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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
33.7K+ 20.12% |
$4.83M - $5.33M
|
201K
$53.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-656- 87.58% |
$93.9K - $104K
|
93
$24.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-330- 7.55% |
$47.3K - $52.1K
|
4.04K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
59+ 0.3% |
$8.45K - $9.32K
|
19.7K
$5.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-712- 30.27% |
$102K - $112K
|
1.64K
$434K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.09K- 14.38% |
$156K - $172K
|
6.5K
$1.72M
|
|
| Q2 2023 | |||||||
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-7.3KClosed |
$931K - $1.06M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-175K- 73.9% |
$22.2M - $25.4M
|
61.6K
$16.3M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
23.4KNew |
$2.99M - $3.41M
|
23.4K
$6.21M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7.75K+ 5.26% |
$988K - $1.13M
|
155K
$41.1M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.07% |
$255 - $291
|
2.68K
$710K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-65- 0.42% |
$8.29K - $9.45K
|
15.6K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
SELL
|
CALL |
-10K- 16.67% |
$1.27M - $1.45M
|
50K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.92KNew |
$244K - $279K
|
1.92K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
12New |
$1.53K - $1.75K
|
12
$3.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 2.12% |
$25.5K - $29.1K
|
9.61K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Linker Capital Management Inc.
|
BUY
|
- |
1.32KNew |
$168K - $192K
|
1.32K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-1.52K- 48.33% |
$193K - $220K
|
1.62K
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-30- 0.84% |
$3.82K - $4.36K
|
3.56K
$943K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
225+ 5.72% |
$28.7K - $32.7K
|
4.16K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.4K- 40.0% |
$178K - $204K
|
2.1K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
43.2KNew |
$5.51M - $6.28M
|
43.2K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-335- 0.08% |
$42.7K - $48.7K
|
401K
$106M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
100KNew |
$12.7M - $14.5M
|
100K
$26.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
3.08KNew |
$393K - $448K
|
3.08K
$816K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
833K+ 10349.6% |
$106M - $121M
|
841K
$223M
|
|
|
Aug 11, 2023
Q2 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
CALL |
206K+ 2055.0% |
$26.2M - $29.9M
|
216K
$57.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
3KNew |
$382K - $436K
|
3K
$795K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-32.5K- 62.2% |
$4.14M - $4.73M
|
19.8K
$5.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$12.7K - $14.5K
|
100
$26.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
350KNew |
$44.6M - $50.9M
|
350K
$92.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
230+ 7.69% |
$29.3K - $33.5K
|
3.22K
$853K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
21.1K+ 5.31% |
$2.68M - $3.06M
|
418K
$111M
|
|
|
Aug 10, 2023
Q2 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
29.1K+ 108.99% |
$3.71M - $4.23M
|
55.8K
$14.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-403- 10.38% |
$51.4K - $58.6K
|
3.48K
$921K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-7.8K- 0.55% |
$994K - $1.13M
|
1.41M
$373M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-180- 1.52% |
$22.9K - $26.2K
|
11.6K
$3.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-53- 0.06% |
$6.76K - $7.71K
|
91.6K
$24.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-11K- 88.66% |
$1.4M - $1.59M
|
1.4K
$371K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
775+ 0.46% |
$98.8K - $113K
|
169K
$44.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-34K- 61.26% |
$4.33M - $4.94M
|
21.5K
$5.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-301- 1.76% |
$38.4K - $43.8K
|
16.8K
$4.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
SELL
|
- |
-47- 0.7% |
$5.99K - $6.84K
|
6.67K
$1.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-542- 4.56% |
$69.1K - $78.8K
|
11.4K
$3.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
3.3K+ 1.05% |
$421K - $481K
|
317K
$83.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Brooktree Capital Management
|
SELL
|
- |
-1.66K- 50.73% |
$212K - $242K
|
1.61K
$427K
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-5.72K- 26.95% |
$729K - $832K
|
15.5K
$4.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
275+ 4.85% |
$35.1K - $40K
|
5.95K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
18.4KNew |
$2.35M - $2.68M
|
18.4K
$4.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
800New |
$102K - $116K
|
800
$212K
|
|