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
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-92- 0.24% |
$20.7K - $25.8K
|
38.6K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.39M+ 44.38% |
$313M - $389M
|
4.52M
$1.31B
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
516+ 18.44% |
$116K - $144K
|
3.31K
$961K
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-13.1K- 24.84% |
$2.95M - $3.67M
|
39.7K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
2.44K+ 1.4% |
$549K - $683K
|
177K
$51.2M
|
|
|
May 12, 2025
Q1 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-22K- 2.97% |
$4.95M - $6.16M
|
718K
$208M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
141K+ 4.73% |
$31.8M - $39.5M
|
3.12M
$906M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
464+ 2.37% |
$104K - $130K
|
20K
$5.81M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
89+ 4.87% |
$20K - $24.9K
|
1.92K
$556K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.19K+ 11.21% |
$494K - $614K
|
21.8K
$6.31M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-198K- 93.41% |
$44.6M - $55.4M
|
14K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
26.4KNew |
$5.94M - $7.39M
|
26.4K
$7.65M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5+ 0.07% |
$1.13K - $1.4K
|
6.91K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
722+ 8.01% |
$163K - $202K
|
9.74K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-1.3K- 72.22% |
$293K - $364K
|
500
$145K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
26K+ 96.3% |
$5.85M - $7.28M
|
53K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Hosking Partners LLP
|
SELL
|
- |
-27.2K- 16.03% |
$6.12M - $7.61M
|
142K
$41.3M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.56K+ 0.97% |
$801K - $996K
|
371K
$108M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
64+ 2.66% |
$14.4K - $17.9K
|
2.47K
$717K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-191- 2.52% |
$43K - $53.5K
|
7.38K
$2.14M
|
|
|
May 12, 2025
Q1 2025
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-134- 3.25% |
$30.2K - $37.5K
|
3.99K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-57- 1.87% |
$12.8K - $16K
|
2.99K
$867K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
643+ 1.51% |
$145K - $180K
|
43.4K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.45K- 3.15% |
$327K - $406K
|
44.6K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
4.56K+ 3.18% |
$1.03M - $1.28M
|
148K
$42.9M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5+ 0.53% |
$1.13K - $1.4K
|
952
$276K
|
|
|
May 12, 2025
Q1 2025
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-187K- 93.5% |
$42.1M - $52.4M
|
13K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
13+ 0.24% |
$2.93K - $3.64K
|
5.51K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
472+ 3.19% |
$106K - $132K
|
15.3K
$4.43M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-1K- 4.03% |
$226K - $281K
|
23.9K
$6.93M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
248+ 3.95% |
$55.8K - $69.4K
|
6.52K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137K+ 3.1% |
$31M - $38.5M
|
4.57M
$1.32B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.67K- 2.4% |
$826K - $1.03M
|
149K
$43.2M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.72K- 15.02% |
$613K - $761K
|
15.4K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
57.3K+ 2.39% |
$12.9M - $16M
|
2.46M
$712M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.15K+ 16.94% |
$1.16M - $1.44M
|
35.5K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-21.9K- 14.02% |
$4.93M - $6.13M
|
134K
$38.9M
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-6.89K- 0.38% |
$1.55M - $1.93M
|
1.82M
$529M
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
18+ 0.15% |
$4.05K - $5.04K
|
12.2K
$3.55M
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
27.2KNew |
$6.12M - $7.61M
|
27.2K
$7.88M
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-465- 5.25% |
$105K - $130K
|
8.4K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
487+ 17.62% |
$110K - $136K
|
3.25K
$942K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.73KNew |
$841K - $1.05M
|
3.73K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-160- 0.96% |
$36K - $44.8K
|
16.5K
$4.78M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
231+ 1.92% |
$52K - $64.7K
|
12.3K
$3.56M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-484- 0.86% |
$109K - $135K
|
55.9K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
332+ 0.57% |
$74.8K - $92.9K
|
59.1K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-140- 1.6% |
$31.5K - $39.2K
|
8.62K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.13K- 13.86% |
$479K - $596K
|
13.2K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-60- 4.03% |
$13.5K - $16.8K
|
1.43K
$414K
|