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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-74- 6.24% |
$15.6K - $21.5K
|
1.11K
$315K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
53+ 0.2% |
$11.1K - $15.4K
|
26.8K
$7.59M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-1.13K- 7.09% |
$237K - $327K
|
14.8K
$4.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-3.75K- 50.86% |
$788K - $1.09M
|
3.62K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
122+ 0.16% |
$25.7K - $35.4K
|
74.5K
$21.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
128+ 3.75% |
$26.9K - $37.1K
|
3.54K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-521- 5.07% |
$110K - $151K
|
9.75K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Profit Investment Management, LLC
|
SELL
|
- |
-184- 3.83% |
$38.7K - $53.3K
|
4.62K
$1.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
188+ 1.23% |
$39.5K - $54.5K
|
15.5K
$4.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Oak Asset Management, LLC
|
SELL
|
- |
-80- 0.44% |
$16.8K - $23.2K
|
18.1K
$5.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
253+ 2.12% |
$53.2K - $73.3K
|
12.2K
$3.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
500+ 10.58% |
$105K - $145K
|
5.23K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-1.66K- 4.72% |
$350K - $482K
|
33.6K
$9.51M
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-173- 0.59% |
$36.4K - $50.2K
|
29.2K
$8.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-450- 3.15% |
$94.6K - $130K
|
13.9K
$3.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
82+ 5.64% |
$17.2K - $23.8K
|
1.54K
$435K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
946+ 1.81% |
$199K - $274K
|
53.3K
$15.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
693New |
$146K - $201K
|
693
$196K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
19+ 0.54% |
$4K - $5.51K
|
3.52K
$998K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-489- 18.29% |
$103K - $142K
|
2.19K
$619K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11- 0.92% |
$2.31K - $3.19K
|
1.19K
$336K
|
|
|
Jul 11, 2025
Q2 2025
|
Walter Public Investments Inc.
Westmount, Z4 |
SELL
|
- |
-33.8K- 57.91% |
$7.1M - $9.79M
|
24.5K
$6.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
75+ 6.71% |
$15.8K - $21.7K
|
1.19K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-77- 3.36% |
$16.2K - $22.3K
|
2.22K
$627K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-28- 2.51% |
$5.89K - $8.12K
|
1.09K
$308K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
128+ 2.87% |
$26.9K - $37.1K
|
4.59K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
27.1K+ 3.92% |
$5.7M - $7.86M
|
719K
$204M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
5+ 0.14% |
$1.05K - $1.45K
|
3.6K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
27+ 0.14% |
$5.68K - $7.83K
|
19.5K
$5.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
107K+ 9.42% |
$22.5M - $31M
|
1.24M
$352M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.29K+ 32.19% |
$272K - $375K
|
5.31K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-3.93K- 13.55% |
$827K - $1.14M
|
25.1K
$7.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.55K+ 3.64% |
$326K - $449K
|
44K
$12.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.97K- 2.64% |
$414K - $571K
|
72.5K
$20.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-183- 3.06% |
$38.5K - $53.1K
|
5.79K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.56% |
$2.1K - $2.9K
|
1.79K
$507K
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.81K+ 3.78% |
$380K - $523K
|
49.5K
$14M
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
522K+ 12.79% |
$110M - $151M
|
4.61M
$1.3B
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
764New |
$161K - $221K
|
764
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-2.55K- 1.51% |
$535K - $738K
|
166K
$47.1M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.17K+ 0.54% |
$247K - $340K
|
220K
$62.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
253K+ 14.23% |
$53.2M - $73.3M
|
2.03M
$575M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.02KNew |
$425K - $586K
|
2.02K
$572K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.94KNew |
$619K - $853K
|
2.94K
$834K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
54New |
$11.4K - $15.7K
|
54
$15.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-51- 0.5% |
$10.7K - $14.8K
|
10.1K
$2.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
129+ 13.44% |
$27.1K - $37.4K
|
1.09K
$308K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.55K+ 65.38% |
$536K - $740K
|
6.45K
$1.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-124- 6.61% |
$26.1K - $35.9K
|
1.75K
$496K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
57+ 0.2% |
$12K - $16.5K
|
28.8K
$8.15M
|