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 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
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
14.7K+ 8.05% |
$3.32M - $4.13M
|
198K
$57.1M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.31K+ 5.0% |
$295K - $367K
|
27.5K
$7.94M
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
SELL
|
CALL |
-600- 33.33% |
$135K - $168K
|
1.2K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-92- 0.24% |
$20.7K - $25.8K
|
38.6K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.39M+ 44.38% |
$313M - $389M
|
4.52M
$1.3B
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
516+ 18.44% |
$116K - $144K
|
3.31K
$957K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-13.1K- 24.84% |
$2.95M - $3.67M
|
39.7K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
2.44K+ 1.4% |
$549K - $683K
|
177K
$51M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-22K- 2.97% |
$4.95M - $6.16M
|
718K
$207M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
141K+ 4.73% |
$31.8M - $39.5M
|
3.12M
$902M
|
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.01K- 8.79% |
$453K - $564K
|
20.9K
$6.03M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
464+ 2.37% |
$104K - $130K
|
20K
$5.79M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-55- 0.26% |
$12.4K - $15.4K
|
20.8K
$6.01M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
89+ 4.87% |
$20K - $24.9K
|
1.92K
$554K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.19K+ 11.21% |
$494K - $614K
|
21.8K
$6.28M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-198K- 93.41% |
$44.6M - $55.4M
|
14K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
26.4KNew |
$5.94M - $7.39M
|
26.4K
$7.62M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5+ 0.07% |
$1.13K - $1.4K
|
6.91K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-132- 1.26% |
$29.7K - $37K
|
10.4K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
722+ 8.01% |
$163K - $202K
|
9.74K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-1.3K- 72.22% |
$293K - $364K
|
500
$144K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
26K+ 96.3% |
$5.85M - $7.28M
|
53K
$15.3M
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-27.2K- 16.03% |
$6.12M - $7.61M
|
142K
$41.1M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.56K+ 0.97% |
$801K - $996K
|
371K
$107M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
64+ 2.66% |
$14.4K - $17.9K
|
2.47K
$714K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-191- 2.52% |
$43K - $53.5K
|
7.38K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-134- 3.25% |
$30.2K - $37.5K
|
3.99K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-57- 1.87% |
$12.8K - $16K
|
2.99K
$863K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
643+ 1.51% |
$145K - $180K
|
43.4K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.45K- 3.15% |
$327K - $406K
|
44.6K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
4.56K+ 3.18% |
$1.03M - $1.28M
|
148K
$42.7M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5+ 0.53% |
$1.13K - $1.4K
|
952
$275K
|
|
|
May 12, 2025
Q1 2025
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-187K- 93.5% |
$42.1M - $52.4M
|
13K
$3.75M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
13+ 0.24% |
$2.93K - $3.64K
|
5.51K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
472+ 3.19% |
$106K - $132K
|
15.3K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1K- 4.03% |
$226K - $281K
|
23.9K
$6.9M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
248+ 3.95% |
$55.8K - $69.4K
|
6.52K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137K+ 3.1% |
$31M - $38.5M
|
4.57M
$1.32B
|