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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
956+ 1.13% |
$196K - $239K
|
85.4K
$19.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.1K+ 1.13% |
$1.46M - $1.78M
|
633K
$144M
|
|
|
Feb 05, 2025
Q4 2024
|
Crystal Rock Capital Management
|
SELL
|
- |
-1.25K- 4.36% |
$255K - $312K
|
27.3K
$6.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
5.52K+ 344.94% |
$1.13M - $1.38M
|
7.12K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.46K- 1.09% |
$504K - $615K
|
224K
$50.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
170+ 0.11% |
$34.9K - $42.5K
|
158K
$36M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-4.27K- 28.04% |
$876K - $1.07M
|
11K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-35- 0.85% |
$7.18K - $8.76K
|
4.1K
$934K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
104+ 8.72% |
$21.3K - $26K
|
1.3K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.04KNew |
$214K - $261K
|
1.04K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
915New |
$188K - $229K
|
915
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
158+ 1.73% |
$32.4K - $39.5K
|
9.27K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
522+ 20.23% |
$107K - $131K
|
3.1K
$707K
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
265+ 3.66% |
$54.4K - $66.3K
|
7.51K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-104- 0.1% |
$21.3K - $26K
|
108K
$24.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
16.4K+ 3.37% |
$3.36M - $4.1M
|
503K
$115M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.65K+ 5.27% |
$339K - $414K
|
33K
$7.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-80- 0.27% |
$16.4K - $20K
|
29.5K
$6.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
SELL
|
- |
-639- 0.79% |
$131K - $160K
|
80K
$18.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
57+ 0.68% |
$11.7K - $14.3K
|
8.42K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.94K- 4.67% |
$1.63M - $1.99M
|
162K
$36.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.9K- 0.94% |
$390K - $476K
|
199K
$45.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
164+ 0.68% |
$33.6K - $41K
|
24.2K
$5.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
954+ 3.01% |
$196K - $239K
|
32.6K
$7.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-138- 8.24% |
$28.3K - $34.5K
|
1.54K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.23K- 6.09% |
$457K - $558K
|
34.3K
$7.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
980+ 14.85% |
$201K - $245K
|
7.58K
$1.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-367- 12.86% |
$75.3K - $91.9K
|
2.49K
$567K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
451+ 3.56% |
$92.5K - $113K
|
13.1K
$2.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
178+ 3.9% |
$36.5K - $44.6K
|
4.74K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.55KNew |
$524K - $639K
|
2.55K
$582K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.07KNew |
$219K - $267K
|
1.07K
$243K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
204+ 0.51% |
$41.9K - $51.1K
|
40.3K
$9.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-1.39K- 3.01% |
$285K - $348K
|
44.8K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-896- 5.89% |
$184K - $224K
|
14.3K
$3.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-5.99K- 26.23% |
$1.23M - $1.5M
|
16.9K
$3.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
897+ 0.94% |
$184K - $225K
|
96.8K
$22.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-319- 1.8% |
$65.5K - $79.8K
|
17.4K
$3.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-394- 1.64% |
$80.8K - $98.6K
|
23.6K
$5.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
650+ 12.5% |
$133K - $163K
|
5.85K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.48K- 5.91% |
$508K - $620K
|
39.4K
$8.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Hosking Partners LLP
|
SELL
|
- |
-49.2K- 22.5% |
$10.1M - $12.3M
|
170K
$38.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-3.27K- 3.33% |
$670K - $817K
|
94.7K
$21.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-582- 2.6% |
$119K - $146K
|
21.8K
$4.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
104+ 0.15% |
$21.3K - $26K
|
68.5K
$15.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-17- 0.21% |
$3.49K - $4.25K
|
8.11K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-75- 4.16% |
$15.4K - $18.8K
|
1.73K
$394K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
3.87K+ 3.19% |
$794K - $969K
|
125K
$28.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-14.9K- 3.95% |
$3.05M - $3.72M
|
361K
$82.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
218KNew |
$44.7M - $54.5M
|
218K
$49.6M
|