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 |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
896New |
$184K - $224K
|
896
$231K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.58K- 1.97% |
$324K - $395K
|
78.5K
$20.2M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.44K- 1.96% |
$500K - $609K
|
122K
$31.4M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
5.11KNew |
$1.05M - $1.28M
|
5.11K
$1.31M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.6K- 10.49% |
$2.58M - $3.15M
|
107K
$27.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-630K- 99.55% |
$129M - $158M
|
2.88K
$741K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-167- 0.49% |
$34.3K - $41.8K
|
33.7K
$8.68M
|
|
|
Feb 24, 2025
Q4 2024
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.71K+ 81.85% |
$761K - $929K
|
8.25K
$2.12M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
162+ 0.88% |
$33.2K - $40.5K
|
18.6K
$4.78M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.91KNew |
$1.01M - $1.23M
|
4.91K
$1.26M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.13K+ 0.77% |
$231K - $282K
|
148K
$38.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-747- 2.6% |
$153K - $187K
|
28K
$7.22M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-279- 0.47% |
$57.2K - $69.8K
|
59.5K
$15.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.18KNew |
$241K - $294K
|
1.18K
$302K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
241+ 21.23% |
$49.4K - $60.3K
|
1.38K
$354K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
5.71KNew |
$1.17M - $1.43M
|
5.71K
$1.47M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
144+ 4.94% |
$29.5K - $36K
|
3.06K
$787K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.4K+ 38.67% |
$288K - $351K
|
5.03K
$1.29M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
790New |
$162K - $198K
|
790
$203K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-488- 0.85% |
$100K - $122K
|
57.2K
$14.7M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.15KNew |
$237K - $289K
|
1.15K
$297K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.99KNew |
$409K - $499K
|
1.99K
$513K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-156- 3.35% |
$32K - $39K
|
4.5K
$1.16M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-300- 1.94% |
$61.6K - $75.1K
|
15.1K
$3.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.76K+ 6.36% |
$772K - $941K
|
62.9K
$16.2M
|
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
3.94KNew |
$807K - $985K
|
3.94K
$1.01M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-96- 0.25% |
$19.7K - $24K
|
38.8K
$9.99M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-23- 0.52% |
$4.72K - $5.76K
|
4.44K
$1.14M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
13.4KNew |
$2.76M - $3.36M
|
13.4K
$3.46M
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-1.35K- 4.88% |
$277K - $338K
|
26.3K
$6.77M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
3.72KNew |
$763K - $931K
|
3.72K
$958K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.3K- 2.5% |
$266K - $325K
|
50.7K
$13.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
95+ 0.63% |
$19.5K - $23.8K
|
15.1K
$3.89M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
1.08KNew |
$222K - $270K
|
1.08K
$278K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-1.27K- 1.66% |
$260K - $318K
|
75.2K
$19.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-626- 2.11% |
$128K - $157K
|
29.1K
$7.49M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.05KNew |
$215K - $263K
|
1.05K
$270K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
9KNew |
$1.85M - $2.25M
|
9K
$2.32M
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
840New |
$172K - $210K
|
840
$216K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-200- 0.02% |
$41K - $50.1K
|
985K
$254M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
200New |
$41K - $50.1K
|
200
$51.5K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
11.9KNew |
$2.44M - $2.98M
|
11.9K
$3.07M
|
|
|
Feb 18, 2025
Q4 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
111K+ 4502.23% |
$22.8M - $27.8M
|
114K
$29.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-3.21K- 6.34% |
$658K - $802K
|
47.4K
$12.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
409+ 3.26% |
$83.9K - $102K
|
13K
$3.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.06% |
$410 - $501
|
3.35K
$863K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-309- 1.6% |
$63.4K - $77.3K
|
19K
$4.89M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-968- 4.04% |
$199K - $242K
|
23K
$5.91M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.24K+ 6.34% |
$254K - $309K
|
20.7K
$5.34M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.06K- 25.73% |
$216K - $264K
|
3.05K
$784K
|