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
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-250- 1.69% |
$56.3K - $70K
|
14.6K
$4.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-72- 0.72% |
$16.2K - $20.2K
|
9.99K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-510- 19.07% |
$115K - $143K
|
2.17K
$628K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-12.2K- 5.45% |
$2.75M - $3.41M
|
211K
$61.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.1K+ 3.11% |
$247K - $307K
|
36.3K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
744+ 10.43% |
$168K - $208K
|
7.88K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-491- 11.44% |
$111K - $137K
|
3.8K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-589- 6.96% |
$133K - $165K
|
7.88K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-3.67K- 6.71% |
$825K - $1.03M
|
51K
$14.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.95K+ 2.2% |
$664K - $826K
|
137K
$39.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-331- 7.45% |
$74.5K - $92.7K
|
4.11K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
628+ 6.08% |
$141K - $176K
|
11K
$3.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.67K+ 27.47% |
$826K - $1.03M
|
17K
$4.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
482+ 3.23% |
$109K - $135K
|
15.4K
$4.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-150- 0.97% |
$33.8K - $42K
|
15.3K
$4.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-9- 0.29% |
$2.03K - $2.52K
|
3.09K
$895K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-212- 1.68% |
$47.7K - $59.3K
|
12.4K
$3.6M
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-46- 1.56% |
$10.4K - $12.9K
|
2.91K
$844K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.1K+ 2.35% |
$247K - $307K
|
47.7K
$13.8M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
140+ 2.45% |
$31.5K - $39.2K
|
5.86K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.52K- 70.47% |
$567K - $705K
|
1.06K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1- 0.02% |
$225 - $280
|
4.36K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.39K- 0.94% |
$313K - $389K
|
147K
$42.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
875+ 29.75% |
$197K - $245K
|
3.82K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
18K+ 9.91% |
$4.05M - $5.04M
|
200K
$57.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-138- 3.4% |
$31.1K - $38.6K
|
3.92K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5+ 0.27% |
$1.13K - $1.4K
|
1.86K
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-3.4K- 2.38% |
$766K - $952K
|
139K
$40.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-31.7K- 34.91% |
$7.13M - $8.87M
|
59K
$17.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.99K- 0.28% |
$448K - $557K
|
712K
$206M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-59- 5.37% |
$13.3K - $16.5K
|
1.04K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
847+ 78.43% |
$191K - $237K
|
1.93K
$559K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
312+ 20.43% |
$70.3K - $87.3K
|
1.84K
$533K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
357+ 4.35% |
$80.4K - $99.9K
|
8.56K
$2.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
117+ 2.51% |
$26.3K - $32.8K
|
4.78K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-253- 16.48% |
$57K - $70.8K
|
1.28K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
5K+ 259.74% |
$1.13M - $1.4M
|
6.93K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-4.58K- 15.15% |
$1.03M - $1.28M
|
25.7K
$7.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-265- 0.53% |
$59.7K - $74.2K
|
49.5K
$14.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-61- 4.92% |
$13.7K - $17.1K
|
1.18K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
973+ 1.16% |
$219K - $272K
|
84.7K
$24.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
867+ 5.93% |
$195K - $243K
|
15.5K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-14- 0.32% |
$3.15K - $3.92K
|
4.33K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
77+ 3.38% |
$17.3K - $21.6K
|
2.35K
$682K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.36% |
$225 - $280
|
277
$80.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
47+ 0.68% |
$10.6K - $13.2K
|
6.93K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
892+ 2.8% |
$201K - $250K
|
32.8K
$9.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
828New |
$186K - $232K
|
828
$240K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-2.76K- 3.32% |
$621K - $772K
|
80.4K
$23.3M
|