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 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.32K+ 9.16% |
$521K - $648K
|
27.6K
$8.03M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-4.49K- 9.36% |
$1.01M - $1.26M
|
43.5K
$12.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-64.5K- 51.94% |
$14.5M - $18.1M
|
59.7K
$17.4M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.42K- 23.94% |
$1.9M - $2.36M
|
26.8K
$7.79M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
22.6KNew |
$5.08M - $6.32M
|
22.6K
$6.56M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
358New |
$73.5K - $89.6K
|
358
$104K
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
34New |
$6.98K - $8.51K
|
34
$9.89K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.57M+ 14.37% |
$323M - $393M
|
12.5M
$3.64B
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-774- 5.99% |
$159K - $194K
|
12.1K
$3.53M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
9.16KNew |
$1.88M - $2.29M
|
9.16K
$2.66M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.6K+ 10.5% |
$17.6M - $21.4M
|
901K
$262M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-6.6K- 3.0% |
$1.35M - $1.65M
|
214K
$62.1M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
58.5K+ 1.14% |
$12M - $14.6M
|
5.17M
$1.5B
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
186+ 8.28% |
$38.2K - $46.6K
|
2.43K
$708K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
9.69K+ 0.85% |
$1.99M - $2.43M
|
1.15M
$334M
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
115+ 11.62% |
$23.6K - $28.8K
|
1.11K
$322K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
676+ 1.33% |
$139K - $169K
|
51.4K
$14.9M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-617- 5.19% |
$127K - $154K
|
11.3K
$3.28M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
17KNew |
$3.49M - $4.26M
|
17K
$4.96M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.52K+ 4.5% |
$311K - $380K
|
35.3K
$10.3M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.46KNew |
$299K - $365K
|
1.46K
$424K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
25+ 0.22% |
$5.13K - $6.26K
|
11.2K
$3.27M
|
|
|
Apr 14, 2025
Q4 2024
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
24New |
$4.92K - $6.01K
|
24
$6.98K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
13.8KNew |
$2.84M - $3.46M
|
13.8K
$4.03M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
338New |
$69.4K - $84.6K
|
338
$98.3K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
3.01KNew |
$618K - $753K
|
3.01K
$876K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
249+ 12.06% |
$51.1K - $62.3K
|
2.31K
$673K
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.17KNew |
$445K - $542K
|
2.17K
$631K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
520New |
$107K - $130K
|
520
$151K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-200- 2.93% |
$41K - $50.1K
|
6.62K
$1.93M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
374+ 7.27% |
$76.7K - $93.6K
|
5.52K
$1.61M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
202+ 5.03% |
$41.4K - $50.6K
|
4.22K
$1.23M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.38KNew |
$284K - $346K
|
1.38K
$402K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
334New |
$68.5K - $83.6K
|
334
$97.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
398+ 10.76% |
$81.7K - $99.6K
|
4.1K
$1.19M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-433- 7.35% |
$88.8K - $108K
|
5.46K
$1.59M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
896New |
$184K - $224K
|
896
$261K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.6K- 10.49% |
$2.58M - $3.15M
|
107K
$31.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-279- 0.47% |
$57.2K - $69.8K
|
59.5K
$17.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.18KNew |
$241K - $294K
|
1.18K
$342K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.99KNew |
$409K - $499K
|
1.99K
$580K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-300- 1.94% |
$61.6K - $75.1K
|
15.1K
$4.4M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
13.4KNew |
$2.76M - $3.36M
|
13.4K
$3.91M
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-1.35K- 4.88% |
$277K - $338K
|
26.3K
$7.66M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
9KNew |
$1.85M - $2.25M
|
9K
$2.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
269+ 0.76% |
$55.2K - $67.3K
|
35.8K
$10.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.87K- 9.53% |
$999K - $1.22M
|
46.2K
$13.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-38- 0.25% |
$7.8K - $9.51K
|
15K
$4.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.55KNew |
$522K - $637K
|
2.55K
$741K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
29New |
$5.95K - $7.26K
|
29
$8.44K
|
|