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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.71K- 14.2% |
$213K - $245K
|
10.3K
$2.47M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.76K- 7.45% |
$594K - $684K
|
59.1K
$14.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
100New |
$12.5K - $14.4K
|
100
$24K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-19.8K- 99.87% |
$2.48M - $2.85M
|
25
$6K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
106+ 2.87% |
$13.2K - $15.2K
|
3.79K
$910K
|
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-270- 1.9% |
$33.7K - $38.8K
|
13.9K
$3.34M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$12.5K - $14.4K
|
100
$24K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 39.9% |
$154K - $177K
|
4.32K
$1.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
334+ 6.46% |
$41.7K - $48K
|
5.5K
$1.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-883- 12.54% |
$110K - $127K
|
6.16K
$1.48M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.1K- 7.33% |
$137K - $158K
|
13.9K
$3.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-148- 1.7% |
$18.5K - $21.3K
|
8.57K
$2.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-36.8K- 40.7% |
$4.6M - $5.29M
|
53.6K
$12.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-11.8K- 75.7% |
$1.47M - $1.69M
|
3.78K
$906K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.4K- 3.26% |
$1.05M - $1.21M
|
249K
$59.7M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
154+ 0.4% |
$19.2K - $22.1K
|
38.6K
$9.25M
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
750+ 30.86% |
$76.5K - $103K
|
3.18K
$763K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.35KNew |
$342K - $462K
|
3.35K
$804K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
7.6KNew |
$775K - $1.05M
|
7.6K
$1.82M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
73K+ 405.56% |
$7.44M - $10.1M
|
91K
$21.8M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
537+ 2.5% |
$54.8K - $74K
|
22K
$5.28M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.78KNew |
$385K - $521K
|
3.78K
$906K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
320New |
$32.6K - $44.1K
|
320
$76.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.73K- 6.12% |
$176K - $238K
|
26.5K
$6.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Fithian, LLC
New York, NY |
BUY
|
- |
1.88KNew |
$192K - $259K
|
1.88K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
6.82KNew |
$696K - $941K
|
6.82K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
174New |
$17.7K - $24K
|
174
$41.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
20New |
$2.04K - $2.76K
|
20
$4.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.57KNew |
$160K - $217K
|
1.57K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-991- 11.53% |
$101K - $137K
|
7.6K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-21.5K- 4.38% |
$2.19M - $2.96M
|
469K
$113M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
24.2K+ 1.89% |
$2.47M - $3.33M
|
1.3M
$312M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.42K+ 19.35% |
$349K - $472K
|
21.1K
$5.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.67K- 11.12% |
$170K - $230K
|
13.3K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.36K- 3.16% |
$139K - $187K
|
41.7K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
100+ 5.31% |
$10.2K - $13.8K
|
1.98K
$476K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-11.5K- 86.74% |
$1.17M - $1.58M
|
1.75K
$420K
|
|
|
Feb 14, 2023
Q4 2022
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-159K- 10.86% |
$16.2M - $21.9M
|
1.3M
$312M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-1.1K- 13.25% |
$112K - $152K
|
7.2K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Continental Advisors LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$306K - $414K
|
3K
$720K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.9MNew |
$3.15B - $4.26B
|
30.9M
$7.41B
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5K- 10.87% |
$510K - $689K
|
41K
$9.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
12.5K+ 167.87% |
$1.27M - $1.72M
|
19.9K
$4.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
22.1K+ 146.36% |
$2.25M - $3.05M
|
37.2K
$8.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
5.83KNew |
$595K - $804K
|
5.83K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
125KNew |
$12.7M - $17.2M
|
125K
$30M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
3.92KNew |
$399K - $540K
|
3.92K
$939K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$45.9K - $62K
|
450
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-200- 3.91% |
$20.4K - $27.6K
|
4.92K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
83.2K+ 8.42% |
$8.49M - $11.5M
|
1.07M
$257M
|
|