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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.57K+ 22.59% |
$579K - $719K
|
13.9K
$4.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
573+ 2.95% |
$129K - $160K
|
20K
$5.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.84K- 19.48% |
$640K - $796K
|
11.8K
$3.48M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.56K+ 11.08% |
$352K - $437K
|
15.6K
$4.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
14.9K+ 1555.02% |
$3.35M - $4.16M
|
15.8K
$4.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.24KNew |
$279K - $346K
|
1.24K
$367K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-235- 0.43% |
$52.9K - $65.8K
|
54.1K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
795+ 9.33% |
$179K - $223K
|
9.32K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
440New |
$99.1K - $123K
|
440
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
32+ 4.51% |
$7.21K - $8.96K
|
742
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.45KNew |
$326K - $406K
|
1.45K
$430K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.16KNew |
$261K - $325K
|
1.16K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.4K+ 10.47% |
$2.12M - $2.63M
|
99.1K
$29.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1+ 0.06% |
$225 - $280
|
1.67K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-362- 1.94% |
$81.5K - $101K
|
18.3K
$5.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-16.4K- 0.95% |
$3.69M - $4.59M
|
1.7M
$505M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-5- 0.03% |
$1.13K - $1.4K
|
17.9K
$5.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-82- 3.64% |
$18.5K - $23K
|
2.17K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.21K+ 41.35% |
$273K - $339K
|
4.14K
$1.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
8.93KNew |
$2.01M - $2.5M
|
8.93K
$2.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-117- 5.47% |
$26.3K - $32.8K
|
2.02K
$600K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
69New |
$15.5K - $19.3K
|
69
$20.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
4.89K+ 5.58% |
$1.1M - $1.37M
|
92.4K
$27.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-190- 12.75% |
$42.8K - $53.2K
|
1.3K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-147- 2.53% |
$33.1K - $41.2K
|
5.67K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-85- 0.7% |
$19.1K - $23.8K
|
12K
$3.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.7K- 0.82% |
$383K - $476K
|
206K
$61M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
416+ 21.66% |
$93.7K - $116K
|
2.34K
$693K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-567- 2.17% |
$128K - $159K
|
25.5K
$7.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
625+ 6.08% |
$141K - $175K
|
10.9K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-112- 5.04% |
$25.2K - $31.4K
|
2.11K
$626K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
215+ 2.7% |
$48.4K - $60.2K
|
8.18K
$2.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-140- 7.57% |
$31.5K - $39.2K
|
1.71K
$507K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.05K+ 0.77% |
$237K - $295K
|
138K
$41M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
16+ 1.13% |
$3.6K - $4.48K
|
1.44K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
424+ 28.48% |
$95.5K - $119K
|
1.91K
$567K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-612- 1.29% |
$138K - $171K
|
46.7K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.09K- 5.34% |
$245K - $305K
|
19.3K
$5.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
587+ 50.69% |
$132K - $164K
|
1.75K
$517K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
190+ 5.42% |
$42.8K - $53.2K
|
3.7K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.48K- 1.2% |
$1.68M - $2.09M
|
614K
$182M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-633- 0.68% |
$143K - $177K
|
92.1K
$27.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-347- 3.41% |
$78.1K - $97.1K
|
9.82K
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.5K+ 3.81% |
$338K - $420K
|
40.9K
$12.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-51- 1.58% |
$11.5K - $14.3K
|
3.17K
$941K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-63- 0.62% |
$14.2K - $17.6K
|
10.1K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.4K+ 3.97% |
$2.12M - $2.63M
|
246K
$73M
|
|
|
Apr 28, 2025
Q1 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-205- 15.9% |
$46.2K - $57.4K
|
1.08K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-43- 1.61% |
$9.68K - $12K
|
2.63K
$780K
|
|
|
Apr 28, 2025
Q1 2025
|
Baskin Financial Services Inc.
|
SELL
|
- |
-136- 8.22% |
$30.6K - $38.1K
|
1.52K
$450K
|