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 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
30.1K+ 14.56% |
$5.86M - $6.76M
|
237K
$64.2M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
171+ 2.05% |
$33.3K - $38.4K
|
8.53K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-205- 10.76% |
$40K - $46.1K
|
1.7K
$461K
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
120New |
$23.4K - $27K
|
120
$32.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-3.76K- 4.12% |
$733K - $846K
|
87.6K
$23.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
37+ 1.94% |
$7.21K - $8.32K
|
1.94K
$527K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
591+ 10.49% |
$115K - $133K
|
6.23K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.12K+ 155.31% |
$1.19M - $1.37M
|
10.1K
$2.73M
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1+ 0.08% |
$195 - $225
|
1.25K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-24- 1.66% |
$4.68K - $5.4K
|
1.42K
$385K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
94+ 0.67% |
$18.3K - $21.1K
|
14.1K
$3.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-69- 1.36% |
$13.4K - $15.5K
|
5.01K
$1.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
286+ 1.0% |
$55.7K - $64.3K
|
29K
$7.85M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-15.6K- 7.27% |
$3.04M - $3.5M
|
199K
$53.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-972K- 99.94% |
$189M - $218M
|
601
$163K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3+ 0.15% |
$585 - $674
|
2.02K
$548K
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-2.05K- 9.44% |
$400K - $461K
|
19.7K
$5.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-39- 3.79% |
$7.6K - $8.77K
|
990
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-231- 1.86% |
$45K - $51.9K
|
12.2K
$3.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
317+ 21.52% |
$61.8K - $71.3K
|
1.79K
$485K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-95- 4.21% |
$18.5K - $21.4K
|
2.16K
$586K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.14K+ 18.32% |
$222K - $256K
|
7.36K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.99K- 7.42% |
$583K - $672K
|
37.3K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-700- 88.61% |
$136K - $157K
|
90
$24.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
79+ 1.77% |
$15.4K - $17.8K
|
4.53K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-103- 3.06% |
$20.1K - $23.2K
|
3.26K
$884K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
20+ 0.8% |
$3.9K - $4.5K
|
2.52K
$682K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-75- 0.46% |
$14.6K - $16.9K
|
16.2K
$4.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-48- 3.39% |
$9.36K - $10.8K
|
1.37K
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10K- 16.67% |
$1.95M - $2.25M
|
50K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-100- 3.94% |
$19.5K - $22.5K
|
2.44K
$660K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.62K+ 3.91% |
$315K - $363K
|
42.9K
$11.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.11K+ 16.46% |
$215K - $248K
|
7.82K
$2.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-22.2K- 11.59% |
$4.33M - $4.99M
|
169K
$45.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-28.2K- 19.41% |
$5.5M - $6.34M
|
117K
$31.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-18.7K- 2.31% |
$3.64M - $4.2M
|
791K
$214M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1- 0.06% |
$195 - $225
|
1.67K
$453K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-1.85K- 0.15% |
$360K - $415K
|
1.23M
$334M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
40+ 0.56% |
$7.8K - $8.99K
|
7.12K
$1.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
51.8K+ 34.72% |
$10.1M - $11.6M
|
201K
$54.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
5.1K+ 27.42% |
$994K - $1.15M
|
23.7K
$6.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
114K+ 2.42% |
$22.2M - $25.6M
|
4.82M
$1.31B
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-5.6K- 4.61% |
$1.09M - $1.26M
|
116K
$31.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-467- 5.6% |
$91K - $105K
|
7.87K
$2.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$390 - $450
|
17.2K
$4.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
185+ 11.16% |
$36.1K - $41.6K
|
1.84K
$500K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-85- 6.66% |
$16.6K - $19.1K
|
1.19K
$323K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-252- 2.3% |
$49.1K - $56.6K
|
10.7K
$2.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
177+ 13.79% |
$34.5K - $39.8K
|
1.46K
$396K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
51+ 0.29% |
$9.94K - $11.5K
|
17.4K
$4.71M
|