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
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-1.03K- 4.54% |
$231K - $287K
|
21.6K
$6.25M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.44K- 4.51% |
$324K - $403K
|
30.5K
$8.84M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
84+ 7.95% |
$18.9K - $23.5K
|
1.14K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-4.36K- 6.66% |
$981K - $1.22M
|
61.1K
$17.7M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
208+ 2.64% |
$46.8K - $58.2K
|
8.09K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-58- 0.52% |
$13.1K - $16.2K
|
11K
$3.19M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
10+ 0.14% |
$2.25K - $2.8K
|
6.94K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-96- 5.47% |
$21.6K - $26.9K
|
1.66K
$481K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
501+ 5.67% |
$113K - $140K
|
9.34K
$2.71M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
117+ 0.08% |
$26.3K - $32.8K
|
139K
$40.4M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-29- 4.16% |
$6.53K - $8.12K
|
668
$194K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.39K+ 0.74% |
$538K - $669K
|
323K
$93.7M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-27- 0.25% |
$6.08K - $7.56K
|
10.8K
$3.12M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.7K+ 7.87% |
$15.9M - $19.8M
|
969K
$281M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-53.5K- 20.31% |
$12M - $15M
|
210K
$60.8M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-680- 1.47% |
$153K - $190K
|
45.5K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.09K+ 29.29% |
$1.37M - $1.7M
|
26.9K
$7.79M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
4+ 0.23% |
$901 - $1.12K
|
1.76K
$511K
|
|
|
May 06, 2025
Q1 2025
|
Davis Rea Ltd.
|
BUY
|
- |
41.6K+ 92.86% |
$9.37M - $11.6M
|
86.4K
$25.1M
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-268- 0.08% |
$60.4K - $75K
|
352K
$102M
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-5.22K- 19.16% |
$1.18M - $1.46M
|
22K
$6.39M
|
|
|
May 06, 2025
Q1 2025
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-779- 3.09% |
$175K - $218K
|
24.4K
$7.08M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-320- 4.47% |
$72.1K - $89.6K
|
6.83K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
163+ 4.02% |
$36.7K - $45.6K
|
4.22K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2.24K+ 13.34% |
$504K - $626K
|
19K
$5.51M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
14+ 0.17% |
$3.15K - $3.92K
|
8.26K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-3.39K- 4.23% |
$762K - $948K
|
76.6K
$22.2M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
62+ 0.21% |
$14K - $17.4K
|
30K
$8.68M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
34+ 0.23% |
$7.66K - $9.52K
|
14.6K
$4.22M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.4K+ 178.03% |
$765K - $950K
|
5.3K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
57+ 5.6% |
$12.8K - $16K
|
1.08K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.8K- 5.98% |
$3.55M - $4.41M
|
248K
$71.8M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-132- 0.06% |
$29.7K - $37K
|
211K
$61.2M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.94KNew |
$1.11M - $1.38M
|
4.94K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Hedeker Wealth, LLC
|
SELL
|
- |
-397- 2.1% |
$89.4K - $111K
|
18.5K
$5.35M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
73+ 6.66% |
$16.4K - $20.4K
|
1.17K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
24.3K+ 3.95% |
$5.47M - $6.8M
|
639K
$185M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-74- 5.69% |
$16.7K - $20.7K
|
1.23K
$356K
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1K- 10.48% |
$225K - $280K
|
8.54K
$2.48M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-481- 7.4% |
$108K - $135K
|
6.02K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-300- 3.3% |
$67.6K - $84K
|
8.8K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
688+ 110.43% |
$155K - $193K
|
1.31K
$380K
|
|
|
May 06, 2025
Q1 2025
|
Freemont Management S.A.
|
SELL
|
- |
-700- 9.21% |
$158K - $196K
|
6.9K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-33.9K- 26.17% |
$7.63M - $9.49M
|
95.6K
$27.7M
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-202- 2.16% |
$45.5K - $56.5K
|
9.13K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-18.6K- 17.68% |
$4.18M - $5.19M
|
86.4K
$25M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-1- 0.08% |
$225 - $280
|
1.24K
$360K
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-62- 2.33% |
$14K - $17.4K
|
2.6K
$755K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
26.6KNew |
$6M - $7.46M
|
26.6K
$7.72M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.36K- 0.54% |
$306K - $381K
|
252K
$73.2M
|