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
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
66.5K+ 3.72% |
$15M - $18.6M
|
1.86M
$536M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-17.7K- 1.2% |
$3.99M - $4.96M
|
1.46M
$420M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.9K+ 3.57% |
$6.96M - $8.66M
|
897K
$259M
|
|
|
May 14, 2025
Q1 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-10.1K- 6.9% |
$2.27M - $2.83M
|
136K
$39.4M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-6.66K- 0.44% |
$1.5M - $1.86M
|
1.52M
$437M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-76.6K- 7.71% |
$17.3M - $21.4M
|
917K
$265M
|
|
|
May 14, 2025
Q1 2025
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-93.4K- 8.64% |
$21M - $26.1M
|
987K
$285M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
604+ 3.39% |
$136K - $169K
|
18.4K
$5.32M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
233+ 2.58% |
$52.5K - $65.2K
|
9.26K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 68.36% |
$784K - $975K
|
8.57K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
47+ 0.21% |
$10.6K - $13.2K
|
22.6K
$6.54M
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-36.6K- 3.02% |
$8.25M - $10.3M
|
1.18M
$340M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-471K- 94.89% |
$106M - $132M
|
25.4K
$7.32M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
30.3K+ 2.54% |
$6.83M - $8.49M
|
1.22M
$353M
|
|
|
May 14, 2025
Q1 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-28.7K- 75.17% |
$6.46M - $8.03M
|
9.47K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
20.4KNew |
$4.59M - $5.71M
|
20.4K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-119K- 6.91% |
$26.7M - $33.2M
|
1.6M
$461M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.2% |
$2.7K - $3.36K
|
5.94K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-960- 1.69% |
$216K - $269K
|
55.8K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.1K+ 3.1% |
$5.65M - $7.02M
|
835K
$241M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.61K+ 34.07% |
$362K - $450K
|
6.33K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-218- 3.89% |
$49.1K - $61K
|
5.39K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
54+ 0.72% |
$12.2K - $15.1K
|
7.58K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-735- 1.2% |
$166K - $206K
|
60.6K
$17.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-231K- 28.83% |
$51.9M - $64.6M
|
569K
$164M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.04M+ 136.98% |
$233M - $290M
|
1.79M
$517M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-37.2K- 17.08% |
$8.38M - $10.4M
|
181K
$52.1M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
140KNew |
$31.5M - $39.2M
|
140K
$40.4M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-543- 6.06% |
$122K - $152K
|
8.42K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-109K- 35.98% |
$24.6M - $30.6M
|
194K
$56.1M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
185+ 7.42% |
$41.7K - $51.8K
|
2.68K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
334+ 6.35% |
$75.2K - $93.5K
|
5.59K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15+ 0.41% |
$3.38K - $4.2K
|
3.7K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
84+ 4.12% |
$18.9K - $23.5K
|
2.12K
$613K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
826+ 2.12% |
$186K - $231K
|
39.8K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
56+ 1.08% |
$12.6K - $15.7K
|
5.23K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
154K+ 736.68% |
$34.7M - $43.1M
|
175K
$50.5M
|
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
1.48KNew |
$333K - $414K
|
1.48K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.63KNew |
$1.27M - $1.58M
|
5.63K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-863- 4.57% |
$194K - $242K
|
18K
$5.21M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.35KClosed |
$304K - $378K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
671+ 36.51% |
$151K - $188K
|
2.51K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Torno Capital, LLC
Cohasset, MA |
SELL
|
CALL |
-2.3K- 14.84% |
$518K - $644K
|
13.2K
$3.81M
|
|
|
May 14, 2025
Q1 2025
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-158- 5.38% |
$35.6K - $44.2K
|
2.78K
$802K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
371+ 4.97% |
$83.5K - $104K
|
7.83K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
147+ 12.17% |
$33.1K - $41.2K
|
1.36K
$391K
|
|
|
May 14, 2025
Q1 2025
|
Dnca Finance
Paris, I0 |
SELL
|
- |
-395- 0.47% |
$89K - $111K
|
83.5K
$24.1M
|
|
|
May 14, 2025
Q1 2025
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-50- 1.09% |
$11.3K - $14K
|
4.55K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-18.7K- 15.3% |
$4.21M - $5.24M
|
104K
$29.9M
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
119K+ 1259.54% |
$26.9M - $33.4M
|
129K
$37.2M
|