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 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
279+ 2.89% |
$57.2K - $69.8K
|
9.95K
$2.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
100+ 0.36% |
$20.5K - $25K
|
28.2K
$7.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
20+ 0.36% |
$4.1K - $5.01K
|
5.53K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
26+ 1.16% |
$5.33K - $6.51K
|
2.28K
$626K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-955- 12.07% |
$196K - $239K
|
6.96K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-2.68K- 5.93% |
$550K - $671K
|
42.5K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-36- 1.23% |
$7.39K - $9.01K
|
2.89K
$796K
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
630+ 7.64% |
$129K - $158K
|
8.88K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.93K+ 7.67% |
$806K - $983K
|
55.1K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-7K- 16.87% |
$1.44M - $1.75M
|
34.5K
$9.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
8.01KNew |
$1.64M - $2M
|
8.01K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
23+ 0.46% |
$4.72K - $5.76K
|
5.04K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-57- 0.75% |
$11.7K - $14.3K
|
7.58K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
310+ 1.64% |
$63.6K - $77.6K
|
19.2K
$5.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
976+ 2.5% |
$200K - $244K
|
40K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-107- 3.85% |
$22K - $26.8K
|
2.68K
$736K
|
|
|
Jan 16, 2025
Q4 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-273K- 16.45% |
$56M - $68.3M
|
1.38M
$381M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-182- 0.4% |
$37.3K - $45.6K
|
45.7K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-325- 4.52% |
$66.7K - $81.3K
|
6.86K
$1.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-675- 2.52% |
$138K - $169K
|
26.2K
$7.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
565+ 5.02% |
$116K - $141K
|
11.8K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-49- 0.14% |
$10.1K - $12.3K
|
35.4K
$9.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-500- 2.54% |
$103K - $125K
|
19.1K
$5.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-105- 1.41% |
$21.5K - $26.3K
|
7.35K
$2.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-574- 1.88% |
$118K - $144K
|
29.9K
$8.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.35K- 7.92% |
$482K - $588K
|
27.3K
$7.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-2.74K- 14.39% |
$561K - $685K
|
16.3K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
5+ 0.09% |
$1.03K - $1.25K
|
5.33K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-8- 0.05% |
$1.64K - $2K
|
15.3K
$4.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-4.29K- 7.1% |
$880K - $1.07M
|
56.1K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-638- 1.48% |
$131K - $160K
|
42.4K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16+ 0.42% |
$3.28K - $4K
|
3.78K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-255- 5.89% |
$52.3K - $63.8K
|
4.07K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-803- 2.46% |
$165K - $201K
|
31.9K
$8.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.21% |
$1.23K - $1.5K
|
2.91K
$800K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-3.85K- 7.21% |
$791K - $965K
|
49.6K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
410+ 1.08% |
$84.1K - $103K
|
38.3K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.86K- 15.59% |
$996K - $1.22M
|
26.3K
$7.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-289- 7.18% |
$59.3K - $72.3K
|
3.73K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
8.04K+ 49.72% |
$1.65M - $2.01M
|
24.2K
$6.65M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
6.6KNew |
$1.35M - $1.65M
|
6.6K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-572- 1.77% |
$117K - $143K
|
31.7K
$8.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.82K- 1.61% |
$1.6M - $1.96M
|
477K
$131M
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
356+ 3.49% |
$73K - $89.1K
|
10.6K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.43K- 8.82% |
$294K - $358K
|
14.8K
$4.07M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
50+ 4.17% |
$10.3K - $12.5K
|
1.25K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
941+ 0.3% |
$193K - $236K
|
314K
$86.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
207+ 8.72% |
$42.5K - $51.8K
|
2.58K
$709K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
477+ 3.89% |
$97.9K - $119K
|
12.7K
$3.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
3.19K+ 31.48% |
$655K - $798K
|
13.3K
$3.66M
|