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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-320- 0.81% |
$67.3K - $92.8K
|
39.1K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1.43KNew |
$300K - $414K
|
1.43K
$414K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
366+ 4.96% |
$77K - $106K
|
7.74K
$2.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-922- 4.08% |
$194K - $267K
|
21.7K
$6.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.01K+ 3.24% |
$212K - $293K
|
32.1K
$9.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.5K+ 11.93% |
$2.41M - $3.32M
|
107K
$31.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
48+ 0.91% |
$10.1K - $13.9K
|
5.34K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-6- 0.14% |
$1.26K - $1.74K
|
4.16K
$1.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.94K- 1.76% |
$407K - $561K
|
108K
$31.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22- 0.95% |
$4.63K - $6.38K
|
2.3K
$667K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
48+ 0.24% |
$10.1K - $13.9K
|
20.2K
$5.84M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-442- 0.32% |
$92.9K - $128K
|
139K
$40.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-310- 8.23% |
$65.2K - $89.9K
|
3.46K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
798New |
$168K - $231K
|
798
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
163+ 3.51% |
$34.3K - $47.3K
|
4.81K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
237+ 7.58% |
$49.8K - $68.7K
|
3.36K
$975K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
156+ 1.49% |
$32.8K - $45.2K
|
10.6K
$3.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
187+ 9.87% |
$39.3K - $54.2K
|
2.08K
$604K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-23- 1.94% |
$4.84K - $6.67K
|
1.16K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
139+ 2.57% |
$29.2K - $40.3K
|
5.55K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.89K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.79K+ 82.57% |
$587K - $809K
|
6.17K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
15+ 0.57% |
$3.15K - $4.35K
|
2.65K
$769K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
191+ 1.72% |
$40.2K - $55.4K
|
11.3K
$3.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-65- 1.36% |
$13.7K - $18.8K
|
4.7K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-139- 1.48% |
$29.2K - $40.3K
|
9.28K
$2.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 15.21% |
$252K - $347K
|
6.67K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
214+ 0.67% |
$45K - $62K
|
32.3K
$9.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-128- 1.13% |
$26.9K - $37.1K
|
11.2K
$3.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-42- 0.76% |
$8.83K - $12.2K
|
5.51K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-158- 0.61% |
$33.2K - $45.8K
|
26K
$7.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-804- 0.63% |
$169K - $233K
|
126K
$36.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-11K- 13.86% |
$2.32M - $3.2M
|
68.5K
$19.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-174- 2.73% |
$36.6K - $50.4K
|
6.2K
$1.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
6.56K+ 2.88% |
$1.38M - $1.9M
|
234K
$67.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-318- 0.86% |
$66.9K - $92.2K
|
36.6K
$10.6M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-797- 2.51% |
$168K - $231K
|
31K
$8.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.21K+ 4.62% |
$255K - $351K
|
27.4K
$7.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.22K+ 5.83% |
$466K - $642K
|
40.2K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
410+ 12.01% |
$86.2K - $119K
|
3.82K
$1.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.85K- 8.58% |
$599K - $825K
|
30.3K
$8.79M
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-30- 0.15% |
$6.31K - $8.7K
|
19.8K
$5.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
122+ 12.44% |
$25.7K - $35.4K
|
1.1K
$320K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
21+ 0.15% |
$4.42K - $6.09K
|
14.2K
$4.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.76K- 4.76% |
$370K - $511K
|
35.2K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-241- 1.04% |
$50.7K - $69.9K
|
23K
$6.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4+ 0.03% |
$841 - $1.16K
|
13.1K
$3.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-210- 0.82% |
$44.2K - $60.9K
|
25.4K
$7.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
4.4K+ 7.95% |
$926K - $1.28M
|
59.8K
$17.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
66+ 1.28% |
$13.9K - $19.1K
|
5.24K
$1.52M
|