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 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.74K- 17.73% |
$392K - $487K
|
8.07K
$2.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.96K- 16.82% |
$667K - $829K
|
14.6K
$4.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-815- 20.55% |
$184K - $228K
|
3.15K
$918K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-112- 6.75% |
$25.2K - $31.4K
|
1.55K
$451K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-31- 0.28% |
$6.98K - $8.68K
|
11.1K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
166+ 13.88% |
$37.4K - $46.5K
|
1.36K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 0.4% |
$5.85K - $7.28K
|
6.54K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-60- 0.64% |
$13.5K - $16.8K
|
9.28K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
6.05KNew |
$1.36M - $1.69M
|
6.05K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-50- 4.5% |
$11.3K - $14K
|
1.06K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-10.3K- 12.55% |
$2.33M - $2.89M
|
72.1K
$21M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-50- 1.34% |
$11.3K - $14K
|
3.67K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.9K+ 15.84% |
$428K - $532K
|
13.9K
$4.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-117- 8.02% |
$26.3K - $32.8K
|
1.34K
$391K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
55+ 0.55% |
$12.4K - $15.4K
|
10K
$2.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
SELL
|
- |
-49- 0.55% |
$11K - $13.7K
|
8.92K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-700- 15.68% |
$158K - $196K
|
3.76K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-400- 16.6% |
$90.1K - $112K
|
2.01K
$586K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$225 - $280
|
218
$63.5K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.31K- 3.81% |
$1.2M - $1.49M
|
134K
$39.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-106- 3.13% |
$23.9K - $29.7K
|
3.28K
$956K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
271+ 6.64% |
$61K - $75.9K
|
4.35K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-744- 35.43% |
$168K - $208K
|
1.36K
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-6- 1.04% |
$1.35K - $1.68K
|
570
$166K
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
241+ 0.26% |
$54.3K - $67.5K
|
94K
$27.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
859+ 1.45% |
$193K - $240K
|
60.2K
$17.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
47+ 0.06% |
$10.6K - $13.2K
|
84.6K
$24.7M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
789+ 0.93% |
$178K - $221K
|
85.9K
$25M
|
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-97.5K- 94.19% |
$22M - $27.3M
|
6.01K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-265- 1.57% |
$59.7K - $74.2K
|
16.7K
$4.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
152+ 14.29% |
$34.2K - $42.6K
|
1.22K
$354K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-370- 2.12% |
$83.3K - $104K
|
17.1K
$4.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-80- 0.33% |
$18K - $22.4K
|
23.9K
$6.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
74+ 1.61% |
$16.7K - $20.7K
|
4.68K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.6K- 1.95% |
$1.71M - $2.13M
|
382K
$111M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-650- 2.7% |
$146K - $182K
|
23.4K
$6.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.94% |
$3.15K - $3.92K
|
1.51K
$439K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
97+ 7.1% |
$21.8K - $27.2K
|
1.46K
$427K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-69- 2.58% |
$15.5K - $19.3K
|
2.61K
$760K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-108- 3.77% |
$24.3K - $30.2K
|
2.76K
$803K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-214- 1.22% |
$48.2K - $59.9K
|
17.4K
$5.06M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
106+ 0.95% |
$23.9K - $29.7K
|
11.3K
$3.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.63K+ 32.62% |
$1.04M - $1.3M
|
18.8K
$5.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
135New |
$30.4K - $37.8K
|
135
$39.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
424+ 6.34% |
$95.5K - $119K
|
7.11K
$2.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
235+ 4.98% |
$52.9K - $65.8K
|
4.96K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
205+ 1.93% |
$46.2K - $57.4K
|
10.8K
$3.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
116+ 0.49% |
$26.1K - $32.5K
|
23.9K
$6.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.62% |
$5.18K - $6.44K
|
3.74K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-18- 0.16% |
$4.05K - $5.04K
|
11.3K
$3.28M
|