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 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
652+ 2.03% |
$147K - $183K
|
32.8K
$9.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.35K- 1.11% |
$528K - $656K
|
208K
$60.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-9.18K- 22.89% |
$2.07M - $2.57M
|
30.9K
$9.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
27.3K+ 12.95% |
$6.15M - $7.64M
|
238K
$69.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-97.2K- 27.73% |
$21.9M - $27.2M
|
253K
$73.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-150- 0.9% |
$33.8K - $42K
|
16.5K
$4.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.6KNew |
$1.94M - $2.41M
|
8.6K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
94+ 6.41% |
$21.2K - $26.3K
|
1.56K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.88KNew |
$874K - $1.09M
|
3.88K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-481- 0.72% |
$108K - $135K
|
66.5K
$19.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
254+ 21.45% |
$57.2K - $71.1K
|
1.44K
$419K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
90+ 1.32% |
$20.3K - $25.2K
|
6.89K
$2.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
152+ 10.24% |
$34.2K - $42.6K
|
1.64K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.1K+ 4.32% |
$924K - $1.15M
|
99.2K
$28.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-381K- 6.55% |
$85.9M - $107M
|
5.44M
$1.59B
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.7K- 23.23% |
$383K - $477K
|
5.63K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-290- 2.07% |
$65.3K - $81.2K
|
13.7K
$3.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
11+ 0.5% |
$2.48K - $3.08K
|
2.23K
$651K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-120- 2.15% |
$27K - $33.6K
|
5.45K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
117+ 13.09% |
$26.3K - $32.8K
|
1.01K
$295K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-53- 5.36% |
$11.9K - $14.8K
|
936
$273K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
321+ 0.26% |
$72.3K - $89.9K
|
126K
$36.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
794+ 13.61% |
$179K - $222K
|
6.63K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
210+ 9.9% |
$47.3K - $58.8K
|
2.33K
$680K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-49- 2.52% |
$11K - $13.7K
|
1.9K
$552K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-872- 9.23% |
$196K - $244K
|
8.57K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-26- 0.52% |
$5.85K - $7.28K
|
4.93K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-6.32K- 82.95% |
$1.42M - $1.77M
|
1.3K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
45.9K+ 120.39% |
$10.3M - $12.8M
|
84K
$24.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
94+ 13.43% |
$21.2K - $26.3K
|
794
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
56.1K+ 19.18% |
$12.6M - $15.7M
|
349K
$102M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
8.23KNew |
$1.85M - $2.3M
|
8.23K
$2.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-250- 1.69% |
$56.3K - $70K
|
14.6K
$4.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-510- 19.07% |
$115K - $143K
|
2.17K
$631K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-12.2K- 5.45% |
$2.75M - $3.41M
|
211K
$61.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.1K+ 3.11% |
$247K - $307K
|
36.3K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
744+ 10.43% |
$168K - $208K
|
7.88K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-491- 11.44% |
$111K - $137K
|
3.8K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-589- 6.96% |
$133K - $165K
|
7.88K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-331- 7.45% |
$74.5K - $92.7K
|
4.11K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
482+ 3.23% |
$109K - $135K
|
15.4K
$4.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-150- 0.97% |
$33.8K - $42K
|
15.3K
$4.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-9- 0.29% |
$2.03K - $2.52K
|
3.09K
$900K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-212- 1.68% |
$47.7K - $59.3K
|
12.4K
$3.62M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-46- 1.56% |
$10.4K - $12.9K
|
2.91K
$848K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.1K+ 2.35% |
$247K - $307K
|
47.7K
$13.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
140+ 2.45% |
$31.5K - $39.2K
|
5.86K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.52K- 70.47% |
$567K - $705K
|
1.06K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1- 0.02% |
$225 - $280
|
4.36K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.39K- 0.94% |
$313K - $389K
|
147K
$42.9M
|