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
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
468+ 7.56% |
$105K - $131K
|
6.66K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
100+ 2.32% |
$22.5K - $28K
|
4.4K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-110- 21.78% |
$24.8K - $30.8K
|
395
$114K
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
294K+ 113.26% |
$66.2M - $82.3M
|
553K
$160M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.73K+ 0.35% |
$615K - $765K
|
787K
$227M
|
|
|
May 15, 2025
Q1 2025
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-501K- 9.4% |
$113M - $140M
|
4.83M
$1.39B
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-14.5K- 2.63% |
$3.26M - $4.05M
|
536K
$155M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
PUT |
-16.4K- 57.34% |
$3.69M - $4.59M
|
12.2K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
4.99K+ 9.96% |
$1.12M - $1.4M
|
55.1K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
5K+ 10.0% |
$1.13M - $1.4M
|
55K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-3.62K- 43.3% |
$816K - $1.01M
|
4.74K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-853- 2.24% |
$192K - $239K
|
37.2K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
732+ 33.21% |
$165K - $205K
|
2.94K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-1.15K- 13.13% |
$259K - $322K
|
7.61K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1KNew |
$226K - $281K
|
1K
$290K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
800New |
$180K - $224K
|
800
$231K
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
SELL
|
- |
-6.48K- 54.43% |
$1.46M - $1.81M
|
5.43K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
146+ 14.29% |
$32.9K - $40.9K
|
1.17K
$337K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.59K+ 52.79% |
$583K - $725K
|
7.5K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
10.5KNew |
$2.37M - $2.95M
|
10.5K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Ctc LLC
|
BUY
|
- |
20.9K+ 182.38% |
$4.71M - $5.85M
|
32.4K
$9.34M
|
|
|
May 15, 2025
Q1 2025
|
Ctc LLC
|
BUY
|
PUT |
22.5K+ 5.55% |
$5.07M - $6.3M
|
428K
$124M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-714- 3.21% |
$161K - $200K
|
21.5K
$6.21M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
BUY
|
- |
118+ 0.4% |
$26.6K - $33K
|
29.9K
$8.62M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-86.3K- 24.07% |
$19.4M - $24.2M
|
272K
$78.6M
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
129+ 0.9% |
$29K - $36.1K
|
14.4K
$4.16M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
11KNew |
$2.48M - $3.08M
|
11K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
11.5K+ 18.35% |
$2.6M - $3.23M
|
74.4K
$21.5M
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.52K- 0.29% |
$793K - $986K
|
1.21M
$350M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
30+ 1.2% |
$6.76K - $8.4K
|
2.52K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 2.11% |
$8.11K - $10.1K
|
1.74K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.05K- 36.19% |
$236K - $293K
|
1.85K
$533K
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
SELL
|
- |
-25K- 33.27% |
$5.62M - $6.99M
|
50.1K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
32.5K+ 91.82% |
$7.32M - $9.1M
|
67.9K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
20.2K+ 17.66% |
$4.56M - $5.67M
|
135K
$38.9M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-4.28K- 3.45% |
$964K - $1.2M
|
120K
$34.6M
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-542- 0.43% |
$122K - $152K
|
126K
$36.3M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-201K- 75.35% |
$45.2M - $56.1M
|
65.6K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
109+ 0.22% |
$24.5K - $30.5K
|
49.2K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Tam Capital Management Inc.
Stamford, CT |
SELL
|
- |
-17.7K- 12.82% |
$3.98M - $4.95M
|
120K
$34.7M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
217+ 2.35% |
$48.9K - $60.7K
|
9.45K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.2KNew |
$495K - $616K
|
2.2K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.96K+ 4.77% |
$892K - $1.11M
|
87K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
10.7K+ 39.77% |
$2.4M - $2.99M
|
37.5K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-82- 8.35% |
$18.5K - $23K
|
900
$260K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-3.7K- 3.91% |
$833K - $1.04M
|
90.9K
$26.2M
|
|
|
May 15, 2025
Q1 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
SELL
|
- |
-1.86K- 2.04% |
$419K - $521K
|
89.5K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
528+ 13.42% |
$119K - $148K
|
4.46K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
294KNew |
$66.1M - $82.2M
|
294K
$84.8M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
34+ 0.11% |
$7.66K - $9.52K
|
30.3K
$8.73M
|