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 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
485+ 12.49% |
$94.5K - $109K
|
4.37K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
103+ 4.22% |
$20.1K - $23.2K
|
2.55K
$690K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-180- 0.33% |
$35.1K - $40.5K
|
54.7K
$14.8M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
614+ 2.48% |
$120K - $138K
|
25.4K
$6.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1KNew |
$195K - $225K
|
1K
$271K
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-7.48K- 3.63% |
$1.46M - $1.68M
|
198K
$53.8M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-737- 2.0% |
$144K - $166K
|
36.1K
$9.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
257+ 3.45% |
$50.1K - $57.8K
|
7.7K
$2.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
30+ 1.51% |
$5.85K - $6.74K
|
2.02K
$548K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-93- 7.99% |
$18.1K - $20.9K
|
1.07K
$290K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23- 1.26% |
$4.48K - $5.17K
|
1.8K
$487K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
38+ 2.77% |
$7.41K - $8.54K
|
1.41K
$382K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-422- 1.05% |
$82.2K - $94.9K
|
39.7K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.99K- 0.89% |
$387K - $446K
|
221K
$59.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-209- 5.84% |
$40.7K - $47K
|
3.37K
$913K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
21KNew |
$4.09M - $4.72M
|
21K
$5.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-300- 1.65% |
$58.5K - $67.4K
|
17.9K
$4.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.85K+ 48.12% |
$361K - $416K
|
5.7K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-140- 75.68% |
$27.3K - $31.5K
|
45
$12.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.7K+ 9.19% |
$331K - $382K
|
20.2K
$5.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.6K+ 2.16% |
$312K - $360K
|
75.9K
$20.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-58- 0.54% |
$11.3K - $13K
|
10.7K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-68- 2.72% |
$13.3K - $15.3K
|
2.43K
$659K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
15.6K+ 96.28% |
$3.04M - $3.51M
|
31.8K
$8.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-76- 0.3% |
$14.8K - $17.1K
|
25.6K
$6.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.03KNew |
$201K - $232K
|
1.03K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-26- 0.17% |
$5.07K - $5.84K
|
14.8K
$4.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
64+ 0.26% |
$12.5K - $14.4K
|
24.9K
$6.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-60- 1.11% |
$11.7K - $13.5K
|
5.35K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.91K- 2.7% |
$567K - $654K
|
105K
$28.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-7- 0.01% |
$1.36K - $1.57K
|
84.5K
$22.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
99+ 9.26% |
$19.3K - $22.3K
|
1.17K
$317K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.08% |
$1.75K - $2.02K
|
11.1K
$3M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-53- 0.55% |
$10.3K - $11.9K
|
9.53K
$2.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.12% |
$1.95K - $2.25K
|
8.03K
$2.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-489- 1.56% |
$95.3K - $110K
|
30.8K
$8.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
214+ 1.96% |
$41.7K - $48.1K
|
11.1K
$3.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.79K- 16.96% |
$1.13M - $1.3M
|
28.3K
$7.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-6.98K- 33.96% |
$1.36M - $1.57M
|
13.6K
$3.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-50- 1.33% |
$9.75K - $11.2K
|
3.7K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-275- 1.13% |
$53.6K - $61.8K
|
24.1K
$6.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-451- 0.43% |
$87.9K - $101K
|
104K
$28.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
675+ 32.81% |
$132K - $152K
|
2.73K
$740K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-195- 2.43% |
$38K - $43.8K
|
7.82K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2+ 0.11% |
$390 - $450
|
1.9K
$514K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.99K+ 27.71% |
$778K - $897K
|
18.4K
$4.99M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.23K- 25.91% |
$239K - $276K
|
3.51K
$950K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-813- 1.63% |
$158K - $183K
|
49.2K
$13.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-11.6K- 9.57% |
$2.27M - $2.62M
|
110K
$29.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-386- 1.59% |
$75.2K - $86.8K
|
23.8K
$6.46M
|