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 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-37.5K- 83.15% |
$6.75M - $7.68M
|
7.6K
$2.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-134- 1.02% |
$24.1K - $27.4K
|
13K
$3.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-923- 30.92% |
$166K - $189K
|
2.06K
$569K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-466- 31.85% |
$83.9K - $95.4K
|
997
$275K
|
|
|
Aug 05, 2024
Q2 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
SELL
|
- |
-9.74K- 10.66% |
$1.75M - $1.99M
|
81.6K
$22.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
25+ 0.67% |
$4.5K - $5.12K
|
3.74K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-7K- 83.33% |
$1.26M - $1.43M
|
1.4K
$386K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.04KNew |
$187K - $213K
|
1.04K
$287K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
457KNew |
$82.4M - $93.7M
|
457K
$126M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
CALL |
2KNew |
$360K - $410K
|
2K
$552K
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-75- 3.31% |
$13.5K - $15.4K
|
2.19K
$604K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
CALL |
-900- 90.0% |
$162K - $184K
|
100
$27.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
8.4KNew |
$1.51M - $1.72M
|
8.4K
$2.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
275+ 6.32% |
$49.5K - $56.3K
|
4.63K
$1.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.87KNew |
$337K - $383K
|
1.87K
$515K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
5.7KNew |
$1.03M - $1.17M
|
5.7K
$1.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
286+ 6.43% |
$51.5K - $58.6K
|
4.73K
$1.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14- 1.37% |
$2.52K - $2.87K
|
1.01K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-42- 0.22% |
$7.56K - $8.6K
|
18.8K
$5.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
14.8K
$4.09M
|
|
|
Jul 31, 2024
Q2 2024
|
National Mutual Insurance Federation Of Agricultural Cooperatives
|
SELL
|
- |
-24K- 12.98% |
$4.32M - $4.91M
|
161K
$44.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-20- 1.59% |
$3.6K - $4.1K
|
1.24K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3.5K+ 15.64% |
$630K - $717K
|
25.9K
$7.14M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$36K - $41K
|
200
$55.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.04K+ 9.6% |
$187K - $212K
|
11.8K
$3.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
36+ 0.19% |
$6.48K - $7.37K
|
18.7K
$5.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-119- 10.29% |
$21.4K - $24.4K
|
1.04K
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
988+ 69.43% |
$178K - $202K
|
2.41K
$665K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2KNew |
$360K - $410K
|
2K
$552K
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-516- 21.81% |
$92.9K - $106K
|
1.85K
$510K
|
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
3.12KNew |
$562K - $639K
|
3.12K
$861K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.66KNew |
$300K - $341K
|
1.66K
$459K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100- 66.67% |
$18K - $20.5K
|
50
$13.8K
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
132+ 4.49% |
$23.8K - $27K
|
3.07K
$846K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 10.0% |
$180 - $205
|
11
$3.03K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-989- 10.99% |
$178K - $203K
|
8.01K
$2.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.75K- 86.77% |
$855K - $973K
|
724
$200K
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.02% |
$180 - $205
|
6.24K
$1.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-1- 0.18% |
$180 - $205
|
547
$151K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 0.92% |
$1.08K - $1.23K
|
657
$181K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
375+ 2.48% |
$67.5K - $76.8K
|
15.5K
$4.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-70- 4.24% |
$12.6K - $14.3K
|
1.58K
$436K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
223+ 0.78% |
$40.2K - $45.7K
|
28.8K
$7.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22+ 12.94% |
$3.96K - $4.51K
|
192
$53K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
29KNew |
$5.22M - $5.94M
|
29K
$8M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.91K+ 16.04% |
$704K - $801K
|
28.3K
$7.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
127+ 4.7% |
$22.9K - $26K
|
2.83K
$781K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-287- 0.15% |
$51.7K - $58.8K
|
186K
$51.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
193+ 6.16% |
$34.8K - $39.5K
|
3.33K
$917K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
8.79K+ 5.35% |
$1.58M - $1.8M
|
173K
$47.7M
|