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 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
25.3K+ 2292.75% |
$4.93M - $5.68M
|
26.4K
$7.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-8.46K- 28.59% |
$1.65M - $1.9M
|
21.1K
$6.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
44K+ 1435.03% |
$8.58M - $9.9M
|
47.1K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-2.63K- 32.53% |
$512K - $590K
|
5.45K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.17KNew |
$618K - $713K
|
3.17K
$916K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
913+ 55.81% |
$178K - $205K
|
2.55K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-930- 3.08% |
$181K - $209K
|
29.3K
$8.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
20+ 1.45% |
$3.9K - $4.5K
|
1.4K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$231K - $266K
|
1.18K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
950New |
$185K - $214K
|
950
$274K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-565- 1.33% |
$110K - $127K
|
42K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
7.43KNew |
$1.45M - $1.67M
|
7.43K
$2.14M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-725K- 67.18% |
$141M - $163M
|
354K
$102M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-270- 1.66% |
$52.6K - $60.7K
|
16K
$4.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11- 0.51% |
$2.14K - $2.47K
|
2.14K
$617K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
234+ 2.14% |
$45.6K - $52.6K
|
11.2K
$3.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
14.8K+ 9.49% |
$2.88M - $3.33M
|
171K
$49.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Eulav Asset Management
|
SELL
|
- |
-4K- 21.05% |
$779K - $899K
|
15K
$4.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-67- 3.09% |
$13.1K - $15.1K
|
2.1K
$606K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-23- 0.7% |
$4.48K - $5.17K
|
3.26K
$942K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$216K - $250K
|
1.11K
$320K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$39K - $45K
|
200
$57.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-3.74K- 25.37% |
$728K - $840K
|
11K
$3.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Monaco Asset Management Sam
|
BUY
|
PUT |
40KNew |
$7.8M - $8.99M
|
40K
$11.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Casualty CO
|
SELL
|
- |
-46.5K- 50.0% |
$9.06M - $10.5M
|
46.5K
$13.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Insurance CO
|
SELL
|
- |
-500K- 24.84% |
$97.4M - $112M
|
1.51M
$437M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.69K- 1.73% |
$524K - $604K
|
152K
$44M
|
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Specialty Underwriters Insurance CO
|
SELL
|
- |
-46.5K- 50.0% |
$9.06M - $10.5M
|
46.5K
$13.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 6.0% |
$292K - $337K
|
23.5K
$6.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-100- 7.76% |
$19.5K - $22.5K
|
1.19K
$343K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
35New |
$6.82K - $7.87K
|
35
$10.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
4.8K+ 16.0% |
$936K - $1.08M
|
34.8K
$10M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-35- 5.86% |
$6.82K - $7.87K
|
562
$162K
|
|
|
Nov 07, 2024
Q3 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
949New |
$185K - $213K
|
949
$274K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
4.83K+ 382.13% |
$942K - $1.09M
|
6.1K
$1.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.09K- 37.04% |
$212K - $244K
|
1.85K
$533K
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
24KNew |
$4.68M - $5.4M
|
24K
$6.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
215New |
$41.9K - $48.3K
|
215
$62.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-10- 1.06% |
$1.95K - $2.25K
|
932
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
PUT |
-10- 1.06% |
$1.95K - $2.25K
|
932
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
824New |
$161K - $185K
|
824
$238K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-205- 10.76% |
$40K - $46.1K
|
1.7K
$491K
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-24- 1.66% |
$4.68K - $5.4K
|
1.42K
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
94+ 0.67% |
$18.3K - $21.1K
|
14.1K
$4.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-700- 88.61% |
$136K - $157K
|
90
$26K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10K- 16.67% |
$1.95M - $2.25M
|
50K
$14.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-22.2K- 11.59% |
$4.33M - $4.99M
|
169K
$48.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
40+ 0.56% |
$7.8K - $8.99K
|
7.12K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
51.8K+ 34.72% |
$10.1M - $11.6M
|
201K
$58M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
5.1K+ 27.42% |
$994K - $1.15M
|
23.7K
$6.84M
|