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 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
500+ 8.07% |
$113K - $140K
|
6.69K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12.2K- 3.32% |
$2.74M - $3.4M
|
354K
$103M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
19+ 0.61% |
$4.28K - $5.32K
|
3.14K
$909K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-500- 91.74% |
$113K - $140K
|
45
$13K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.14K+ 21.59% |
$256K - $318K
|
6.4K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-159- 13.66% |
$35.8K - $44.5K
|
1.01K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-2.53K- 45.23% |
$570K - $709K
|
3.07K
$889K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.36K- 1.87% |
$982K - $1.22M
|
229K
$66.4M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
798+ 6.11% |
$180K - $223K
|
13.9K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-6.81K- 2.39% |
$1.53M - $1.91M
|
278K
$80.6M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.69K+ 2.31% |
$379K - $472K
|
74.7K
$21.7M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
444+ 2.48% |
$100K - $124K
|
18.3K
$5.31M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-35- 0.25% |
$7.88K - $9.8K
|
14.2K
$4.11M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.79K- 6.16% |
$853K - $1.06M
|
57.7K
$16.7M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.37K+ 20.9% |
$983K - $1.22M
|
25.3K
$7.32M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-17.7K- 0.8% |
$3.99M - $4.96M
|
2.19M
$636M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4+ 0.35% |
$901 - $1.12K
|
1.16K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-237- 0.36% |
$53.4K - $66.3K
|
65.1K
$18.9M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
591+ 49.54% |
$133K - $165K
|
1.78K
$517K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-296- 0.47% |
$66.7K - $82.9K
|
62.3K
$18.1M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.82K- 1.95% |
$410K - $510K
|
91.5K
$26.5M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
8.79KNew |
$1.98M - $2.46M
|
8.79K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
27+ 0.91% |
$6.08K - $7.56K
|
3.01K
$872K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.86K- 2.34% |
$643K - $799K
|
119K
$34.5M
|
|
|
May 08, 2025
Q1 2025
|
Torray LLC
|
SELL
|
- |
-17K- 21.49% |
$3.83M - $4.76M
|
62.1K
$18M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.45K+ 1.3% |
$1M - $1.24M
|
347K
$101M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-4.68K- 49.48% |
$1.05M - $1.31M
|
4.78K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
100+ 1.65% |
$22.5K - $28K
|
6.18K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
149+ 0.41% |
$33.6K - $41.7K
|
36.6K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
247+ 6.81% |
$55.6K - $69.1K
|
3.88K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-943- 3.3% |
$212K - $264K
|
27.7K
$8.02M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.01K- 1.69% |
$228K - $284K
|
59K
$17.1M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-253- 15.76% |
$57K - $70.8K
|
1.35K
$392K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-1.07K- 1.82% |
$241K - $300K
|
57.7K
$16.7M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.73K+ 6.36% |
$1.29M - $1.6M
|
95.8K
$27.8M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-941- 6.84% |
$212K - $263K
|
12.8K
$3.72M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.51K+ 45.9% |
$340K - $423K
|
4.8K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Intrinsic Value Partners, LLC
|
BUY
|
- |
7+ 0.32% |
$1.58K - $1.96K
|
2.17K
$629K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2- 0.08% |
$450 - $560
|
2.62K
$761K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
34.7K+ 129.22% |
$7.81M - $9.71M
|
61.5K
$17.8M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-358- 7.01% |
$80.6K - $100K
|
4.75K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 0.37% |
$8.56K - $10.6K
|
10.3K
$3M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-165- 0.21% |
$37.2K - $46.2K
|
80K
$23.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
350+ 0.97% |
$78.8K - $98K
|
36.4K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-630- 4.72% |
$142K - $176K
|
12.7K
$3.69M
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1.3K+ 5.39% |
$292K - $363K
|
25.4K
$7.36M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-251K- 88.17% |
$56.6M - $70.3M
|
33.7K
$9.77M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
PUT |
-101K- 57.19% |
$22.8M - $28.4M
|
75.9K
$22M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
90+ 2.09% |
$20.3K - $25.2K
|
4.4K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-270- 2.1% |
$60.8K - $75.6K
|
12.6K
$3.65M
|