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 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
8+ 0.62% |
$1.64K - $2K
|
1.29K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
3.49KNew |
$716K - $873K
|
3.49K
$959K
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-135- 0.84% |
$27.7K - $33.8K
|
16K
$4.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-740- 1.09% |
$152K - $185K
|
67.2K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
28+ 2.14% |
$5.75K - $7.01K
|
1.34K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-9- 0.27% |
$1.85K - $2.25K
|
3.28K
$901K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
933New |
$191K - $234K
|
933
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-4.99K- 2.99% |
$1.02M - $1.25M
|
162K
$44.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-484- 3.88% |
$99.3K - $121K
|
12K
$3.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.68K+ 10.84% |
$960K - $1.17M
|
47.9K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
147+ 7.5% |
$30.2K - $36.8K
|
2.11K
$580K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9.24K- 55.18% |
$1.89M - $2.31M
|
7.5K
$2.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-2.87K- 4.25% |
$588K - $718K
|
64.6K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24+ 0.27% |
$4.92K - $6.01K
|
8.82K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-6.79K- 10.05% |
$1.39M - $1.7M
|
60.7K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
300+ 1.35% |
$61.6K - $75.1K
|
22.6K
$6.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-64- 8.24% |
$13.1K - $16K
|
713
$196K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
46+ 0.53% |
$9.44K - $11.5K
|
8.65K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-646- 7.13% |
$133K - $162K
|
8.41K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.18K+ 11.99% |
$241K - $294K
|
11K
$3.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
85+ 1.67% |
$17.4K - $21.3K
|
5.19K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-181- 0.93% |
$37.1K - $45.3K
|
19.2K
$5.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
256+ 18.47% |
$52.5K - $64.1K
|
1.64K
$452K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
133+ 5.37% |
$27.3K - $33.3K
|
2.61K
$718K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
26+ 0.2% |
$5.33K - $6.51K
|
12.9K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
431+ 1.43% |
$88.4K - $108K
|
30.5K
$8.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-19- 0.13% |
$3.9K - $4.76K
|
14.3K
$3.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-9- 0.02% |
$1.85K - $2.25K
|
56.2K
$15.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5+ 0.27% |
$1.03K - $1.25K
|
1.85K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-143- 6.1% |
$29.3K - $35.8K
|
2.2K
$606K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-497- 4.18% |
$102K - $124K
|
11.4K
$3.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.33K+ 80.12% |
$477K - $582K
|
5.23K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
223+ 13.26% |
$45.8K - $55.8K
|
1.91K
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-326- 7.84% |
$66.9K - $81.6K
|
3.83K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
78+ 3.84% |
$16K - $19.5K
|
2.11K
$579K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
48+ 0.96% |
$9.85K - $12K
|
5.05K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-51- 0.21% |
$10.5K - $12.8K
|
24K
$6.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
14.3KNew |
$2.94M - $3.59M
|
14.3K
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-199- 0.65% |
$40.8K - $49.8K
|
30.6K
$8.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-20- 0.85% |
$4.1K - $5.01K
|
2.32K
$638K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-16.1K- 2.21% |
$3.31M - $4.04M
|
714K
$196M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.24K+ 6.05% |
$1.49M - $1.81M
|
127K
$34.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-182- 8.87% |
$37.3K - $45.6K
|
1.87K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.29KNew |
$264K - $322K
|
1.29K
$353K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-170- 13.62% |
$34.9K - $42.5K
|
1.08K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
9.79KNew |
$2.01M - $2.45M
|
9.79K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-232- 4.77% |
$47.6K - $58.1K
|
4.63K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.5K+ 8.52% |
$307K - $375K
|
19.1K
$5.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-411- 1.55% |
$84.3K - $103K
|
26K
$7.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-281- 10.64% |
$57.7K - $70.3K
|
2.36K
$649K
|