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
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-27- 0.27% |
$5.68K - $7.83K
|
9.93K
$2.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-67- 0.24% |
$14.1K - $19.4K
|
27.9K
$8.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-125- 5.76% |
$26.3K - $36.2K
|
2.05K
$593K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-439- 2.28% |
$92.3K - $127K
|
18.8K
$5.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-258- 1.17% |
$54.3K - $74.8K
|
21.7K
$6.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-115- 4.4% |
$24.2K - $33.3K
|
2.5K
$725K
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
158+ 18.92% |
$33.2K - $45.8K
|
993
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
61+ 3.9% |
$12.8K - $17.7K
|
1.63K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
10+ 0.41% |
$2.1K - $2.9K
|
2.47K
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
45+ 2.29% |
$9.46K - $13K
|
2.01K
$582K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
68+ 6.11% |
$14.3K - $19.7K
|
1.18K
$342K
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
75+ 0.52% |
$15.8K - $21.7K
|
14.5K
$4.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
157+ 33.12% |
$33K - $45.5K
|
631
$183K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
301+ 1.93% |
$63.3K - $87.3K
|
15.9K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-33- 1.0% |
$6.94K - $9.57K
|
3.27K
$949K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
287+ 1.11% |
$60.4K - $83.2K
|
26.1K
$7.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
SELL
|
- |
-4.8K- 36.23% |
$1.01M - $1.39M
|
8.45K
$2.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
612+ 2.9% |
$129K - $177K
|
21.7K
$6.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-650- 5.34% |
$137K - $188K
|
11.5K
$3.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
524+ 1.96% |
$110K - $152K
|
27.2K
$7.88M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
40+ 1.67% |
$8.41K - $11.6K
|
2.44K
$706K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-685- 2.34% |
$144K - $199K
|
28.6K
$8.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.37K- 2.6% |
$287K - $396K
|
51.2K
$14.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-579- 2.16% |
$122K - $168K
|
26.2K
$7.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Wd Rutherford LLC
|
SELL
|
- |
-750- 3.28% |
$158K - $217K
|
22.1K
$6.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-43- 0.43% |
$9.04K - $12.5K
|
9.99K
$2.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
132+ 0.18% |
$27.8K - $38.3K
|
72.3K
$21M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
818+ 2.92% |
$172K - $237K
|
28.9K
$8.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
623+ 5.44% |
$131K - $181K
|
12.1K
$3.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
270+ 1.14% |
$56.8K - $78.3K
|
24K
$6.96M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
329+ 0.86% |
$69.2K - $95.4K
|
38.5K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-150- 2.1% |
$31.5K - $43.5K
|
6.99K
$2.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-123- 2.34% |
$25.9K - $35.7K
|
5.14K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-6.35K- 29.05% |
$1.33M - $1.84M
|
15.5K
$4.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
71+ 2.09% |
$14.9K - $20.6K
|
3.48K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-50- 5.49% |
$10.5K - $14.5K
|
861
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
38+ 1.46% |
$7.99K - $11K
|
2.64K
$766K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-512- 1.09% |
$108K - $148K
|
46.4K
$13.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
72+ 0.41% |
$15.1K - $20.9K
|
17.5K
$5.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-6- 0.31% |
$1.26K - $1.74K
|
1.96K
$568K
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
121+ 1.95% |
$25.4K - $35.1K
|
6.33K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.26% |
$631 - $870
|
1.17K
$340K
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
728New |
$153K - $211K
|
728
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
213+ 13.04% |
$44.8K - $61.8K
|
1.85K
$535K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
700New |
$147K - $203K
|
700
$203K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.26KNew |
$476K - $656K
|
2.26K
$656K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
73+ 7.51% |
$15.4K - $21.2K
|
1.05K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
SELL
|
- |
-17- 0.99% |
$3.57K - $4.93K
|
1.69K
$491K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
296+ 2.84% |
$62.2K - $85.8K
|
10.7K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
3.99K+ 24.15% |
$840K - $1.16M
|
20.5K
$5.95M
|