Latest Institutional Purchases of Jpmorgan Chase & CO (JPM)
This list provides information on the latest institutional transactions involving Jpmorgan Chase & CO (JPM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2020
Q2 2020
|
Birch Grove Capital LP
New York, NY |
BUY
|
CALL |
43.9KNew |
$3.69M - $4.98M
|
43.9K
$9.89M
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
40.8K+ 20400.0% |
$3.43M - $4.63M
|
41K
$9.23M
|
|
Aug 14, 2020
Q2 2020
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
CALL |
20KNew |
$1.68M - $2.27M
|
20K
$4.5M
|
|
Aug 18, 2020
Q2 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
CALL |
2KNew |
$168K - $227K
|
2K
$450K
|
|
Aug 14, 2020
Q2 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
2KNew |
$168K - $227K
|
2K
$450K
|
|
Aug 14, 2020
Q2 2020
|
Invesco Ltd.
Atlanta, GA |
BUY
|
CALL |
2K+ 20.0% |
$168K - $227K
|
12K
$2.7M
|
|
Aug 13, 2020
Q2 2020
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
CALL |
500New |
$42K - $56.7K
|
500
$113K
|
|
Feb 22, 2022
Q2 2020
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
CALL |
100New |
$8.4K - $11.3K
|
100
$22.5K
|
|
Aug 12, 2020
Q2 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
CALL |
100New |
$8.4K - $11.3K
|
100
$22.5K
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
PUT |
250KNew |
$19.8M - $35.3M
|
250K
$56.3M
|
|
May 13, 2020
Q1 2020
|
Good Haven Capital Management, LLC
Millburn, NJ |
BUY
|
- |
8KNew |
$632K - $1.13M
|
8K
$1.8M
|
|
May 12, 2020
Q1 2020
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
575+ 10.45% |
$45.4K - $81.1K
|
6.08K
$1.37M
|
|
Apr 09, 2020
Q1 2020
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
30New |
$2.37K - $4.23K
|
30
$6.76K
|
|
Q4 2019 | |||||||
Feb 12, 2020
Q4 2019
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
PUT |
800+ 114.29% |
$89.5K - $112K
|
1.5K
$338K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Sandler Capital Management
New York, NY |
BUY
|
PUT |
210KNew |
$22M - $25.2M
|
210K
$47.3M
|
|
Oct 22, 2019
Q3 2019
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
52.5KNew |
$5.5M - $6.31M
|
52.5K
$11.8M
|
|
Oct 15, 2019
Q3 2019
|
Winmill & Co. Inc
Millbrook, NY |
BUY
|
- |
6.8KNew |
$713K - $818K
|
6.8K
$1.53M
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
275New |
$28.8K - $33.1K
|
275
$61.9K
|
|
Q2 2019 | |||||||
Aug 07, 2019
Q2 2019
|
Cincinnati Financial Corp
|
BUY
|
- |
30K+ 50.0% |
$3.14M - $3.48M
|
90K
$20.3M
|
|
Jul 30, 2019
Q2 2019
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
CALL |
4New |
$419 - $464
|
4
$901
|
|
Q1 2019 | |||||||
Feb 13, 2025
Q1 2019
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
CALL |
30KNew |
$2.91M - $3.22M
|
30K
$6.76M
|
|
May 14, 2019
Q1 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
14.1KNew |
$1.37M - $1.51M
|
14.1K
$3.18M
|
|
May 15, 2019
Q1 2019
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
CALL |
100New |
$9.71K - $10.7K
|
100
$22.5K
|
|
Q4 2018 | |||||||
Mar 28, 2019
Q4 2018
|
Kg&L Capital Management,Llc
|
BUY
|
PUT |
3.9KNew |
$359K - $450K
|
3.9K
$878K
|
|
Feb 12, 2019
Q4 2018
|
Paradigm Financial Partners, LLC
|
BUY
|
PUT |
100New |
$9.21K - $11.5K
|
100
$22.5K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
BUY
|
CALL |
50KNew |
$5.18M - $5.93M
|
50K
$11.3M
|
|
Q2 2018 | |||||||
Aug 10, 2018
Q2 2018
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
CALL |
100KNew |
$10.3M - $11.4M
|
100K
$22.5M
|
|
Aug 14, 2018
Q2 2018
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
PUT |
56KNew |
$5.78M - $6.4M
|
56K
$12.6M
|
|
Jul 25, 2018
Q2 2018
|
Trellus Management Company, LLC
|
BUY
|
CALL |
2.5KNew |
$258K - $286K
|
2.5K
$563K
|
|
Aug 13, 2018
Q2 2018
|
Hgi Capital Management, LLC
New York, NY |
BUY
|
PUT |
2K+ 7.14% |
$206K - $229K
|
30K
$6.76M
|
|
Q1 2018 | |||||||
Jun 25, 2018
Q1 2018
|
Mount Yale Investment Advisors, LLC
|
BUY
|
PUT |
6.4KNew |
$685K - $760K
|
6.4K
$1.44M
|
|
May 15, 2018
Q1 2018
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
CALL |
3KNew |
$321K - $356K
|
3K
$676K
|
|
May 14, 2018
Q1 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
CALL |
2KNew |
$214K - $238K
|
2K
$450K
|
|
May 15, 2018
Q1 2018
|
Mariner, LLC
Overland Park, KS |
BUY
|
PUT |
700New |
$74.9K - $83.1K
|
700
$158K
|
|
Q4 2017 | |||||||
Feb 02, 2018
Q4 2017
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
PUT |
350KNew |
$33.6M - $37.7M
|
350K
$78.8M
|
|
Feb 14, 2018
Q4 2017
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
PUT |
280KNew |
$26.8M - $30.2M
|
280K
$63.1M
|
|
Apr 03, 2024
Q4 2017
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
1.89KNew |
$181K - $203K
|
1.89K
$425K
|
|
Feb 13, 2018
Q4 2017
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
PUT |
1.4KNew |
$134K - $151K
|
1.4K
$315K
|
|
Feb 12, 2018
Q4 2017
|
Red Cedar Capital, LLC
|
BUY
|
- |
100New |
$9.59K - $10.8K
|
100
$22.5K
|
|
Q3 2017 | |||||||
Nov 13, 2017
Q3 2017
|
Gendell Jeffrey L
Greenwich, CT |
BUY
|
CALL |
55KNew |
$4.86M - $5.25M
|
55K
$12.4M
|
|
Nov 07, 2017
Q3 2017
|
Allen Holding Inc
|
BUY
|
- |
30KNew |
$2.65M - $2.87M
|
30K
$6.76M
|
|
Nov 09, 2017
Q3 2017
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
13.9KNew |
$1.23M - $1.33M
|
13.9K
$3.13M
|
|
Nov 09, 2017
Q3 2017
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
3.39KNew |
$300K - $324K
|
3.39K
$764K
|
|
Nov 13, 2017
Q3 2017
|
Brave Asset Management Inc
|
BUY
|
CALL |
2.5KNew |
$221K - $239K
|
2.5K
$563K
|
|
Oct 24, 2017
Q3 2017
|
Saratoga Research & Investment Management
|
BUY
|
- |
45New |
$3.98K - $4.3K
|
45
$10.1K
|
|
Q2 2017 | |||||||
Aug 15, 2017
Q2 2017
|
Scotia Capital Inc.
|
BUY
|
PUT |
41.5KNew |
N/A
|
41.5K
$9.35M
|