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
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
46.2K+ 8.63% |
$10.4M - $12.9M
|
581K
$169M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.63K- 3.17% |
$592K - $736K
|
80.4K
$23.3M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
6.35K+ 522.8% |
$1.43M - $1.78M
|
7.57K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
15+ 7.43% |
$3.38K - $4.2K
|
217
$62.9K
|
|
|
May 02, 2025
Q1 2025
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-61.9K- 61.08% |
$13.9M - $17.3M
|
39.5K
$11.4M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
SELL
|
- |
-243- 0.06% |
$54.7K - $68K
|
401K
$116M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
105+ 8.2% |
$23.6K - $29.4K
|
1.39K
$402K
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
49+ 0.07% |
$11K - $13.7K
|
71.3K
$20.7M
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-305K- 49.38% |
$68.6M - $85.3M
|
312K
$90.5M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
888+ 1.47% |
$200K - $249K
|
61.5K
$17.8M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-67- 0.67% |
$15.1K - $18.8K
|
9.98K
$2.89M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-115- 1.36% |
$25.9K - $32.2K
|
8.37K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
600+ 26.05% |
$135K - $168K
|
2.9K
$842K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-418- 7.79% |
$94.1K - $117K
|
4.95K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.24K+ 1.74% |
$279K - $347K
|
72.8K
$21.1M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-125K- 7.17% |
$28.1M - $34.9M
|
1.61M
$467M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.72K+ 236.14% |
$612K - $761K
|
3.87K
$1.12M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
269+ 0.78% |
$60.6K - $75.3K
|
34.7K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
96+ 3.3% |
$21.6K - $26.9K
|
3.01K
$872K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-651- 14.73% |
$147K - $182K
|
3.77K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-76- 0.62% |
$17.1K - $21.3K
|
12.1K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-787- 2.31% |
$177K - $220K
|
33.3K
$9.66M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-422- 34.99% |
$95K - $118K
|
784
$227K
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
153+ 0.44% |
$34.5K - $42.8K
|
34.9K
$10.1M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-13- 0.82% |
$2.93K - $3.64K
|
1.57K
$454K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-10- 0.47% |
$2.25K - $2.8K
|
2.13K
$616K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-194- 5.0% |
$43.7K - $54.3K
|
3.68K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-191- 1.61% |
$43K - $53.5K
|
11.7K
$3.39M
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-51- 0.49% |
$11.5K - $14.3K
|
10.3K
$2.99M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.14% |
$3.15K - $3.92K
|
10K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-51- 1.9% |
$11.5K - $14.3K
|
2.64K
$765K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-2.17K- 5.04% |
$488K - $606K
|
40.8K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.22% |
$2.25K - $2.8K
|
4.65K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-109- 0.87% |
$24.5K - $30.5K
|
12.5K
$3.62M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
30+ 1.38% |
$6.76K - $8.4K
|
2.2K
$639K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-2.94K- 3.03% |
$661K - $822K
|
93.8K
$27.2M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5+ 0.02% |
$1.13K - $1.4K
|
28K
$8.11M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
820+ 41.94% |
$185K - $230K
|
2.78K
$804K
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-300- 2.36% |
$67.6K - $84K
|
12.4K
$3.6M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-95- 1.47% |
$21.4K - $26.6K
|
6.38K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-120- 1.87% |
$27K - $33.6K
|
6.31K
$1.83M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$901 - $1.12K
|
4
$1.16K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
870+ 6.66% |
$196K - $244K
|
13.9K
$4.04M
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-530- 0.34% |
$119K - $148K
|
157K
$45.6M
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
10+ 0.88% |
$2.25K - $2.8K
|
1.15K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
150+ 2.58% |
$33.8K - $42K
|
5.97K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
675+ 2.05% |
$152K - $189K
|
33.6K
$9.73M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-670- 2.81% |
$151K - $188K
|
23.2K
$6.71M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-93.4K- 2.5% |
$21M - $26.1M
|
3.65M
$1.06B
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-12.9K- 3.56% |
$2.9M - $3.6M
|
348K
$101M
|