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
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.21% |
$45K - $56K
|
16.4K
$4.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.12K- 6.1% |
$252K - $313K
|
17.2K
$4.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.01K+ 13.51% |
$227K - $283K
|
8.48K
$2.46M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
867New |
$195K - $243K
|
867
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-125- 10.43% |
$28.1K - $35K
|
1.07K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-58- 1.77% |
$13.1K - $16.2K
|
3.22K
$933K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
37+ 1.0% |
$8.33K - $10.4K
|
3.74K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
137+ 1.79% |
$30.9K - $38.4K
|
7.79K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-38- 3.16% |
$8.56K - $10.6K
|
1.16K
$337K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-164- 1.55% |
$36.9K - $45.9K
|
10.4K
$3.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-12.2K- 58.35% |
$2.75M - $3.42M
|
8.72K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-2.18K- 2.57% |
$492K - $611K
|
82.9K
$24M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-486- 0.61% |
$109K - $136K
|
79.6K
$23.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
62+ 0.23% |
$14K - $17.4K
|
26.7K
$7.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
486+ 0.66% |
$109K - $136K
|
73.6K
$21.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
4.82K+ 3.83% |
$1.08M - $1.35M
|
131K
$37.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-371- 0.91% |
$83.5K - $104K
|
40.2K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
14+ 0.16% |
$3.15K - $3.92K
|
8.53K
$2.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
189+ 5.8% |
$42.6K - $52.9K
|
3.45K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-754- 19.55% |
$170K - $211K
|
3.1K
$899K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-40- 0.05% |
$9.01K - $11.2K
|
80.9K
$23.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32.8K+ 8.98% |
$7.38M - $9.18M
|
398K
$115M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-129K- 21.68% |
$29.1M - $36.2M
|
468K
$136M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
203+ 3.86% |
$45.7K - $56.8K
|
5.46K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-570- 3.2% |
$128K - $160K
|
17.2K
$4.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-96- 3.3% |
$21.6K - $26.9K
|
2.81K
$814K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-12- 0.93% |
$2.7K - $3.36K
|
1.27K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-119- 8.54% |
$26.8K - $33.3K
|
1.28K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
295+ 27.52% |
$66.4K - $82.6K
|
1.37K
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
51+ 0.42% |
$11.5K - $14.3K
|
12.3K
$3.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
225+ 13.75% |
$50.7K - $63K
|
1.86K
$540K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 4.81% |
$310K - $385K
|
30K
$8.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
175+ 20.78% |
$39.4K - $49K
|
1.02K
$295K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
114+ 3.39% |
$25.7K - $31.9K
|
3.48K
$1.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
58+ 2.93% |
$13.1K - $16.2K
|
2.04K
$591K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
27.1K+ 84.41% |
$6.1M - $7.58M
|
59.1K
$17.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-133- 3.22% |
$30K - $37.2K
|
4K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-17- 1.32% |
$3.83K - $4.76K
|
1.28K
$370K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
339+ 7.54% |
$76.3K - $94.9K
|
4.83K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.11KNew |
$249K - $310K
|
1.11K
$321K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
740+ 7.32% |
$167K - $207K
|
10.9K
$3.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-111- 15.1% |
$25K - $31.1K
|
624
$181K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
209+ 12.14% |
$47.1K - $58.5K
|
1.93K
$560K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-1K- 3.68% |
$226K - $281K
|
26.3K
$7.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
7.19K+ 77.77% |
$1.62M - $2.01M
|
16.4K
$4.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-269- 5.9% |
$60.6K - $75.3K
|
4.29K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-996- 1.31% |
$224K - $279K
|
74.8K
$21.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-40- 0.15% |
$9.01K - $11.2K
|
26.8K
$7.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.67K- 2.88% |
$1.5M - $1.87M
|
225K
$65.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
53+ 2.49% |
$11.9K - $14.8K
|
2.19K
$633K
|