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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-479- 1.7% |
$98.3K - $120K
|
27.7K
$7.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.19% |
$410 - $501
|
1.07K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
667+ 11.94% |
$137K - $167K
|
6.26K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-579- 3.07% |
$119K - $145K
|
18.3K
$4.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
20KNew |
$4.1M - $5M
|
20K
$5.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-157- 0.94% |
$32.2K - $39.3K
|
16.6K
$4.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-1.19K- 0.69% |
$244K - $298K
|
171K
$45.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-28K- 43.08% |
$5.75M - $7.01M
|
37K
$9.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-28.8K- 15.21% |
$5.92M - $7.22M
|
161K
$42.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.62K+ 8.44% |
$1.56M - $1.91M
|
97.9K
$25.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-454- 31.51% |
$93.2K - $114K
|
987
$261K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-40- 0.2% |
$8.21K - $10K
|
20.2K
$5.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
84+ 0.85% |
$17.2K - $21K
|
9.97K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.51K- 2.53% |
$514K - $627K
|
96.4K
$25.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.3K+ 19.01% |
$4.58M - $5.59M
|
140K
$37.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.43K+ 23.31% |
$293K - $357K
|
7.55K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.03K- 4.76% |
$211K - $257K
|
20.5K
$5.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.03K+ 36.32% |
$622K - $759K
|
11.4K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
176+ 5.59% |
$36.1K - $44.1K
|
3.33K
$881K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-671- 2.97% |
$138K - $168K
|
21.9K
$5.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
58.1KNew |
$11.9M - $14.5M
|
58.1K
$15.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-4.12K- 3.59% |
$845K - $1.03M
|
110K
$29.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-688- 0.23% |
$141K - $172K
|
299K
$79.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
205+ 1.12% |
$42.1K - $51.3K
|
18.6K
$4.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-9- 0.07% |
$1.85K - $2.25K
|
13.4K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-617- 4.76% |
$127K - $154K
|
12.3K
$3.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.4KNew |
$493K - $601K
|
2.4K
$636K
|
|
|
Jan 14, 2025
Q4 2024
|
M. Kraus & CO
|
SELL
|
- |
-141- 1.61% |
$28.9K - $35.3K
|
8.62K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.22K- 9.95% |
$249K - $304K
|
11K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2+ 0.06% |
$410 - $501
|
3.33K
$883K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-512- 0.85% |
$105K - $128K
|
59.6K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
6+ 0.06% |
$1.23K - $1.5K
|
9.61K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
157+ 14.02% |
$32.2K - $39.3K
|
1.28K
$338K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
87.3K+ 376.58% |
$17.9M - $21.9M
|
110K
$29.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.68% |
$16.4K - $20K
|
11.9K
$3.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-155- 0.62% |
$31.8K - $38.8K
|
24.9K
$6.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.54K- 2.14% |
$521K - $636K
|
116K
$30.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-168- 2.88% |
$34.5K - $42K
|
5.66K
$1.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-732- 3.45% |
$150K - $183K
|
20.5K
$5.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.15KNew |
$235K - $287K
|
1.15K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-121- 1.23% |
$24.8K - $30.3K
|
9.73K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-960- 2.59% |
$197K - $240K
|
36K
$9.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-945- 5.25% |
$194K - $237K
|
17.1K
$4.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-170- 6.21% |
$34.9K - $42.5K
|
2.57K
$680K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-383- 1.67% |
$78.6K - $95.9K
|
22.6K
$5.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
500+ 28.0% |
$103K - $125K
|
2.29K
$605K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
549+ 13.41% |
$113K - $137K
|
4.64K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
183+ 1.28% |
$37.5K - $45.8K
|
14.4K
$3.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-704- 1.43% |
$144K - $176K
|
48.7K
$12.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
43+ 0.14% |
$8.82K - $10.8K
|
30.1K
$7.97M
|