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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
11K+ 4.55% |
$1.49M - $1.87M
|
253K
$67.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
24+ 0.03% |
$3.26K - $4.09K
|
90.5K
$24.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Ardevora Asset Management LLP
|
SELL
|
- |
-78K- 43.87% |
$10.6M - $13.3M
|
99.9K
$26.6M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
164+ 0.39% |
$22.3K - $27.9K
|
42K
$11.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-7.62K- 24.38% |
$1.03M - $1.3M
|
23.6K
$6.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-12- 1.93% |
$1.63K - $2.04K
|
610
$163K
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.7KNew |
$230K - $289K
|
1.7K
$453K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.54K+ 2.71% |
$344K - $432K
|
96.1K
$25.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.48K- 13.4% |
$201K - $252K
|
9.58K
$2.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
CALL |
2K+ 83.33% |
$271K - $341K
|
4.4K
$1.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
110+ 1.05% |
$14.9K - $18.7K
|
10.6K
$2.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-126- 4.18% |
$17.1K - $21.5K
|
2.89K
$771K
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-26- 1.87% |
$3.53K - $4.43K
|
1.36K
$364K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-1.05K- 37.02% |
$142K - $178K
|
1.78K
$475K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-308- 17.79% |
$41.8K - $52.5K
|
1.42K
$380K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
CALL |
-500- 10.0% |
$67.8K - $85.2K
|
4.5K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.89K- 22.96% |
$799K - $1M
|
19.8K
$5.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-8- 0.43% |
$1.09K - $1.36K
|
1.85K
$493K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
100+ 5.44% |
$13.6K - $17K
|
1.94K
$517K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-387- 2.17% |
$52.5K - $65.9K
|
17.5K
$4.66M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.34KNew |
$182K - $228K
|
1.34K
$358K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
105+ 7.58% |
$14.2K - $17.9K
|
1.49K
$398K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
449New |
$60.9K - $76.5K
|
449
$120K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-242- 2.48% |
$32.8K - $41.2K
|
9.5K
$2.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
27.1K+ 208.53% |
$3.68M - $4.62M
|
40.2K
$10.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.2KNew |
$299K - $375K
|
2.2K
$587K
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.36KNew |
$185K - $232K
|
1.36K
$363K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.09K+ 9.59% |
$283K - $355K
|
23.8K
$6.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-30- 1.26% |
$4.07K - $5.11K
|
2.34K
$625K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
111+ 2.41% |
$15.1K - $18.9K
|
4.72K
$1.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-55- 20.83% |
$7.46K - $9.37K
|
209
$55.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
3.09KNew |
$420K - $527K
|
3.09K
$826K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
384+ 9.96% |
$52.1K - $65.4K
|
4.24K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-820- 3.55% |
$111K - $140K
|
22.3K
$5.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$136 - $170
|
1.44K
$384K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.32K+ 13.97% |
$857K - $1.08M
|
51.5K
$13.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.43K+ 0.3% |
$329K - $413K
|
821K
$219M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
506+ 5.09% |
$68.7K - $86.2K
|
10.5K
$2.79M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
34.7MNew |
$4.96B - $5.48B
|
34.7M
$9.25B
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
83.5K+ 16.08% |
$12M - $13.2M
|
603K
$161M
|
|
|
Dec 01, 2023
Q3 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
50New |
$7.16K - $7.9K
|
50
$13.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-15.6K- 96.6% |
$2.23M - $2.46M
|
548
$146K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.22% |
$430 - $474
|
1.36K
$364K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-22.7K- 65.46% |
$3.25M - $3.59M
|
12K
$3.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
29New |
$4.15K - $4.58K
|
29
$7.74K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
354+ 0.24% |
$50.7K - $55.9K
|
147K
$39.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.83K- 32.72% |
$549K - $605K
|
7.88K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-3.2K- 52.4% |
$458K - $506K
|
2.91K
$776K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.98K+ 34.06% |
$1.14M - $1.26M
|
31.4K
$8.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
18.1K+ 424.38% |
$2.59M - $2.86M
|
22.4K
$5.97M
|
|