|
3.19K
$766K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
2.33M+ 216.22% |
$390M - $467M
|
3.41M
$818M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-490K- 10.21% |
$81.9M - $98.2M
|
4.31M
$1.03B
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1.01KNew |
$169K - $203K
|
1.01K
$243K
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.61KNew |
$270K - $323K
|
1.61K
$387K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.09KNew |
$182K - $218K
|
1.09K
$261K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-6.61K- 92.01% |
$1.1M - $1.32M
|
574
$138K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-75- 1.16% |
$12.5K - $15K
|
6.39K
$1.53M
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-116- 1.89% |
$19.4K - $23.2K
|
6.02K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Park Circle CO
|
SELL
|
- |
-5.5K- 80.88% |
$919K - $1.1M
|
1.3K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
300+ 2.46% |
$50.1K - $60.1K
|
12.5K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
5.24KNew |
$876K - $1.05M
|
5.24K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
BUY
|
- |
4.23KNew |
$707K - $847K
|
4.23K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-70- 4.46% |
$11.7K - $14K
|
1.5K
$360K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-666- 30.09% |
$111K - $133K
|
1.55K
$371K
|
|
|
May 08, 2024
Q1 2024
|
Prospect Hill Management, LLC
|
BUY
|
- |
1.15KNew |
$192K - $230K
|
1.15K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-121- 4.14% |
$20.2K - $24.2K
|
2.8K
$672K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-322- 7.96% |
$53.8K - $64.5K
|
3.73K
$894K
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-15- 3.37% |
$2.51K - $3K
|
430
$103K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.51KNew |
$252K - $302K
|
1.51K
$362K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
17.7KNew |
$2.96M - $3.54M
|
17.7K
$4.24M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
80+ 3.2% |
$13.4K - $16K
|
2.58K
$619K
|
|
|
May 07, 2024
Q1 2024
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
30K+ 262.35% |
$5.02M - $6.02M
|
41.5K
$9.95M
|
|
|
May 07, 2024
Q1 2024
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
17.7K+ 536.36% |
$2.96M - $3.55M
|
21K
$5.04M
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
270+ 17.65% |
$45.1K - $54.1K
|
1.8K
$432K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.46K+ 1.26% |
$244K - $293K
|
117K
$28.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-271K- 89.07% |
$45.3M - $54.3M
|
33.3K
$7.99M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-376- 12.94% |
$62.8K - $75.3K
|
2.53K
$607K
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
1.15KNew |
$193K - $231K
|
1.15K
$277K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
PUT |
-10- 28.57% |
$1.67K - $2K
|
25
$6K
|
|
|
May 06, 2024
Q1 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1.61KNew |
$269K - $323K
|
1.61K
$386K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
18New |
$3.01K - $3.61K
|
18
$4.32K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
383KNew |
$63.9M - $76.6M
|
383K
$91.8M
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
13+ 0.41% |
$2.17K - $2.6K
|
3.19K
$764K
|