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 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
69+ 6.36% |
$15.5K - $19.3K
|
1.15K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
779+ 5.46% |
$175K - $218K
|
15K
$4.34M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19.6K- 11.61% |
$4.42M - $5.5M
|
150K
$43.2M
|
|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.27K- 2.37% |
$961K - $1.19M
|
176K
$50.7M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
987+ 13.0% |
$222K - $276K
|
8.58K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
122+ 1.72% |
$27.5K - $34.2K
|
7.2K
$2.08M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-213K- 20.93% |
$48M - $59.6M
|
805K
$232M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
400+ 3.89% |
$90.1K - $112K
|
10.7K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
100+ 1.19% |
$22.5K - $28K
|
8.52K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-33- 1.67% |
$7.43K - $9.24K
|
1.94K
$561K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-142K- 16.12% |
$32.1M - $39.9M
|
740K
$214M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
843New |
$190K - $236K
|
843
$243K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
119+ 0.28% |
$26.8K - $33.3K
|
43.3K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
38+ 0.08% |
$8.56K - $10.6K
|
49.1K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
493+ 15.66% |
$111K - $138K
|
3.64K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-208- 4.52% |
$46.8K - $58.2K
|
4.39K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.37K- 1.3% |
$309K - $384K
|
105K
$30.2M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.39K- 6.25% |
$989K - $1.23M
|
65.9K
$19M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
178KNew |
$40M - $49.7M
|
178K
$51.3M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
213+ 163.85% |
$48K - $59.6K
|
343
$99K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-52- 0.27% |
$11.7K - $14.6K
|
18.9K
$5.45M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.18K- 3.5% |
$492K - $611K
|
60.2K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.18K- 1.5% |
$266K - $330K
|
77.3K
$22.3M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-433- 1.88% |
$97.5K - $121K
|
22.6K
$6.52M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-417- 2.9% |
$93.9K - $117K
|
14K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-300- 18.96% |
$67.6K - $84K
|
1.28K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
971+ 111.23% |
$219K - $272K
|
1.84K
$532K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-78- 0.46% |
$17.6K - $21.8K
|
16.7K
$4.82M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
31+ 0.2% |
$6.98K - $8.68K
|
15.8K
$4.55M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
50+ 3.85% |
$11.3K - $14K
|
1.35K
$390K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
420+ 7.85% |
$94.6K - $118K
|
5.77K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-3- 2.17% |
$676 - $840
|
135
$39K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-273- 0.9% |
$61.5K - $76.4K
|
30.1K
$8.69M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-99- 0.51% |
$22.3K - $27.7K
|
19.2K
$5.54M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
413K+ 0.15% |
$92.9M - $115M
|
273M
$78.8B
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.96K+ 17.28% |
$442K - $550K
|
13.3K
$3.85M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-237- 1.26% |
$53.4K - $66.3K
|
18.5K
$5.35M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-7- 0.76% |
$1.58K - $1.96K
|
920
$266K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
234+ 2.42% |
$52.7K - $65.5K
|
9.92K
$2.86M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-153- 2.37% |
$34.5K - $42.8K
|
6.3K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-133- 4.19% |
$30K - $37.2K
|
3.04K
$878K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-7- 0.16% |
$1.58K - $1.96K
|
4.26K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.77K+ 9.45% |
$623K - $774K
|
32K
$9.24M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-14- 1.93% |
$3.15K - $3.92K
|
711
$205K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$251K - $312K
|
1.12K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
4+ 0.48% |
$901 - $1.12K
|
835
$241K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-3.6K- 9.69% |
$810K - $1.01M
|
33.5K
$9.68M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-6- 0.91% |
$1.35K - $1.68K
|
651
$188K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-18.7K- 5.74% |
$4.21M - $5.23M
|
307K
$88.6M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-427- 0.2% |
$96.2K - $120K
|
215K
$62.2M
|