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 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-95- 4.91% |
$20K - $27.5K
|
1.84K
$533K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-23- 0.72% |
$4.84K - $6.67K
|
3.17K
$919K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-940- 0.73% |
$198K - $273K
|
129K
$37.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4+ 0.43% |
$841 - $1.16K
|
926
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-977- 1.43% |
$205K - $283K
|
67.6K
$19.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
484+ 4.93% |
$102K - $140K
|
10.3K
$2.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4+ 0.48% |
$841 - $1.16K
|
833
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
25+ 2.01% |
$5.26K - $7.25K
|
1.27K
$368K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-93- 0.35% |
$19.6K - $27K
|
26.2K
$7.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-727- 1.1% |
$153K - $211K
|
65.5K
$19M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.97K- 1.55% |
$835K - $1.15M
|
252K
$73.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
107+ 1.95% |
$22.5K - $31K
|
5.6K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-950- 5.45% |
$200K - $275K
|
16.5K
$4.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-78- 1.54% |
$16.4K - $22.6K
|
4.98K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-66- 0.59% |
$13.9K - $19.1K
|
11.1K
$3.22M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.03K+ 3.86% |
$427K - $589K
|
54.7K
$15.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.72K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-2.89K- 1.69% |
$607K - $838K
|
168K
$48.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-2.26K- 2.01% |
$476K - $656K
|
110K
$32M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-12.7K- 19.4% |
$2.66M - $3.67M
|
52.6K
$15.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
1.52K+ 0.51% |
$319K - $439K
|
301K
$87.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.92K+ 3.05% |
$1.24M - $1.72M
|
200K
$57.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
44+ 0.65% |
$9.25K - $12.8K
|
6.8K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2+ 0.14% |
$421 - $580
|
1.46K
$423K
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
3.76K+ 28.71% |
$791K - $1.09M
|
16.9K
$4.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
SELL
|
- |
-361- 1.87% |
$75.9K - $105K
|
19K
$5.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-981- 2.02% |
$206K - $284K
|
47.7K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
124+ 3.53% |
$26.1K - $35.9K
|
3.64K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-75- 3.88% |
$15.8K - $21.7K
|
1.86K
$538K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
7+ 0.24% |
$1.47K - $2.03K
|
2.88K
$834K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
300+ 9.96% |
$63.1K - $87K
|
3.31K
$960K
|
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-1.17K- 22.44% |
$245K - $338K
|
4.03K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
92+ 2.78% |
$19.3K - $26.7K
|
3.4K
$985K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
793+ 2.13% |
$167K - $230K
|
38K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
48+ 0.63% |
$10.1K - $13.9K
|
7.64K
$2.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 9.05% |
$105K - $145K
|
5.03K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
206+ 6.43% |
$43.3K - $59.7K
|
3.41K
$989K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
786+ 14.33% |
$165K - $228K
|
6.27K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-306- 1.47% |
$64.3K - $88.7K
|
20.5K
$5.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-579- 24.97% |
$122K - $168K
|
1.74K
$504K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
5+ 0.12% |
$1.05K - $1.45K
|
4.33K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-140- 0.92% |
$29.4K - $40.6K
|
15.1K
$4.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
389+ 2.56% |
$81.8K - $113K
|
15.6K
$4.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
725+ 0.43% |
$152K - $210K
|
171K
$49.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
100+ 2.91% |
$21K - $29K
|
3.54K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
228+ 4.46% |
$47.9K - $66.1K
|
5.34K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
27+ 0.09% |
$5.68K - $7.83K
|
29.3K
$8.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-214- 4.18% |
$45K - $62K
|
4.91K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
75+ 0.56% |
$15.8K - $21.7K
|
13.4K
$3.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$421 - $580
|
2.21K
$639K
|