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
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-1.12K- 7.35% |
$252K - $314K
|
14.1K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
59+ 7.63% |
$13.3K - $16.5K
|
832
$240K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
300+ 13.11% |
$67.6K - $84K
|
2.59K
$747K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.07K+ 7.52% |
$465K - $578K
|
29.5K
$8.52M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
PUT |
300New |
$67.6K - $84K
|
300
$86.6K
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-220- 1.58% |
$49.5K - $61.6K
|
13.7K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.1K+ 3.81% |
$8.81M - $11M
|
1.07M
$308M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
92.8K+ 4.65% |
$20.9M - $26M
|
2.09M
$603M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-66- 4.46% |
$14.9K - $18.5K
|
1.41K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-4.26K- 4.83% |
$958K - $1.19M
|
83.9K
$24.2M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.79K- 4.57% |
$404K - $502K
|
37.4K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-2.05K- 1.86% |
$462K - $575K
|
108K
$31.3M
|
|
|
May 14, 2025
Q1 2025
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-484K- 5.87% |
$109M - $136M
|
7.77M
$2.24B
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
47.2K+ 1.73% |
$10.6M - $13.2M
|
2.77M
$800M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.23K+ 17.59% |
$502K - $624K
|
14.9K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.7K+ 7.6% |
$2.63M - $3.27M
|
165K
$47.7M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-25.9K- 16.65% |
$5.82M - $7.24M
|
129K
$37.4M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-611K- 45.94% |
$138M - $171M
|
720K
$208M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
230K+ 4.89% |
$51.9M - $64.5M
|
4.94M
$1.43B
|
|
|
May 14, 2025
Q1 2025
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-2.39K- 72.25% |
$538K - $668K
|
917
$265K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.13K+ 229.98% |
$479K - $595K
|
3.05K
$880K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
5.4K+ 108.0% |
$1.22M - $1.51M
|
10.4K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-679- 2.96% |
$153K - $190K
|
22.2K
$6.42M
|
|
|
May 14, 2025
Q1 2025
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-16.6K- 29.4% |
$3.74M - $4.65M
|
39.9K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
59.4KNew |
$13.4M - $16.6M
|
59.4K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
98+ 2.5% |
$22.1K - $27.4K
|
4.02K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-100- 2.49% |
$22.5K - $28K
|
3.92K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.39K+ 3.59% |
$313K - $390K
|
40.1K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.48K+ 109.37% |
$334K - $415K
|
2.84K
$819K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-7- 5.69% |
$1.58K - $1.96K
|
116
$33.5K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.56K- 2.38% |
$350K - $436K
|
63.7K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
196+ 20.99% |
$44.1K - $54.9K
|
1.13K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-578- 18.65% |
$130K - $162K
|
2.52K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-10.6K- 4.89% |
$2.39M - $2.97M
|
207K
$59.7M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
11.5K+ 5.33% |
$2.58M - $3.21M
|
227K
$65.4M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.67K- 14.72% |
$826K - $1.03M
|
21.3K
$6.14M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3.86K+ 4.04% |
$868K - $1.08M
|
99.3K
$28.7M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2K+ 33.78% |
$450K - $560K
|
7.92K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.22% |
$4.73K - $5.88K
|
9.56K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
21K+ 6.96% |
$4.73M - $5.88M
|
323K
$93.3M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
22.4K+ 92.13% |
$5.05M - $6.28M
|
46.8K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
328+ 2.86% |
$73.9K - $91.8K
|
11.8K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.49K- 4.57% |
$560K - $696K
|
51.9K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-400- 19.05% |
$90.1K - $112K
|
1.7K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-32.8K- 70.57% |
$7.38M - $9.18M
|
13.7K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.82K- 10.72% |
$410K - $509K
|
15.1K
$4.37M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
89+ 3.17% |
$20K - $24.9K
|
2.89K
$835K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-38K- 3.15% |
$8.55M - $10.6M
|
1.17M
$337M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.3K+ 0.23% |
$1.64M - $2.04M
|
3.25M
$938M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-650- 7.56% |
$146K - $182K
|
7.95K
$2.29M
|