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
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14- 0.1% |
$3.15K - $3.92K
|
14.7K
$4.25M
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
193+ 0.79% |
$43.5K - $54K
|
24.6K
$7.11M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
SELL
|
- |
-1.92K- 1.46% |
$433K - $539K
|
130K
$37.5M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
14.9K+ 16.23% |
$3.36M - $4.18M
|
107K
$30.9M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-8- -0.0% |
$1.8K - $2.24K
|
175K
$50.6M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-11- 0.18% |
$2.48K - $3.08K
|
6.07K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-906- 2.72% |
$204K - $254K
|
32.4K
$9.36M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-49- 0.3% |
$11K - $13.7K
|
16.5K
$4.76M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
621+ 22.88% |
$140K - $174K
|
3.34K
$963K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-83.8K- 7.05% |
$18.9M - $23.5M
|
1.1M
$319M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.61K- 29.59% |
$361K - $449K
|
3.82K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.06K+ 22.09% |
$239K - $298K
|
5.88K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.84K- 2.63% |
$640K - $795K
|
105K
$30.3M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-99- 5.37% |
$22.3K - $27.7K
|
1.74K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-21.3K- 3.52% |
$4.79M - $5.95M
|
583K
$168M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
308+ 6.74% |
$69.4K - $86.2K
|
4.88K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
177+ 3.6% |
$39.9K - $49.6K
|
5.09K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
3.81K+ 19.36% |
$859K - $1.07M
|
23.5K
$6.79M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
104+ 7.46% |
$23.4K - $29.1K
|
1.5K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1+ 0.05% |
$225 - $280
|
1.98K
$572K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-262- 2.57% |
$59K - $73.3K
|
9.94K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.8K+ 21.96% |
$406K - $504K
|
10K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-4.26K- 6.05% |
$959K - $1.19M
|
66.2K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
138+ 7.57% |
$31.1K - $38.6K
|
1.96K
$566K
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-155- 3.1% |
$34.9K - $43.4K
|
4.85K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
215+ 125.73% |
$48.4K - $60.2K
|
386
$111K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
8.75KNew |
$1.97M - $2.45M
|
8.75K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Athena Investment Management
|
SELL
|
- |
-1.26K- 4.76% |
$283K - $352K
|
25.2K
$7.27M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.55K+ 11.08% |
$349K - $434K
|
15.5K
$4.49M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
7.93K+ 5.14% |
$1.78M - $2.22M
|
162K
$46.8M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.31K- 32.91% |
$520K - $646K
|
4.7K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-188- 0.78% |
$42.3K - $52.6K
|
23.8K
$6.87M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.86K- 9.43% |
$420K - $522K
|
17.9K
$5.17M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-24.8K- 1.33% |
$5.59M - $6.95M
|
1.84M
$532M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-12.5K- 3.64% |
$2.82M - $3.5M
|
331K
$95.6M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-669- 2.37% |
$151K - $187K
|
27.6K
$7.96M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
547K+ 4.14% |
$123M - $153M
|
13.8M
$3.97B
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22+ 10.84% |
$4.95K - $6.16K
|
225
$65K
|
|
|
May 12, 2025
Q1 2025
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.85K+ 14.08% |
$867K - $1.08M
|
31.2K
$9.01M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
16.2MNew |
$3.65B - $4.53B
|
16.2M
$4.68B
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
330+ 33.57% |
$74.3K - $92.4K
|
1.31K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.25K+ 6.9% |
$281K - $349K
|
19.3K
$5.59M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
994+ 7.57% |
$224K - $278K
|
14.1K
$4.08M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
26+ 3.07% |
$5.85K - $7.28K
|
872
$252K
|
|
|
May 12, 2025
Q1 2025
|
Community Bank Of Raymore
|
SELL
|
- |
-400- 0.71% |
$90.1K - $112K
|
55.7K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-170K- 5.9% |
$38.3M - $47.6M
|
2.71M
$783M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-1.54K- 6.74% |
$347K - $432K
|
21.4K
$6.16M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-29- 0.35% |
$6.53K - $8.12K
|
8.26K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-256- 2.42% |
$57.6K - $71.7K
|
10.3K
$2.98M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
756+ 0.81% |
$170K - $212K
|
94.3K
$27.2M
|