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 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-622- 6.64% |
$121K - $140K
|
8.74K
$2.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
143+ 1.71% |
$27.9K - $32.1K
|
8.51K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
536+ 0.05% |
$104K - $120K
|
1M
$272M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.08KNew |
$210K - $242K
|
1.08K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-419- 11.51% |
$81.7K - $94.2K
|
3.22K
$873K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-347- 2.23% |
$67.6K - $78K
|
15.2K
$4.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$216K - $250K
|
1.11K
$301K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.49% |
$18.7K - $21.6K
|
19.6K
$5.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$39K - $45K
|
200
$54.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-3.74K- 25.37% |
$728K - $840K
|
11K
$2.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Monaco Asset Management Sam
|
BUY
|
PUT |
40KNew |
$7.8M - $8.99M
|
40K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Casualty CO
|
SELL
|
- |
-46.5K- 50.0% |
$9.06M - $10.5M
|
46.5K
$12.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Insurance CO
|
SELL
|
- |
-500K- 24.84% |
$97.4M - $112M
|
1.51M
$410M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.68K- 0.46% |
$523K - $603K
|
575K
$156M
|
|
|
Nov 07, 2024
Q3 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-260- 17.33% |
$50.7K - $58.4K
|
1.24K
$336K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.69K- 1.73% |
$524K - $604K
|
152K
$41.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Cincinnati Specialty Underwriters Insurance CO
|
SELL
|
- |
-46.5K- 50.0% |
$9.06M - $10.5M
|
46.5K
$12.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-452- 0.68% |
$88.1K - $102K
|
66K
$17.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 6.0% |
$292K - $337K
|
23.5K
$6.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-100- 7.76% |
$19.5K - $22.5K
|
1.19K
$322K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1.1K+ 91.67% |
$214K - $247K
|
2.3K
$623K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-11.4K- 1.81% |
$2.22M - $2.56M
|
619K
$168M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-263- 1.71% |
$51.3K - $59.1K
|
15.2K
$4.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
15+ 0.51% |
$2.92K - $3.37K
|
2.95K
$799K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-18.7K- 5.22% |
$3.64M - $4.19M
|
338K
$91.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
872+ 32.98% |
$170K - $196K
|
3.52K
$953K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-14.4K- 86.32% |
$2.8M - $3.23M
|
2.28K
$617K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-579- 6.73% |
$113K - $130K
|
8.02K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.49K+ 36.13% |
$1.85M - $2.13M
|
35.7K
$9.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-844K- 3.72% |
$165M - $190M
|
21.9M
$5.92B
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
94+ 0.89% |
$18.3K - $21.1K
|
10.7K
$2.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-5- 0.06% |
$975 - $1.12K
|
8.54K
$2.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
10.2K+ 7.1% |
$1.98M - $2.29M
|
153K
$41.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Smead Capital Management, Inc.
Phoenix, AZ |
BUY
|
- |
47.5K+ 3.49% |
$9.27M - $10.7M
|
1.41M
$382M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
163+ 4.94% |
$31.8K - $36.6K
|
3.46K
$938K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.7K- 5.43% |
$526K - $607K
|
47K
$12.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
120+ 1.37% |
$23.4K - $27K
|
8.89K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
35New |
$6.82K - $7.87K
|
35
$9.49K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
4.8K+ 16.0% |
$936K - $1.08M
|
34.8K
$9.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.12K+ 22.08% |
$219K - $253K
|
6.21K
$1.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-16- 1.35% |
$3.12K - $3.6K
|
1.17K
$318K
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-345- 0.17% |
$67.2K - $77.6K
|
208K
$56.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.94K- 34.6% |
$379K - $437K
|
3.67K
$996K
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-5.2K- 30.69% |
$1.01M - $1.17M
|
11.7K
$3.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
15+ 2.04% |
$2.92K - $3.37K
|
751
$204K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.28K- 7.0% |
$250K - $288K
|
17K
$4.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.04% |
$195 - $225
|
2.28K
$618K
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.14K- 5.65% |
$222K - $256K
|
19K
$5.16M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
346+ 10.25% |
$67.4K - $77.8K
|
3.72K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.26K+ 7.43% |
$245K - $282K
|
18.2K
$4.92M
|