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, 2024
Q3 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-3K- 6.67% |
$585K - $674K
|
42K
$12.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 11.99% |
$298K - $343K
|
14.3K
$4.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
1.13KNew |
$221K - $255K
|
1.13K
$327K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 0.79% |
$390 - $450
|
256
$73.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
11.2KNew |
$2.19M - $2.52M
|
11.2K
$3.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-327- 15.91% |
$63.7K - $73.5K
|
1.73K
$499K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
951New |
$185K - $214K
|
951
$275K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.49K- 23.67% |
$290K - $335K
|
4.8K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-42- 3.25% |
$8.19K - $9.44K
|
1.25K
$361K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-92- 1.45% |
$17.9K - $20.7K
|
6.25K
$1.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
443+ 3.83% |
$86.3K - $99.6K
|
12K
$3.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
889+ 4.17% |
$173K - $200K
|
22.2K
$6.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 8.33% |
$19.5K - $22.5K
|
1.1K
$318K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-45- 1.13% |
$8.77K - $10.1K
|
3.94K
$1.14M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
70+ 0.12% |
$13.6K - $15.7K
|
56.4K
$16.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
1KNew |
$195K - $225K
|
1K
$289K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-32- 2.79% |
$6.24K - $7.19K
|
1.11K
$322K
|
|
|
Oct 02, 2024
Q3 2024
|
Greenhaven Associates Inc
|
SELL
|
- |
-2.5K- 33.33% |
$487K - $562K
|
5K
$1.44M
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
300+ 14.12% |
$58.5K - $67.4K
|
2.42K
$700K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
28+ 2.6% |
$5.04K - $5.73K
|
1.11K
$319K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
83+ 8.93% |
$14.9K - $17K
|
1.01K
$292K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
160+ 2.89% |
$28.8K - $32.8K
|
5.69K
$1.64M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-8.55KClosed |
$1.54M - $1.75M
|
0
$0
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-292- 14.84% |
$52.6K - $59.8K
|
1.68K
$484K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
459New |
$82.7K - $94K
|
459
$133K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2KNew |
$360K - $410K
|
2K
$577K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-43.3K- 19.1% |
$7.8M - $8.87M
|
183K
$53M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
40+ 0.25% |
$7.2K - $8.19K
|
16K
$4.61M
|
|
|
Aug 23, 2024
Q2 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-5.09K- 9.19% |
$916K - $1.04M
|
50.3K
$14.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
50New |
$9K - $10.2K
|
50
$14.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2.46KNew |
$442K - $503K
|
2.46K
$709K
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-330- 8.73% |
$59.4K - $67.6K
|
3.45K
$996K
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
8.68KNew |
$1.56M - $1.78M
|
8.68K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$36K - $41K
|
200
$57.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.01K- 42.86% |
$182K - $207K
|
1.35K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-347- 27.45% |
$62.5K - $71.1K
|
917
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
69.6K+ 31.86% |
$12.5M - $14.3M
|
288K
$83.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-670- 25.52% |
$121K - $137K
|
1.96K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.65KNew |
$477K - $543K
|
2.65K
$765K
|
|
|
Aug 14, 2024
Q2 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
27.9K+ 49.59% |
$5.03M - $5.72M
|
84.2K
$24.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-350- 3.34% |
$63K - $71.7K
|
10.1K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-51- 0.81% |
$9.18K - $10.4K
|
6.25K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$2.14M - $2.43M
|
11.9K
$3.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-88K- 84.09% |
$15.8M - $18M
|
16.7K
$4.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-335- 1.59% |
$60.3K - $68.6K
|
20.7K
$5.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-459- 18.05% |
$82.7K - $94K
|
2.08K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.61KNew |
$470K - $535K
|
2.61K
$754K
|
|
|
Aug 14, 2024
Q2 2024
|
Abrams Bison Investments, LLC
Bethesda, MD |
SELL
|
- |
-219K- 54.34% |
$39.4M - $44.8M
|
184K
$53.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
71.1KNew |
$12.8M - $14.6M
|
71.1K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-1.29M- 99.57% |
$233M - $265M
|
5.64K
$1.63M
|
|