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 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-2.85K- 2.14% |
$641K - $797K
|
130K
$37.8M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
32.6K+ 61.33% |
$7.33M - $9.11M
|
85.6K
$24.8M
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-2.05K- 32.22% |
$461K - $573K
|
4.31K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-543- 2.72% |
$122K - $152K
|
19.4K
$5.64M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
165+ 2.25% |
$37.2K - $46.2K
|
7.51K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.1% |
$1.13K - $1.4K
|
4.98K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-290- 1.91% |
$65.3K - $81.2K
|
14.9K
$4.33M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
390+ 4.81% |
$87.8K - $109K
|
8.5K
$2.46M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
46+ 5.51% |
$10.4K - $12.9K
|
881
$255K
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
SELL
|
- |
-251- 4.0% |
$56.5K - $70.3K
|
6.02K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.03K+ 6.93% |
$682K - $848K
|
46.8K
$13.6M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.14K- 37.08% |
$258K - $320K
|
1.94K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
302+ 10.93% |
$68K - $84.5K
|
3.07K
$889K
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-547- 5.02% |
$123K - $153K
|
10.3K
$3M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7.01K+ 35.52% |
$1.58M - $1.96M
|
26.7K
$7.75M
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-811- 91.33% |
$183K - $227K
|
77
$22.3K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
116New |
$26.1K - $32.5K
|
116
$33.6K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
757+ 105.87% |
$170K - $212K
|
1.47K
$427K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-384- 0.1% |
$86.5K - $108K
|
389K
$113M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-727- 19.92% |
$164K - $204K
|
2.92K
$847K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.86K+ 4.26% |
$643K - $799K
|
69.9K
$20.3M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.4K+ 31.89% |
$315K - $392K
|
5.79K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-8- 0.06% |
$1.8K - $2.24K
|
14.4K
$4.18M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
129+ 1.53% |
$29K - $36.1K
|
8.54K
$2.48M
|
|
|
May 07, 2025
Q1 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-10.9K- 2.46% |
$2.45M - $3.05M
|
432K
$125M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-298- 2.0% |
$67.1K - $83.4K
|
14.6K
$4.24M
|
|
|
May 07, 2025
Q1 2025
|
Thornburg Investment Management Inc
|
SELL
|
- |
-71.3K- 10.99% |
$16.1M - $20M
|
578K
$168M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-140- 1.13% |
$31.5K - $39.2K
|
12.3K
$3.56M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
14+ 0.13% |
$3.15K - $3.92K
|
10.9K
$3.17M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.95K- 48.95% |
$664K - $826K
|
3.08K
$892K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.95K- 5.45% |
$1.57M - $1.95M
|
120K
$34.9M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-1.14K- 7.3% |
$256K - $318K
|
14.4K
$4.18M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
492+ 6.87% |
$111K - $138K
|
7.65K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Crystal Rock Capital Management
|
SELL
|
- |
-1.63K- 5.97% |
$367K - $456K
|
25.7K
$7.44M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.88K- 3.35% |
$1.32M - $1.64M
|
170K
$49.2M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-92.5K- 4.88% |
$20.8M - $25.9M
|
1.8M
$522M
|
|
|
May 06, 2025
Q1 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
1.84K+ 1.27% |
$413K - $514K
|
147K
$42.5M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-216K- 10.17% |
$48.7M - $60.6M
|
1.91M
$554M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
SELL
|
- |
-783- 2.86% |
$176K - $219K
|
26.6K
$7.72M
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-63- 0.57% |
$14.2K - $17.6K
|
10.9K
$3.17M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
SELL
|
- |
-40- 3.99% |
$9.01K - $11.2K
|
962
$279K
|
|
|
May 06, 2025
Q1 2025
|
Homestead Advisers Corp
|
SELL
|
- |
-48.2K- 5.99% |
$10.9M - $13.5M
|
756K
$219M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
58+ 2.05% |
$13.1K - $16.2K
|
2.89K
$838K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.3K+ 14.2% |
$293K - $364K
|
10.5K
$3.03M
|
|
|
May 06, 2025
Q1 2025
|
Palmer Knight CO
|
SELL
|
- |
-528- 1.57% |
$119K - $148K
|
33.2K
$9.63M
|
|
|
May 06, 2025
Q1 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-113K- 99.39% |
$25.4M - $31.6M
|
697
$202K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-277- 1.34% |
$62.4K - $77.5K
|
20.3K
$5.89M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
94+ 0.62% |
$21.2K - $26.3K
|
15.2K
$4.4M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-330- 4.4% |
$74.3K - $92.4K
|
7.17K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
138+ 6.2% |
$31.1K - $38.6K
|
2.36K
$685K
|