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
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.65K+ 24.76% |
$1.05M - $1.3M
|
23.4K
$6.76M
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
9+ 0.36% |
$2.03K - $2.52K
|
2.54K
$733K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
77.7K+ 20.19% |
$17.5M - $21.8M
|
463K
$134M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-419- 2.12% |
$94.4K - $117K
|
19.4K
$5.6M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
478+ 5.82% |
$108K - $134K
|
8.69K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.56K- 16.69% |
$1.93M - $2.4M
|
42.7K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Matthew 25 Management Corp
|
SELL
|
- |
-10.8K- 16.35% |
$2.42M - $3.01M
|
55K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-234- 7.54% |
$52.7K - $65.5K
|
2.87K
$828K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-3.85K- 69.48% |
$867K - $1.08M
|
1.69K
$488K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.8K+ 5.13% |
$4.01M - $4.99M
|
365K
$105M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
315+ 6.93% |
$70.9K - $88.2K
|
4.86K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-835- 8.56% |
$188K - $234K
|
8.91K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-31.1K- 23.57% |
$7M - $8.7M
|
101K
$29.1M
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 25.0% |
$225K - $280K
|
5K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.77K+ 1.61% |
$398K - $494K
|
112K
$32.2M
|
|
|
May 13, 2025
Q1 2025
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
9.17K+ 65.51% |
$2.07M - $2.57M
|
23.2K
$6.69M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-2.06K- 14.37% |
$463K - $575K
|
12.2K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-10- 0.83% |
$2.25K - $2.8K
|
1.19K
$344K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
127+ 0.2% |
$28.6K - $35.6K
|
63.8K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.2K+ 155.04% |
$270K - $336K
|
1.97K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-43.4K- 1.04% |
$9.77M - $12.1M
|
4.11M
$1.19B
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.27K- 2.38% |
$287K - $356K
|
52.2K
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-9.16K- 6.77% |
$2.06M - $2.56M
|
126K
$36.4M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-353- 58.35% |
$79.5K - $98.8K
|
252
$72.8K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-374- 17.64% |
$84.2K - $105K
|
1.75K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
18+ 0.28% |
$4.05K - $5.04K
|
6.34K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-6.2K- 32.98% |
$1.4M - $1.74M
|
12.6K
$3.64M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
35+ 1.73% |
$7.88K - $9.8K
|
2.06K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-1.36K- 29.81% |
$307K - $382K
|
3.21K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
SELL
|
- |
-220- 2.33% |
$49.5K - $61.6K
|
9.23K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
63.7KNew |
$14.3M - $17.8M
|
63.7K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.73KNew |
$389K - $483K
|
1.73K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
3.36K+ 4.63% |
$756K - $940K
|
75.9K
$21.9M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
465K+ 10.04% |
$105M - $130M
|
5.1M
$1.47B
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-134K- 3.54% |
$30.1M - $37.4M
|
3.64M
$1.05B
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
612+ 6.38% |
$138K - $171K
|
10.2K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
22.5K+ 4.0% |
$5.07M - $6.3M
|
585K
$169M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
276+ 52.27% |
$62.2K - $77.3K
|
804
$232K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
SELL
|
PUT |
-400- 3.42% |
$90.1K - $112K
|
11.3K
$3.26M
|
|
|
May 12, 2025
Q1 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-2.17K- 2.98% |
$488K - $607K
|
70.6K
$20.4M
|
|
|
May 12, 2025
Q1 2025
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.96KNew |
$1.34M - $1.67M
|
5.96K
$1.72M
|
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-157K- 78.96% |
$35.4M - $44M
|
41.9K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
964K+ 22.08% |
$217M - $270M
|
5.33M
$1.54B
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
PUT |
-196K- 22.79% |
$44.2M - $55M
|
665K
$192M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-17- 0.21% |
$3.83K - $4.76K
|
8.01K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-17.9K- 2.72% |
$4.02M - $5M
|
640K
$185M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-156- 15.89% |
$35.1K - $43.7K
|
826
$238K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
783+ 13.12% |
$176K - $219K
|
6.75K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-1.29K- 9.18% |
$290K - $361K
|
12.8K
$3.68M
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-49- 4.87% |
$11K - $13.7K
|
957
$276K
|