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 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7+ 0.07% |
$1.44K - $1.75K
|
10.2K
$2.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-873- 0.82% |
$179K - $219K
|
106K
$28M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.07K- 2.21% |
$220K - $269K
|
47.5K
$12.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-269- 0.53% |
$55.2K - $67.3K
|
50.7K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
1.03K+ 1.56% |
$211K - $258K
|
66.9K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-178- 2.58% |
$36.5K - $44.6K
|
6.72K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 1.01% |
$6.77K - $8.26K
|
3.31K
$876K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
236+ 13.74% |
$48.4K - $59.1K
|
1.95K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.75K- 3.73% |
$359K - $439K
|
45.3K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.87K+ 94.14% |
$590K - $719K
|
5.93K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-68- 7.0% |
$14K - $17K
|
904
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
57+ 0.32% |
$11.7K - $14.3K
|
17.8K
$4.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
948+ 87.29% |
$195K - $237K
|
2.03K
$539K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-85- 2.48% |
$17.4K - $21.3K
|
3.35K
$887K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-2- 0.12% |
$410 - $501
|
1.69K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
916+ 1.08% |
$188K - $229K
|
85.9K
$22.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.52K- 37.93% |
$313K - $381K
|
2.49K
$661K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9+ 0.37% |
$1.85K - $2.25K
|
2.43K
$643K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-232- 6.0% |
$47.6K - $58.1K
|
3.64K
$963K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.82K- 2.37% |
$372K - $454K
|
74.6K
$19.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
38.1K+ 57.25% |
$7.81M - $9.53M
|
105K
$27.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-7.01K- 7.65% |
$1.44M - $1.75M
|
84.6K
$22.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
71+ 3.58% |
$14.6K - $17.8K
|
2.06K
$544K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-30- 2.58% |
$6.16K - $7.51K
|
1.13K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-267- 1.01% |
$54.8K - $66.8K
|
26K
$6.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-24- 0.14% |
$4.92K - $6.01K
|
16.7K
$4.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-171- 0.6% |
$35.1K - $42.8K
|
28.5K
$7.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-127- 2.32% |
$26.1K - $31.8K
|
5.34K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.12K- 2.93% |
$640K - $780K
|
103K
$27.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-209- 2.2% |
$42.9K - $52.3K
|
9.31K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
20+ 0.3% |
$4.1K - $5.01K
|
6.63K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
950New |
$195K - $238K
|
950
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$205 - $250
|
5.03K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-43- 1.29% |
$8.82K - $10.8K
|
3.29K
$870K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
62+ 2.0% |
$12.7K - $15.5K
|
3.17K
$839K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
25+ 0.22% |
$5.13K - $6.26K
|
11.3K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.53K+ 30.41% |
$314K - $383K
|
6.57K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
878New |
$180K - $220K
|
878
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-773- 2.61% |
$159K - $193K
|
28.8K
$7.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-357- 2.51% |
$73.2K - $89.4K
|
13.9K
$3.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-763- 5.38% |
$157K - $191K
|
13.4K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
588+ 2.27% |
$121K - $147K
|
26.5K
$7.02M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
366+ 3.17% |
$75.1K - $91.6K
|
11.9K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-50- 2.44% |
$10.3K - $12.5K
|
2K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-475- 1.91% |
$97.5K - $119K
|
24.3K
$6.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-5.89K- 16.43% |
$1.21M - $1.47M
|
29.9K
$7.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
313+ 0.31% |
$64.2K - $78.3K
|
101K
$26.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-66- 2.18% |
$13.5K - $16.5K
|
2.96K
$784K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.08KNew |
$426K - $520K
|
2.08K
$550K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
1.4KNew |
$287K - $350K
|
1.4K
$370K
|