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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2020
Q4 2019
|
Mark Asset Management LP
New York, NY |
SELL
|
CALL |
-6KClosed |
$671K - $836K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-20KClosed |
$2.24M - $2.79M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Michael & Susan Dell Foundation
New York, NY |
SELL
|
- |
-51.1KClosed |
$5.72M - $7.12M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-1.78KClosed |
$199K - $248K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-4.36KClosed |
$487K - $607K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
River Road Asset Management, LLC
|
SELL
|
- |
-324KClosed |
$36.3M - $45.2M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
PUT |
800+ 114.29% |
$89.5K - $112K
|
1.5K
$415K
|
|
|
Feb 12, 2020
Q4 2019
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
CALL |
-100- 0.82% |
$11.2K - $13.9K
|
12.1K
$3.35M
|
|
|
Feb 12, 2020
Q4 2019
|
Davis Capital Partners, LLC
Sausalito, CA |
SELL
|
- |
-250KClosed |
$28M - $34.9M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Iat Reinsurance CO Ltd.
New York, NY |
SELL
|
- |
-5.66KClosed |
$632K - $788K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-35.5KClosed |
$3.97M - $4.95M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
SELL
|
PUT |
-2K- 8.47% |
$224K - $279K
|
21.6K
$5.97M
|
|
|
Jan 30, 2020
Q4 2019
|
Scp Investment, LP
|
SELL
|
- |
-7KClosed |
$783K - $976K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
PUT |
-2.9K- 93.55% |
$324K - $404K
|
200
$55.3K
|
|
| Q3 2019 | |||||||
|
Nov 22, 2019
Q3 2019
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
SELL
|
- |
-56Closed |
$5.87K - $6.73K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-23KClosed |
$2.41M - $2.77M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-2KClosed |
$210K - $240K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-1.61MClosed |
$168M - $193M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Redwood Capital Management, LLC
New York, NY |
SELL
|
- |
-99KClosed |
$10.4M - $11.9M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Sandler Capital Management
New York, NY |
BUY
|
PUT |
210KNew |
$22M - $25.2M
|
210K
$58.1M
|
|
|
Nov 14, 2019
Q3 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-2.79KClosed |
$292K - $335K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-30.6KClosed |
$3.21M - $3.68M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-2.92KClosed |
$306K - $351K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-117Closed |
$12.3K - $14.1K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
First Eagle Investment Management, LLC
|
SELL
|
- |
-30KClosed |
$3.14M - $3.61M
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Titan Capital Management, LLC
|
SELL
|
- |
-315Closed |
$33K - $37.9K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
SELL
|
- |
-9.87KClosed |
$1.03M - $1.19M
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
275New |
$28.8K - $33.1K
|
275
$76.1K
|
|
|
Oct 30, 2019
Q3 2019
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-25.8KClosed |
$2.7M - $3.1M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Oak Grove Capital LLC
North Hampton, NH |
SELL
|
- |
-4.17KClosed |
$437K - $501K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
52.5KNew |
$5.5M - $6.31M
|
52.5K
$14.5M
|
|
|
Oct 15, 2019
Q3 2019
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
6.8KNew |
$713K - $818K
|
6.8K
$1.88M
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
CALL |
-400- 80.0% |
$41.9K - $46.4K
|
100
$27.7K
|
|
|
Aug 14, 2019
Q2 2019
|
Paragon Associates & Paragon Associates Ii Joint Venture
Dallas, TX |
SELL
|
- |
-20KClosed |
$2.09M - $2.32M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Skye Global Management LP
West Palm Beach, FL |
SELL
|
- |
-76KClosed |
$7.95M - $8.83M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Ardsley Advisory Partners LP
Stamford, CT |
SELL
|
CALL |
-5KClosed |
$523K - $581K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Lansdowne Partners (Uk) LLP
London, X0 |
SELL
|
- |
-2.67MClosed |
$279M - $310M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-2KClosed |
$209K - $232K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Cincinnati Financial Corp
|
BUY
|
- |
30K+ 50.0% |
$3.14M - $3.48M
|
90K
$24.9M
|
|
|
Aug 06, 2019
Q2 2019
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-7.35KClosed |
$769K - $853K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-2KClosed |
$209K - $232K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
CALL |
4New |
$419 - $464
|
4
$1.11K
|
|
|
Jul 15, 2019
Q2 2019
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-5.22KClosed |
$546K - $606K
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Hms Capital Management, LLC
|
SELL
|
PUT |
-400- 7.14% |
$41.9K - $46.4K
|
5.2K
$1.44M
|
|
| Q1 2019 | |||||||
|
Feb 13, 2025
Q1 2019
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
CALL |
30KNew |
$2.91M - $3.22M
|
30K
$8.3M
|
|
|
May 15, 2019
Q1 2019
|
Linden Advisors LP
New York, NY |
SELL
|
- |
-220KClosed |
$21.4M - $23.6M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
CALL |
100New |
$9.71K - $10.7K
|
100
$27.7K
|
|
|
May 15, 2019
Q1 2019
|
Hrs Investment Holdings, LLC
New York, NY |
SELL
|
- |
-32.5KClosed |
$3.16M - $3.48M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Suvretta Capital Management, LLC
New York, NY |
SELL
|
- |
-10KClosed |
$971K - $1.07M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-32.1KClosed |
$3.11M - $3.44M
|
0
$0
|
|