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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-44.8K- 40.04% |
$8.73M - $10.1M
|
67.1K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.1M- 16.99% |
$1.19B - $1.37B
|
29.8M
$8.08B
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.81K- 3.91% |
$548K - $633K
|
69.1K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-2.88K- 7.82% |
$560K - $646K
|
33.9K
$9.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
73+ 5.75% |
$14.2K - $16.4K
|
1.34K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
96+ 2.35% |
$18.7K - $21.6K
|
4.19K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-114- 4.31% |
$22.2K - $25.6K
|
2.53K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.28K- 26.04% |
$249K - $287K
|
3.63K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
19.8KNew |
$3.86M - $4.45M
|
19.8K
$5.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3+ 0.26% |
$585 - $674
|
1.16K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$334K - $386K
|
1.72K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-70- 5.77% |
$13.6K - $15.7K
|
1.14K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
1.3M+ 93.63% |
$254M - $293M
|
2.69M
$730M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.37M- 2.67% |
$268M - $309M
|
50M
$13.6B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
707K+ 54.33% |
$138M - $159M
|
2.01M
$544M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01M+ 1.48% |
$196M - $227M
|
69.2M
$18.8B
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$199K - $229K
|
1.02K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.9K+ 57.56% |
$370K - $427K
|
5.2K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-2.97K- 0.47% |
$579K - $668K
|
630K
$171M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-547- 1.71% |
$107K - $123K
|
31.4K
$8.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
39+ 0.96% |
$7.6K - $8.77K
|
4.1K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-654- 2.14% |
$127K - $147K
|
29.9K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
175+ 4.13% |
$34.1K - $39.3K
|
4.42K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-11.4K- 0.97% |
$2.23M - $2.57M
|
1.17M
$317M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
12+ 0.12% |
$2.34K - $2.7K
|
9.73K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
36+ 2.06% |
$7.02K - $8.09K
|
1.79K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.4K- 6.44% |
$469K - $540K
|
34.9K
$9.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
330+ 11.98% |
$64.3K - $74.2K
|
3.09K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
3+ 0.03% |
$585 - $674
|
11.9K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
100+ 0.13% |
$19.5K - $22.5K
|
76.5K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.16K- 3.89% |
$226K - $260K
|
28.6K
$7.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
156+ 2.6% |
$30.4K - $35.1K
|
6.16K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-42- 2.37% |
$8.19K - $9.44K
|
1.73K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-11.2K- 0.9% |
$2.19M - $2.53M
|
1.24M
$336M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
550+ 4.53% |
$107K - $124K
|
12.7K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-88.2K- 20.07% |
$17.2M - $19.8M
|
351K
$95.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-55- 0.18% |
$10.7K - $12.4K
|
31.3K
$8.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
7.62K+ 14.78% |
$1.48M - $1.71M
|
59.1K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-23- 0.42% |
$4.48K - $5.17K
|
5.49K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
921+ 17.23% |
$180K - $207K
|
6.27K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
33.3K+ 442.57% |
$6.5M - $7.5M
|
40.9K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
12+ 0.08% |
$2.34K - $2.7K
|
16K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
142K+ 16.16% |
$27.7M - $31.9M
|
1.02M
$277M
|
|
|
Nov 14, 2024
Q3 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-30.7K- 3.85% |
$5.98M - $6.89M
|
766K
$208M
|
|
|
Nov 14, 2024
Q3 2024
|
Viking Global Investors LP
|
BUY
|
- |
687K+ 22.82% |
$134M - $154M
|
3.7M
$1B
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-36- 0.5% |
$7.02K - $8.09K
|
7.15K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-38.9K- 15.28% |
$7.59M - $8.75M
|
216K
$58.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
385+ 2.55% |
$75K - $86.5K
|
15.5K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-803K- 43.26% |
$156M - $180M
|
1.05M
$285M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-22- 1.93% |
$4.29K - $4.95K
|
1.12K
$302K
|