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 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
891+ 6.9% |
$187K - $258K
|
13.8K
$4M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-65- 3.35% |
$13.7K - $18.8K
|
1.88K
$544K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-284- 1.0% |
$59.7K - $82.3K
|
28.1K
$8.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
253+ 1.32% |
$53.2K - $73.3K
|
19.4K
$5.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-101- 3.69% |
$21.2K - $29.3K
|
2.63K
$764K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
471+ 0.99% |
$99K - $137K
|
48K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
25+ 0.11% |
$5.26K - $7.25K
|
23.6K
$6.85M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-191- 6.23% |
$40.2K - $55.4K
|
2.88K
$834K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.05K+ 100.24% |
$431K - $595K
|
4.1K
$1.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
474+ 13.42% |
$99.7K - $137K
|
4.01K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-2.76K- 13.34% |
$579K - $799K
|
17.9K
$5.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.9K+ 23.53% |
$400K - $551K
|
9.98K
$2.89M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-705- 7.63% |
$148K - $204K
|
8.54K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
8.03K+ 4.37% |
$1.69M - $2.33M
|
192K
$55.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
63+ 4.69% |
$13.2K - $18.3K
|
1.41K
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
95+ 9.95% |
$20K - $27.5K
|
1.05K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
367+ 6.5% |
$77.2K - $106K
|
6.01K
$1.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-625- 3.56% |
$131K - $181K
|
16.9K
$4.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
663+ 1.48% |
$139K - $192K
|
45.5K
$13.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-121- 0.5% |
$25.4K - $35.1K
|
24.3K
$7.05M
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-15K- 4.58% |
$3.15M - $4.35M
|
313K
$90.6M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-260- 2.9% |
$54.7K - $75.4K
|
8.72K
$2.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.09K- 16.86% |
$228K - $315K
|
5.36K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-465- 0.42% |
$97.8K - $135K
|
110K
$32M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
695New |
$146K - $201K
|
695
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-10.2K- 44.84% |
$2.15M - $2.97M
|
12.6K
$3.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-2.08K- 1.18% |
$436K - $602K
|
173K
$50.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.81K+ 20.47% |
$1.01M - $1.4M
|
28.3K
$8.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-2.45K- 1.17% |
$514K - $709K
|
206K
$59.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
73+ 4.68% |
$15.4K - $21.2K
|
1.63K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
370+ 1.06% |
$77.8K - $107K
|
35.2K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
952New |
$200K - $276K
|
952
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
63+ 6.93% |
$13.2K - $18.3K
|
972
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
595+ 4.26% |
$125K - $172K
|
14.6K
$4.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
245+ 1.02% |
$51.5K - $71K
|
24.3K
$7.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-60- 1.94% |
$12.6K - $17.4K
|
3.03K
$878K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
45+ 0.3% |
$9.46K - $13K
|
15.1K
$4.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-151- 0.27% |
$31.8K - $43.8K
|
56.7K
$16.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-375- 1.67% |
$78.9K - $109K
|
22.1K
$6.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.6% |
$2.52K - $3.48K
|
2.03K
$588K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 3.51% |
$561K - $773K
|
78.8K
$22.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-45- 1.28% |
$9.46K - $13K
|
3.48K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
4.3K+ 3.38% |
$903K - $1.25M
|
132K
$38.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-193- 3.24% |
$40.6K - $56K
|
5.76K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.42K- 3.18% |
$299K - $412K
|
43.2K
$12.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
274+ 1.49% |
$57.6K - $79.4K
|
18.7K
$5.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 1.4% |
$63.1K - $87K
|
21.8K
$6.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-75- 0.68% |
$15.8K - $21.7K
|
10.9K
$3.16M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-188- 0.55% |
$39.5K - $54.5K
|
33.9K
$9.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.97K- 0.66% |
$415K - $572K
|
298K
$86.3M
|