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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-178- 2.92% |
$25.5K - $28.1K
|
5.92K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.9K+ 153.33% |
$988K - $1.09M
|
11.4K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
29.6KNew |
$4.24M - $4.68M
|
29.6K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.59K- 1.69% |
$1.37M - $1.52M
|
559K
$134M
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-403- 20.04% |
$57.7K - $63.7K
|
1.61K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.6KNew |
$1.52M - $1.68M
|
10.6K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.48K- 31.88% |
$211K - $233K
|
3.15K
$757K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.7K- 2.32% |
$244K - $269K
|
71.7K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-9.66K- 46.37% |
$1.38M - $1.53M
|
11.2K
$2.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-138- 5.62% |
$19.8K - $21.8K
|
2.32K
$556K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-6.25K- 3.25% |
$895K - $988K
|
186K
$44.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
738+ 7.34% |
$106K - $117K
|
10.8K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-104- 3.97% |
$14.9K - $16.4K
|
2.52K
$604K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.6KNew |
$229K - $253K
|
1.6K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.33KClosed |
$621K - $685K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.4K+ 5.46% |
$487K - $538K
|
65.7K
$15.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
18.7KNew |
$2.68M - $2.96M
|
18.7K
$4.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-393- 17.12% |
$56.3K - $62.1K
|
1.9K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-111K- 69.65% |
$16M - $17.6M
|
48.6K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-18K- 31.79% |
$2.58M - $2.84M
|
38.6K
$9.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.61KNew |
$374K - $413K
|
2.61K
$627K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-48- 0.54% |
$6.87K - $7.58K
|
8.84K
$2.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 7.36% |
$7.16K - $7.9K
|
629
$151K
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
170KNew |
$24.4M - $26.9M
|
170K
$40.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
361+ 2.4% |
$51.7K - $57K
|
15.4K
$3.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.31KNew |
$474K - $523K
|
3.31K
$793K
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.01K+ 27.5% |
$288K - $317K
|
9.31K
$2.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-87- 3.8% |
$12.5K - $13.7K
|
2.2K
$528K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 1.03% |
$143 - $158
|
98
$23.5K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.75MNew |
$250M - $276M
|
1.75M
$419M
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
58+ 1.49% |
$8.31K - $9.16K
|
3.94K
$945K
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.09% |
$286 - $316
|
2.31K
$553K
|
|
|
Nov 06, 2023
Q3 2023
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
20.3KNew |
$2.9M - $3.2M
|
20.3K
$4.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-4.69K- 56.41% |
$672K - $741K
|
3.63K
$870K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-326- 4.42% |
$46.7K - $51.5K
|
7.05K
$1.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.24K+ 22.32% |
$177K - $195K
|
6.78K
$1.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
152+ 1.82% |
$21.8K - $24K
|
8.53K
$2.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.38KNew |
$198K - $218K
|
1.38K
$331K
|
|
|
Nov 02, 2023
Q3 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-13K- 56.52% |
$1.86M - $2.05M
|
10K
$2.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
32.3KNew |
$4.63M - $5.1M
|
32.3K
$7.75M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.14K- 13.08% |
$449K - $495K
|
20.8K
$5M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-348- 4.91% |
$49.8K - $55K
|
6.74K
$1.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-125- 7.69% |
$17.9K - $19.8K
|
1.5K
$360K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.55% |
$1.15K - $1.26K
|
1.47K
$351K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.4KNew |
$201K - $222K
|
1.4K
$336K
|
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-2.86K- 51.1% |
$409K - $452K
|
2.74K
$656K
|
|
|
Oct 31, 2023
Q3 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-25- 0.28% |
$3.58K - $3.95K
|
8.94K
$2.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-200- 0.35% |
$28.6K - $31.6K
|
57.2K
$13.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
33+ 0.26% |
$4.73K - $5.21K
|
12.7K
$3.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-7- 0.22% |
$1K - $1.11K
|
3.21K
$770K
|