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
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-24.8K- 1.33% |
$5.59M - $6.95M
|
1.84M
$535M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-12.5K- 3.64% |
$2.82M - $3.5M
|
331K
$96M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-669- 2.37% |
$151K - $187K
|
27.6K
$7.99M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
547K+ 4.14% |
$123M - $153M
|
13.8M
$3.99B
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22+ 10.84% |
$4.95K - $6.16K
|
225
$65.2K
|
|
|
May 12, 2025
Q1 2025
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.85K+ 14.08% |
$867K - $1.08M
|
31.2K
$9.04M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
16.2MNew |
$3.65B - $4.53B
|
16.2M
$4.7B
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
330+ 33.57% |
$74.3K - $92.4K
|
1.31K
$381K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.25K+ 6.9% |
$281K - $349K
|
19.3K
$5.61M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
994+ 7.57% |
$224K - $278K
|
14.1K
$4.09M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
26+ 3.07% |
$5.85K - $7.28K
|
872
$253K
|
|
|
May 12, 2025
Q1 2025
|
Community Bank Of Raymore
|
SELL
|
- |
-400- 0.71% |
$90.1K - $112K
|
55.7K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-170K- 5.9% |
$38.3M - $47.6M
|
2.71M
$786M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-1.54K- 6.74% |
$347K - $432K
|
21.4K
$6.19M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-29- 0.35% |
$6.53K - $8.12K
|
8.26K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-256- 2.42% |
$57.6K - $71.7K
|
10.3K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
756+ 0.81% |
$170K - $212K
|
94.3K
$27.3M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.01M- 12.08% |
$227M - $283M
|
7.35M
$2.13B
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
347+ 1.7% |
$78.1K - $97.1K
|
20.8K
$6.02M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
3.94KNew |
$887K - $1.1M
|
3.94K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-49- 4.56% |
$11K - $13.7K
|
1.03K
$297K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6.09K+ 18.06% |
$1.37M - $1.71M
|
39.8K
$11.5M
|
|
|
May 12, 2025
Q1 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
122K+ 2.4% |
$27.4M - $34.1M
|
5.2M
$1.51B
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-958- 25.79% |
$216K - $268K
|
2.76K
$799K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
268+ 3.21% |
$60.4K - $75K
|
8.63K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-7.88K- 19.02% |
$1.78M - $2.21M
|
33.6K
$9.73M
|
|
|
May 12, 2025
Q1 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
28+ 2.92% |
$6.31K - $7.84K
|
986
$286K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
11+ 0.76% |
$2.48K - $3.08K
|
1.46K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
561+ 5.65% |
$126K - $157K
|
10.5K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.21K+ 6.51% |
$723K - $898K
|
52.5K
$15.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
291+ 97.0% |
$65.5K - $81.5K
|
591
$171K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-321- 8.0% |
$72.3K - $89.9K
|
3.69K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
7.1K+ 66.89% |
$1.6M - $1.99M
|
17.7K
$5.14M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.68K- 12.14% |
$828K - $1.03M
|
26.6K
$7.72M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.07KNew |
$242K - $300K
|
1.07K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
1.1K+ 275.0% |
$248K - $308K
|
1.5K
$435K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
8+ 0.55% |
$1.8K - $2.24K
|
1.46K
$422K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-45.8K- 43.83% |
$10.3M - $12.8M
|
58.7K
$17M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
22.7K+ 6.63% |
$5.11M - $6.35M
|
365K
$106M
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-13.1K- 0.86% |
$2.95M - $3.67M
|
1.51M
$437M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44.7K- 0.65% |
$10.1M - $12.5M
|
6.79M
$1.97B
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-318- 17.39% |
$71.6K - $89K
|
1.51K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Jupiter Asset Management LTD
|
BUY
|
- |
4.36K+ 2.16% |
$982K - $1.22M
|
206K
$59.7M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-2.06K- 3.09% |
$464K - $577K
|
64.8K
$18.8M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-3.77K- 4.1% |
$849K - $1.05M
|
88K
$25.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
94K+ 5.32% |
$21.2M - $26.3M
|
1.86M
$539M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
41.7K+ 2.72% |
$9.38M - $11.7M
|
1.57M
$455M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-660- 2.4% |
$149K - $185K
|
26.9K
$7.79M
|
|
|
May 09, 2025
Q1 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
SELL
|
- |
-192K- 25.55% |
$43.3M - $53.8M
|
560K
$162M
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
1.32K+ 50.08% |
$298K - $370K
|
3.97K
$1.15M
|