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 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-30- 2.65% |
$6.76K - $8.4K
|
1.1K
$319K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
1+ 0.1% |
$225 - $280
|
972
$282K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
510+ 5.92% |
$115K - $143K
|
9.13K
$2.65M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
242+ 2.87% |
$54.5K - $67.7K
|
8.68K
$2.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1.99K- 36.91% |
$449K - $558K
|
3.41K
$987K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3+ 0.28% |
$676 - $840
|
1.08K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.69K- 1.73% |
$380K - $472K
|
95.9K
$27.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
983+ 1.14% |
$221K - $275K
|
87K
$25.2M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.67KNew |
$826K - $1.03M
|
3.67K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-13- 1.21% |
$2.93K - $3.64K
|
1.07K
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-75- 0.12% |
$16.9K - $21K
|
61.4K
$17.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.68K- 3.15% |
$377K - $469K
|
51.6K
$15M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
233+ 9.87% |
$52.5K - $65.2K
|
2.59K
$752K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-13.8K- 8.0% |
$3.1M - $3.85M
|
158K
$45.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-21.7K- 81.6% |
$4.9M - $6.09M
|
4.9K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
44 Wealth Management LLC
|
SELL
|
- |
-24- 0.22% |
$5.4K - $6.72K
|
11.1K
$3.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Sitrin Capital Management LLC
|
SELL
|
- |
-7.25K- 19.6% |
$1.63M - $2.03M
|
29.7K
$8.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
289+ 2.11% |
$65.1K - $80.9K
|
14K
$4.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-615- 4.57% |
$138K - $172K
|
12.8K
$3.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
71+ 3.43% |
$16K - $19.9K
|
2.14K
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
135+ 14.55% |
$30.4K - $37.8K
|
1.06K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-15.1K- 1.97% |
$3.4M - $4.23M
|
752K
$218M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
286+ 1.19% |
$64.4K - $80.1K
|
24.3K
$7.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-442K- 95.21% |
$99.6M - $124M
|
22.2K
$6.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.27K- 8.53% |
$285K - $355K
|
13.6K
$3.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-3.86K- 2.92% |
$869K - $1.08M
|
128K
$37.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
235+ 0.28% |
$52.9K - $65.8K
|
82.9K
$24M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.39K- 6.53% |
$2.11M - $2.63M
|
134K
$39M
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
105+ 0.73% |
$23.6K - $29.4K
|
14.4K
$4.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-229- 0.66% |
$51.6K - $64.1K
|
34.6K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
490+ 26.25% |
$110K - $137K
|
2.36K
$683K
|
|
|
Apr 28, 2025
Q1 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-28- 2.26% |
$6.31K - $7.84K
|
1.21K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-10.4K- 6.42% |
$2.35M - $2.92M
|
152K
$44M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
3.95K+ 832.21% |
$890K - $1.11M
|
4.43K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
97+ 1.83% |
$21.8K - $27.2K
|
5.4K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-76.4K- 1.12% |
$17.2M - $21.4M
|
6.72M
$1.95B
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-15- 0.48% |
$3.38K - $4.2K
|
3.1K
$897K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-159K- 8.84% |
$35.8M - $44.6M
|
1.64M
$476M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-1.95K- 5.24% |
$439K - $546K
|
35.3K
$10.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-436- 2.16% |
$98.2K - $122K
|
19.8K
$5.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
537+ 1.87% |
$121K - $150K
|
29.3K
$8.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-507- 0.86% |
$114K - $142K
|
58.2K
$16.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6- 0.31% |
$1.35K - $1.68K
|
1.9K
$551K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
23.2K+ 545.0% |
$5.23M - $6.51M
|
27.5K
$7.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
52+ 1.76% |
$11.7K - $14.6K
|
3K
$871K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
39+ 0.4% |
$8.78K - $10.9K
|
9.73K
$2.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
770+ 41.44% |
$173K - $216K
|
2.63K
$762K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
87+ 10.16% |
$19.6K - $24.4K
|
943
$273K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10- 0.03% |
$2.25K - $2.8K
|
39.3K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
54+ 0.27% |
$12.2K - $15.1K
|
20K
$5.79M
|