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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
176+ 3.44% |
$36.1K - $44.1K
|
5.29K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
88+ 8.22% |
$18.1K - $22K
|
1.16K
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
814+ 2.77% |
$167K - $204K
|
30.2K
$8.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
5.6KNew |
$1.15M - $1.4M
|
5.6K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-500- 32.43% |
$103K - $125K
|
1.04K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.81K+ 1.61% |
$781K - $952K
|
240K
$66M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-200- 3.28% |
$41K - $50.1K
|
5.9K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-3.59K- 56.15% |
$736K - $898K
|
2.8K
$770K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-158- 2.2% |
$32.4K - $39.5K
|
7.03K
$1.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 31.49% |
$246K - $300K
|
5K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
108+ 2.29% |
$22.2K - $27K
|
4.82K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
72.2KNew |
$14.8M - $18.1M
|
72.2K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-443- 24.87% |
$90.9K - $111K
|
1.34K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
493+ 2.18% |
$101K - $123K
|
23.1K
$6.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.29K- 3.11% |
$675K - $823K
|
102K
$28.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
20+ 0.4% |
$4.1K - $5.01K
|
4.98K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Palmer Knight CO
|
BUY
|
- |
127+ 0.38% |
$26.1K - $31.8K
|
33.7K
$9.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.55K- 3.53% |
$318K - $388K
|
42.3K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-110- 5.34% |
$22.6K - $27.5K
|
1.95K
$536K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-296- 16.81% |
$60.7K - $74.1K
|
1.47K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.42K- 13.99% |
$701K - $855K
|
21K
$5.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
278+ 4.84% |
$57K - $69.6K
|
6.03K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
172+ 1.62% |
$35.3K - $43K
|
10.8K
$2.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
16.4KNew |
$3.37M - $4.11M
|
16.4K
$4.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-808- 10.27% |
$166K - $202K
|
7.06K
$1.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2.37K- 13.33% |
$487K - $594K
|
15.4K
$4.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
132+ 0.79% |
$27.1K - $33K
|
16.9K
$4.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
151K+ 65.39% |
$30.9M - $37.7M
|
381K
$105M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
2.6KNew |
$534K - $651K
|
2.6K
$715K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
134+ 5.3% |
$27.5K - $33.5K
|
2.66K
$732K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-401- 0.74% |
$82.3K - $100K
|
53.8K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
16+ 0.39% |
$3.28K - $4K
|
4.13K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
239+ 2.25% |
$49K - $59.8K
|
10.8K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-240- 4.14% |
$49.2K - $60.1K
|
5.55K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-57- 1.04% |
$11.7K - $14.3K
|
5.41K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-877- 2.2% |
$180K - $220K
|
39K
$10.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-4.43K- 4.44% |
$910K - $1.11M
|
95.5K
$26.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-491- 4.57% |
$101K - $123K
|
10.3K
$2.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.32K- 1.9% |
$271K - $330K
|
68K
$18.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-429- 4.78% |
$88K - $107K
|
8.55K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-29- 1.9% |
$5.95K - $7.26K
|
1.5K
$412K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
89.2K+ 622.55% |
$18.3M - $22.3M
|
104K
$28.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-80- 0.61% |
$16.4K - $20K
|
12.9K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
119K+ 7.52% |
$24.4M - $29.8M
|
1.7M
$468M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.48K+ 1.32% |
$304K - $370K
|
114K
$31.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
166+ 0.7% |
$34.1K - $41.5K
|
24K
$6.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
200+ 10.35% |
$41K - $50.1K
|
2.13K
$586K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
133+ 1.24% |
$27.3K - $33.3K
|
10.9K
$2.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
918New |
$188K - $230K
|
918
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
300+ 3.07% |
$61.6K - $75.1K
|
10.1K
$2.77M
|