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 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.16K- 6.35% |
$486K - $605K
|
31.9K
$9.02M
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
21.9K+ 21.39% |
$4.92M - $6.12M
|
124K
$35.1M
|
|
|
May 14, 2025
Q1 2025
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
41K+ 1.94% |
$9.23M - $11.5M
|
2.16M
$611M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
8.49K+ 3.26% |
$1.91M - $2.38M
|
269K
$76.2M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-424K- 21.43% |
$95.4M - $119M
|
1.55M
$440M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
PUT |
15K+ 20.0% |
$3.38M - $4.2M
|
90K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
44K+ 7.36% |
$9.9M - $12.3M
|
641K
$182M
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
29.4K+ 13.96% |
$6.61M - $8.22M
|
240K
$67.9M
|
|
|
May 14, 2025
Q1 2025
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
74K+ 11.42% |
$16.7M - $20.7M
|
722K
$205M
|
|
|
May 14, 2025
Q1 2025
|
Mirabaud Asset Management LTD
London, X0 |
SELL
|
- |
-785- 1.77% |
$177K - $220K
|
43.7K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-225- 0.59% |
$50.7K - $63K
|
38K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
210K+ 2.88% |
$47.2M - $58.7M
|
7.49M
$2.12B
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
165KNew |
$37.2M - $46.3M
|
165K
$46.8M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-44.5K- 11.07% |
$10M - $12.5M
|
358K
$101M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.05K+ 5.08% |
$237K - $295K
|
21.8K
$6.17M
|
|
|
May 14, 2025
Q1 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
85.4K+ 47.32% |
$19.2M - $23.9M
|
266K
$75.3M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
472+ 3.62% |
$106K - $132K
|
13.5K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
SELL
|
- |
-264- 5.94% |
$59.5K - $73.9K
|
4.18K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.26K+ 4.3% |
$959K - $1.19M
|
103K
$29.2M
|
|
|
May 14, 2025
Q1 2025
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-410- 1.33% |
$92.3K - $115K
|
30.5K
$8.63M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-57- 2.45% |
$12.8K - $16K
|
2.27K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
12+ 1.23% |
$2.7K - $3.36K
|
986
$279K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4.38K+ 2.32% |
$987K - $1.23M
|
193K
$54.7M
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-658- 7.81% |
$148K - $184K
|
7.76K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-82- 3.08% |
$18.5K - $23K
|
2.58K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
13.2K+ 5.01% |
$2.98M - $3.7M
|
277K
$78.6M
|
|
|
May 14, 2025
Q1 2025
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
13.4KNew |
$3.01M - $3.74M
|
13.4K
$3.79M
|
|
|
May 14, 2025
Q1 2025
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
16.2K+ 10.42% |
$3.64M - $4.53M
|
171K
$48.5M
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.71K+ 3.36% |
$385K - $478K
|
52.6K
$14.9M
|
|
|
May 14, 2025
Q1 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.23KNew |
$277K - $344K
|
1.23K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.08K+ 44.26% |
$469K - $583K
|
6.79K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-460- 0.51% |
$104K - $129K
|
88.9K
$25.2M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5.27K+ 2.11% |
$1.19M - $1.47M
|
255K
$72.2M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
459+ 15.87% |
$103K - $128K
|
3.35K
$949K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.17K- 1.94% |
$488K - $607K
|
110K
$31.1M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.95K+ 677.01% |
$663K - $824K
|
3.38K
$957K
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-24.9K- 23.85% |
$5.61M - $6.98M
|
79.6K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
845New |
$190K - $237K
|
845
$239K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-444- 48.63% |
$100K - $124K
|
469
$133K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
808+ 24.37% |
$182K - $226K
|
4.12K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-49- 4.67% |
$11K - $13.7K
|
1K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
792+ 0.1% |
$178K - $222K
|
764K
$216M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
3.47K+ 4.35% |
$782K - $973K
|
83.3K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-21.9K- 10.94% |
$4.94M - $6.14M
|
179K
$50.6M
|
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
26.8K+ 183.27% |
$6.04M - $7.51M
|
41.5K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
254K+ 105.11% |
$57.3M - $71.2M
|
496K
$141M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
271K+ 38.63% |
$61M - $75.9M
|
973K
$275M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-354- 0.64% |
$79.7K - $99.1K
|
55K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.52K+ 1.19% |
$343K - $426K
|
129K
$36.7M
|
|
|
May 14, 2025
Q1 2025
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-242- 1.2% |
$54.5K - $67.7K
|
19.9K
$5.64M
|