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 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-20- 0.38% |
$4.5K - $5.6K
|
5.3K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-100- 5.09% |
$22.5K - $28K
|
1.87K
$541K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.13K+ 7.73% |
$255K - $317K
|
15.8K
$4.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-56- 3.4% |
$12.6K - $15.7K
|
1.59K
$461K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.4K- 6.12% |
$315K - $392K
|
21.5K
$6.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-261- 9.45% |
$58.8K - $73.1K
|
2.5K
$725K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.05% |
$225 - $280
|
2.07K
$600K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
652+ 2.03% |
$147K - $183K
|
32.8K
$9.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
13+ 0.42% |
$2.93K - $3.64K
|
3.1K
$898K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-2.35K- 1.11% |
$528K - $656K
|
208K
$60.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.08K- 33.08% |
$244K - $303K
|
2.19K
$636K
|
|
|
Apr 23, 2025
Q1 2025
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-9.18K- 22.89% |
$2.07M - $2.57M
|
30.9K
$8.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
27.3K+ 12.95% |
$6.15M - $7.64M
|
238K
$69M
|
|
|
Apr 23, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-97.2K- 27.73% |
$21.9M - $27.2M
|
253K
$73.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-150- 0.9% |
$33.8K - $42K
|
16.5K
$4.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.6KNew |
$1.94M - $2.41M
|
8.6K
$2.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
94+ 6.41% |
$21.2K - $26.3K
|
1.56K
$453K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.88KNew |
$874K - $1.09M
|
3.88K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-25- 1.27% |
$5.63K - $7K
|
1.94K
$563K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
143+ 4.4% |
$32.2K - $40K
|
3.39K
$984K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-481- 0.72% |
$108K - $135K
|
66.5K
$19.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
254+ 21.45% |
$57.2K - $71.1K
|
1.44K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
90+ 1.32% |
$20.3K - $25.2K
|
6.89K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-3.26K- 24.46% |
$734K - $912K
|
10.1K
$2.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
152+ 10.24% |
$34.2K - $42.6K
|
1.64K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.1K+ 4.32% |
$924K - $1.15M
|
99.2K
$28.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-381K- 6.55% |
$85.9M - $107M
|
5.44M
$1.58B
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.7K- 23.23% |
$383K - $477K
|
5.63K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
72+ 0.29% |
$16.2K - $20.2K
|
25K
$7.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-290- 2.07% |
$65.3K - $81.2K
|
13.7K
$3.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
11+ 0.5% |
$2.48K - $3.08K
|
2.23K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-524- 5.89% |
$118K - $147K
|
8.37K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-120- 2.15% |
$27K - $33.6K
|
5.45K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
117+ 13.09% |
$26.3K - $32.8K
|
1.01K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-53- 5.36% |
$11.9K - $14.8K
|
936
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
321+ 0.26% |
$72.3K - $89.9K
|
126K
$36.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
1.03KNew |
$231K - $287K
|
1.03K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
794+ 13.61% |
$179K - $222K
|
6.63K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
210+ 9.9% |
$47.3K - $58.8K
|
2.33K
$676K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-459- 2.33% |
$103K - $128K
|
19.3K
$5.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-49- 2.52% |
$11K - $13.7K
|
1.9K
$549K
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-872- 9.23% |
$196K - $244K
|
8.57K
$2.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-26- 0.52% |
$5.85K - $7.28K
|
4.93K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-6.32K- 82.95% |
$1.42M - $1.77M
|
1.3K
$377K
|
|
|
Apr 23, 2025
Q1 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
45.9K+ 120.39% |
$10.3M - $12.8M
|
84K
$24.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
94+ 13.43% |
$21.2K - $26.3K
|
794
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.1% |
$4.5K - $5.6K
|
21K
$6.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
56.1K+ 19.18% |
$12.6M - $15.7M
|
349K
$101M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
8.23KNew |
$1.85M - $2.3M
|
8.23K
$2.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
215+ 24.71% |
$48.4K - $60.2K
|
1.09K
$315K
|