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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-1.1K- 8.89% |
$248K - $308K
|
11.3K
$3.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
21+ 2.25% |
$4.73K - $5.88K
|
954
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-213- 13.56% |
$48K - $59.6K
|
1.36K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-230- 0.1% |
$51.8K - $64.4K
|
238K
$69M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
137K+ 17.98% |
$30.9M - $38.5M
|
902K
$261M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
137+ 1.08% |
$30.9K - $38.4K
|
12.9K
$3.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
287+ 0.86% |
$64.6K - $80.3K
|
33.5K
$9.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
70+ 0.71% |
$15.8K - $19.6K
|
9.88K
$2.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
SELL
|
- |
-1.4K- 8.13% |
$315K - $392K
|
15.8K
$4.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.35K+ 6.74% |
$304K - $378K
|
21.4K
$6.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
37.4KNew |
$8.41M - $10.5M
|
37.4K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-42- 0.87% |
$9.46K - $11.8K
|
4.81K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-10- 0.54% |
$2.25K - $2.8K
|
1.86K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-104- 6.79% |
$23.4K - $29.1K
|
1.43K
$414K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-510- 24.69% |
$115K - $143K
|
1.56K
$451K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-6.86K- 10.24% |
$1.55M - $1.92M
|
60.2K
$17.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-7.57K- 7.0% |
$1.71M - $2.12M
|
101K
$29.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
74+ 0.57% |
$16.7K - $20.7K
|
13.1K
$3.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.32K- 64.7% |
$974K - $1.21M
|
2.36K
$684K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.8K+ 25.71% |
$3.11M - $3.87M
|
67.6K
$19.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1.5KNew |
$338K - $420K
|
1.5K
$435K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-624- 0.15% |
$141K - $175K
|
417K
$121M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.6K+ 18.32% |
$585K - $727K
|
16.8K
$4.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-356- 7.86% |
$80.2K - $99.7K
|
4.18K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-23.1K- 28.62% |
$5.2M - $6.47M
|
57.6K
$16.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.36K+ 6.14% |
$756K - $940K
|
58K
$16.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
330+ 6.6% |
$74.3K - $92.4K
|
5.33K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
189+ 17.39% |
$42.6K - $52.9K
|
1.28K
$370K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
831New |
$187K - $233K
|
831
$241K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.42K+ 18.27% |
$996K - $1.24M
|
28.6K
$8.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-197- 1.81% |
$44.4K - $55.2K
|
10.7K
$3.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6+ 0.28% |
$1.35K - $1.68K
|
2.15K
$622K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-181- 8.94% |
$40.8K - $50.7K
|
1.84K
$534K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-335- 2.89% |
$75.4K - $93.8K
|
11.2K
$3.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-732- 36.18% |
$165K - $205K
|
1.29K
$374K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.26K+ 8.85% |
$2.09M - $2.59M
|
114K
$33M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-5.91K- 3.02% |
$1.33M - $1.66M
|
190K
$55M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.04K- 1.64% |
$234K - $291K
|
62.2K
$18M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2K- 1.16% |
$451K - $561K
|
171K
$49.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
371+ 2.0% |
$83.5K - $104K
|
18.9K
$5.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
129+ 14.88% |
$29K - $36.1K
|
996
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.1K- 2.69% |
$247K - $307K
|
39.7K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.8K+ 15.04% |
$2.89M - $3.59M
|
98.2K
$28.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-79- 3.31% |
$17.8K - $22.1K
|
2.31K
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-290- 1.29% |
$65.3K - $81.2K
|
22.2K
$6.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
655+ 45.14% |
$147K - $183K
|
2.11K
$611K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-717- 1.61% |
$161K - $201K
|
43.7K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50.7K+ 15.29% |
$11.4M - $14.2M
|
382K
$111M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-97- 7.54% |
$21.8K - $27.2K
|
1.19K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-395- 4.61% |
$89K - $111K
|
8.17K
$2.37M
|