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 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
CALL |
-217K- 59.09% |
$27.1M - $31.2M
|
150K
$36M
|
|
|
May 12, 2023
Q1 2023
|
Ycg, LLC
|
SELL
|
- |
-349- 0.46% |
$43.6K - $50.2K
|
75.2K
$18M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
52.7KNew |
$6.59M - $7.58M
|
52.7K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-5.63K- 9.14% |
$703K - $809K
|
55.9K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-6.95K- 6.88% |
$869K - $1M
|
94.2K
$22.6M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
PUT |
-4.4K- 88.0% |
$550K - $633K
|
600
$144K
|
|
|
May 12, 2023
Q1 2023
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-39K- 35.14% |
$4.87M - $5.61M
|
72K
$17.3M
|
|
|
May 12, 2023
Q1 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
19.6KNew |
$2.45M - $2.82M
|
19.6K
$4.71M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
PUT |
-1.6K- 51.61% |
$200K - $230K
|
1.5K
$360K
|
|
|
May 11, 2023
Q1 2023
|
Goldentree Asset Management LP
New York, NY |
BUY
|
- |
76.9KNew |
$9.6M - $11.1M
|
76.9K
$18.4M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
152K+ 9.62% |
$19M - $21.9M
|
1.73M
$416M
|
|
|
May 11, 2023
Q1 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
600+ 2.94% |
$74.9K - $86.3K
|
21K
$5.03M
|
|
|
May 11, 2023
Q1 2023
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 33.33% |
$62.5K - $71.9K
|
1K
$240K
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
612+ 1.85% |
$76.4K - $88K
|
33.7K
$8.08M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-26- 1.6% |
$3.25K - $3.74K
|
1.6K
$383K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
100New |
$12.5K - $14.4K
|
100
$24K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 1.21% |
$12.2K - $14.1K
|
8K
$1.92M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
150New |
$18.7K - $21.6K
|
150
$36K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
7.49K+ 109.59% |
$936K - $1.08M
|
14.3K
$3.44M
|
|
|
May 10, 2023
Q1 2023
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-23.5K- 39.97% |
$2.94M - $3.38M
|
35.3K
$8.47M
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
7.2KNew |
$899K - $1.04M
|
7.2K
$1.73M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
27.5KNew |
$3.44M - $3.95M
|
27.5K
$6.6M
|
|
|
May 10, 2023
Q1 2023
|
Harbor Advisors LLC
|
SELL
|
- |
-2K- 7.65% |
$250K - $288K
|
24.1K
$5.79M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
2+ 0.11% |
$250 - $288
|
1.9K
$456K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
27.4KNew |
$3.42M - $3.93M
|
27.4K
$6.56M
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-180- 0.93% |
$22.5K - $25.9K
|
19.3K
$4.62M
|
|
|
May 08, 2023
Q1 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-2.55K- 36.43% |
$319K - $367K
|
4.45K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
100New |
$12.5K - $14.4K
|
100
$24K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
182+ 7.49% |
$22.7K - $26.2K
|
2.61K
$627K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.83KNew |
$229K - $263K
|
1.83K
$439K
|
|
|
May 04, 2023
Q1 2023
|
Massachusetts Institute Of Technology
Cambridge, MA |
BUY
|
- |
3.96KNew |
$495K - $569K
|
3.96K
$950K
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-350- 12.23% |
$43.7K - $50.3K
|
2.51K
$602K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
31.2K+ 99.75% |
$3.89M - $4.48M
|
62.4K
$15M
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
100KNew |
$12.5M - $14.4M
|
100K
$24M
|
|
|
May 04, 2023
Q1 2023
|
Salzhauer Michael
|
BUY
|
CALL |
43K+ 1869.57% |
$5.37M - $6.18M
|
45.3K
$10.9M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
35+ 0.08% |
$4.37K - $5.03K
|
43.3K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
1.43K+ 0.31% |
$179K - $206K
|
458K
$110M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-82- 0.44% |
$10.2K - $11.8K
|
18.4K
$4.41M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
536New |
$67K - $77.1K
|
536
$129K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
429+ 20.43% |
$53.6K - $61.7K
|
2.53K
$607K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
54+ 3.87% |
$6.75K - $7.77K
|
1.45K
$348K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
7.09KNew |
$885K - $1.02M
|
7.09K
$1.7M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
624+ 14.55% |
$77.9K - $89.7K
|
4.91K
$1.18M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-26- 3.2% |
$3.25K - $3.74K
|
786
$189K
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
115New |
$14.4K - $16.5K
|
115
$27.6K
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.74KNew |
$217K - $250K
|
1.74K
$416K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
869+ 1.6% |
$109K - $125K
|
55.3K
$13.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
53New |
$6.62K - $7.62K
|
53
$12.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
CALL |
-9.9K- 99.0% |
$1.24M - $1.42M
|
100
$24K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.44KNew |
$929K - $1.07M
|
7.44K
$1.78M
|