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 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.6K+ 127.98% |
$2.16M - $2.69M
|
17.1K
$4.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-14K- 1.36% |
$3.15M - $3.92M
|
1.01M
$294M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
13.2KNew |
$2.98M - $3.7M
|
13.2K
$3.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-3- 0.16% |
$676 - $840
|
1.87K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-78- 1.83% |
$17.6K - $21.8K
|
4.18K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-83.2K- 25.08% |
$18.7M - $23.3M
|
249K
$72.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-10.6K- 75.67% |
$2.38M - $2.96M
|
3.4K
$985K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
2+ 0.22% |
$450 - $560
|
906
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.62K+ 18.48% |
$364K - $453K
|
10.4K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-121- 0.49% |
$27.2K - $33.9K
|
24.4K
$7.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.43K- 3.03% |
$322K - $400K
|
45.8K
$13.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-754- 1.4% |
$170K - $211K
|
53K
$15.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-153- 0.94% |
$34.5K - $42.8K
|
16K
$4.65M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.79K- 9.64% |
$403K - $501K
|
16.8K
$4.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.08KNew |
$244K - $303K
|
1.08K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-119- 9.82% |
$26.8K - $33.3K
|
1.09K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-137- 8.35% |
$30.9K - $38.4K
|
1.5K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
267+ 1.63% |
$60.1K - $74.7K
|
16.6K
$4.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-434- 14.73% |
$97.7K - $121K
|
2.51K
$729K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
32+ 1.08% |
$7.21K - $8.96K
|
3K
$869K
|
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-175- 3.77% |
$39.4K - $49K
|
4.47K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.64K+ 5.92% |
$595K - $740K
|
47.3K
$13.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.18% |
$450 - $560
|
1.11K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
386+ 30.93% |
$86.9K - $108K
|
1.63K
$474K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-208- 0.49% |
$46.8K - $58.2K
|
42.1K
$12.2M
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 5.92% |
$246K - $306K
|
17.3K
$5.03M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
206+ 0.98% |
$46.4K - $57.7K
|
21.2K
$6.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
73+ 2.3% |
$16.4K - $20.4K
|
3.24K
$940K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-691- 2.7% |
$156K - $193K
|
24.9K
$7.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
98+ 0.22% |
$22.1K - $27.4K
|
44.6K
$12.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-17.9K- 22.06% |
$4.03M - $5.02M
|
63.3K
$18.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-33.7K- 3.52% |
$7.58M - $9.43M
|
923K
$267M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
405+ 1.72% |
$91.2K - $113K
|
23.9K
$6.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
SELL
|
- |
-14- 0.47% |
$3.15K - $3.92K
|
2.96K
$857K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-6.17K- 4.94% |
$1.39M - $1.73M
|
119K
$34.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-112- 0.42% |
$25.2K - $31.4K
|
26.7K
$7.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
345+ 2.51% |
$77.7K - $96.6K
|
14.1K
$4.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.21K- 11.72% |
$273K - $339K
|
9.13K
$2.65M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-50- 0.69% |
$11.3K - $14K
|
7.23K
$2.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
319+ 1.24% |
$71.8K - $89.3K
|
26K
$7.55M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
350+ 1.94% |
$78.8K - $98K
|
18.4K
$5.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
288+ 17.19% |
$64.9K - $80.6K
|
1.96K
$569K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.58K+ 23.02% |
$805K - $1M
|
19.1K
$5.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
20New |
$4.5K - $5.6K
|
20
$5.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-202- 0.6% |
$45.5K - $56.5K
|
33.5K
$9.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.72K- 5.13% |
$1.29M - $1.6M
|
106K
$30.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-2.26K- 5.12% |
$508K - $632K
|
41.8K
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
35.1KNew |
$7.9M - $9.83M
|
35.1K
$10.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-16.5K- 17.81% |
$3.72M - $4.62M
|
76.2K
$22.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-12.3K- 7.09% |
$2.76M - $3.43M
|
161K
$46.6M
|