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 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
8.2K+ 0.76% |
$1.85M - $2.3M
|
1.09M
$316M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1+ 0.12% |
$225 - $280
|
849
$246K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-111- 7.18% |
$25K - $31.1K
|
1.44K
$416K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.37KNew |
$533K - $662K
|
2.37K
$686K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
2.8K+ 20.0% |
$631K - $784K
|
16.8K
$4.87M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-25- 1.32% |
$5.63K - $7K
|
1.87K
$542K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-391- 1.86% |
$88K - $109K
|
20.6K
$5.97M
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
SELL
|
- |
-59- 0.49% |
$13.3K - $16.5K
|
11.9K
$3.45M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-462- 30.56% |
$104K - $129K
|
1.05K
$304K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.81K- 17.21% |
$632K - $786K
|
13.5K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-760- 20.71% |
$171K - $213K
|
2.91K
$844K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
7.6K+ 13.08% |
$1.71M - $2.13M
|
65.7K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.35K- 3.37% |
$1.21M - $1.5M
|
154K
$44.5M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
12.5KNew |
$2.81M - $3.5M
|
12.5K
$3.62M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
66+ 0.11% |
$14.9K - $18.5K
|
62.5K
$18.1M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-7.38K- 52.93% |
$1.66M - $2.07M
|
6.56K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-30- 0.61% |
$6.76K - $8.4K
|
4.93K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
170+ 2.81% |
$38.3K - $47.6K
|
6.22K
$1.8M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
475+ 0.31% |
$107K - $133K
|
152K
$44M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50.4K+ 281.02% |
$11.3M - $14.1M
|
68.3K
$19.8M
|
|
|
May 06, 2025
Q1 2025
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1.26K- 10.88% |
$283K - $352K
|
10.3K
$2.99M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
SELL
|
- |
-20- 0.4% |
$4.5K - $5.6K
|
5K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-25- 0.25% |
$5.63K - $7K
|
9.95K
$2.89M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.71K- 4.13% |
$384K - $477K
|
39.6K
$11.5M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
273+ 3.32% |
$61.5K - $76.4K
|
8.5K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.5K+ 4.34% |
$3.72M - $4.63M
|
397K
$115M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.43K- 8.15% |
$321K - $399K
|
16.1K
$4.66M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
40+ 0.7% |
$9.01K - $11.2K
|
5.76K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.16K- 5.02% |
$262K - $325K
|
22K
$6.37M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
233+ 1.82% |
$52.5K - $65.2K
|
13K
$3.78M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-935- 19.4% |
$211K - $262K
|
3.88K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-20- 1.19% |
$4.5K - $5.6K
|
1.66K
$480K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
861+ 37.5% |
$194K - $241K
|
3.16K
$915K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
322+ 14.05% |
$72.5K - $90.1K
|
2.61K
$758K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-9.02K- 8.78% |
$2.03M - $2.52M
|
93.7K
$27.2M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
4.79K+ 4.33% |
$1.08M - $1.34M
|
115K
$33.4M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.24K+ 5.01% |
$956K - $1.19M
|
89K
$25.8M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.7K- 4.35% |
$382K - $475K
|
37.3K
$10.8M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-450- 1.66% |
$101K - $126K
|
26.6K
$7.71M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.6K+ 27.27% |
$1.03M - $1.29M
|
21.5K
$6.22M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-658- 2.87% |
$148K - $184K
|
22.3K
$6.46M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
53+ 1.15% |
$11.9K - $14.8K
|
4.66K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-170- 1.84% |
$38.3K - $47.6K
|
9.09K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-33- 1.49% |
$7.43K - $9.24K
|
2.18K
$633K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
66.9K+ 19.06% |
$15.1M - $18.7M
|
418K
$121M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-192- 4.74% |
$43.2K - $53.8K
|
3.86K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-172K- 13.25% |
$38.7M - $48.1M
|
1.12M
$326M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
956+ 4.97% |
$215K - $268K
|
20.2K
$5.86M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-56- 0.36% |
$12.6K - $15.7K
|
15.5K
$4.5M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.55K- 0.8% |
$800K - $995K
|
443K
$128M
|