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 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-43- 0.69% |
$9.68K - $12K
|
6.17K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.78K- 12.89% |
$852K - $1.06M
|
25.6K
$7.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-10.1K- 5.81% |
$2.27M - $2.83M
|
164K
$47.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-87.4K- 11.13% |
$19.7M - $24.5M
|
698K
$202M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-527- 5.64% |
$119K - $148K
|
8.82K
$2.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-267- 63.88% |
$60.1K - $74.7K
|
151
$43.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-77- 0.89% |
$17.3K - $21.6K
|
8.57K
$2.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
105+ 1.15% |
$23.6K - $29.4K
|
9.2K
$2.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-40- 0.8% |
$9.01K - $11.2K
|
4.94K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.74K+ 13.03% |
$1.29M - $1.61M
|
49.8K
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
36.5KNew |
$8.23M - $10.2M
|
36.5K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.6KNew |
$360K - $448K
|
1.6K
$464K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
2.11KNew |
$475K - $590K
|
2.11K
$611K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$1.35K - $1.68K
|
3.37K
$978K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
44+ 1.42% |
$9.91K - $12.3K
|
3.14K
$910K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-17K- 56.88% |
$3.83M - $4.77M
|
12.9K
$3.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-60- 1.03% |
$13.5K - $16.8K
|
5.77K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.4K+ 4.44% |
$314K - $391K
|
32.8K
$9.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.1K+ 4.24% |
$473K - $588K
|
51.6K
$15M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-26.8K- 42.75% |
$6.03M - $7.49M
|
35.8K
$10.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-25- 0.13% |
$5.63K - $7K
|
19K
$5.52M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-10.2K- 5.04% |
$2.3M - $2.86M
|
193K
$55.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-153- 5.88% |
$34.5K - $42.8K
|
2.45K
$710K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.67K+ 16.34% |
$376K - $468K
|
11.9K
$3.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-15- 1.61% |
$3.38K - $4.2K
|
919
$266K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-114- 2.22% |
$25.7K - $31.9K
|
5.03K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-676- 6.2% |
$152K - $189K
|
10.2K
$2.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1+ 0.03% |
$225 - $280
|
2.98K
$863K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
69+ 1.43% |
$15.5K - $19.3K
|
4.9K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
508+ 3.4% |
$114K - $142K
|
15.5K
$4.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
88+ 2.88% |
$19.8K - $24.6K
|
3.15K
$912K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
67.5K+ 5.15% |
$15.2M - $18.9M
|
1.38M
$400M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.68K+ 1.81% |
$377K - $469K
|
94.4K
$27.4M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
52+ 17.51% |
$11.7K - $14.6K
|
349
$101K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1+ 0.02% |
$225 - $280
|
5.48K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-2.3K- 7.31% |
$517K - $643K
|
29.1K
$8.44M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-302- 2.69% |
$68K - $84.5K
|
10.9K
$3.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-14.4K- 0.66% |
$3.24M - $4.02M
|
2.17M
$630M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
9+ 0.66% |
$2.03K - $2.52K
|
1.36K
$395K
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-550- 1.89% |
$124K - $154K
|
28.5K
$8.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
4KNew |
$902K - $1.12M
|
4K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
33+ 2.65% |
$7.43K - $9.24K
|
1.28K
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
601+ 2.15% |
$135K - $168K
|
28.5K
$8.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.12K- 10.55% |
$252K - $314K
|
9.51K
$2.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-740- 2.56% |
$167K - $207K
|
28.2K
$8.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.83K- 2.95% |
$413K - $513K
|
60.4K
$17.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Planning Services Inc
|
SELL
|
- |
-310- 0.73% |
$69.8K - $86.8K
|
42.1K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Unison Asset Management LLC
|
SELL
|
- |
-2.24K- 5.2% |
$505K - $627K
|
40.9K
$11.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.26K+ 94.16% |
$508K - $632K
|
4.65K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-88.9K- 38.17% |
$20M - $24.9M
|
144K
$41.7M
|