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
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2+ 0.01% |
$410 - $501
|
22.2K
$5.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.74K+ 20.54% |
$357K - $436K
|
10.2K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
258+ 0.47% |
$52.9K - $64.6K
|
54.8K
$14.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-26- 1.18% |
$5.33K - $6.51K
|
2.17K
$575K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
102+ 7.4% |
$20.9K - $25.5K
|
1.48K
$392K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.2K- 3.24% |
$246K - $300K
|
35.8K
$9.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-348- 1.51% |
$71.4K - $87.1K
|
22.7K
$6M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.24K- 23.43% |
$665K - $811K
|
10.6K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-12- 0.72% |
$2.46K - $3K
|
1.66K
$439K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4+ 0.03% |
$821 - $1K
|
11.6K
$3.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-40.4K- 27.88% |
$8.29M - $10.1M
|
105K
$27.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
53+ 0.23% |
$10.9K - $13.3K
|
23.2K
$6.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
693+ 59.38% |
$142K - $173K
|
1.86K
$493K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
418New |
$85.8K - $105K
|
418
$111K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$410 - $501
|
4.56K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
31.2K+ 5.39% |
$6.41M - $7.82M
|
611K
$162M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
193+ 15.99% |
$39.6K - $48.3K
|
1.4K
$371K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-701- 3.83% |
$144K - $175K
|
17.6K
$4.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.12K+ 6.56% |
$231K - $281K
|
18.3K
$4.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
30.3K+ 27.19% |
$6.22M - $7.58M
|
142K
$37.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-3.94K- 4.42% |
$809K - $987K
|
85.4K
$22.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
1.03KNew |
$210K - $257K
|
1.03K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-75- 0.86% |
$15.4K - $18.8K
|
8.63K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
64+ 0.06% |
$13.1K - $16K
|
102K
$27M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
407+ 0.19% |
$83.5K - $102K
|
218K
$57.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-886- 0.47% |
$182K - $222K
|
188K
$49.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.4K- 0.77% |
$491K - $599K
|
309K
$81.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
472+ 1.6% |
$96.8K - $118K
|
29.9K
$7.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.06K+ 8.24% |
$628K - $766K
|
40.2K
$10.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
SELL
|
- |
-2.85K- 0.36% |
$585K - $713K
|
792K
$210M
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-750- 12.04% |
$154K - $188K
|
5.48K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-632- 6.23% |
$130K - $158K
|
9.51K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
210New |
$43.1K - $52.6K
|
210
$55.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
SELL
|
- |
-771- 2.14% |
$158K - $193K
|
35.2K
$9.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.03K+ 31.35% |
$1.24M - $1.51M
|
25.3K
$6.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.7K- 4.95% |
$349K - $426K
|
32.7K
$8.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
850+ 11.56% |
$174K - $213K
|
8.2K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.11K+ 11.22% |
$843K - $1.03M
|
40.7K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
268+ 16.16% |
$55K - $67.1K
|
1.93K
$510K
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-389- 0.4% |
$79.8K - $97.4K
|
96K
$25.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-3.84K- 12.96% |
$787K - $960K
|
25.8K
$6.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4.68K- 2.01% |
$961K - $1.17M
|
229K
$60.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
341+ 2.68% |
$70K - $85.3K
|
13.1K
$3.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-473- 4.73% |
$97.1K - $118K
|
9.52K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.02K- 0.22% |
$209K - $255K
|
455K
$120M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
92+ 2.54% |
$18.9K - $23K
|
3.72K
$984K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.83K- 4.11% |
$376K - $458K
|
42.7K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1+ 0.07% |
$205 - $250
|
1.39K
$368K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.47KNew |
$711K - $868K
|
3.47K
$918K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
277+ 0.95% |
$56.8K - $69.3K
|
29.5K
$7.83M
|