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
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
79.6K+ 409.02% |
$17.9M - $22.3M
|
99K
$28M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
PUT |
-628K- 55.49% |
$141M - $176M
|
504K
$143M
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-27.5K- 67.31% |
$6.19M - $7.69M
|
13.3K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1.98K- 4.64% |
$445K - $554K
|
40.6K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.27K+ 6.35% |
$286K - $355K
|
21.3K
$6.02M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-32- 0.58% |
$7.21K - $8.96K
|
5.51K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
SELL
|
- |
-200- 11.07% |
$45K - $56K
|
1.61K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
3.61K+ 4.73% |
$812K - $1.01M
|
79.8K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
SELL
|
PUT |
-15.9K- 42.74% |
$3.58M - $4.45M
|
21.3K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.98K- 5.08% |
$672K - $835K
|
55.8K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-504K- 13.14% |
$113M - $141M
|
3.33M
$943M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
372+ 3.7% |
$83.8K - $104K
|
10.4K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.11KNew |
$250K - $310K
|
1.11K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
671+ 8.85% |
$151K - $188K
|
8.25K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-581- 15.29% |
$131K - $163K
|
3.22K
$911K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.82KNew |
$411K - $511K
|
1.82K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-739- 5.01% |
$166K - $207K
|
14K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.33K+ 149.52% |
$524K - $651K
|
3.88K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-4.62K- 24.15% |
$1.04M - $1.29M
|
14.5K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
43+ 3.44% |
$9.68K - $12K
|
1.29K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
666+ 3.08% |
$150K - $186K
|
22.3K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-2.13K- 12.66% |
$481K - $597K
|
14.7K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.78K- 31.77% |
$402K - $499K
|
3.83K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
313+ 1.81% |
$70.5K - $87.6K
|
17.6K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
16.5K+ 5.33% |
$3.72M - $4.63M
|
327K
$92.5M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
161+ 3.16% |
$36.3K - $45.1K
|
5.26K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
10+ 0.73% |
$2.25K - $2.8K
|
1.38K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
342+ 38.91% |
$77K - $95.7K
|
1.22K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.12K+ 77.15% |
$2.05M - $2.55M
|
20.9K
$5.93M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-276- 2.27% |
$62.2K - $77.3K
|
11.9K
$3.36M
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
520+ 4.13% |
$117K - $146K
|
13.1K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
460+ 9.86% |
$104K - $129K
|
5.13K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-87.1K- 37.73% |
$19.6M - $24.4M
|
144K
$40.7M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
506+ 47.11% |
$114K - $142K
|
1.58K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
11K+ 1847.99% |
$2.48M - $3.08M
|
11.6K
$3.29M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
16+ 5.32% |
$3.6K - $4.48K
|
317
$89.8K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-388- 28.47% |
$87.4K - $109K
|
975
$276K
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
2.29KNew |
$515K - $641K
|
2.29K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.27K- 18.25% |
$286K - $356K
|
5.69K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
SELL
|
- |
-190- 18.63% |
$42.8K - $53.2K
|
830
$235K
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-16- 0.14% |
$3.6K - $4.48K
|
11.7K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.06K+ 49.03% |
$463K - $575K
|
6.25K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.27K+ 42.39% |
$286K - $355K
|
4.26K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-621- 1.6% |
$140K - $174K
|
38.3K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-20- 1.11% |
$4.5K - $5.6K
|
1.77K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-15.1K- 3.93% |
$3.41M - $4.24M
|
370K
$105M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
33.4K+ 2.65% |
$7.52M - $9.35M
|
1.29M
$366M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
39.8K+ 2918.75% |
$8.97M - $11.2M
|
41.2K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
1.13K+ 11.54% |
$255K - $317K
|
11K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-53.9K- 93.97% |
$12.1M - $15.1M
|
3.46K
$979K
|