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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.94K- 11.53% |
$1.79M - $2.22M
|
60.9K
$17.3M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-330- 0.98% |
$74.3K - $92.4K
|
33.3K
$9.42M
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
396+ 17.99% |
$89.2K - $111K
|
2.6K
$735K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
147+ 1.47% |
$33.1K - $41.2K
|
10.1K
$2.87M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
875+ 2.96% |
$197K - $245K
|
30.4K
$8.61M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-119- 0.66% |
$26.8K - $33.3K
|
17.9K
$5.08M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.28K- 1.26% |
$1.19M - $1.48M
|
412K
$117M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
21.8K+ 259.4% |
$4.9M - $6.1M
|
30.2K
$8.54M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-334- 0.83% |
$75.2K - $93.5K
|
40K
$11.3M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-15.7K- 6.98% |
$3.54M - $4.4M
|
209K
$59.3M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-100- 5.8% |
$22.5K - $28K
|
1.63K
$460K
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
855+ 148.95% |
$193K - $239K
|
1.43K
$405K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
100+ 6.91% |
$22.5K - $28K
|
1.55K
$438K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-862- 11.28% |
$194K - $241K
|
6.78K
$1.92M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3.56KNew |
$801K - $996K
|
3.56K
$1.01M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
371+ 0.93% |
$83.5K - $104K
|
40.4K
$11.4M
|
|
|
May 19, 2025
Q1 2025
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.93K- 12.07% |
$886K - $1.1M
|
28.7K
$8.12M
|
|
|
May 19, 2025
Q1 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-19K- 91.02% |
$4.27M - $5.31M
|
1.87K
$530K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
891K+ 5.07% |
$201M - $249M
|
18.4M
$5.22B
|
|
|
May 19, 2025
Q1 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-23- 0.17% |
$5.18K - $6.44K
|
13.9K
$3.93M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-971- 2.16% |
$219K - $272K
|
44.1K
$12.5M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.42K+ 52.69% |
$995K - $1.24M
|
12.8K
$3.63M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
202+ 2.96% |
$45.5K - $56.5K
|
7.03K
$1.99M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.44K- 2.46% |
$325K - $404K
|
57.2K
$16.2M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-222- 2.1% |
$50K - $62.1K
|
10.4K
$2.94M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
49.4K+ 39.24% |
$11.1M - $13.8M
|
175K
$49.7M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-24K- 21.59% |
$5.41M - $6.73M
|
87.3K
$24.7M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-29.9K- 19.84% |
$6.72M - $8.36M
|
121K
$34.2M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-9.01K- 26.24% |
$2.03M - $2.52M
|
25.3K
$7.17M
|
|
|
May 16, 2025
Q1 2025
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-400- 3.59% |
$90.1K - $112K
|
10.7K
$3.04M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
55New |
$12.4K - $15.4K
|
55
$15.6K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.06K+ 2.98% |
$238K - $296K
|
36.5K
$10.3M
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
20.3K+ 23.22% |
$4.57M - $5.68M
|
108K
$30.5M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-519- 17.47% |
$117K - $145K
|
2.45K
$694K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-978- 3.08% |
$220K - $274K
|
30.7K
$8.7M
|
|
|
May 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-591- 37.5% |
$133K - $165K
|
985
$279K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
343+ 3.4% |
$77.2K - $96K
|
10.4K
$2.95M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.42KNew |
$319K - $396K
|
1.42K
$401K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-8- 0.21% |
$1.8K - $2.24K
|
3.89K
$1.1M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
32New |
$7.21K - $8.96K
|
32
$9.06K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.62K- 1.31% |
$365K - $454K
|
123K
$34.7M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
225+ 3.58% |
$50.7K - $63K
|
6.52K
$1.85M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-155- 23.52% |
$34.9K - $43.4K
|
504
$143K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-261- 0.71% |
$58.8K - $73.1K
|
36.3K
$10.3M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-433- 11.76% |
$97.5K - $121K
|
3.25K
$920K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-656K- 3.19% |
$148M - $184M
|
19.9M
$5.63B
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
557KNew |
$125M - $156M
|
557K
$158M
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
16.5K+ 10.25% |
$3.72M - $4.63M
|
178K
$50.3M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-131K- 50.41% |
$29.5M - $36.6M
|
129K
$36.5M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.05K+ 2.08% |
$236K - $294K
|
51.6K
$14.6M
|