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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
201+ 1.49% |
$25.1K - $28.9K
|
13.6K
$3.61M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-18.4K- 4.74% |
$2.3M - $2.65M
|
370K
$98M
|
|
|
May 15, 2023
Q1 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
65.2KNew |
$8.14M - $9.38M
|
65.2K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-79.3K- 22.7% |
$9.9M - $11.4M
|
270K
$71.5M
|
|
|
May 15, 2023
Q1 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-6.83K- 27.56% |
$853K - $982K
|
17.9K
$4.75M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$1.25M - $1.44M
|
10K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
84KNew |
$10.5M - $12.1M
|
84K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
9.38KNew |
$1.17M - $1.35M
|
9.38K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-69.6K- 99.68% |
$8.69M - $10M
|
222
$58.8K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.51K+ 62.85% |
$813K - $935K
|
16.9K
$4.46M
|
|
|
May 15, 2023
Q1 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
147KNew |
$18.4M - $21.1M
|
147K
$38.9M
|
|
|
May 15, 2023
Q1 2023
|
Pentwater Capital Management LP
Naples, FL |
BUY
|
CALL |
50KNew |
$6.25M - $7.19M
|
50K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-2.5K- 27.47% |
$312K - $360K
|
6.6K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
300New |
$37.5K - $43.1K
|
300
$79.5K
|
|
|
May 15, 2023
Q1 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
128KNew |
$16M - $18.4M
|
128K
$33.9M
|
|
|
May 15, 2023
Q1 2023
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
10KNew |
$1.25M - $1.44M
|
10K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
306KNew |
$38.2M - $44M
|
306K
$81M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-27.4K- 91.93% |
$3.42M - $3.94M
|
2.4K
$636K
|
|
|
May 15, 2023
Q1 2023
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
400New |
$50K - $57.5K
|
400
$106K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
CALL |
-217K- 59.09% |
$27.1M - $31.2M
|
150K
$39.7M
|
|
|
May 12, 2023
Q1 2023
|
Ycg, LLC
|
SELL
|
- |
-349- 0.46% |
$43.6K - $50.2K
|
75.2K
$19.9M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
52.7KNew |
$6.59M - $7.58M
|
52.7K
$14M
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-5.63K- 9.14% |
$703K - $809K
|
55.9K
$14.8M
|
|
|
May 12, 2023
Q1 2023
|
Vancity Investment Management LTD
Vancouver, A1 |
SELL
|
- |
-6.95K- 6.88% |
$869K - $1M
|
94.2K
$24.9M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
PUT |
-4.4K- 88.0% |
$550K - $633K
|
600
$159K
|
|
|
May 12, 2023
Q1 2023
|
Ally Financial Inc.
Detroit, MI |
SELL
|
- |
-39K- 35.14% |
$4.87M - $5.61M
|
72K
$19.1M
|
|
|
May 12, 2023
Q1 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
19.6KNew |
$2.45M - $2.82M
|
19.6K
$5.2M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
PUT |
-1.6K- 51.61% |
$200K - $230K
|
1.5K
$397K
|
|
|
May 11, 2023
Q1 2023
|
Goldentree Asset Management LP
New York, NY |
BUY
|
- |
76.9KNew |
$9.6M - $11.1M
|
76.9K
$20.4M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
152K+ 9.62% |
$19M - $21.9M
|
1.73M
$459M
|
|
|
May 11, 2023
Q1 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
600+ 2.94% |
$74.9K - $86.3K
|
21K
$5.56M
|
|
|
May 11, 2023
Q1 2023
|
Teramo Advisors, LLC
Naples, FL |
SELL
|
- |
-500- 33.33% |
$62.5K - $71.9K
|
1K
$265K
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
612+ 1.85% |
$76.4K - $88K
|
33.7K
$8.92M
|
|
|
May 11, 2023
Q1 2023
|
Kendall Capital Management
|
SELL
|
- |
-26- 1.6% |
$3.25K - $3.74K
|
1.6K
$423K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
100New |
$12.5K - $14.4K
|
100
$26.5K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 1.21% |
$12.2K - $14.1K
|
8K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
150New |
$18.7K - $21.6K
|
150
$39.7K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
7.49K+ 109.59% |
$936K - $1.08M
|
14.3K
$3.8M
|
|
|
May 10, 2023
Q1 2023
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-23.5K- 39.97% |
$2.94M - $3.38M
|
35.3K
$9.35M
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
7.2KNew |
$899K - $1.04M
|
7.2K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
27.5KNew |
$3.44M - $3.95M
|
27.5K
$7.28M
|
|
|
May 10, 2023
Q1 2023
|
Harbor Advisors LLC
|
SELL
|
- |
-2K- 7.65% |
$250K - $288K
|
24.1K
$6.4M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
2+ 0.11% |
$250 - $288
|
1.9K
$503K
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
27.4KNew |
$3.42M - $3.93M
|
27.4K
$7.24M
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-180- 0.93% |
$22.5K - $25.9K
|
19.3K
$5.1M
|
|
|
May 08, 2023
Q1 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-2.55K- 36.43% |
$319K - $367K
|
4.45K
$1.18M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
100New |
$12.5K - $14.4K
|
100
$26.5K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
182+ 7.49% |
$22.7K - $26.2K
|
2.61K
$692K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.83KNew |
$229K - $263K
|
1.83K
$485K
|
|
|
May 04, 2023
Q1 2023
|
Massachusetts Institute Of Technology
Cambridge, MA |
BUY
|
- |
3.96KNew |
$495K - $569K
|
3.96K
$1.05M
|