Latest Institutional Purchases of Jpmorgan Chase & CO (JPM)
This list provides information on the latest institutional transactions involving Jpmorgan Chase & CO (JPM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
BUY
|
CALL |
200New |
$25.1K - $31.5K
|
200
$49.3K
|
|
|
Apr 29, 2021
Q1 2021
|
Klingenstein Fields & CO LP
|
BUY
|
PUT |
200New |
$25.1K - $31.5K
|
200
$49.3K
|
|
|
Jul 26, 2021
Q1 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
110New |
$13.8K - $17.3K
|
110
$27.1K
|
|
|
Apr 19, 2021
Q1 2021
|
Peterson Wealth Management
|
BUY
|
CALL |
100New |
$12.6K - $15.8K
|
100
$24.6K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Shelter Mutual Insurance CO
|
BUY
|
- |
29KNew |
$2.8M - $3.69M
|
29K
$7.14M
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
13KNew |
$1.25M - $1.65M
|
13K
$3.19M
|
|
|
Feb 12, 2021
Q4 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.89K+ 17.98% |
$279K - $367K
|
18.9K
$4.66M
|
|
|
Feb 10, 2021
Q4 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
PUT |
2KNew |
$193K - $254K
|
2K
$493K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
1.4KNew |
$135K - $178K
|
1.4K
$345K
|
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.07K+ 0.9% |
$104K - $136K
|
121K
$29.8M
|
|
|
Feb 12, 2021
Q4 2020
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
PUT |
400New |
$38.6K - $50.8K
|
400
$98.5K
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
105+ 2625.0% |
$10.1K - $13.3K
|
109
$26.8K
|
|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
CALL |
100New |
$9.65K - $12.7K
|
100
$24.6K
|
|
|
Feb 05, 2021
Q4 2020
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
50New |
$4.83K - $6.35K
|
50
$12.3K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
150KNew |
$13.7M - $15.6M
|
150K
$36.9M
|
|
|
Oct 30, 2020
Q3 2020
|
American Assets Investment Management, LLC
|
BUY
|
- |
15K+ 9.23% |
$1.37M - $1.56M
|
178K
$43.7M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
11.3KNew |
$1.04M - $1.18M
|
11.3K
$2.79M
|
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
BUY
|
CALL |
5KNew |
$456K - $519K
|
5K
$1.23M
|
|
|
Nov 12, 2020
Q3 2020
|
Tempus Wealth Planning, LLC
|
BUY
|
PUT |
1KNew |
$91.3K - $104K
|
1K
$246K
|
|
|
Nov 13, 2020
Q3 2020
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
CALL |
200New |
$18.3K - $20.8K
|
200
$49.3K
|
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
BUY
|
PUT |
200New |
$18.3K - $20.8K
|
200
$49.3K
|
|
|
Sep 05, 2023
Q3 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
67New |
$6.12K - $6.96K
|
67
$16.5K
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
CALL |
2New |
$183 - $208
|
2
$493
|
|
|
Sep 10, 2021
Q3 2020
|
Veracity Capital LLC
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
PUT |
300KNew |
$25.2M - $34M
|
300K
$73.9M
|
|
|
Aug 14, 2020
Q2 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
- |
123K+ 69.28% |
$10.3M - $13.9M
|
300K
$73.9M
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
99KNew |
$8.32M - $11.2M
|
99K
$24.4M
|
|
|
Aug 14, 2020
Q2 2020
|
Birch Grove Capital LP
New York, NY |
BUY
|
CALL |
43.9KNew |
$3.69M - $4.98M
|
43.9K
$10.8M
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
40.8K+ 20400.0% |
$3.43M - $4.63M
|
41K
$10.1M
|
|
|
Aug 14, 2020
Q2 2020
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
CALL |
20KNew |
$1.68M - $2.27M
|
20K
$4.93M
|
|
|
Aug 18, 2020
Q2 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
CALL |
2KNew |
$168K - $227K
|
2K
$493K
|
|
|
Aug 14, 2020
Q2 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
2KNew |
$168K - $227K
|
2K
$493K
|
|
|
Aug 14, 2020
Q2 2020
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
2K+ 20.0% |
$168K - $227K
|
12K
$2.96M
|
|
|
Aug 13, 2020
Q2 2020
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
CALL |
500New |
$42K - $56.7K
|
500
$123K
|
|
|
Feb 22, 2022
Q2 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
CALL |
100New |
$8.4K - $11.3K
|
100
$24.6K
|
|
|
Aug 12, 2020
Q2 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
CALL |
100New |
$8.4K - $11.3K
|
100
$24.6K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
250KNew |
$19.8M - $35.3M
|
250K
$61.6M
|
|
|
May 13, 2020
Q1 2020
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
8KNew |
$632K - $1.13M
|
8K
$1.97M
|
|
|
May 12, 2020
Q1 2020
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
575+ 10.45% |
$45.4K - $81.1K
|
6.08K
$1.5M
|
|
|
Apr 09, 2020
Q1 2020
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
30New |
$2.37K - $4.23K
|
30
$7.39K
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
PUT |
800+ 114.29% |
$89.5K - $112K
|
1.5K
$369K
|
|
|
Oct 18, 2024
Q4 2019
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
62+ 4.29% |
$6.93K - $8.64K
|
1.51K
$371K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Sandler Capital Management
New York, NY |
BUY
|
PUT |
210KNew |
$22M - $25.2M
|
210K
$51.7M
|
|
|
Oct 22, 2019
Q3 2019
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
52.5KNew |
$5.5M - $6.31M
|
52.5K
$12.9M
|
|
|
Oct 15, 2019
Q3 2019
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
6.8KNew |
$713K - $818K
|
6.8K
$1.67M
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
275New |
$28.8K - $33.1K
|
275
$67.7K
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Cincinnati Financial Corp
|
BUY
|
- |
30K+ 50.0% |
$3.14M - $3.48M
|
90K
$22.2M
|
|
|
Jul 30, 2019
Q2 2019
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
CALL |
4New |
$419 - $464
|
4
$985
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
14.1KNew |
$1.37M - $1.51M
|
14.1K
$3.47M
|
|
|
May 15, 2019
Q1 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
CALL |
100New |
$9.71K - $10.7K
|
100
$24.6K
|
|