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 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
PUT |
800New |
$134K - $160K
|
800
$240K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
3.1K+ 11.48% |
$518K - $621K
|
30.1K
$9.04M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-31.6K- 21.92% |
$5.28M - $6.32M
|
112K
$33.8M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.43KNew |
$572K - $686K
|
3.43K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
1.05KNew |
$176K - $211K
|
1.05K
$316K
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
1.89KNew |
$315K - $378K
|
1.89K
$567K
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
3KNew |
$501K - $601K
|
3K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
27.2K+ 114.3% |
$4.55M - $5.46M
|
51.1K
$15.3M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
415New |
$69.3K - $83.1K
|
415
$125K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-2.41K- 82.52% |
$403K - $483K
|
511
$153K
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
137K+ 175.92% |
$22.8M - $27.4M
|
214K
$64.3M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-13.1K- 91.04% |
$2.18M - $2.62M
|
1.29K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-51.2K- 35.61% |
$8.56M - $10.3M
|
92.6K
$27.8M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.31K- 36.7% |
$219K - $263K
|
2.26K
$680K
|
|
|
May 15, 2024
Q1 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
8.4KNew |
$1.4M - $1.68M
|
8.4K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
25KNew |
$4.18M - $5.01M
|
25K
$7.51M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
64K+ 464.45% |
$10.7M - $12.8M
|
77.8K
$23.4M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-1.45K- 15.84% |
$241K - $289K
|
7.68K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
43+ 1.11% |
$7.18K - $8.61K
|
3.9K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
3.37K+ 151.46% |
$563K - $675K
|
5.6K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-88.8K- 15.96% |
$14.8M - $17.8M
|
468K
$141M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.07K- 0.91% |
$179K - $215K
|
117K
$35M
|
|
|
May 14, 2024
Q1 2024
|
Elkhorn Partners Limited Partnership
Omaha, NE |
BUY
|
- |
3KNew |
$501K - $601K
|
3K
$901K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.93K+ 2.39% |
$1.49M - $1.79M
|
383K
$115M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
206K+ 82.38% |
$34.4M - $41.2M
|
455K
$137M
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-45.9K- 10.02% |
$7.66M - $9.18M
|
412K
$124M
|
|
|
May 13, 2024
Q1 2024
|
Weitz Investment Management, Inc.
Omaha, NE |
SELL
|
- |
-3K- 12.77% |
$501K - $601K
|
20.5K
$6.16M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.03KNew |
$171K - $205K
|
1.03K
$308K
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$185K - $222K
|
1.11K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
PUT |
29KNew |
$4.85M - $5.81M
|
29K
$8.71M
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.07KNew |
$178K - $213K
|
1.07K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
PUT |
2.6KNew |
$434K - $521K
|
2.6K
$781K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.08K- 0.28% |
$348K - $417K
|
732K
$220M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.63K- 0.69% |
$607K - $727K
|
521K
$157M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
538+ 29.32% |
$89.9K - $108K
|
2.37K
$713K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-168- 5.15% |
$28.1K - $33.7K
|
3.09K
$928K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-15.8K- 83.17% |
$2.64M - $3.16M
|
3.19K
$959K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
2.33M+ 216.22% |
$390M - $467M
|
3.41M
$1.02B
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-490K- 10.21% |
$81.9M - $98.2M
|
4.31M
$1.3B
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.09KNew |
$182K - $218K
|
1.09K
$327K
|
|
|
May 09, 2024
Q1 2024
|
Park Circle CO
|
SELL
|
- |
-5.5K- 80.88% |
$919K - $1.1M
|
1.3K
$390K
|
|
|
May 08, 2024
Q1 2024
|
Prospect Hill Management, LLC
|
BUY
|
- |
1.15KNew |
$192K - $230K
|
1.15K
$345K
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-15- 3.37% |
$2.51K - $3K
|
430
$129K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
17.7KNew |
$2.96M - $3.54M
|
17.7K
$5.31M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
80+ 3.2% |
$13.4K - $16K
|
2.58K
$775K
|
|
|
May 07, 2024
Q1 2024
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
17.7K+ 536.36% |
$2.96M - $3.55M
|
21K
$6.31M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.46K+ 1.26% |
$244K - $293K
|
117K
$35.2M
|
|
|
May 06, 2024
Q1 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1.61KNew |
$269K - $323K
|
1.61K
$484K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
18New |
$3.01K - $3.61K
|
18
$5.41K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
383KNew |
$63.9M - $76.6M
|
383K
$115M
|
|