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 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-18- 0.58% |
$4.05K - $5.04K
|
3.09K
$896K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.29K+ 17.5% |
$516K - $642K
|
15.4K
$4.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
56.1K+ 19.32% |
$12.6M - $15.7M
|
346K
$100M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.14K+ 74.54% |
$482K - $599K
|
5.01K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
14+ 0.61% |
$3.15K - $3.92K
|
2.3K
$666K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.3K+ 3.39% |
$742K - $923K
|
101K
$29.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 2.59% |
$645K - $801K
|
113K
$32.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
324+ 4.04% |
$73K - $90.7K
|
8.33K
$2.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-2.24K- 42.51% |
$503K - $626K
|
3.02K
$876K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.91K- 2.1% |
$431K - $536K
|
89K
$25.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-972- 5.58% |
$219K - $272K
|
16.5K
$4.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
230+ 2.38% |
$51.8K - $64.4K
|
9.89K
$2.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.88K+ 56.53% |
$1.1M - $1.37M
|
13.5K
$3.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-200- 1.5% |
$45K - $56K
|
13.2K
$3.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
269+ 1.43% |
$60.6K - $75.3K
|
19.1K
$5.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-79- 1.18% |
$17.8K - $22.1K
|
6.62K
$1.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
38+ 2.47% |
$8.56K - $10.6K
|
1.58K
$457K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
31+ 0.45% |
$6.98K - $8.68K
|
6.97K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-7- 0.58% |
$1.58K - $1.96K
|
1.2K
$348K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
16.2K+ 4.01% |
$3.66M - $4.55M
|
421K
$122M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
799+ 7.85% |
$180K - $224K
|
11K
$3.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.67K- 2.12% |
$376K - $468K
|
77K
$22.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-146- 6.0% |
$32.9K - $40.9K
|
2.29K
$663K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
29.7K+ 632.55% |
$6.69M - $8.32M
|
34.4K
$9.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
SELL
|
- |
-11K- 1.5% |
$2.48M - $3.08M
|
724K
$210M
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
66K+ 21.6% |
$14.9M - $18.5M
|
372K
$108M
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
48+ 1.95% |
$10.8K - $13.4K
|
2.51K
$726K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.17K- 1.68% |
$264K - $328K
|
68.5K
$19.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
15.2K+ 7.95% |
$3.43M - $4.26M
|
207K
$60M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.13K+ 2.64% |
$255K - $317K
|
44.1K
$12.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
15.1KNew |
$3.4M - $4.23M
|
15.1K
$4.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.28K- 5.36% |
$288K - $358K
|
22.5K
$6.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
SELL
|
- |
-9.39K- 13.64% |
$2.11M - $2.63M
|
59.4K
$17.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
263+ 2.18% |
$59.2K - $73.6K
|
12.3K
$3.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-75- 0.44% |
$16.9K - $21K
|
16.9K
$4.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-621- 6.16% |
$140K - $174K
|
9.46K
$2.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.04K- 4.42% |
$234K - $291K
|
22.5K
$6.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
15KNew |
$3.38M - $4.2M
|
15K
$4.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
44.5K+ 6.38% |
$10M - $12.5M
|
742K
$215M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
151+ 1.07% |
$34K - $42.3K
|
14.2K
$4.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-1.35K- 1.96% |
$303K - $377K
|
67.5K
$19.6M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5.5KNew |
$1.24M - $1.54M
|
5.5K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
638+ 3.66% |
$144K - $179K
|
18.1K
$5.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
983New |
$221K - $275K
|
983
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-7- 0.31% |
$1.58K - $1.96K
|
2.27K
$659K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
50+ 1.09% |
$11.3K - $14K
|
4.63K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-446- 7.52% |
$100K - $125K
|
5.48K
$1.59M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
259+ 7.12% |
$58.3K - $72.5K
|
3.9K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-3.92K- 1.81% |
$884K - $1.1M
|
213K
$61.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
241+ 2.28% |
$54.3K - $67.5K
|
10.8K
$3.14M
|