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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
SELL
|
- |
-1.29M- 99.57% |
$233M - $265M
|
5.64K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
No Street Gp LP
San Francisco, CA |
SELL
|
- |
-90K- 45.0% |
$16.2M - $18.4M
|
110K
$30.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-38- 1.43% |
$6.84K - $7.78K
|
2.61K
$720K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-14.3K- 11.94% |
$2.58M - $2.93M
|
105K
$29.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Claar Advisors LLC
New York, NY |
SELL
|
- |
-20K- 51.55% |
$3.6M - $4.1M
|
18.8K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-7.04K- 86.39% |
$1.27M - $1.44M
|
1.11K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
200KNew |
$35.9M - $40.9M
|
200K
$55.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
250+ 2.94% |
$45K - $51.2K
|
8.76K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
24K+ 2400.0% |
$4.32M - $4.91M
|
25K
$6.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$180K - $205K
|
1K
$276K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-53- 0.51% |
$9.54K - $10.9K
|
10.3K
$2.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
14+ 0.91% |
$2.52K - $2.87K
|
1.55K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
100+ 4.64% |
$18K - $20.5K
|
2.26K
$622K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
308+ 1062.07% |
$55.5K - $63.1K
|
337
$92.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
125New |
$22.5K - $25.6K
|
125
$34.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$180 - $205
|
9.13K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.12KNew |
$202K - $230K
|
1.12K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
10New |
$1.8K - $2.05K
|
10
$2.76K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
8.91KNew |
$1.61M - $1.83M
|
8.91K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-26.7K- 80.11% |
$4.81M - $5.47M
|
6.64K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-5.4K- 15.85% |
$972K - $1.11M
|
28.7K
$7.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
920New |
$166K - $188K
|
920
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
SELL
|
PUT |
-20K- 26.67% |
$3.6M - $4.1M
|
55K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
PUT |
5K+ 83.33% |
$900K - $1.02M
|
11K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
10.8KNew |
$1.95M - $2.22M
|
10.8K
$2.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-469- 0.38% |
$84.5K - $96K
|
124K
$34.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Bleichroeder LP
New York, NY |
SELL
|
- |
-15K- 50.0% |
$2.7M - $3.07M
|
15K
$4.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-235- 4.82% |
$42.3K - $48.1K
|
4.64K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.34K+ 3.66% |
$962K - $1.09M
|
151K
$41.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-163- 5.43% |
$29.4K - $33.4K
|
2.84K
$783K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
40.3KNew |
$7.26M - $8.25M
|
40.3K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
23.3KNew |
$4.19M - $4.77M
|
23.3K
$6.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-500- 68.03% |
$90K - $102K
|
235
$64.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.65K+ 18.8% |
$298K - $339K
|
10.5K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
1.01KNew |
$182K - $207K
|
1.01K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
1.62KNew |
$291K - $331K
|
1.62K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19New |
$3.42K - $3.89K
|
19
$5.24K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
CALL |
1.8KNew |
$324K - $369K
|
1.8K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-81- 1.95% |
$14.6K - $16.6K
|
4.07K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-21- 0.78% |
$3.78K - $4.3K
|
2.69K
$741K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
44.6KNew |
$8.04M - $9.14M
|
44.6K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.18KNew |
$212K - $241K
|
1.18K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-4.4K- 69.87% |
$793K - $901K
|
1.9K
$523K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
116+ 5.62% |
$20.9K - $23.8K
|
2.18K
$601K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.57M+ 1.31% |
$462M - $526M
|
199M
$54.8B
|
|
|
Aug 13, 2024
Q2 2024
|
Sciencast Management LP
|
BUY
|
- |
5.11KNew |
$920K - $1.05M
|
5.11K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6.31KNew |
$1.14M - $1.29M
|
6.31K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.1KNew |
$198K - $225K
|
1.1K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
BUY
|
- |
62.5KNew |
$11.3M - $12.8M
|
62.5K
$17.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-3.89K- 9.03% |
$700K - $796K
|
39.2K
$10.8M
|