Latest Institutional Transactions on Jpmorgan Chase & CO Dep Sh Rep (JPMPRC)
This table provides information on the latest institutional transactions involving Jpmorgan Chase & CO Dep Sh Rep (JPMPRC) 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 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
64.3KNew |
N/A
|
64.3K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
46KNew |
N/A
|
46K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16- 1.68% |
N/A
|
937
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.75K+ 0.63% |
N/A
|
280K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
33KNew |
N/A
|
33K
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-200- 0.72% |
N/A
|
27.4K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$0
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
153New |
N/A
|
153
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-730- 23.78% |
N/A
|
2.34K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-730- 23.78% |
N/A
|
2.34K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
4.15KNew |
N/A
|
4.15K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
500+ 1.62% |
N/A
|
31.4K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
125New |
N/A
|
125
$0
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
691KNew |
N/A
|
691K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.5K+ 2.13% |
N/A
|
72K
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-11.3KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Iat Reinsurance CO Ltd.
New York, NY |
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.5KClosed |
N/A
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
300+ 6.0% |
N/A
|
5.3K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-9KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.43KClosed |
N/A
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-7KClosed |
N/A
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-45.4KClosed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.5KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Kingfisher Capital LLC
|
SELL
|
- |
-49.5KClosed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
Ar Asset Management Inc
|
BUY
|
- |
30KNew |
N/A
|
30K
$0
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
James Investment Research Inc
|
BUY
|
- |
2K+ 15.38% |
N/A
|
15K
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-17.5KClosed |
N/A
|
0
$0
|
|