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 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
296+ 0.51% |
$57.7K - $66.5K
|
58.7K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-1.45K- 0.94% |
$283K - $326K
|
154K
$41.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.33K- 8.73% |
$845K - $974K
|
45.3K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-47- 0.43% |
$9.16K - $10.6K
|
10.8K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
84.6KNew |
$16.5M - $19M
|
84.6K
$22.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
200New |
$39K - $45K
|
200
$54.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
175+ 2.01% |
$34.1K - $39.3K
|
8.9K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
809+ 5.25% |
$158K - $182K
|
16.2K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-65- 2.67% |
$12.7K - $14.6K
|
2.37K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-34- 3.05% |
$6.63K - $7.64K
|
1.08K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
44+ 0.36% |
$8.58K - $9.89K
|
12.2K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
106+ 1.84% |
$20.7K - $23.8K
|
5.86K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.95K- 6.35% |
$574K - $662K
|
43.5K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.91K- 2.53% |
$567K - $654K
|
112K
$30.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-208- 4.06% |
$40.5K - $46.8K
|
4.91K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-46- 0.25% |
$8.97K - $10.3K
|
18K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
14.3KNew |
$2.79M - $3.22M
|
14.3K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
877+ 7.92% |
$171K - $197K
|
12K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-7.03K- 6.17% |
$1.37M - $1.58M
|
107K
$29M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
60+ 2.35% |
$11.7K - $13.5K
|
2.61K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
8.43K+ 66.34% |
$1.64M - $1.9M
|
21.1K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-3.85K- 52.75% |
$751K - $866K
|
3.45K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
9.44K+ 78.79% |
$1.84M - $2.12M
|
21.4K
$5.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$195 - $225
|
2.57K
$698K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-784K- 99.8% |
$153M - $176M
|
1.58K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-7.05K- 15.18% |
$1.37M - $1.59M
|
39.4K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-80- 1.39% |
$15.6K - $18K
|
5.69K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
400+ 2.64% |
$78K - $89.9K
|
15.5K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.43K+ 3.15% |
$279K - $321K
|
46.8K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
2+ 0.09% |
$390 - $450
|
2.2K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.94K+ 7.55% |
$574K - $662K
|
41.9K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-252- 0.35% |
$49.1K - $56.6K
|
71.2K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
176+ 3.37% |
$34.3K - $39.6K
|
5.4K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
565+ 11.49% |
$110K - $127K
|
5.48K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.09K+ 13.86% |
$993K - $1.15M
|
41.8K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
144+ 6.2% |
$28.1K - $32.4K
|
2.47K
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-238- 2.31% |
$46.4K - $53.5K
|
10.1K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-5.31K- 1.45% |
$1.03M - $1.19M
|
361K
$97.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
950New |
$185K - $214K
|
950
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.71K+ 23.71% |
$529K - $610K
|
14.2K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-565- 1.33% |
$110K - $127K
|
42K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
7.43KNew |
$1.45M - $1.67M
|
7.43K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20.3K+ 8.11% |
$3.95M - $4.56M
|
271K
$73.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-468- 7.82% |
$91.2K - $105K
|
5.52K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.33K- 3.56% |
$259K - $299K
|
36K
$9.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.47K+ 32.92% |
$481K - $555K
|
9.97K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.55K+ 6.2% |
$1.08M - $1.25M
|
94.9K
$25.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.59K+ 3.0% |
$505K - $583K
|
89.1K
$24.2M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-725K- 67.18% |
$141M - $163M
|
354K
$96M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
38+ 1.46% |
$7.41K - $8.54K
|
2.64K
$716K
|