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 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
1.1KNew |
$183K - $220K
|
1.1K
$263K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
1+ 0.03% |
$167 - $200
|
3.81K
$914K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
41.8KNew |
$6.99M - $8.38M
|
41.8K
$10M
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
186New |
$31.1K - $37.3K
|
186
$44.6K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-835- 14.89% |
$140K - $167K
|
4.77K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
125KNew |
$20.9M - $25.1M
|
125K
$30M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
38+ 2.99% |
$6.35K - $7.61K
|
1.31K
$314K
|
|
|
May 03, 2024
Q1 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-28- 0.06% |
$4.68K - $5.61K
|
46.4K
$11.1M
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
2.11KNew |
$353K - $423K
|
2.11K
$506K
|
|
|
May 02, 2024
Q1 2024
|
Aafmaa Wealth Management & Trust LLC
|
SELL
|
- |
-2.24K- 8.22% |
$374K - $449K
|
25K
$6M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
5KNew |
$835K - $1M
|
5K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
51.3KNew |
$8.57M - $10.3M
|
51.3K
$12.3M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
200New |
$33.4K - $40.1K
|
200
$48K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
10+ 0.94% |
$1.67K - $2K
|
1.08K
$258K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.24K+ 1.98% |
$374K - $449K
|
115K
$27.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
100New |
$16.7K - $20K
|
100
$24K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
485+ 9.87% |
$81K - $97.1K
|
5.4K
$1.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-50- 2.89% |
$8.35K - $10K
|
1.68K
$403K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-300- 12.96% |
$50.1K - $60.1K
|
2.02K
$483K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
109+ 227.08% |
$18.2K - $21.8K
|
157
$37.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-20- 0.43% |
$3.34K - $4.01K
|
4.58K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
125+ 0.11% |
$20.9K - $25K
|
114K
$27.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
105+ 4.58% |
$17.5K - $21K
|
2.4K
$575K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$167 - $200
|
2.34K
$562K
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
1.5KNew |
$251K - $300K
|
1.5K
$360K
|
|
|
Apr 26, 2024
Q1 2024
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-3.16K- 27.57% |
$528K - $633K
|
8.3K
$1.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-115- 0.2% |
$19.2K - $23K
|
56.9K
$13.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
896+ 14.25% |
$150K - $179K
|
7.19K
$1.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
20+ 1.68% |
$3.34K - $4.01K
|
1.21K
$290K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
484New |
$80.9K - $96.9K
|
484
$116K
|
|
|
Apr 26, 2024
Q1 2024
|
Trevian Wealth Management LLC
|
BUY
|
- |
9+ 0.6% |
$1.5K - $1.8K
|
1.51K
$362K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-77- 4.05% |
$12.9K - $15.4K
|
1.82K
$437K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.73K+ 17.44% |
$290K - $347K
|
11.7K
$2.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
30+ 0.1% |
$5.01K - $6.01K
|
31.4K
$7.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
45New |
$7.52K - $9.01K
|
45
$10.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
889+ 26.03% |
$149K - $178K
|
4.3K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.63K- 44.04% |
$272K - $326K
|
2.07K
$496K
|
|
|
Apr 24, 2024
Q1 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-4.95K- 3.3% |
$827K - $991K
|
145K
$34.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
31+ 0.47% |
$5.18K - $6.21K
|
6.57K
$1.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
140+ 4.69% |
$23.4K - $28K
|
3.13K
$750K
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.14KNew |
$190K - $227K
|
1.14K
$272K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200+ 11.32% |
$33.4K - $40.1K
|
1.97K
$472K
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.32KNew |
$220K - $264K
|
1.32K
$316K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-313- 5.91% |
$52.3K - $62.7K
|
4.99K
$1.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Dupont Capital Management Corp
|
SELL
|
- |
-7.28K- 6.13% |
$1.22M - $1.46M
|
111K
$26.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Exane Asset Management
|
SELL
|
- |
-81.7K- 64.4% |
$13.6M - $16.4M
|
45.1K
$10.8M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
398+ 28.78% |
$66.5K - $79.7K
|
1.78K
$427K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
400+ 66.67% |
$66.8K - $80.1K
|
1K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1KNew |
$167K - $200K
|
1K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-7.64K- 99.66% |
$1.28M - $1.53M
|
26
$6.24K
|