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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-43.3K- 81.77% |
$8.88M - $10.8M
|
9.65K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-63.9K- 89.12% |
$13.1M - $16M
|
7.8K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.33KNew |
$272K - $332K
|
1.33K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
SELL
|
- |
-2K- 3.45% |
$410K - $501K
|
56K
$16.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
111K+ 2018.32% |
$22.8M - $27.8M
|
116K
$33.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
54.8K+ 10.14% |
$11.2M - $13.7M
|
596K
$173M
|
|
|
Feb 14, 2025
Q4 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-331- 0.34% |
$67.9K - $82.8K
|
95.6K
$27.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
CALL |
-32.3K- 97.88% |
$6.63M - $8.08M
|
700
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$205K - $250K
|
1K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-2.8K- 4.98% |
$575K - $701K
|
53.4K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.14K+ 13.69% |
$1.47M - $1.79M
|
59.3K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2+ 0.15% |
$410 - $501
|
1.35K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Epacria Capital Partners, LLC
Boulder, CO |
SELL
|
- |
-6.4K- 61.54% |
$1.31M - $1.6M
|
4K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
325New |
$66.7K - $81.3K
|
325
$94.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.04KNew |
$418K - $510K
|
2.04K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-73- 6.96% |
$15K - $18.3K
|
976
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-70- 1.06% |
$14.4K - $17.5K
|
6.54K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.25KNew |
$872K - $1.06M
|
4.25K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-34- 2.97% |
$6.98K - $8.51K
|
1.11K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
113+ 9.11% |
$23.2K - $28.3K
|
1.35K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-266- 3.86% |
$54.6K - $66.6K
|
6.63K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
262+ 8733.33% |
$53.8K - $65.6K
|
265
$76.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-7- 0.72% |
$1.44K - $1.75K
|
960
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Cigogne Management Sa
Luxembourg, N4 |
BUY
|
PUT |
7KNew |
$1.44M - $1.75M
|
7K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
100KNew |
$20.5M - $25M
|
100K
$29M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
14.1KNew |
$2.9M - $3.54M
|
14.1K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
15.1KNew |
$3.09M - $3.77M
|
15.1K
$4.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
1.46KNew |
$299K - $364K
|
1.46K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
990New |
$203K - $248K
|
990
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
8.32KNew |
$1.71M - $2.08M
|
8.32K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
3.71KNew |
$762K - $929K
|
3.71K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
1.92KNew |
$393K - $479K
|
1.92K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-30.8K- 59.71% |
$6.32M - $7.71M
|
20.8K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-13- 0.75% |
$2.67K - $3.25K
|
1.72K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
842New |
$173K - $211K
|
842
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
SELL
|
- |
-288K- 94.51% |
$59M - $72M
|
16.7K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-39.2K- 34.45% |
$8.04M - $9.81M
|
74.6K
$21.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-100- 4.43% |
$20.5K - $25K
|
2.16K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
568+ 11.38% |
$117K - $142K
|
5.56K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
184New |
$37.8K - $46.1K
|
184
$53.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
33.1KNew |
$6.8M - $8.29M
|
33.1K
$9.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
938New |
$192K - $235K
|
938
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
378+ 4.75% |
$77.6K - $94.6K
|
8.33K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
46+ 0.34% |
$9.44K - $11.5K
|
13.6K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
100New |
$20.5K - $25K
|
100
$29K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.38KNew |
$282K - $344K
|
1.38K
$399K
|
|
|
Feb 13, 2025
Q4 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-2.21K- 7.83% |
$453K - $552K
|
26K
$7.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
123K+ 36.85% |
$25.3M - $30.9M
|
458K
$133M
|
|
|
Feb 13, 2025
Q4 2024
|
Unigestion Holding Sa
|
BUY
|
- |
2.5KNew |
$513K - $626K
|
2.5K
$725K
|