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 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-350- 12.23% |
$43.7K - $50.3K
|
2.51K
$665K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
31.2K+ 99.75% |
$3.89M - $4.48M
|
62.4K
$16.5M
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
100KNew |
$12.5M - $14.4M
|
100K
$26.5M
|
|
|
May 04, 2023
Q1 2023
|
Salzhauer Michael
|
BUY
|
CALL |
43K+ 1869.57% |
$5.37M - $6.18M
|
45.3K
$12M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
35+ 0.08% |
$4.37K - $5.03K
|
43.3K
$11.5M
|
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
1.43K+ 0.31% |
$179K - $206K
|
458K
$121M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-82- 0.44% |
$10.2K - $11.8K
|
18.4K
$4.87M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
536New |
$67K - $77.1K
|
536
$142K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
429+ 20.43% |
$53.6K - $61.7K
|
2.53K
$670K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
54+ 3.87% |
$6.75K - $7.77K
|
1.45K
$384K
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
7.09KNew |
$885K - $1.02M
|
7.09K
$1.88M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
624+ 14.55% |
$77.9K - $89.7K
|
4.91K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-26- 3.2% |
$3.25K - $3.74K
|
786
$208K
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
115New |
$14.4K - $16.5K
|
115
$30.5K
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.74KNew |
$217K - $250K
|
1.74K
$460K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
869+ 1.6% |
$109K - $125K
|
55.3K
$14.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
53New |
$6.62K - $7.62K
|
53
$14K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
CALL |
-9.9K- 99.0% |
$1.24M - $1.42M
|
100
$26.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.44KNew |
$929K - $1.07M
|
7.44K
$1.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.71K- 14.2% |
$213K - $245K
|
10.3K
$2.73M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-4.76K- 7.45% |
$594K - $684K
|
59.1K
$15.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
100New |
$12.5K - $14.4K
|
100
$26.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-19.8K- 99.87% |
$2.48M - $2.85M
|
25
$6.62K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
106+ 2.87% |
$13.2K - $15.2K
|
3.79K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-270- 1.9% |
$33.7K - $38.8K
|
13.9K
$3.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$12.5K - $14.4K
|
100
$26.5K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 39.9% |
$154K - $177K
|
4.32K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
334+ 6.46% |
$41.7K - $48K
|
5.5K
$1.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-883- 12.54% |
$110K - $127K
|
6.16K
$1.63M
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.1K- 7.33% |
$137K - $158K
|
13.9K
$3.68M
|
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-148- 1.7% |
$18.5K - $21.3K
|
8.57K
$2.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-36.8K- 40.7% |
$4.6M - $5.29M
|
53.6K
$14.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-11.8K- 75.7% |
$1.47M - $1.69M
|
3.78K
$1M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-8.4K- 3.26% |
$1.05M - $1.21M
|
249K
$65.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
154+ 0.4% |
$19.2K - $22.1K
|
38.6K
$10.2M
|
|
| Q4 2022 | |||||||
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
750+ 30.86% |
$76.5K - $103K
|
3.18K
$842K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.35KNew |
$342K - $462K
|
3.35K
$888K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
7.6KNew |
$775K - $1.05M
|
7.6K
$2.01M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
73K+ 405.56% |
$7.44M - $10.1M
|
91K
$24.1M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
537+ 2.5% |
$54.8K - $74K
|
22K
$5.83M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.78KNew |
$385K - $521K
|
3.78K
$1M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
320New |
$32.6K - $44.1K
|
320
$84.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-1.73K- 6.12% |
$176K - $238K
|
26.5K
$7.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Fithian, LLC
New York, NY |
BUY
|
- |
1.88KNew |
$192K - $259K
|
1.88K
$498K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
6.82KNew |
$696K - $941K
|
6.82K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
174New |
$17.7K - $24K
|
174
$46.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
20New |
$2.04K - $2.76K
|
20
$5.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.57KNew |
$160K - $217K
|
1.57K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-991- 11.53% |
$101K - $137K
|
7.6K
$2.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-21.5K- 4.38% |
$2.19M - $2.96M
|
469K
$124M
|
|