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
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1+ 0.07% |
$225 - $280
|
1.42K
$413K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-193- 0.35% |
$43.5K - $54K
|
54.2K
$15.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
749+ 2.26% |
$169K - $210K
|
33.9K
$9.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-5- 0.18% |
$1.13K - $1.4K
|
2.74K
$794K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-8- 0.39% |
$1.8K - $2.24K
|
2.07K
$600K
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
SELL
|
- |
-111- 1.02% |
$25K - $31.1K
|
10.7K
$3.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
647+ 39.33% |
$146K - $181K
|
2.29K
$664K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.17% |
$1.13K - $1.4K
|
2.91K
$845K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
468+ 7.19% |
$105K - $131K
|
6.97K
$2.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.68K- 0.99% |
$379K - $471K
|
169K
$48.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-195- 6.27% |
$43.9K - $54.6K
|
2.91K
$845K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-54- 5.88% |
$12.2K - $15.1K
|
864
$250K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.07K- 1.03% |
$241K - $299K
|
103K
$29.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
149+ 0.88% |
$33.6K - $41.7K
|
17K
$4.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-48- 2.51% |
$10.8K - $13.4K
|
1.86K
$540K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-27- 1.31% |
$6.08K - $7.56K
|
2.04K
$591K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-11- 0.24% |
$2.48K - $3.08K
|
4.62K
$1.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.04% |
$901 - $1.12K
|
9.72K
$2.82M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
495+ 4.76% |
$111K - $139K
|
10.9K
$3.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.63K- 6.19% |
$367K - $457K
|
24.7K
$7.17M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
93+ 7.28% |
$20.9K - $26K
|
1.37K
$397K
|
|
|
Apr 18, 2025
Q1 2025
|
Bender Robert & Associates
|
SELL
|
- |
-180- 6.54% |
$40.5K - $50.4K
|
2.57K
$746K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
817+ 12.15% |
$184K - $229K
|
7.54K
$2.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.61KNew |
$588K - $730K
|
2.61K
$756K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
127+ 0.2% |
$28.6K - $35.6K
|
64.1K
$18.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
435+ 1.96% |
$98K - $122K
|
22.7K
$6.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-18- 0.48% |
$4.05K - $5.04K
|
3.74K
$1.08M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
966+ 2.05% |
$218K - $270K
|
48.1K
$13.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
249+ 11.6% |
$56.1K - $69.7K
|
2.4K
$695K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
372+ 3.31% |
$83.8K - $104K
|
11.6K
$3.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
155+ 0.48% |
$34.9K - $43.4K
|
32.6K
$9.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
52+ 5.54% |
$11.7K - $14.6K
|
991
$287K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 900.25% |
$3.24M - $4.03M
|
16K
$4.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-43.7K- 23.74% |
$9.84M - $12.2M
|
140K
$40.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-136- 3.36% |
$30.6K - $38.1K
|
3.91K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-42- 0.26% |
$9.46K - $11.8K
|
16.1K
$4.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-400- 2.17% |
$90.1K - $112K
|
18.1K
$5.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-730- 9.93% |
$164K - $204K
|
6.62K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
227+ 2.33% |
$51.1K - $63.5K
|
9.98K
$2.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
286+ 5.92% |
$64.4K - $80.1K
|
5.12K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
20+ 0.02% |
$4.5K - $5.6K
|
102K
$29.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 14.06% |
$2.03K - $2.52K
|
55
$15.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
26+ 0.4% |
$5.85K - $7.28K
|
6.6K
$1.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
179+ 1.1% |
$40.3K - $50.1K
|
16.4K
$4.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
262+ 13.13% |
$59K - $73.3K
|
2.26K
$655K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.19K+ 4.49% |
$493K - $613K
|
50.9K
$14.8M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
303+ 5.05% |
$68.2K - $84.8K
|
6.3K
$1.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
157+ 14.52% |
$35.4K - $44K
|
1.24K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
95+ 0.82% |
$21.4K - $26.6K
|
11.7K
$3.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.15% |
$1.58K - $1.96K
|
4.71K
$1.37M
|