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 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16- 0.15% |
$3.6K - $4.48K
|
10.5K
$3.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
185+ 4.89% |
$41.7K - $51.8K
|
3.97K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8.36K- 4.58% |
$1.88M - $2.34M
|
174K
$50.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
59+ 1.46% |
$13.3K - $16.5K
|
4.11K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.34K- 4.2% |
$301K - $375K
|
30.6K
$8.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
33.6K+ 22.33% |
$7.57M - $9.41M
|
184K
$53.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-5.25K- 50.87% |
$1.18M - $1.47M
|
5.07K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.53K- 0.5% |
$345K - $429K
|
308K
$89.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-63- 2.1% |
$14.2K - $17.6K
|
2.94K
$857K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-37- 6.14% |
$8.33K - $10.4K
|
566
$165K
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-5.07K- 19.68% |
$1.14M - $1.42M
|
20.7K
$6.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
59+ 0.24% |
$13.3K - $16.5K
|
25K
$7.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.12K+ 10.61% |
$252K - $314K
|
11.7K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-90- 5.05% |
$20.3K - $25.2K
|
1.69K
$493K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
55+ 0.82% |
$12.4K - $15.4K
|
6.78K
$1.98M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.04K- 1.32% |
$234K - $290K
|
77.4K
$22.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.3K+ 152.71% |
$2.56M - $3.18M
|
18.8K
$5.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-124- 6.67% |
$27.9K - $34.7K
|
1.74K
$506K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.44K- 13.76% |
$324K - $403K
|
9.02K
$2.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.12K+ 13.54% |
$927K - $1.15M
|
34.5K
$10.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.05K- 2.58% |
$235K - $293K
|
39.5K
$11.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8.19K+ 609.22% |
$1.85M - $2.29M
|
9.54K
$2.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.72K- 1.14% |
$386K - $480K
|
149K
$43.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$2.03K - $2.52K
|
8.48K
$2.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-661- 3.62% |
$149K - $185K
|
17.6K
$5.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.33K- 32.84% |
$300K - $373K
|
2.72K
$793K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.11K- 4.16% |
$475K - $590K
|
48.6K
$14.2M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.42K- 6.73% |
$545K - $678K
|
33.6K
$9.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.75K- 37.86% |
$620K - $771K
|
4.52K
$1.32M
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-300- 1.99% |
$67.6K - $84K
|
14.8K
$4.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
446+ 0.49% |
$100K - $125K
|
91.4K
$26.6M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-35- 1.05% |
$7.88K - $9.8K
|
3.29K
$959K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
643+ 0.93% |
$145K - $180K
|
70.2K
$20.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
137+ 0.87% |
$30.9K - $38.4K
|
15.9K
$4.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.28K- 13.61% |
$513K - $638K
|
14.5K
$4.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1- 0.01% |
$225 - $280
|
15.4K
$4.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-175- 5.06% |
$39.4K - $49K
|
3.28K
$957K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.87K+ 10.08% |
$2.22M - $2.76M
|
108K
$31.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
33+ 0.27% |
$7.43K - $9.24K
|
12.4K
$3.61M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.12% |
$5.18K - $6.44K
|
19K
$5.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$901 - $1.12K
|
11.5K
$3.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
462+ 18.97% |
$104K - $129K
|
2.9K
$844K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
7+ 0.34% |
$1.58K - $1.96K
|
2.06K
$601K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-10.7K- 11.58% |
$2.41M - $2.99M
|
81.7K
$23.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-37- 0.59% |
$8.33K - $10.4K
|
6.25K
$1.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-69- 1.64% |
$15.5K - $19.3K
|
4.13K
$1.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
SELL
|
- |
-285- 0.14% |
$64.2K - $79.8K
|
199K
$57.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.26K+ 9.03% |
$283K - $352K
|
15.2K
$4.42M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.94K- 65.47% |
$1.34M - $1.66M
|
3.13K
$913K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-16.9K- 5.62% |
$3.81M - $4.74M
|
284K
$82.8M
|