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 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12K+ 6.79% |
$2.71M - $3.37M
|
189K
$54.6M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.63K- 6.61% |
$817K - $1.02M
|
51.3K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-20.3K- 1.99% |
$4.58M - $5.69M
|
1M
$289M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-152K- 5.26% |
$34.1M - $42.5M
|
2.73M
$788M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.94K- 7.76% |
$1.11M - $1.38M
|
58.7K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
16+ 0.29% |
$3.6K - $4.48K
|
5.47K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
275+ 1.45% |
$61.9K - $77K
|
19.2K
$5.54M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-463- 10.14% |
$104K - $130K
|
4.1K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-3.81K- 9.56% |
$858K - $1.07M
|
36K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-76- 3.9% |
$17.1K - $21.3K
|
1.87K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
603+ 29.12% |
$136K - $169K
|
2.67K
$772K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
118+ 1.57% |
$26.6K - $33K
|
7.63K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.41KNew |
$542K - $674K
|
2.41K
$695K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-6.27K- 8.56% |
$1.41M - $1.76M
|
67K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
160New |
$36K - $44.8K
|
160
$46.2K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
20+ 0.35% |
$4.5K - $5.6K
|
5.73K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-93- 3.11% |
$20.9K - $26K
|
2.9K
$837K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
15.6KNew |
$3.51M - $4.36M
|
15.6K
$4.49M
|
|
|
May 13, 2025
Q1 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-218K- 17.31% |
$49.2M - $61.1M
|
1.04M
$301M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3K- 6.33% |
$676K - $840K
|
44.4K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-202- 2.94% |
$45.5K - $56.5K
|
6.66K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-9.47K- 2.17% |
$2.13M - $2.65M
|
428K
$123M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
87+ 228.95% |
$19.6K - $24.4K
|
125
$36.1K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 5.01% |
$708K - $880K
|
66K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
37+ 1.1% |
$8.33K - $10.4K
|
3.39K
$979K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
67+ 2.34% |
$15.1K - $18.8K
|
2.93K
$846K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-8.36K- 83.69% |
$1.88M - $2.34M
|
1.63K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-2.22K- 6.61% |
$501K - $623K
|
31.4K
$9.06M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
37+ 0.34% |
$8.33K - $10.4K
|
10.9K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
739+ 2.65% |
$166K - $207K
|
28.6K
$8.25M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-59- 3.03% |
$13.3K - $16.5K
|
1.89K
$545K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.9K+ 4.69% |
$6.73M - $8.36M
|
667K
$193M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-886- 1.79% |
$200K - $248K
|
48.5K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-2.2K- 0.15% |
$495K - $616K
|
1.48M
$428M
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-749- 3.67% |
$169K - $210K
|
19.6K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.18K- 0.42% |
$492K - $611K
|
518K
$150M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.44K+ 17.3% |
$325K - $404K
|
9.78K
$2.82M
|
|
|
May 13, 2025
Q1 2025
|
Barbara Oil Co.
Chicago, IL |
SELL
|
- |
-500- 0.74% |
$113K - $140K
|
67K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-479- 1.01% |
$108K - $134K
|
46.9K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-303K- 4.86% |
$68.3M - $85M
|
5.94M
$1.71B
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
15+ 0.45% |
$3.38K - $4.2K
|
3.36K
$970K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-271- 3.34% |
$61K - $75.9K
|
7.85K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-14.9K- 16.93% |
$3.36M - $4.17M
|
73.2K
$21.1M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.19K- 10.54% |
$269K - $334K
|
10.1K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
5+ 0.02% |
$1.13K - $1.4K
|
23.8K
$6.87M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.33K- 1.94% |
$1.65M - $2.05M
|
370K
$107M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-453- 18.41% |
$102K - $127K
|
2.01K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
621+ 1.42% |
$140K - $174K
|
44.5K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-8- 0.06% |
$1.8K - $2.24K
|
13.9K
$4.01M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.13K- 0.41% |
$255K - $317K
|
278K
$80.2M
|