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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-10.2KClosed |
$1.15M - $1.39M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-2.9KClosed |
$326K - $394K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Rpo LLC
Stamford, CT |
BUY
|
PUT |
66.2KNew |
$7.45M - $9M
|
66.2K
$15.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Fosun International LTD
|
SELL
|
- |
-20.4KClosed |
$2.3M - $2.78M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Adamcapital Gestao De Recursos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-525K- 78.33% |
$59.1M - $71.3M
|
145K
$33.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.76KClosed |
$198K - $239K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
First Washington Corp
Seattle, WA |
BUY
|
- |
40.2KNew |
$4.53M - $5.47M
|
40.2K
$9.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
417+ 16.47% |
$47K - $56.7K
|
2.95K
$684K
|
|
|
Aug 10, 2022
Q2 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-1.82KClosed |
$205K - $247K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
605+ 6.76% |
$68.1K - $82.2K
|
9.56K
$2.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-3.63KClosed |
$409K - $493K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-10.6KClosed |
$1.2M - $1.44M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
51KNew |
$5.74M - $6.93M
|
51K
$11.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-101Closed |
$11.4K - $13.7K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
3K+ 25.0% |
$338K - $408K
|
15K
$3.48M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-11K- 29.23% |
$1.24M - $1.49M
|
26.6K
$6.17M
|
|
|
Aug 05, 2022
Q2 2022
|
La Financiere De L'Echiquier
|
SELL
|
- |
-28.7KClosed |
$3.23M - $3.9M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Seven Eight Capital, LP
|
SELL
|
- |
-679- 2.04% |
$76.5K - $92.3K
|
32.7K
$7.58M
|
|
|
Aug 04, 2022
Q2 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
2.36KNew |
$266K - $321K
|
2.36K
$547K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-425KClosed |
$47.8M - $57.7M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
16+ 0.86% |
$1.8K - $2.17K
|
1.88K
$435K
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.64KClosed |
$185K - $223K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-100- 9.09% |
$11.3K - $13.6K
|
1K
$232K
|
|
|
Aug 01, 2022
Q2 2022
|
Oak Thistle LLC
|
SELL
|
- |
-3.22KClosed |
$362K - $437K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
311+ 1.47% |
$35K - $42.3K
|
21.5K
$4.99M
|
|
|
Jul 29, 2022
Q2 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-100Closed |
$11.3K - $13.6K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-2.61K- 32.56% |
$294K - $354K
|
5.4K
$1.25M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.42K- 43.0% |
$498K - $601K
|
5.86K
$1.36M
|
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.88K+ 11.11% |
$324K - $391K
|
28.8K
$6.68M
|
|
|
Jul 27, 2022
Q2 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.56KClosed |
$176K - $212K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-100- 0.38% |
$11.3K - $13.6K
|
26.2K
$6.07M
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-613- 16.68% |
$69K - $83.3K
|
3.06K
$710K
|
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-439- 13.98% |
$49.4K - $59.7K
|
2.7K
$627K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
421+ 44.64% |
$47.4K - $57.2K
|
1.36K
$316K
|
|
|
Jul 25, 2022
Q2 2022
|
William Allan, LLC
|
SELL
|
- |
-5.52KClosed |
$621K - $750K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.19K+ 1.91% |
$134K - $162K
|
63.3K
$14.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.78K- 5.52% |
$200K - $242K
|
30.4K
$7.05M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
219+ 60.83% |
$24.7K - $29.8K
|
579
$134K
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
11.3KNew |
$1.27M - $1.53M
|
11.3K
$2.62M
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-2.63K- 36.37% |
$296K - $357K
|
4.6K
$1.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-477- 20.13% |
$53.7K - $64.8K
|
1.89K
$439K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-1.99KClosed |
$224K - $271K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.5KClosed |
$168K - $203K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$282K - $340K
|
2.5K
$580K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-1.83K- 3.34% |
$206K - $249K
|
53K
$12.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-46.9KClosed |
$5.28M - $6.37M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-708Closed |
$79.7K - $96.2K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-16.9KClosed |
$1.9M - $2.3M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-43.3K- 94.14% |
$4.87M - $5.88M
|
2.7K
$625K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
SELL
|
- |
-2.95KClosed |
$332K - $400K
|
0
$0
|