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
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-787K- 2.65% |
$177M - $220M
|
28.9M
$8.19B
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
932+ 3.33% |
$210K - $261K
|
28.9K
$8.19M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.47% |
$1.8K - $2.24K
|
1.73K
$489K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-8.1K- 17.06% |
$1.82M - $2.27M
|
39.4K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
519+ 1.75% |
$117K - $145K
|
30.1K
$8.52M
|
|
|
May 14, 2025
Q1 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
277K+ 3406.11% |
$62.4M - $77.6M
|
285K
$80.8M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.32K+ 10.57% |
$297K - $370K
|
13.8K
$3.91M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
106+ 1.69% |
$23.9K - $29.7K
|
6.39K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
42+ 0.92% |
$9.46K - $11.8K
|
4.61K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
10+ 0.9% |
$2.25K - $2.8K
|
1.12K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-45- 0.45% |
$10.1K - $12.6K
|
9.92K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
14.2K+ 20.88% |
$3.2M - $3.98M
|
82.3K
$23.3M
|
|
|
May 14, 2025
Q1 2025
|
Bristol John W & CO Inc
|
SELL
|
- |
-19.5K- 2.09% |
$4.39M - $5.46M
|
915K
$259M
|
|
|
May 14, 2025
Q1 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-59K- 3.5% |
$13.3M - $16.5M
|
1.63M
$461M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.72K+ 0.26% |
$1.06M - $1.32M
|
1.81M
$512M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
45+ 2.04% |
$10.1K - $12.6K
|
2.25K
$636K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
284+ 0.43% |
$64K - $79.5K
|
66.1K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.7K- 82.9% |
$3.3M - $4.1M
|
3.02K
$856K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-342- 1.89% |
$77K - $95.7K
|
17.8K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
549+ 35.19% |
$124K - $154K
|
2.11K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-66- 0.97% |
$14.9K - $18.5K
|
6.75K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-9.98K- 5.34% |
$2.25M - $2.79M
|
177K
$50.1M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
19.1K+ 90.62% |
$4.29M - $5.34M
|
40.1K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-39- 0.37% |
$8.78K - $10.9K
|
10.4K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
968K+ 5.56% |
$218M - $271M
|
18.4M
$5.2B
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
595K+ 34.99% |
$134M - $167M
|
2.3M
$650M
|
|
|
May 14, 2025
Q1 2025
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-34.9K- 17.82% |
$7.86M - $9.77M
|
161K
$45.6M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
2.88K+ 16.05% |
$649K - $807K
|
20.9K
$5.91M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-5.31K- 23.4% |
$1.19M - $1.49M
|
17.4K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-784- 13.84% |
$177K - $219K
|
4.88K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41.1K- 7.84% |
$9.27M - $11.5M
|
484K
$137M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-260- 2.02% |
$58.5K - $72.8K
|
12.6K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
11+ 0.71% |
$2.48K - $3.08K
|
1.57K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-100- 0.68% |
$22.5K - $28K
|
14.6K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
94.3K+ 336.18% |
$21.2M - $26.4M
|
122K
$34.6M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
PUT |
-139K- 84.12% |
$31.3M - $38.9M
|
26.2K
$7.42M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29.3K+ 31.05% |
$6.59M - $8.19M
|
124K
$35M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.2K+ 1.79% |
$720K - $895K
|
181K
$51.4M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
14.7K+ 17.41% |
$3.32M - $4.12M
|
99.4K
$28.1M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-11K- 13.61% |
$2.48M - $3.08M
|
69.8K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.5K- 7.41% |
$1.01M - $1.26M
|
56.2K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-3- 0.01% |
$676 - $840
|
29.4K
$8.32M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.13K- 13.89% |
$254K - $316K
|
7.01K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-5.94K- 12.55% |
$1.34M - $1.66M
|
41.4K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.54K+ 135.58% |
$1.25M - $1.55M
|
9.63K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
27+ 2.35% |
$6.08K - $7.56K
|
1.18K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
95+ 2.51% |
$21.4K - $26.6K
|
3.89K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-14- -0.0% |
$3.15K - $3.92K
|
401K
$114M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-929- 4.05% |
$209K - $260K
|
22K
$6.23M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-55- 0.75% |
$12.4K - $15.4K
|
7.3K
$2.07M
|