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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-100- 1.07% |
$19.5K - $22.5K
|
9.21K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-45- 0.01% |
$8.77K - $10.1K
|
402K
$109M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-998- 1.62% |
$195K - $224K
|
60.7K
$16.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.14KNew |
$222K - $256K
|
1.14K
$308K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
100+ 8.47% |
$19.5K - $22.5K
|
1.28K
$347K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.39% |
$1.36K - $1.57K
|
1.8K
$489K
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-6.3K- 14.53% |
$1.23M - $1.42M
|
37.1K
$10M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-8.64K- 24.14% |
$1.68M - $1.94M
|
27.2K
$7.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
128+ 2.25% |
$24.9K - $28.8K
|
5.83K
$1.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
514+ 6.23% |
$100K - $116K
|
8.77K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
812+ 0.8% |
$158K - $183K
|
102K
$27.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-58.9K- 19.68% |
$11.5M - $13.2M
|
240K
$65.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-3.11K- 9.93% |
$605K - $698K
|
28.2K
$7.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-363- 0.17% |
$70.7K - $81.6K
|
213K
$57.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
27.2K+ 21.92% |
$5.3M - $6.11M
|
151K
$41M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.05K- 1.3% |
$205K - $236K
|
80.2K
$21.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-95- 4.53% |
$18.5K - $21.4K
|
2K
$543K
|
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
21.8K+ 34.28% |
$4.25M - $4.9M
|
85.4K
$23.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 33.11% |
$19.5K - $22.5K
|
202
$54.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-5- 0.16% |
$975 - $1.12K
|
3.13K
$849K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-102- 1.51% |
$19.9K - $22.9K
|
6.66K
$1.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
52+ 0.87% |
$10.1K - $11.7K
|
6.02K
$1.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.71K- 2.4% |
$917K - $1.06M
|
192K
$51.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-9.16K- 10.24% |
$1.78M - $2.06M
|
80.2K
$21.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
95+ 3.81% |
$18.5K - $21.4K
|
2.59K
$701K
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-4- 0.06% |
$780 - $899
|
6.98K
$1.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.77K+ 1.65% |
$1.9M - $2.2M
|
602K
$163M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.24% |
$195 - $225
|
411
$111K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
70+ 2.19% |
$13.6K - $15.7K
|
3.27K
$886K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
170+ 0.74% |
$33.1K - $38.2K
|
23.2K
$6.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-842- 3.12% |
$164K - $189K
|
26.1K
$7.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-8.5K- 5.49% |
$1.66M - $1.91M
|
146K
$39.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-97- 7.11% |
$18.9K - $21.8K
|
1.27K
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
128+ 1.07% |
$24.9K - $28.8K
|
12.1K
$3.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-7- 0.01% |
$1.36K - $1.57K
|
66.8K
$18.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
989New |
$193K - $222K
|
989
$268K
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-176- 8.55% |
$34.3K - $39.6K
|
1.88K
$510K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-29- 1.42% |
$5.65K - $6.52K
|
2.02K
$546K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-537- 0.32% |
$105K - $121K
|
165K
$44.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-71- 64.55% |
$13.8K - $16K
|
39
$10.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.99K- 59.65% |
$777K - $896K
|
2.7K
$731K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-690- 20.55% |
$134K - $155K
|
2.67K
$723K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
67+ 1.2% |
$13.1K - $15.1K
|
5.66K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.91K- 15.28% |
$372K - $429K
|
10.6K
$2.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
175+ 11.8% |
$34.1K - $39.3K
|
1.66K
$449K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.07% |
$195 - $225
|
1.5K
$405K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
209+ 4.23% |
$40.7K - $47K
|
5.15K
$1.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-500- 8.68% |
$97.5K - $112K
|
5.26K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-41.4K- 13.6% |
$8.07M - $9.31M
|
263K
$71.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-31- 2.62% |
$6.04K - $6.97K
|
1.15K
$312K
|