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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-10- 0.86% |
$2.1K - $2.9K
|
1.15K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.31K+ 69.41% |
$275K - $379K
|
3.19K
$925K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-1.15K- 2.05% |
$242K - $334K
|
55K
$15.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-931- 21.27% |
$196K - $270K
|
3.45K
$999K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
198+ 14.58% |
$41.6K - $57.4K
|
1.56K
$451K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
727+ 18.23% |
$153K - $211K
|
4.72K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-336- 4.35% |
$70.7K - $97.4K
|
7.39K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-120- 0.53% |
$25.2K - $34.8K
|
22.6K
$6.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
54K+ 751.46% |
$11.3M - $15.6M
|
61.2K
$17.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-104- 1.06% |
$21.9K - $30.2K
|
9.7K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-46- 2.39% |
$9.67K - $13.3K
|
1.88K
$545K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
779New |
$164K - $226K
|
779
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-168- 1.03% |
$35.3K - $48.7K
|
16.1K
$4.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-5- 0.01% |
$1.05K - $1.45K
|
38.7K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.93K+ 29.94% |
$1.25M - $1.72M
|
25.7K
$7.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
381+ 3.28% |
$80.1K - $110K
|
12K
$3.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-41- 1.6% |
$8.62K - $11.9K
|
2.52K
$729K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
59+ 1.2% |
$12.4K - $17.1K
|
4.99K
$1.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-207- 0.48% |
$43.5K - $60K
|
43.1K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-106- 0.19% |
$22.3K - $30.7K
|
56K
$16.2M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.0% |
$421 - $580
|
266K
$77M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
10+ 0.27% |
$2.1K - $2.9K
|
3.68K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.03KNew |
$217K - $299K
|
1.03K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
52+ 0.46% |
$10.9K - $15.1K
|
11.3K
$3.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-8.38K- 3.18% |
$1.76M - $2.43M
|
255K
$74M
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-11- 0.06% |
$2.31K - $3.19K
|
17.9K
$5.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
265+ 3.31% |
$55.7K - $76.8K
|
8.28K
$2.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
46+ 1.02% |
$9.67K - $13.3K
|
4.54K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.41K+ 2.09% |
$295K - $407K
|
68.6K
$19.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.26K+ 28.6% |
$265K - $365K
|
5.66K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
22+ 0.88% |
$4.63K - $6.38K
|
2.52K
$732K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
175+ 2.15% |
$36.8K - $50.7K
|
8.3K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-163- 12.75% |
$34.3K - $47.3K
|
1.12K
$323K
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-506- 11.24% |
$106K - $147K
|
4K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
SELL
|
- |
-82- 1.47% |
$17.2K - $23.8K
|
5.51K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-93- 0.33% |
$19.6K - $27K
|
28K
$8.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
8.9KNew |
$1.87M - $2.58M
|
8.9K
$2.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
361+ 1.23% |
$75.9K - $105K
|
29.6K
$8.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-146- 3.62% |
$30.7K - $42.3K
|
3.89K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
292+ 1.32% |
$61.4K - $84.7K
|
22.4K
$6.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.18% |
$2.1K - $2.9K
|
5.49K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-89- 0.48% |
$18.7K - $25.8K
|
18.3K
$5.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-335- 4.79% |
$70.4K - $97.1K
|
6.67K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
159+ 1.8% |
$33.4K - $46.1K
|
8.98K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
79+ 0.38% |
$16.6K - $22.9K
|
21K
$6.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
68+ 1.07% |
$14.3K - $19.7K
|
6.43K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-156- 2.58% |
$32.8K - $45.2K
|
5.9K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
11+ 1.1% |
$2.31K - $3.19K
|
1.01K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-181- 4.98% |
$38.1K - $52.5K
|
3.45K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.61K+ 1.69% |
$339K - $468K
|
97.1K
$28.1M
|