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 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.4K+ 5.11% |
$468K - $540K
|
49.4K
$13.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-3.45K- 3.91% |
$672K - $776K
|
84.9K
$23.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
21.4K+ 4.67% |
$4.16M - $4.8M
|
478K
$132M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.06K- 23.17% |
$206K - $238K
|
3.51K
$968K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 2.64% |
$289K - $333K
|
57.7K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-257- 15.5% |
$50.1K - $57.8K
|
1.4K
$386K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
100New |
$19.5K - $22.5K
|
100
$27.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-70.9K- 2.03% |
$13.8M - $15.9M
|
3.43M
$945M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
267+ 3.58% |
$52K - $60K
|
7.72K
$2.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-80- 1.35% |
$15.6K - $18K
|
5.83K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-67- 2.25% |
$13.1K - $15.1K
|
2.91K
$803K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-45- 3.71% |
$8.77K - $10.1K
|
1.17K
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
462+ 6.37% |
$90K - $104K
|
7.71K
$2.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1+ 0.08% |
$195 - $225
|
1.3K
$359K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.3K+ 5.03% |
$448K - $516K
|
48K
$13.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
764+ 2.33% |
$149K - $172K
|
33.5K
$9.25M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-9.26K- 1.15% |
$1.8M - $2.08M
|
798K
$220M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1+ 0.05% |
$195 - $225
|
2.12K
$585K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
419+ 20.69% |
$81.7K - $94.2K
|
2.44K
$674K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
394+ 37.0% |
$76.8K - $88.6K
|
1.46K
$402K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-45- 2.17% |
$8.77K - $10.1K
|
2.03K
$558K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.13K+ 6.85% |
$1M - $1.15M
|
80.1K
$22.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-104- 0.56% |
$20.3K - $23.4K
|
18.5K
$5.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-93- 3.32% |
$18.1K - $20.9K
|
2.71K
$747K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
29+ 2.82% |
$5.65K - $6.52K
|
1.06K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
450+ 7.81% |
$87.7K - $101K
|
6.21K
$1.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.48KNew |
$483K - $557K
|
2.48K
$683K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.53K+ 3.45% |
$298K - $344K
|
45.9K
$12.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
26.1KNew |
$5.09M - $5.87M
|
26.1K
$7.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-20- 0.28% |
$3.9K - $4.5K
|
7.18K
$1.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
700+ 36.34% |
$136K - $157K
|
2.63K
$724K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.06KNew |
$206K - $238K
|
1.06K
$292K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 1.4% |
$2.34K - $2.7K
|
867
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
SELL
|
- |
-164- 7.37% |
$32K - $36.9K
|
2.06K
$569K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-13- 1.31% |
$2.53K - $2.92K
|
983
$271K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-5.55K- 46.28% |
$1.08M - $1.25M
|
6.44K
$1.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-23- 0.16% |
$4.48K - $5.17K
|
14.1K
$3.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-123- 7.45% |
$24K - $27.7K
|
1.53K
$421K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-54- 2.59% |
$10.5K - $12.1K
|
2.03K
$559K
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-982- 1.72% |
$191K - $221K
|
56.2K
$15.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.84KNew |
$748K - $863K
|
3.84K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-349K- 91.73% |
$68.1M - $78.5M
|
31.5K
$8.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 2.47% |
$2.34K - $2.7K
|
474
$131K
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.35K- 11.79% |
$263K - $303K
|
10.1K
$2.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
70+ 2.03% |
$13.6K - $15.7K
|
3.52K
$970K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
569+ 2.7% |
$111K - $128K
|
21.7K
$5.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-28- 1.65% |
$5.46K - $6.29K
|
1.67K
$459K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
23.3K+ 8.29% |
$4.54M - $5.24M
|
304K
$83.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1- 0.05% |
$195 - $225
|
1.91K
$527K
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.62K- 0.45% |
$510K - $588K
|
578K
$160M
|