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 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-964- 2.95% |
$217K - $270K
|
31.7K
$9.18M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.17K- 14.57% |
$1.39M - $1.73M
|
36.2K
$10.5M
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
6+ 0.24% |
$1.35K - $1.68K
|
2.49K
$723K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-7.25K- 0.88% |
$1.63M - $2.03M
|
820K
$238M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-309- 10.85% |
$69.6K - $86.5K
|
2.54K
$736K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
880+ 3.24% |
$198K - $246K
|
28K
$8.13M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
421+ 3.3% |
$94.8K - $118K
|
13.2K
$3.83M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 0.66% |
$225K - $280K
|
150K
$43.6M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
36.4K+ 210.95% |
$8.19M - $10.2M
|
53.6K
$15.5M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
11.8KNew |
$2.66M - $3.31M
|
11.8K
$3.43M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.14K- 0.83% |
$706K - $878K
|
375K
$109M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
101+ 8.67% |
$22.7K - $28.3K
|
1.27K
$367K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
1.19KNew |
$268K - $333K
|
1.19K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
741+ 1.38% |
$167K - $207K
|
54.6K
$15.8M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-3.84K- 8.79% |
$865K - $1.08M
|
39.8K
$11.6M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.69K- 29.09% |
$381K - $474K
|
4.13K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-31- 0.11% |
$6.98K - $8.68K
|
28K
$8.12M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
22+ 0.45% |
$4.95K - $6.16K
|
4.9K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
172+ 15.34% |
$38.7K - $48.2K
|
1.29K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
15.5K+ 533.67% |
$3.5M - $4.35M
|
18.4K
$5.35M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
40.9K+ 10.59% |
$9.21M - $11.4M
|
427K
$124M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-225- 3.65% |
$50.7K - $63K
|
5.94K
$1.72M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-27- 1.35% |
$6.08K - $7.56K
|
1.98K
$573K
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
525+ 4.08% |
$118K - $147K
|
13.4K
$3.88M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
36+ 1.21% |
$8.11K - $10.1K
|
3K
$871K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.12K+ 81.36% |
$703K - $874K
|
6.96K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-6.88K- 1.51% |
$1.55M - $1.93M
|
449K
$130M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-79- 0.39% |
$17.8K - $22.1K
|
20.3K
$5.87M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
389+ 0.97% |
$87.6K - $109K
|
40.5K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-7.36K- 18.18% |
$1.66M - $2.06M
|
33.1K
$9.6M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-1.86K- 19.22% |
$418K - $520K
|
7.81K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
481+ 2.89% |
$108K - $135K
|
17.1K
$4.97M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
138+ 0.67% |
$31.1K - $38.6K
|
20.7K
$5.99M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1+ 0.05% |
$225 - $280
|
2.21K
$642K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-78- 0.25% |
$17.6K - $21.8K
|
31.6K
$9.17M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
38+ 0.88% |
$8.56K - $10.6K
|
4.36K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
44+ 2.34% |
$9.91K - $12.3K
|
1.93K
$558K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
44+ 0.74% |
$9.91K - $12.3K
|
6.01K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.4K+ 2.73% |
$540K - $672K
|
90.1K
$26.1M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.84K+ 21.56% |
$1.99M - $2.48M
|
49.9K
$14.5M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.79K+ 62.46% |
$854K - $1.06M
|
9.86K
$2.86M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
158+ 0.68% |
$35.6K - $44.2K
|
23.3K
$6.74M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-574- 6.16% |
$129K - $161K
|
8.75K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.2K- 2.11% |
$720K - $895K
|
148K
$42.9M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
2.33KNew |
$525K - $653K
|
2.33K
$676K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-130- 1.29% |
$29.3K - $36.4K
|
9.94K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.39K- 13.1% |
$312K - $388K
|
9.19K
$2.66M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-428- 1.49% |
$96.4K - $120K
|
28.4K
$8.23M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-69- 0.92% |
$15.5K - $19.3K
|
7.41K
$2.15M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 0.04% |
$3.83K - $4.76K
|
37.8K
$11M
|