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
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
413K+ 0.15% |
$92.9M - $115M
|
273M
$79.1B
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.96K+ 17.28% |
$442K - $550K
|
13.3K
$3.86M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-237- 1.26% |
$53.4K - $66.3K
|
18.5K
$5.37M
|
|
|
May 09, 2025
Q1 2025
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-7- 0.76% |
$1.58K - $1.96K
|
920
$267K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
234+ 2.42% |
$52.7K - $65.5K
|
9.92K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-153- 2.37% |
$34.5K - $42.8K
|
6.3K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-133- 4.19% |
$30K - $37.2K
|
3.04K
$881K
|
|
|
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
$9.28M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-14- 1.93% |
$3.15K - $3.92K
|
711
$206K
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$251K - $312K
|
1.12K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
4+ 0.48% |
$901 - $1.12K
|
835
$242K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-3.6K- 9.69% |
$810K - $1.01M
|
33.5K
$9.72M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-6- 0.91% |
$1.35K - $1.68K
|
651
$189K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-18.7K- 5.74% |
$4.21M - $5.23M
|
307K
$88.9M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-427- 0.2% |
$96.2K - $120K
|
215K
$62.4M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
955+ 61.77% |
$215K - $267K
|
2.5K
$725K
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-271K- 5.1% |
$61M - $75.9M
|
5.05M
$1.46B
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.39KNew |
$1.44M - $1.79M
|
6.39K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
125New |
$28.1K - $35K
|
125
$36.2K
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 0.06% |
$225 - $280
|
1.72K
$497K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.19K- 0.96% |
$267K - $332K
|
122K
$35.4M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1+ 0.01% |
$225 - $280
|
6.77K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-90- 11.24% |
$20.3K - $25.2K
|
711
$206K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
777+ 35.71% |
$175K - $218K
|
2.95K
$856K
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
19+ 1.58% |
$4.28K - $5.32K
|
1.22K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-13- 1.37% |
$2.93K - $3.64K
|
936
$271K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.35% |
$20.3K - $25.2K
|
6.6K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-878- 4.25% |
$198K - $246K
|
19.8K
$5.74M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-890- 24.57% |
$200K - $249K
|
2.73K
$792K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-257K- 1.28% |
$57.9M - $71.9M
|
19.8M
$5.75B
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-50- 1.74% |
$11.3K - $14K
|
2.82K
$817K
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
515KNew |
$116M - $144M
|
515K
$149M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.1K+ 1.34% |
$249K - $309K
|
83.7K
$24.3M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
380+ 2.62% |
$85.6K - $106K
|
14.9K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
198+ 4.19% |
$44.6K - $55.4K
|
4.92K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
827+ 5.15% |
$186K - $232K
|
16.9K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
200+ 24.69% |
$45K - $56K
|
1.01K
$293K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-631- 3.0% |
$142K - $177K
|
20.4K
$5.92M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
616+ 4.59% |
$139K - $172K
|
14K
$4.07M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-20.1K- 13.27% |
$4.54M - $5.64M
|
132K
$38.2M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.01K- 18.51% |
$228K - $284K
|
4.46K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
429+ 1.62% |
$96.6K - $120K
|
26.9K
$7.79M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$901 - $1.12K
|
1.34K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.18KNew |
$1.39M - $1.73M
|
6.18K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.81K+ 15.41% |
$1.76M - $2.19M
|
58.5K
$17M
|
|
|
May 09, 2025
Q1 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-10.1K- 31.61% |
$2.28M - $2.84M
|
21.9K
$6.35M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.42K+ 8.05% |
$544K - $677K
|
32.4K
$9.41M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-230- 0.9% |
$51.8K - $64.4K
|
25.2K
$7.32M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
249+ 4.61% |
$56.1K - $69.7K
|
5.65K
$1.64M
|