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 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-400- 0.83% |
$90.1K - $112K
|
48K
$13.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
427New |
$96.2K - $120K
|
427
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
220+ 4.13% |
$49.5K - $61.6K
|
5.55K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-12.9K- 7.51% |
$2.9M - $3.6M
|
158K
$45.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
138+ 1.09% |
$31.1K - $38.6K
|
12.9K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-4.39K- 23.91% |
$987K - $1.23M
|
14K
$4.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.06K+ 1.78% |
$463K - $576K
|
118K
$34.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
13+ 0.12% |
$2.93K - $3.64K
|
10.9K
$3.17M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-17.2K- 10.66% |
$3.88M - $4.83M
|
145K
$41.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.16% |
$450 - $560
|
1.26K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
587+ 54.96% |
$132K - $164K
|
1.66K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-315- 9.56% |
$70.9K - $88.2K
|
2.98K
$864K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
SELL
|
- |
-39- 0.75% |
$8.78K - $10.9K
|
5.18K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 4.06% |
$4.73K - $5.88K
|
496
$144K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
958New |
$216K - $268K
|
958
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-420- 11.02% |
$94.6K - $118K
|
3.39K
$983K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
386+ 1.77% |
$86.9K - $108K
|
22.2K
$6.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-744- 1.8% |
$168K - $208K
|
40.5K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-237- 1.44% |
$53.4K - $66.3K
|
16.2K
$4.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
42+ 0.25% |
$9.46K - $11.8K
|
16.6K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-990- 3.58% |
$223K - $277K
|
26.7K
$7.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.62K- 1.85% |
$816K - $1.01M
|
192K
$55.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-51.4K- 38.6% |
$11.6M - $14.4M
|
81.7K
$23.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
379+ 2.25% |
$85.3K - $106K
|
17.3K
$5M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1+ 0.08% |
$225 - $280
|
1.3K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-15.5K- 4.66% |
$3.49M - $4.34M
|
318K
$92.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
15+ 0.19% |
$3.38K - $4.2K
|
7.71K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.7K+ 4.14% |
$5.56M - $6.91M
|
622K
$180M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
6+ 0.37% |
$1.35K - $1.68K
|
1.65K
$478K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.51% |
$2.25K - $2.8K
|
1.99K
$576K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-105- 1.39% |
$23.6K - $29.4K
|
7.46K
$2.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-108- 14.46% |
$24.3K - $30.2K
|
639
$185K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-672- 16.48% |
$151K - $188K
|
3.41K
$987K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
SELL
|
- |
-24- 0.61% |
$5.4K - $6.72K
|
3.89K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-671- 24.09% |
$151K - $188K
|
2.11K
$613K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
12+ 1.27% |
$2.7K - $3.36K
|
959
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
3+ 0.06% |
$676 - $840
|
5.09K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-243- 0.47% |
$54.7K - $68K
|
51.8K
$15M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
466+ 1.05% |
$105K - $130K
|
45K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
SELL
|
- |
-775- 2.88% |
$175K - $217K
|
26.1K
$7.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
311+ 0.64% |
$70K - $87.1K
|
49K
$14.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
423+ 5.69% |
$95.3K - $118K
|
7.86K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-20- 0.54% |
$4.5K - $5.6K
|
3.67K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-13- 0.78% |
$2.93K - $3.64K
|
1.64K
$477K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-91- 6.34% |
$20.5K - $25.5K
|
1.35K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1+ 0.09% |
$225 - $280
|
1.17K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-209- 24.25% |
$47.1K - $58.5K
|
653
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
80+ 9.52% |
$18K - $22.4K
|
920
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-12.1K- 59.28% |
$2.72M - $3.38M
|
8.29K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.65K+ 17.76% |
$372K - $462K
|
11K
$3.18M
|