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 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-495- 1.89% |
$111K - $139K
|
25.7K
$7.28M
|
|
|
May 15, 2025
Q1 2025
|
Governors Lane LP
New York, NY |
BUY
|
- |
22.5KNew |
$5.07M - $6.3M
|
22.5K
$6.37M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
833+ 42.52% |
$188K - $233K
|
2.79K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-35.6K- 28.53% |
$8.01M - $9.96M
|
89.1K
$25.2M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
10.7KNew |
$2.4M - $2.98M
|
10.7K
$3.02M
|
|
|
May 15, 2025
Q1 2025
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
3K+ 42.86% |
$676K - $840K
|
10K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-14.7K- 2.25% |
$3.3M - $4.1M
|
636K
$180M
|
|
|
May 15, 2025
Q1 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
59KNew |
$13.3M - $16.5M
|
59K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-8.36K- 3.6% |
$1.88M - $2.34M
|
224K
$63.4M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
797+ 60.02% |
$179K - $223K
|
2.13K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
34.6KNew |
$7.78M - $9.68M
|
34.6K
$9.79M
|
|
|
May 15, 2025
Q1 2025
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-111- 0.53% |
$25K - $31.1K
|
20.8K
$5.89M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
776KNew |
$175M - $217M
|
776K
$220M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
113K+ 21.63% |
$25.4M - $31.6M
|
634K
$179M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-7.13K- 17.36% |
$1.61M - $2M
|
33.9K
$9.61M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-73.3K- 81.9% |
$16.5M - $20.5M
|
16.2K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-732- 0.16% |
$165K - $205K
|
465K
$132M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
63+ 0.94% |
$14.2K - $17.6K
|
6.79K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.97K+ 16.59% |
$1.12M - $1.39M
|
34.9K
$9.88M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
19.4K+ 17.57% |
$4.36M - $5.42M
|
129K
$36.7M
|
|
|
May 15, 2025
Q1 2025
|
Ndvr, Inc.
Boston, MA |
SELL
|
- |
-117- 5.62% |
$26.3K - $32.8K
|
1.97K
$556K
|
|
|
May 15, 2025
Q1 2025
|
Kodai Capital Management LP
Chicago, IL |
SELL
|
- |
-16.9K- 15.57% |
$3.8M - $4.73M
|
91.5K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-95- 1.9% |
$21.4K - $26.6K
|
4.91K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.08K+ 1.59% |
$1.59M - $1.98M
|
452K
$128M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
400New |
$90.1K - $112K
|
400
$113K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4+ 0.31% |
$901 - $1.12K
|
1.28K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
32.2KNew |
$7.26M - $9.02M
|
32.2K
$9.13M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
1.68K+ 12.81% |
$378K - $470K
|
14.8K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.42K+ 2.24% |
$995K - $1.24M
|
202K
$57.2M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-15- 0.25% |
$3.38K - $4.2K
|
5.9K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
97+ 3.62% |
$21.8K - $27.2K
|
2.78K
$787K
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
1.15K+ 19.5% |
$260K - $323K
|
7.07K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.39KNew |
$313K - $389K
|
1.39K
$393K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
982+ 6.32% |
$221K - $275K
|
16.5K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-530- 8.8% |
$119K - $148K
|
5.5K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
1+ 0.05% |
$225 - $280
|
2.18K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
91+ 8.71% |
$20.5K - $25.5K
|
1.14K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.1K- 1.89% |
$698K - $868K
|
161K
$45.5M
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-18.3K- 46.31% |
$4.13M - $5.13M
|
21.3K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2.17K- 3.43% |
$488K - $606K
|
61K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
46+ 1.43% |
$10.4K - $12.9K
|
3.27K
$925K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.91K+ 4.9% |
$1.78M - $2.21M
|
169K
$48M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.21K+ 3.6% |
$1.4M - $1.74M
|
179K
$50.6M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.4K+ 0.13% |
$765K - $951K
|
2.61M
$738M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.8K+ 4.64% |
$6.72M - $8.35M
|
673K
$191M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-378- 6.09% |
$85.1K - $106K
|
5.83K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
544+ 41.46% |
$123K - $152K
|
1.86K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-199- 0.39% |
$44.8K - $55.7K
|
50.9K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
146+ 3.65% |
$32.9K - $40.9K
|
4.15K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-800- 20.23% |
$180K - $224K
|
3.15K
$893K
|