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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
CALL |
-500- 10.0% |
$67.8K - $85.2K
|
4.5K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.89K- 22.96% |
$799K - $1M
|
19.8K
$5.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
100+ 5.44% |
$13.6K - $17K
|
1.94K
$582K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-387- 2.17% |
$52.5K - $65.9K
|
17.5K
$5.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
449New |
$60.9K - $76.5K
|
449
$135K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-242- 2.48% |
$32.8K - $41.2K
|
9.5K
$2.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
27.1K+ 208.53% |
$3.68M - $4.62M
|
40.2K
$12.1M
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.36KNew |
$185K - $232K
|
1.36K
$409K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.09K+ 9.59% |
$283K - $355K
|
23.8K
$7.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
111+ 2.41% |
$15.1K - $18.9K
|
4.72K
$1.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
3.09KNew |
$420K - $527K
|
3.09K
$929K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
384+ 9.96% |
$52.1K - $65.4K
|
4.24K
$1.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-820- 3.55% |
$111K - $140K
|
22.3K
$6.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$136 - $170
|
1.44K
$432K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.32K+ 13.97% |
$857K - $1.08M
|
51.5K
$15.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.43K+ 0.3% |
$329K - $413K
|
821K
$247M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
506+ 5.09% |
$68.7K - $86.2K
|
10.5K
$3.14M
|
|
| Q3 2023 | |||||||
|
Nov 07, 2025
Q3 2023
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
66.6K+ 68.28% |
$9.53M - $10.5M
|
164K
$49.3M
|
|
|
Mar 13, 2025
Q3 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-7.4KClosed |
$1.06M - $1.17M
|
0
$0
|
|
|
Dec 01, 2023
Q3 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
50New |
$7.16K - $7.9K
|
50
$15K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-15.6K- 96.6% |
$2.23M - $2.46M
|
548
$165K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.22% |
$430 - $474
|
1.36K
$409K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-22.7K- 65.46% |
$3.25M - $3.59M
|
12K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
354+ 0.24% |
$50.7K - $55.9K
|
147K
$44.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.83K- 32.72% |
$549K - $605K
|
7.88K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.98K+ 34.06% |
$1.14M - $1.26M
|
31.4K
$9.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
18.1K+ 424.38% |
$2.59M - $2.86M
|
22.4K
$6.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.52K+ 9.24% |
$504K - $556K
|
41.6K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-29.3K- 35.12% |
$4.19M - $4.63M
|
54.1K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-3.6K- 65.45% |
$516K - $569K
|
1.9K
$571K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-6.2K- 37.58% |
$888K - $980K
|
10.3K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
PUT |
-100K- 30.3% |
$14.3M - $15.8M
|
230K
$69.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
3KNew |
$430K - $474K
|
3K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
BUY
|
- |
240+ 0.75% |
$34.4K - $37.9K
|
32.4K
$9.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-178- 2.92% |
$25.5K - $28.1K
|
5.92K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.9K+ 153.33% |
$988K - $1.09M
|
11.4K
$3.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
29.6KNew |
$4.24M - $4.68M
|
29.6K
$8.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-9.59K- 1.69% |
$1.37M - $1.52M
|
559K
$168M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.48K- 31.88% |
$211K - $233K
|
3.15K
$947K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-1.7K- 2.32% |
$244K - $269K
|
71.7K
$21.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-9.66K- 46.37% |
$1.38M - $1.53M
|
11.2K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-138- 5.62% |
$19.8K - $21.8K
|
2.32K
$697K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-6.25K- 3.25% |
$895K - $988K
|
186K
$56M
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
738+ 7.34% |
$106K - $117K
|
10.8K
$3.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-104- 3.97% |
$14.9K - $16.4K
|
2.52K
$756K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.33KClosed |
$621K - $685K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
18.7KNew |
$2.68M - $2.96M
|
18.7K
$5.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-393- 17.12% |
$56.3K - $62.1K
|
1.9K
$571K
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-111K- 69.65% |
$16M - $17.6M
|
48.6K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hyperion Capital Advisors LP
New York, NY |
SELL
|
- |
-18K- 31.79% |
$2.58M - $2.84M
|
38.6K
$11.6M
|
|