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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-9.6K- 1.75% |
$2.02M - $2.78M
|
538K
$152M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-555- 5.17% |
$117K - $161K
|
10.2K
$2.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
15+ 0.24% |
$3.15K - $4.35K
|
6.35K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.81K- 5.7% |
$590K - $813K
|
46.4K
$13.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
205+ 2.49% |
$43.1K - $59.4K
|
8.45K
$2.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-9- 0.08% |
$1.89K - $2.61K
|
10.7K
$3.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-371- 5.56% |
$78K - $108K
|
6.3K
$1.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-23- 0.11% |
$4.84K - $6.67K
|
20.8K
$5.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
65+ 0.63% |
$13.7K - $18.8K
|
10.4K
$2.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-536- 9.36% |
$113K - $155K
|
5.19K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
248+ 5.15% |
$52.1K - $71.9K
|
5.06K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-24.7K- 17.85% |
$5.19M - $7.15M
|
114K
$32.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.35K+ 2.79% |
$284K - $391K
|
49.7K
$14.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.74K+ 5.2% |
$577K - $795K
|
55.4K
$15.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.66K+ 12.29% |
$349K - $481K
|
15.2K
$4.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.11K+ 19.0% |
$443K - $610K
|
13.2K
$3.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
93+ 0.22% |
$19.6K - $27K
|
42.9K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-94- 0.08% |
$19.8K - $27.3K
|
113K
$31.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.12% |
$2.73K - $3.77K
|
10.6K
$2.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-12.9K- 1.66% |
$2.7M - $3.73M
|
762K
$216M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.75K- 15.27% |
$368K - $507K
|
9.71K
$2.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
750+ 2.33% |
$158K - $217K
|
33K
$9.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
79+ 4.64% |
$16.6K - $22.9K
|
1.78K
$505K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
692+ 1.88% |
$146K - $201K
|
37.5K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-30- 0.23% |
$6.31K - $8.7K
|
13.2K
$3.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
57+ 3.11% |
$12K - $16.5K
|
1.89K
$535K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-98- 4.14% |
$20.6K - $28.4K
|
2.27K
$642K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
5.07K+ 6.83% |
$1.07M - $1.47M
|
79.3K
$22.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
600New |
$126K - $174K
|
600
$170K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-228- 91.2% |
$47.9K - $66.1K
|
22
$6.23K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
SELL
|
- |
-721- 1.25% |
$152K - $209K
|
57.1K
$16.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-273- 4.48% |
$57.4K - $79.1K
|
5.82K
$1.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.46% |
$3.57K - $4.93K
|
3.74K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8+ 0.15% |
$1.68K - $2.32K
|
5.35K
$1.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-170- 12.92% |
$35.7K - $49.3K
|
1.15K
$325K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.96K+ 56.58% |
$412K - $567K
|
5.42K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
127New |
$26.7K - $36.8K
|
127
$36K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
310+ 3.54% |
$65.2K - $89.9K
|
9.06K
$2.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-64- 0.87% |
$13.5K - $18.6K
|
7.26K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.43K+ 11.06% |
$511K - $705K
|
24.4K
$6.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
84+ 1.77% |
$17.7K - $24.4K
|
4.84K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-175- 0.91% |
$36.8K - $50.7K
|
19.1K
$5.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3.71K- 14.08% |
$780K - $1.08M
|
22.6K
$6.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
11+ 0.99% |
$2.31K - $3.19K
|
1.13K
$319K
|
|
|
Jul 10, 2025
Q2 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-2.43K- 7.67% |
$510K - $704K
|
29.2K
$8.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.46K+ 49.07% |
$517K - $712K
|
7.46K
$2.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3+ 0.03% |
$631 - $870
|
11.2K
$3.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
75+ 0.74% |
$15.8K - $21.7K
|
10.2K
$2.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.5K- 1.66% |
$315K - $434K
|
88.8K
$25.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
208+ 24.41% |
$43.7K - $60.3K
|
1.06K
$300K
|