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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-114- 0.5% |
$24K - $33K
|
22.9K
$6.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
13K+ 2.48% |
$2.72M - $3.76M
|
536K
$152M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
13+ 0.91% |
$2.73K - $3.77K
|
1.44K
$408K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
43+ 0.14% |
$9.04K - $12.5K
|
31.3K
$8.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
72.9M+ 609867.44% |
$15.3B - $21.1B
|
72.9M
$20.6B
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-569- 4.85% |
$120K - $165K
|
11.2K
$3.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.19K+ 13.25% |
$249K - $344K
|
10.1K
$2.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
37.1K+ 5.77% |
$7.8M - $10.8M
|
679K
$192M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-413- 5.45% |
$86.8K - $120K
|
7.17K
$2.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-864- 2.08% |
$182K - $250K
|
40.7K
$11.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-313- 12.67% |
$65.8K - $90.7K
|
2.16K
$611K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.11K+ 45.03% |
$232K - $320K
|
3.56K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
815New |
$171K - $236K
|
815
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
743New |
$156K - $215K
|
743
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.09% |
$1.68K - $2.32K
|
8.88K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
828+ 33.27% |
$174K - $240K
|
3.32K
$939K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
81+ 1.08% |
$17K - $23.5K
|
7.55K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
239+ 8.21% |
$50.3K - $69.3K
|
3.15K
$892K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
255+ 0.99% |
$53.6K - $73.9K
|
26.1K
$7.4M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
31+ 0.97% |
$6.52K - $8.99K
|
3.22K
$911K
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
20+ 2.02% |
$4.21K - $5.8K
|
1.01K
$286K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
100+ 9.83% |
$21K - $29K
|
1.12K
$316K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
6KNew |
$1.26M - $1.74M
|
6K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-97- 14.33% |
$20.4K - $28.1K
|
580
$164K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-1.87K- 2.64% |
$394K - $543K
|
68.9K
$19.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-119- 8.01% |
$25K - $34.5K
|
1.37K
$387K
|
|
|
Jul 09, 2025
Q2 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
100+ 7.97% |
$21K - $29K
|
1.35K
$383K
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
716New |
$151K - $208K
|
716
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-485- 4.38% |
$102K - $141K
|
10.6K
$3M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-494- 2.86% |
$104K - $143K
|
16.8K
$4.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
106+ 212.0% |
$22.3K - $30.7K
|
156
$44.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-370- 20.64% |
$77.8K - $107K
|
1.42K
$403K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
64+ 7.06% |
$13.5K - $18.6K
|
970
$275K
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
20+ 1.42% |
$4.21K - $5.8K
|
1.43K
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
53+ 0.57% |
$11.1K - $15.4K
|
9.37K
$2.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-1.36K- 4.7% |
$287K - $395K
|
27.6K
$7.82M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-307- 2.92% |
$64.6K - $89K
|
10.2K
$2.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 6.77% |
$324K - $447K
|
24.3K
$6.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.52K+ 2.46% |
$739K - $1.02M
|
146K
$41.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
587+ 17.7% |
$123K - $170K
|
3.9K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-254- 2.26% |
$53.4K - $73.6K
|
11K
$3.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-582- 8.04% |
$122K - $169K
|
6.66K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-130- 0.83% |
$27.3K - $37.7K
|
15.5K
$4.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-33- 1.59% |
$6.94K - $9.57K
|
2.04K
$578K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-18.1K- 2.56% |
$3.81M - $5.26M
|
690K
$195M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
50.7K+ 4.72% |
$10.7M - $14.7M
|
1.13M
$319M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
768New |
$161K - $223K
|
768
$217K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
24+ 2.25% |
$5.05K - $6.96K
|
1.09K
$308K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
14K+ 27.07% |
$2.94M - $4.05M
|
65.6K
$18.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
SELL
|
- |
-972- 2.65% |
$204K - $282K
|
35.7K
$10.1M
|