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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
275+ 3.2% |
$53.6K - $61.8K
|
8.86K
$2.11M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-66- 0.83% |
$12.9K - $14.8K
|
7.91K
$1.88M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.4K- 15.15% |
$4.18M - $4.82M
|
120K
$28.5M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.49K+ 171.21% |
$485K - $559K
|
3.94K
$936K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.02K- 34.55% |
$199K - $230K
|
1.94K
$460K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
500+ 3.95% |
$97.5K - $112K
|
13.2K
$3.13M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-357- 0.49% |
$69.6K - $80.3K
|
72.3K
$17.2M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-50- 4.82% |
$9.75K - $11.2K
|
988
$235K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-150- 1.09% |
$29.2K - $33.7K
|
13.6K
$3.24M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.18KNew |
$619K - $714K
|
3.18K
$755K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-45.8K- 4.52% |
$8.92M - $10.3M
|
967K
$230M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-369- 5.91% |
$71.9K - $83K
|
5.88K
$1.4M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-16.6K- 12.89% |
$3.24M - $3.74M
|
112K
$26.7M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-432- 36.33% |
$84.2K - $97.1K
|
757
$180K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-103- 2.76% |
$20.1K - $23.2K
|
3.63K
$862K
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
28.6KNew |
$5.57M - $6.43M
|
28.6K
$6.8M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-502- 23.84% |
$97.8K - $113K
|
1.6K
$381K
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.19K+ 12.81% |
$427K - $493K
|
19.3K
$4.59M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.1KClosed |
$214K - $247K
|
0
$0
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
117+ 3.0% |
$22.8K - $26.3K
|
4.02K
$954K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-4.92K- 11.84% |
$959K - $1.11M
|
36.6K
$8.7M
|
|
|
Nov 27, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-41.3K- 0.27% |
$8.05M - $9.28M
|
15.1M
$3.58B
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.1K- 0.65% |
$799K - $922K
|
626K
$149M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-134- 0.23% |
$26.1K - $30.1K
|
58.2K
$13.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-479K- 71.53% |
$93.4M - $108M
|
191K
$45.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
716KNew |
$140M - $161M
|
716K
$170M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-124- 0.8% |
$24.2K - $27.9K
|
15.5K
$3.67M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-46.1K- 26.89% |
$8.99M - $10.4M
|
125K
$29.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.19K- 2.53% |
$1.21M - $1.39M
|
238K
$56.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
133K+ 57.78% |
$25.9M - $29.9M
|
363K
$86.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-275- 2.04% |
$53.6K - $61.8K
|
13.2K
$3.13M
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
40+ 0.89% |
$7.8K - $8.99K
|
4.54K
$1.08M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
291+ 1.45% |
$56.7K - $65.4K
|
20.3K
$4.83M
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-98- 0.17% |
$19.1K - $22K
|
55.9K
$13.3M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.17K- 2.1% |
$1.79M - $2.06M
|
427K
$102M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-5- 0.41% |
$975 - $1.12K
|
1.2K
$285K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
343+ 3.21% |
$66.9K - $77.1K
|
11K
$2.62M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-18- 0.2% |
$3.51K - $4.05K
|
8.85K
$2.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-700- 33.46% |
$136K - $157K
|
1.39K
$331K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
7.34KNew |
$1.43M - $1.65M
|
7.34K
$1.74M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
41+ 0.1% |
$7.99K - $9.22K
|
40K
$9.51M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
21+ 0.67% |
$4.09K - $4.72K
|
3.13K
$744K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.41K+ 15.05% |
$274K - $316K
|
10.8K
$2.55M
|
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
29.5K+ 157.66% |
$5.74M - $6.62M
|
48.1K
$11.4M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.65K- 29.26% |
$322K - $371K
|
3.99K
$948K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-60- 1.01% |
$11.7K - $13.5K
|
5.89K
$1.4M
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-10- 0.21% |
$1.95K - $2.25K
|
4.85K
$1.15M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-45- 0.62% |
$8.77K - $10.1K
|
7.23K
$1.72M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.7KNew |
$721K - $832K
|
3.7K
$879K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-688- 2.37% |
$134K - $155K
|
28.3K
$6.73M
|