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 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-20- 1.77% |
$4.5K - $5.6K
|
1.11K
$323K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-158- 2.76% |
$35.6K - $44.2K
|
5.58K
$1.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
83+ 1.55% |
$18.7K - $23.2K
|
5.42K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
269+ 29.76% |
$60.6K - $75.3K
|
1.17K
$342K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.55K+ 4.07% |
$348K - $433K
|
39.5K
$11.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-261- 1.32% |
$58.8K - $73.1K
|
19.5K
$5.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-2.34K- 44.67% |
$526K - $654K
|
2.89K
$843K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-46- 2.21% |
$10.4K - $12.9K
|
2.03K
$593K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-543- 1.47% |
$122K - $152K
|
36.5K
$10.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-4.95K- 11.23% |
$1.12M - $1.39M
|
39.1K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-25- 4.5% |
$5.63K - $7K
|
530
$154K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3+ 0.16% |
$676 - $840
|
1.87K
$546K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
12+ 0.47% |
$2.7K - $3.36K
|
2.56K
$747K
|
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-218- 3.15% |
$49.1K - $61K
|
6.71K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$491K - $611K
|
2.18K
$636K
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 5.71% |
$399K - $496K
|
32.8K
$9.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-4.11K- 6.04% |
$925K - $1.15M
|
63.9K
$18.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
424+ 6.78% |
$95.5K - $119K
|
6.68K
$1.95M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-684- 3.77% |
$154K - $191K
|
17.5K
$5.09M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-126- 4.5% |
$28.4K - $35.3K
|
2.68K
$780K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
34+ 0.39% |
$7.66K - $9.52K
|
8.67K
$2.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-7- 0.22% |
$1.58K - $1.96K
|
3.2K
$931K
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-226- 5.42% |
$50.9K - $63.3K
|
3.95K
$1.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-926- 28.34% |
$209K - $259K
|
2.34K
$683K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
382+ 0.59% |
$86K - $107K
|
64.8K
$18.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
102+ 2.19% |
$23K - $28.6K
|
4.76K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
157+ 17.23% |
$35.4K - $44K
|
1.07K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-140- 9.45% |
$31.5K - $39.2K
|
1.34K
$391K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-405- 6.29% |
$91.2K - $113K
|
6.03K
$1.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-136- 5.29% |
$30.6K - $38.1K
|
2.43K
$709K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 0.85% |
$1.58K - $1.96K
|
833
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-4- 0.33% |
$901 - $1.12K
|
1.22K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-976- 52.19% |
$220K - $273K
|
894
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
74+ 0.5% |
$16.7K - $20.7K
|
14.9K
$4.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.12K+ 9.98% |
$703K - $874K
|
34.4K
$10M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-39.6K- 5.64% |
$8.91M - $11.1M
|
662K
$193M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-160- 1.42% |
$36K - $44.8K
|
11.1K
$3.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.13K- 1.06% |
$255K - $317K
|
105K
$30.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
36+ 0.68% |
$8.11K - $10.1K
|
5.34K
$1.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
41+ 0.86% |
$9.23K - $11.5K
|
4.8K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
299+ 1.73% |
$67.3K - $83.7K
|
17.6K
$5.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-273- 0.32% |
$61.5K - $76.4K
|
85.1K
$24.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 6.43% |
$296K - $368K
|
21.8K
$6.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
81+ 8.85% |
$18.2K - $22.7K
|
996
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
75+ 1.24% |
$16.9K - $21K
|
6.13K
$1.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
77+ 0.3% |
$17.3K - $21.6K
|
25.7K
$7.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-582- 16.46% |
$131K - $163K
|
2.95K
$861K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
405K+ 124.23% |
$91.2M - $113M
|
731K
$213M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
982+ 3.1% |
$221K - $275K
|
32.7K
$9.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-131- 1.82% |
$29.5K - $36.7K
|
7.06K
$2.06M
|