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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
1KNew |
$167K - $200K
|
1K
$268K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-64.5K- 10.81% |
$10.8M - $12.9M
|
532K
$143M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
718+ 2.48% |
$120K - $144K
|
29.6K
$7.94M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-10- 0.12% |
$1.67K - $2K
|
8.6K
$2.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
1.07KNew |
$178K - $214K
|
1.07K
$286K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
1KNew |
$167K - $200K
|
1K
$268K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.47KNew |
$245K - $294K
|
1.47K
$393K
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-200- 7.58% |
$33.4K - $40.1K
|
2.44K
$654K
|
|
|
Apr 12, 2024
Q1 2024
|
Arga Investment Management, LP
|
SELL
|
- |
-787- 10.17% |
$131K - $158K
|
6.95K
$1.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
4.18KNew |
$699K - $838K
|
4.18K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
13.9K+ 584.21% |
$2.32M - $2.78M
|
16.3K
$4.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
9+ 0.48% |
$1.5K - $1.8K
|
1.88K
$503K
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2K- 5.38% |
$334K - $401K
|
35.2K
$9.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.06KNew |
$178K - $213K
|
1.06K
$285K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
150+ 1.12% |
$25.1K - $30K
|
13.5K
$3.63M
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
251+ 15.94% |
$41.9K - $50.3K
|
1.83K
$489K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-250- 15.38% |
$41.8K - $50.1K
|
1.38K
$368K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2025
Q4 2023
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-34KClosed |
$4.61M - $5.79M
|
0
$0
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
225+ 3.27% |
$30.5K - $38.3K
|
7.11K
$1.9M
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
185+ 7.47% |
$25.1K - $31.5K
|
2.66K
$713K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-95- 7.36% |
$12.9K - $16.2K
|
1.2K
$320K
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
16.5KNew |
$2.24M - $2.81M
|
16.5K
$4.43M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
190+ 4.7% |
$25.8K - $32.4K
|
4.23K
$1.13M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$248K - $312K
|
1.83K
$491K
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
16.6KNew |
$2.25M - $2.83M
|
16.6K
$4.45M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.39KNew |
$189K - $237K
|
1.39K
$374K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-115- 5.09% |
$15.6K - $19.6K
|
2.15K
$575K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
30+ 8.31% |
$4.07K - $5.11K
|
391
$105K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
434New |
$58.9K - $73.9K
|
434
$116K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
643New |
$87.2K - $110K
|
643
$172K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
4.19KNew |
$569K - $714K
|
4.19K
$1.12M
|
|
|
Mar 13, 2024
Q4 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
40K+ 11.8% |
$5.43M - $6.81M
|
379K
$102M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
6.42KNew |
$871K - $1.09M
|
6.42K
$1.72M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
33.6KNew |
$4.56M - $5.73M
|
33.6K
$9.01M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-500- 22.73% |
$67.8K - $85.2K
|
1.7K
$455K
|
|
|
Feb 15, 2024
Q4 2023
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
100KNew |
$13.6M - $17M
|
100K
$26.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-370- 18.8% |
$50.2K - $63K
|
1.6K
$428K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
81+ 1.27% |
$11K - $13.8K
|
6.46K
$1.73M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
122New |
$16.6K - $20.8K
|
122
$32.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-22.1K- 54.52% |
$3M - $3.76M
|
18.4K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
77.4KNew |
$10.5M - $13.2M
|
77.4K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
2K+ 2.56% |
$271K - $341K
|
80K
$21.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2KNew |
$272K - $341K
|
2K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.2K+ 209.62% |
$2.19M - $2.75M
|
23.9K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
69.7K+ 1.95% |
$9.46M - $11.9M
|
3.64M
$975M
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-8K- 12.46% |
$1.09M - $1.36M
|
56.2K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
216+ 17.76% |
$29.3K - $36.8K
|
1.43K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.7KNew |
$1.45M - $1.82M
|
10.7K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-17.7K- 86.19% |
$2.4M - $3.02M
|
2.84K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.88KNew |
$391K - $490K
|
2.88K
$772K
|
|