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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
520New |
$107K - $130K
|
520
$154K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-200- 2.93% |
$41K - $50.1K
|
6.62K
$1.96M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
374+ 7.27% |
$76.7K - $93.6K
|
5.52K
$1.64M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
202+ 5.03% |
$41.4K - $50.6K
|
4.22K
$1.25M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
1.38KNew |
$284K - $346K
|
1.38K
$410K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
334New |
$68.5K - $83.6K
|
334
$99K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
398+ 10.76% |
$81.7K - $99.6K
|
4.1K
$1.21M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-433- 7.35% |
$88.8K - $108K
|
5.46K
$1.62M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
896New |
$184K - $224K
|
896
$266K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.6K- 10.49% |
$2.58M - $3.15M
|
107K
$31.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-279- 0.47% |
$57.2K - $69.8K
|
59.5K
$17.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.18KNew |
$241K - $294K
|
1.18K
$348K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.99KNew |
$409K - $499K
|
1.99K
$591K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-300- 1.94% |
$61.6K - $75.1K
|
15.1K
$4.49M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
13.4KNew |
$2.76M - $3.36M
|
13.4K
$3.98M
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-1.35K- 4.88% |
$277K - $338K
|
26.3K
$7.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
9KNew |
$1.85M - $2.25M
|
9K
$2.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
269+ 0.76% |
$55.2K - $67.3K
|
35.8K
$10.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.87K- 9.53% |
$999K - $1.22M
|
46.2K
$13.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-38- 0.25% |
$7.8K - $9.51K
|
15K
$4.45M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.55KNew |
$522K - $637K
|
2.55K
$755K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
29New |
$5.95K - $7.26K
|
29
$8.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.82KNew |
$784K - $957K
|
3.82K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-230K- 99.44% |
$47.1M - $57.5M
|
1.28K
$381K
|
|
|
Feb 18, 2025
Q4 2024
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-9.45K- 54.17% |
$1.94M - $2.37M
|
8K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-343K- 2.1% |
$70.4M - $85.9M
|
16M
$4.73B
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
122K+ 4997.58% |
$24.9M - $30.4M
|
124K
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.45K+ 121.48% |
$297K - $362K
|
2.64K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-1.21K- 2.63% |
$248K - $302K
|
44.7K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-5.14K- 57.24% |
$1.05M - $1.29M
|
3.84K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Unio Capital LLC
|
SELL
|
- |
-419- 32.97% |
$86K - $105K
|
852
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-35- 3.61% |
$7.18K - $8.76K
|
934
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
42.7KNew |
$8.75M - $10.7M
|
42.7K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Consulta LTD
London, X0 |
SELL
|
- |
-200K- 57.14% |
$41M - $50.1M
|
150K
$44.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.26K- 3.56% |
$670K - $817K
|
88.5K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-409- 1.87% |
$83.9K - $102K
|
21.5K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Jpb Foundation
New York, NY |
SELL
|
- |
-80K- 80.12% |
$16.4M - $20M
|
19.9K
$5.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
2.42KNew |
$497K - $607K
|
2.42K
$719K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
541+ 3.74% |
$111K - $135K
|
15K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
1KNew |
$205K - $250K
|
1K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Fidato Wealth LLC
|
BUY
|
- |
1.15KNew |
$236K - $288K
|
1.15K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.01K+ 2.83% |
$207K - $253K
|
36.8K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.17K- 5.78% |
$240K - $293K
|
19.1K
$5.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
897+ 5.62% |
$184K - $225K
|
16.9K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-43.3K- 81.77% |
$8.88M - $10.8M
|
9.65K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-63.9K- 89.12% |
$13.1M - $16M
|
7.8K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.33KNew |
$272K - $332K
|
1.33K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
SELL
|
- |
-2K- 3.45% |
$410K - $501K
|
56K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
111K+ 2018.32% |
$22.8M - $27.8M
|
116K
$34.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
54.8K+ 10.14% |
$11.2M - $13.7M
|
596K
$177M
|