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 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
643New |
$145K - $180K
|
643
$186K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-250- 63.45% |
$56.3K - $70K
|
144
$41.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
26+ 0.26% |
$5.85K - $7.28K
|
9.94K
$2.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
31+ 7.36% |
$6.98K - $8.68K
|
452
$131K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
101+ 2.43% |
$22.7K - $28.3K
|
4.26K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
17.3K+ 3.52% |
$3.89M - $4.83M
|
507K
$147M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
470+ 4.16% |
$106K - $132K
|
11.8K
$3.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.28K- 3.81% |
$289K - $359K
|
32.5K
$9.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.55K- 12.49% |
$349K - $434K
|
10.9K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.84K- 5.32% |
$640K - $796K
|
50.6K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
918New |
$207K - $257K
|
918
$266K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-1.64K- 23.06% |
$368K - $458K
|
5.46K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
47.7K+ 16.77% |
$10.7M - $13.4M
|
332K
$96.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-428- 9.65% |
$96.4K - $120K
|
4.01K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
696+ 21.22% |
$157K - $195K
|
3.98K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-273- 2.78% |
$61.5K - $76.4K
|
9.56K
$2.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14.4K+ 7.41% |
$3.25M - $4.04M
|
209K
$60.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
130+ 4.98% |
$29.3K - $36.4K
|
2.74K
$794K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-14.5K- 1.15% |
$3.27M - $4.07M
|
1.25M
$362M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
1.56KNew |
$351K - $437K
|
1.56K
$452K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
87+ 0.09% |
$19.6K - $24.4K
|
98.3K
$28.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.57K+ 22.59% |
$579K - $719K
|
13.9K
$4.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
573+ 2.95% |
$129K - $160K
|
20K
$5.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.84K- 19.48% |
$640K - $796K
|
11.8K
$3.41M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.56K+ 11.08% |
$352K - $437K
|
15.6K
$4.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
14.9K+ 1555.02% |
$3.35M - $4.16M
|
15.8K
$4.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.24KNew |
$279K - $346K
|
1.24K
$359K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-235- 0.43% |
$52.9K - $65.8K
|
54.1K
$15.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
379+ 10.63% |
$85.3K - $106K
|
3.95K
$1.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-531- 2.1% |
$120K - $149K
|
24.8K
$7.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
795+ 9.33% |
$179K - $223K
|
9.32K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
440New |
$99.1K - $123K
|
440
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
32+ 4.51% |
$7.21K - $8.96K
|
742
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.45KNew |
$326K - $406K
|
1.45K
$420K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
6+ 0.35% |
$1.35K - $1.68K
|
1.73K
$502K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.16KNew |
$261K - $325K
|
1.16K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.4K+ 10.47% |
$2.12M - $2.63M
|
99.1K
$28.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1+ 0.06% |
$225 - $280
|
1.67K
$485K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-362- 1.94% |
$81.5K - $101K
|
18.3K
$5.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-16.4K- 0.95% |
$3.69M - $4.59M
|
1.7M
$493M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-5- 0.03% |
$1.13K - $1.4K
|
17.9K
$5.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.4K- 0.41% |
$540K - $671K
|
587K
$170M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-82- 3.64% |
$18.5K - $23K
|
2.17K
$629K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.21K+ 41.35% |
$273K - $339K
|
4.14K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
8.93KNew |
$2.01M - $2.5M
|
8.93K
$2.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-117- 5.47% |
$26.3K - $32.8K
|
2.02K
$586K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
69New |
$15.5K - $19.3K
|
69
$20K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
4.89K+ 5.58% |
$1.1M - $1.37M
|
92.4K
$26.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-190- 12.75% |
$42.8K - $53.2K
|
1.3K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-147- 2.53% |
$33.1K - $41.2K
|
5.67K
$1.64M
|