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 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
93+ 9.32% |
$20.9K - $26K
|
1.09K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15.2K- 3.86% |
$3.42M - $4.25M
|
378K
$109M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-926- 3.57% |
$209K - $259K
|
25K
$7.26M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
102+ 1.96% |
$23K - $28.6K
|
5.3K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-41- 0.1% |
$9.23K - $11.5K
|
40.9K
$11.9M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-20.1K- 10.92% |
$4.52M - $5.63M
|
164K
$47.5M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
956+ 3.7% |
$215K - $268K
|
26.8K
$7.76M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
135+ 0.67% |
$30.4K - $37.8K
|
20.3K
$5.87M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-3.57K- 5.12% |
$804K - $999K
|
66.2K
$19.2M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-208K- 7.74% |
$46.8M - $58.2M
|
2.48M
$718M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-26- 0.55% |
$5.85K - $7.28K
|
4.66K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
102+ 6.26% |
$23K - $28.6K
|
1.73K
$502K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11+ 4.12% |
$2.48K - $3.08K
|
278
$80.6K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-1.06K- 20.88% |
$239K - $297K
|
4.03K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
135+ 1.31% |
$30.4K - $37.8K
|
10.5K
$3.03M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
4.09K+ 11.2% |
$920K - $1.14M
|
40.6K
$11.8M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-3K- 6.55% |
$676K - $840K
|
42.8K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
407+ 0.96% |
$91.7K - $114K
|
42.8K
$12.4M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10+ 0.32% |
$2.25K - $2.8K
|
3.14K
$911K
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.34% |
$1.35K - $1.68K
|
1.78K
$517K
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
294+ 1.27% |
$66.2K - $82.3K
|
23.4K
$6.77M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.04% |
$1.13K - $1.4K
|
11.2K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-8.64K- 1.24% |
$1.94M - $2.42M
|
690K
$200M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-236- 1.05% |
$53.1K - $66.1K
|
22.3K
$6.46M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-376- 0.48% |
$84.7K - $105K
|
77.9K
$22.6M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-127- 0.53% |
$28.6K - $35.6K
|
23.9K
$6.94M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.1K- 7.81% |
$2.5M - $3.1M
|
131K
$37.9M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
61+ 0.68% |
$13.7K - $17.1K
|
9.1K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
580+ 20.99% |
$131K - $162K
|
3.34K
$969K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
58+ 1.24% |
$13.1K - $16.2K
|
4.74K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-571- 2.97% |
$129K - $160K
|
18.6K
$5.4M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-252- 1.14% |
$56.7K - $70.5K
|
21.8K
$6.31M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-454- 0.56% |
$102K - $127K
|
80.2K
$23.2M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.68K+ 5.35% |
$604K - $751K
|
52.8K
$15.3M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-359- 4.87% |
$80.8K - $101K
|
7.01K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-20- 0.17% |
$4.5K - $5.6K
|
11.9K
$3.44M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-75- 2.26% |
$16.9K - $21K
|
3.25K
$942K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1+ 0.01% |
$225 - $280
|
13K
$3.78M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-52- 4.91% |
$11.7K - $14.6K
|
1.01K
$292K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
138+ 2.2% |
$31.1K - $38.6K
|
6.41K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-2.21K- 9.36% |
$498K - $619K
|
21.4K
$6.2M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-12K- 11.04% |
$2.71M - $3.37M
|
97K
$28.1M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.71K+ 21.59% |
$385K - $479K
|
9.63K
$2.79M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.37K- 4.51% |
$309K - $385K
|
29.1K
$8.43M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.8K+ 1.47% |
$404K - $503K
|
124K
$36M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
259+ 23.13% |
$58.3K - $72.5K
|
1.38K
$400K
|
|
|
May 02, 2025
Q1 2025
|
Cooke & Bieler LP
|
SELL
|
- |
-52.2K- 22.76% |
$11.7M - $14.6M
|
177K
$51.3M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-15.9K- 25.9% |
$3.59M - $4.46M
|
45.6K
$13.2M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.92K+ 4.09% |
$1.33M - $1.66M
|
151K
$43.7M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
33+ 0.43% |
$7.43K - $9.24K
|
7.65K
$2.22M
|