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 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
353+ 6.45% |
$68.8K - $79.4K
|
5.83K
$1.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-178- 8.92% |
$34.7K - $40K
|
1.82K
$492K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.86K+ 0.46% |
$362K - $417K
|
408K
$111M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
267+ 2.45% |
$52K - $60K
|
11.2K
$3.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.09K- 37.04% |
$212K - $244K
|
1.85K
$500K
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
24KNew |
$4.68M - $5.4M
|
24K
$6.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
215New |
$41.9K - $48.3K
|
215
$58.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
15+ 0.03% |
$2.92K - $3.37K
|
46.2K
$12.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-10- 1.06% |
$1.95K - $2.25K
|
932
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
PUT |
-10- 1.06% |
$1.95K - $2.25K
|
932
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-5.4K- 20.62% |
$1.05M - $1.21M
|
20.8K
$5.63M
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-605- 0.49% |
$118K - $136K
|
123K
$33.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-248- 0.14% |
$48.3K - $55.8K
|
176K
$47.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-100- 2.36% |
$19.5K - $22.5K
|
4.14K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-154- 0.7% |
$30K - $34.6K
|
21.8K
$5.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
75+ 0.31% |
$14.6K - $16.9K
|
24.1K
$6.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-383- 2.26% |
$74.6K - $86.1K
|
16.6K
$4.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-233- 3.27% |
$45.4K - $52.4K
|
6.88K
$1.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
6.8K+ 84.4% |
$1.33M - $1.53M
|
14.9K
$4.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
610+ 9.75% |
$119K - $137K
|
6.87K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
17K+ 443.96% |
$3.31M - $3.82M
|
20.8K
$5.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-21.4K- 91.82% |
$4.17M - $4.82M
|
1.91K
$517K
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
50.2KNew |
$9.79M - $11.3M
|
50.2K
$13.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
50KNew |
$9.75M - $11.2M
|
50K
$13.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
5.85K+ 21.86% |
$1.14M - $1.32M
|
32.6K
$8.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-3- 0.12% |
$585 - $674
|
2.58K
$700K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-270K- 3.71% |
$52.7M - $60.8M
|
7.02M
$1.9B
|
|
|
Nov 06, 2024
Q3 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-4.25K- 6.07% |
$828K - $955K
|
65.8K
$17.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-29.9K- 20.83% |
$5.84M - $6.73M
|
114K
$30.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.3K+ 11.77% |
$2.02M - $2.33M
|
98.3K
$26.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-2.35K- 46.21% |
$458K - $528K
|
2.73K
$741K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
824New |
$161K - $185K
|
824
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.2K+ 4.58% |
$234K - $270K
|
27.4K
$7.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-316- 2.91% |
$61.6K - $71K
|
10.5K
$2.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.4K+ 11.49% |
$3.01M - $3.47M
|
150K
$40.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.72K+ 25.32% |
$530K - $611K
|
13.4K
$3.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
61+ 0.87% |
$11.9K - $13.7K
|
7.04K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-8.17K- 13.68% |
$1.59M - $1.84M
|
51.6K
$14M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
116+ 0.33% |
$22.6K - $26.1K
|
35.6K
$9.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8+ 0.11% |
$1.56K - $1.8K
|
7.36K
$1.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
192+ 1.24% |
$37.4K - $43.2K
|
15.7K
$4.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
58+ 1.09% |
$11.3K - $13K
|
5.4K
$1.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-142- 0.42% |
$27.7K - $31.9K
|
34K
$9.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-17- 0.99% |
$3.31K - $3.82K
|
1.7K
$462K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
319+ 0.34% |
$62.2K - $71.7K
|
93.3K
$25.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
73+ 1.82% |
$14.2K - $16.4K
|
4.09K
$1.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.01KNew |
$196K - $226K
|
1.01K
$273K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-17.8K- 1.19% |
$3.47M - $4M
|
1.48M
$400M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-17- 0.1% |
$3.31K - $3.82K
|
16.5K
$4.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-26- 0.26% |
$5.07K - $5.84K
|
9.89K
$2.68M
|