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 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.39K+ 44.56% |
$324K - $406K
|
7.74K
$1.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
CALL |
500New |
$67.8K - $85.2K
|
500
$120K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-10.8K- 90.17% |
$1.47M - $1.84M
|
1.18K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
- |
-32.8K- 93.73% |
$4.46M - $5.59M
|
2.2K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-360- 16.59% |
$48.8K - $61.3K
|
1.81K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
10.8KNew |
$1.47M - $1.84M
|
10.8K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-37.7K- 61.91% |
$5.12M - $6.42M
|
23.2K
$5.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-3.96K- 55.96% |
$537K - $675K
|
3.12K
$748K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
274+ 4.02% |
$37.2K - $46.7K
|
7.08K
$1.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-9.36K- 9.3% |
$1.27M - $1.59M
|
91.3K
$21.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.06K+ 2.37% |
$686K - $861K
|
218K
$52.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wafra Inc.
New York, NY |
SELL
|
- |
-183K- 59.42% |
$24.8M - $31.2M
|
125K
$30M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
207New |
$28.1K - $35.3K
|
207
$49.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-11.9K- 37.4% |
$1.62M - $2.03M
|
20K
$4.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
203New |
$27.5K - $34.6K
|
203
$48.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
7.5KNew |
$1.02M - $1.28M
|
7.5K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-1.41K- 8.63% |
$191K - $240K
|
14.9K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.59K+ 19.53% |
$215K - $270K
|
9.7K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
2K+ 6.08% |
$271K - $341K
|
34.9K
$8.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.29KNew |
$175K - $220K
|
1.29K
$310K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
200+ 9.99% |
$27.1K - $34.1K
|
2.2K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-46- 0.79% |
$6.24K - $7.83K
|
5.78K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradiem, LLC
|
SELL
|
- |
-22.1K- 38.58% |
$3M - $3.76M
|
35.2K
$8.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1.56K+ 1.9% |
$212K - $266K
|
83.8K
$20.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-600- 32.1% |
$81.4K - $102K
|
1.27K
$304K
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
11K+ 4.55% |
$1.49M - $1.87M
|
253K
$60.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
24+ 0.03% |
$3.26K - $4.09K
|
90.5K
$21.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-78K- 43.87% |
$10.6M - $13.3M
|
99.9K
$24M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.11KNew |
$422K - $530K
|
3.11K
$747K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
164+ 0.39% |
$22.3K - $27.9K
|
42K
$10.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-150- 8.94% |
$20.4K - $25.5K
|
1.53K
$366K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-7.62K- 24.38% |
$1.03M - $1.3M
|
23.6K
$5.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-12- 1.93% |
$1.63K - $2.04K
|
610
$146K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.25KNew |
$170K - $213K
|
1.25K
$300K
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.7KNew |
$230K - $289K
|
1.7K
$407K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.54K+ 2.71% |
$344K - $432K
|
96.1K
$23.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.48K- 13.4% |
$201K - $252K
|
9.58K
$2.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
CALL |
2K+ 83.33% |
$271K - $341K
|
4.4K
$1.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-439- 30.51% |
$59.6K - $74.8K
|
1K
$240K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
110+ 1.05% |
$14.9K - $18.7K
|
10.6K
$2.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.57KNew |
$213K - $267K
|
1.57K
$377K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-126- 4.18% |
$17.1K - $21.5K
|
2.89K
$693K
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-26- 1.87% |
$3.53K - $4.43K
|
1.36K
$327K
|
|
|
Jan 24, 2024
Q4 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.63KNew |
$221K - $277K
|
1.63K
$391K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.05K- 37.02% |
$142K - $178K
|
1.78K
$427K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-308- 17.79% |
$41.8K - $52.5K
|
1.42K
$341K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
CALL |
-500- 10.0% |
$67.8K - $85.2K
|
4.5K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
16+ 0.71% |
$2.17K - $2.72K
|
2.26K
$541K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.89K- 22.96% |
$799K - $1M
|
19.8K
$4.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-8- 0.43% |
$1.09K - $1.36K
|
1.85K
$444K
|