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
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.08K- 5.7% |
$243K - $302K
|
17.8K
$5.14M
|
|
|
May 13, 2025
Q1 2025
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.53K- 4.25% |
$344K - $427K
|
34.4K
$9.94M
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-435- 43.03% |
$98K - $122K
|
576
$166K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-89- 3.0% |
$20K - $24.9K
|
2.87K
$830K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-27.4K- 6.69% |
$6.16M - $7.66M
|
382K
$110M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1+ 0.0% |
$225 - $280
|
22.3K
$6.43M
|
|
|
May 13, 2025
Q1 2025
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-349- 7.2% |
$78.6K - $97.7K
|
4.5K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
23.9MNew |
$5.37B - $6.68B
|
23.9M
$6.89B
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
435+ 1.68% |
$98K - $122K
|
26.3K
$7.58M
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-268- 7.28% |
$60.4K - $75K
|
3.41K
$985K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-28- 1.73% |
$6.31K - $7.84K
|
1.59K
$459K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
32+ 3.29% |
$7.21K - $8.96K
|
1.01K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-846- 17.05% |
$191K - $237K
|
4.12K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
163+ 4.77% |
$36.7K - $45.6K
|
3.58K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-671- 2.7% |
$151K - $188K
|
24.2K
$6.99M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.86% |
$4.28K - $5.32K
|
2.24K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-37.2K- 0.25% |
$8.38M - $10.4M
|
14.6M
$4.22B
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
PUT |
-600- 60.0% |
$135K - $168K
|
400
$115K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-1.46K- 9.94% |
$328K - $408K
|
13.2K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
815+ 4.05% |
$184K - $228K
|
20.9K
$6.04M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.17KNew |
$713K - $886K
|
3.17K
$914K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-130- 1.2% |
$29.3K - $36.4K
|
10.7K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.77K- 15.15% |
$623K - $774K
|
15.5K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
538+ 0.18% |
$121K - $151K
|
302K
$87.2M
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-172- 1.11% |
$38.7K - $48.2K
|
15.3K
$4.41M
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-20.8K- 9.21% |
$4.69M - $5.83M
|
205K
$59.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.01M+ 10.05% |
$452M - $561M
|
22M
$6.34B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-1.59M- 40.53% |
$358M - $445M
|
2.33M
$673M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.11K- 3.8% |
$925K - $1.15M
|
104K
$30M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
54+ 2.33% |
$12.2K - $15.1K
|
2.37K
$684K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
93+ 0.54% |
$20.9K - $26K
|
17.2K
$4.98M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-180- 1.57% |
$40.5K - $50.4K
|
11.3K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-434- 0.86% |
$97.7K - $121K
|
50.1K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-61- 0.26% |
$13.7K - $17.1K
|
23.7K
$6.84M
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.4K- 3.83% |
$315K - $391K
|
35.1K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-728K- 2.15% |
$164M - $204M
|
33.1M
$9.56B
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 11.78% |
$424K - $528K
|
17.9K
$5.16M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.57K- 1.83% |
$353K - $438K
|
84.1K
$24.3M
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
119+ 6.34% |
$26.8K - $33.3K
|
2K
$576K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
222+ 0.83% |
$50K - $62.1K
|
26.9K
$7.77M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-131- 1.53% |
$29.5K - $36.7K
|
8.44K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
342+ 6.16% |
$77K - $95.7K
|
5.89K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.21K+ 32.19% |
$1.4M - $1.74M
|
25.5K
$7.36M
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-83- 0.43% |
$18.7K - $23.2K
|
19.1K
$5.53M
|
|
|
May 13, 2025
Q1 2025
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-5- 0.16% |
$1.13K - $1.4K
|
3.12K
$900K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
454+ 16.77% |
$102K - $127K
|
3.16K
$913K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-101- 1.07% |
$22.7K - $28.3K
|
9.33K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
519+ 3.16% |
$117K - $145K
|
16.9K
$4.89M
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
142K+ 1070.05% |
$31.9M - $39.6M
|
155K
$44.7M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-49- 0.63% |
$11K - $13.7K
|
7.75K
$2.24M
|