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 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-152- 4.69% |
$29.6K - $34.2K
|
3.09K
$852K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-206- 1.54% |
$40.1K - $46.3K
|
13.1K
$3.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-43- 0.03% |
$8.38K - $9.67K
|
170K
$47M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-160- 10.6% |
$31.2K - $36K
|
1.35K
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-42- 1.16% |
$8.19K - $9.44K
|
3.59K
$989K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-341- 6.38% |
$66.5K - $76.7K
|
5.01K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
201+ 1.95% |
$39.2K - $45.2K
|
10.5K
$2.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2+ 0.02% |
$390 - $450
|
10.3K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.45% |
$1.95K - $2.25K
|
2.22K
$612K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.9K+ 44.51% |
$2.71M - $3.12M
|
45.1K
$12.4M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
545+ 5.02% |
$106K - $123K
|
11.4K
$3.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-124- 0.38% |
$24.2K - $27.9K
|
32.1K
$8.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-120- 9.02% |
$23.4K - $27K
|
1.21K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-125- 5.66% |
$24.4K - $28.1K
|
2.08K
$574K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-15- 0.05% |
$2.92K - $3.37K
|
27.6K
$7.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
26+ 1.56% |
$5.07K - $5.84K
|
1.69K
$466K
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
974New |
$190K - $219K
|
974
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
34+ 3.09% |
$6.63K - $7.64K
|
1.14K
$313K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.15K- 1.29% |
$224K - $258K
|
87.8K
$24.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
3.63KNew |
$708K - $817K
|
3.63K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
50+ 3.33% |
$9.75K - $11.2K
|
1.55K
$427K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-10- 0.88% |
$1.95K - $2.25K
|
1.13K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.13KNew |
$221K - $255K
|
1.13K
$312K
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-3K- 6.67% |
$585K - $674K
|
42K
$11.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-568- 13.1% |
$111K - $128K
|
3.77K
$1.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 11.99% |
$298K - $343K
|
14.3K
$3.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34.7K+ 3.15% |
$6.77M - $7.81M
|
1.14M
$314M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
343+ 4.64% |
$66.9K - $77.1K
|
7.74K
$2.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
61+ 1.41% |
$11.9K - $13.7K
|
4.38K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
45+ 1.33% |
$8.77K - $10.1K
|
3.44K
$948K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
1.13KNew |
$221K - $255K
|
1.13K
$312K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 0.79% |
$390 - $450
|
256
$70.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
11.2KNew |
$2.19M - $2.52M
|
11.2K
$3.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-1.84K- 4.47% |
$358K - $413K
|
39.3K
$10.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.23KNew |
$435K - $502K
|
2.23K
$616K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-327- 15.91% |
$63.7K - $73.5K
|
1.73K
$477K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.66K- 5.97% |
$323K - $372K
|
26.1K
$7.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
55+ 117.02% |
$10.7K - $12.4K
|
102
$28.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
951New |
$185K - $214K
|
951
$262K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.24K+ 22.17% |
$242K - $279K
|
6.84K
$1.89M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-25- 0.06% |
$4.87K - $5.62K
|
40.3K
$11.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
421+ 0.4% |
$82.1K - $94.6K
|
107K
$29.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
2+ 0.01% |
$390 - $450
|
15.1K
$4.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.49K- 23.67% |
$290K - $335K
|
4.8K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-195- 27.39% |
$38K - $43.8K
|
517
$143K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
50New |
$9.75K - $11.2K
|
50
$13.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
18.1K+ 994.77% |
$3.52M - $4.06M
|
19.9K
$5.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-82- 0.69% |
$16K - $18.4K
|
11.7K
$3.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-42- 3.25% |
$8.19K - $9.44K
|
1.25K
$345K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
4.38KNew |
$854K - $986K
|
4.38K
$1.21M
|