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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-440- 1.81% |
$92.5K - $128K
|
23.8K
$6.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.15K+ 15.09% |
$241K - $332K
|
8.73K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-240- 13.25% |
$50.5K - $69.6K
|
1.57K
$445K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.77K+ 2.33% |
$583K - $804K
|
122K
$34.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9+ 0.14% |
$1.89K - $2.61K
|
6.62K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-25- 1.18% |
$5.26K - $7.25K
|
2.09K
$591K
|
|
|
Jul 09, 2025
Q2 2025
|
Arbor Wealth Advisors LLC
Troy, MI |
SELL
|
- |
-15- 0.48% |
$3.15K - $4.35K
|
3.14K
$889K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.14K+ 11.26% |
$659K - $909K
|
31K
$8.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.49K- 9.98% |
$734K - $1.01M
|
31.5K
$8.91M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
946+ 14.38% |
$199K - $274K
|
7.53K
$2.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-1.86K- 5.6% |
$391K - $540K
|
31.3K
$8.88M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-333- 2.88% |
$70K - $96.5K
|
11.2K
$3.18M
|
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-13.9K- 4.05% |
$2.92M - $4.02M
|
328K
$93M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
478+ 2.91% |
$101K - $139K
|
16.9K
$4.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.35K- 3.5% |
$495K - $682K
|
64.8K
$18.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
9+ 0.0% |
$1.89K - $2.61K
|
187K
$53.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
442+ 6.39% |
$92.9K - $128K
|
7.36K
$2.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-12.2K- 3.6% |
$2.57M - $3.54M
|
327K
$92.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.03K- 2.24% |
$216K - $297K
|
44.7K
$12.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-24.8K- 93.31% |
$5.21M - $7.19M
|
1.78K
$503K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.11K- 7.65% |
$233K - $321K
|
13.3K
$3.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
320+ 0.36% |
$67.3K - $92.8K
|
89K
$25.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.24K- 2.98% |
$261K - $360K
|
40.4K
$11.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
731+ 0.93% |
$154K - $212K
|
79.5K
$22.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
21+ 0.42% |
$4.42K - $6.09K
|
5.01K
$1.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-30- 0.57% |
$6.31K - $8.7K
|
5.26K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
753+ 12.62% |
$158K - $218K
|
6.72K
$1.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
9.59K+ 75.52% |
$2.02M - $2.78M
|
22.3K
$6.31M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.16% |
$421 - $580
|
1.22K
$346K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.58K+ 4.69% |
$332K - $457K
|
35.2K
$9.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
735+ 3.89% |
$155K - $213K
|
19.6K
$5.56M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.88KNew |
$395K - $544K
|
1.88K
$531K
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
24.6K+ 217.73% |
$5.16M - $7.12M
|
35.8K
$10.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-4.04K- 4.18% |
$850K - $1.17M
|
92.6K
$26.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 45.41% |
$317K - $437K
|
4.83K
$1.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-42- 0.17% |
$8.83K - $12.2K
|
24.8K
$7.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
144+ 0.58% |
$30.3K - $41.7K
|
25K
$7.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
94+ 1.05% |
$19.8K - $27.3K
|
9.04K
$2.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-52- 1.35% |
$10.9K - $15.1K
|
3.8K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
119+ 3.56% |
$25K - $34.5K
|
3.47K
$981K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-29- 0.06% |
$6.1K - $8.41K
|
52.1K
$14.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
211+ 6.11% |
$44.4K - $61.2K
|
3.66K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-16- 0.98% |
$3.36K - $4.64K
|
1.61K
$456K
|
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-410- 1.27% |
$86.2K - $119K
|
32K
$9.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Avity Investment Management Inc.
|
SELL
|
- |
-7.21K- 6.71% |
$1.52M - $2.09M
|
100K
$28.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.55KNew |
$326K - $449K
|
1.55K
$439K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-576- 1.51% |
$121K - $167K
|
37.7K
$10.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-113- 3.94% |
$23.8K - $32.8K
|
2.76K
$780K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
400+ 6.71% |
$84.1K - $116K
|
6.36K
$1.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
81+ 0.61% |
$17K - $23.5K
|
13.3K
$3.77M
|