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
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-55- 4.57% |
$11.3K - $13.8K
|
1.15K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
628+ 1.82% |
$129K - $157K
|
35.2K
$9.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1+ 0.01% |
$205 - $250
|
8.44K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
49+ 1.81% |
$10.1K - $12.3K
|
2.76K
$731K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-336- 1.74% |
$68.9K - $84.1K
|
19K
$5.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
129+ 3.29% |
$26.5K - $32.3K
|
4.05K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
53+ 0.89% |
$10.9K - $13.3K
|
6.01K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
20.2K+ 1755.83% |
$4.14M - $5.05M
|
21.3K
$5.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
78+ 0.79% |
$16K - $19.5K
|
9.99K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-151- 0.83% |
$31K - $37.8K
|
18.1K
$4.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
292+ 5.36% |
$59.9K - $73.1K
|
5.74K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.08KNew |
$631K - $770K
|
3.08K
$814K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
29+ 2.08% |
$5.95K - $7.26K
|
1.42K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-516- 2.27% |
$106K - $129K
|
22.2K
$5.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
512+ 34.5% |
$105K - $128K
|
2K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
210+ 5.92% |
$43.1K - $52.6K
|
3.76K
$995K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-430- 8.84% |
$88.2K - $108K
|
4.44K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.08% |
$205 - $250
|
1.22K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
368+ 4.65% |
$75.5K - $92.1K
|
8.29K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-27- 0.43% |
$5.54K - $6.76K
|
6.29K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.08KNew |
$222K - $271K
|
1.08K
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-298- 0.72% |
$61.1K - $74.6K
|
40.9K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
109+ 5.64% |
$22.4K - $27.3K
|
2.04K
$541K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-20- 0.18% |
$4.1K - $5.01K
|
11.1K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-95- 11.28% |
$19.5K - $23.8K
|
747
$198K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.25K- 23.01% |
$257K - $314K
|
4.2K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-139- 2.13% |
$28.5K - $34.8K
|
6.4K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
451+ 12.89% |
$92.5K - $113K
|
3.95K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
48+ 1.54% |
$9.85K - $12K
|
3.16K
$837K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.52K+ 11.38% |
$516K - $629K
|
24.6K
$6.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
46+ 2.65% |
$9.44K - $11.5K
|
1.78K
$472K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.96K+ 26.35% |
$402K - $490K
|
9.38K
$2.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-7- 0.23% |
$1.44K - $1.75K
|
3.05K
$808K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
5.31KNew |
$1.09M - $1.33M
|
5.31K
$1.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-194- 1.77% |
$39.8K - $48.6K
|
10.8K
$2.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-274- 10.62% |
$56.2K - $68.6K
|
2.31K
$610K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
459+ 4.24% |
$94.2K - $115K
|
11.3K
$2.99M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.93K+ 16.28% |
$396K - $483K
|
13.8K
$3.65M
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-5.08K- 57.94% |
$1.04M - $1.27M
|
3.69K
$977K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-5- -0.0% |
$1.03K - $1.25K
|
231K
$61.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
168K+ 11.51% |
$34.4M - $41.9M
|
1.62M
$430M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
6.2K+ 55.36% |
$1.27M - $1.55M
|
17.4K
$4.61M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.28K+ 0.67% |
$263K - $321K
|
192K
$51M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.43K+ 2.43% |
$293K - $358K
|
60.3K
$16M
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.58K- 1.82% |
$325K - $396K
|
85.3K
$22.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-825- 0.55% |
$169K - $206K
|
150K
$39.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 3.11% |
$13.7K - $16.8K
|
2.09K
$553K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.05% |
$205 - $250
|
1.94K
$514K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
24+ 0.19% |
$4.92K - $6.01K
|
12.6K
$3.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 0.19% |
$5.13K - $6.26K
|
13.1K
$3.47M
|