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 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.96K- 13.54% |
$607K - $740K
|
18.9K
$5M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
473+ 10.62% |
$97.1K - $118K
|
4.93K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
28+ 0.41% |
$5.75K - $7.01K
|
6.94K
$1.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
56+ 0.23% |
$11.5K - $14K
|
24.9K
$6.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18- 0.63% |
$3.69K - $4.51K
|
2.86K
$758K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
51+ 34.0% |
$10.5K - $12.8K
|
201
$53.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-183- 0.94% |
$37.5K - $45.8K
|
19.2K
$5.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-83- 1.04% |
$17K - $20.8K
|
7.89K
$2.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-680- 1.68% |
$140K - $170K
|
39.8K
$10.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-696- 1.2% |
$143K - $174K
|
57.3K
$15.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.38K+ 4.36% |
$284K - $346K
|
33.1K
$8.75M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.23K+ 8.59% |
$252K - $308K
|
15.5K
$4.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-272- 23.96% |
$55.8K - $68.1K
|
863
$229K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
43+ 0.42% |
$8.82K - $10.8K
|
10.2K
$2.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-10.5K- 2.69% |
$2.15M - $2.62M
|
379K
$100M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.37M- 82.33% |
$1.51B - $1.85B
|
1.58M
$419M
|
|
|
Jan 08, 2025
Q4 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-5.34K- 4.35% |
$1.1M - $1.34M
|
117K
$31.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-43- 1.01% |
$8.82K - $10.8K
|
4.2K
$1.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.5K- 2.74% |
$308K - $376K
|
53.3K
$14.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-153- 12.69% |
$31.4K - $38.3K
|
1.05K
$279K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
36+ 2.08% |
$7.39K - $9.01K
|
1.77K
$469K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-27.9K- 3.53% |
$5.73M - $6.99M
|
764K
$202M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
91+ 1.62% |
$18.7K - $22.8K
|
5.71K
$1.51M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
44.2KNew |
$9.06M - $11.1M
|
44.2K
$11.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.39K- 1.61% |
$285K - $347K
|
84.7K
$22.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.25K+ 3.21% |
$461K - $563K
|
72.2K
$19.1M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
460+ 0.97% |
$94.4K - $115K
|
48K
$12.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-5.24K- 6.74% |
$1.08M - $1.31M
|
72.5K
$19.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-157- 3.82% |
$32.2K - $39.3K
|
3.96K
$1.05M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.62K+ 15.55% |
$331K - $404K
|
12K
$3.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.06K- 6.09% |
$218K - $266K
|
16.4K
$4.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-805- 1.73% |
$165K - $201K
|
45.6K
$12.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-391- 1.29% |
$80.2K - $97.9K
|
30K
$7.94M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
504+ 4.71% |
$103K - $126K
|
11.2K
$2.97M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.31K+ 1.78% |
$268K - $327K
|
74.6K
$19.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.14K- 38.36% |
$439K - $535K
|
3.44K
$910K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-10- 0.29% |
$2.05K - $2.5K
|
3.38K
$895K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
148+ 2.32% |
$30.4K - $37K
|
6.52K
$1.73M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-5- 0.04% |
$1.03K - $1.25K
|
12.5K
$3.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
73+ 2.29% |
$15K - $18.3K
|
3.26K
$862K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.95K+ 51.51% |
$399K - $487K
|
5.73K
$1.52M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.15K- 18.72% |
$442K - $539K
|
9.35K
$2.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
151+ 0.68% |
$31K - $37.8K
|
22.3K
$5.9M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
875New |
$180K - $219K
|
875
$232K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.76KNew |
$361K - $441K
|
1.76K
$466K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-9- 0.28% |
$1.85K - $2.25K
|
3.23K
$854K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
93+ 1.79% |
$19.1K - $23.3K
|
5.3K
$1.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-187- 1.49% |
$38.4K - $46.8K
|
12.4K
$3.27M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
388K+ 14.51% |
$79.6M - $97.1M
|
3.06M
$811M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
16K+ 152.38% |
$3.28M - $4M
|
26.5K
$7.02M
|