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 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
14.7K+ 20.73% |
$3.31M - $4.12M
|
85.6K
$24.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
591+ 4.47% |
$133K - $165K
|
13.8K
$4M
|
|
|
Apr 17, 2025
Q1 2025
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-144- 5.54% |
$32.4K - $40.3K
|
2.46K
$712K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-45- 0.52% |
$10.1K - $12.6K
|
8.57K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-94- 4.37% |
$21.2K - $26.3K
|
2.06K
$596K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8.06K+ 10.04% |
$1.81M - $2.26M
|
88.3K
$25.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$225 - $280
|
38.2K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-207- 3.14% |
$46.6K - $57.9K
|
6.39K
$1.85M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.23K- 28.33% |
$1.18M - $1.46M
|
13.2K
$3.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-750- 23.88% |
$169K - $210K
|
2.39K
$693K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
304+ 0.68% |
$68.5K - $85.1K
|
45.1K
$13.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
383+ 1.37% |
$86.2K - $107K
|
28.3K
$8.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.35K+ 14.19% |
$305K - $379K
|
10.9K
$3.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.97K+ 8.02% |
$1.12M - $1.39M
|
66.9K
$19.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-20- 0.16% |
$4.5K - $5.6K
|
12.9K
$3.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
469+ 2.43% |
$106K - $131K
|
19.7K
$5.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Trevian Wealth Management LLC
|
SELL
|
- |
-83- 5.49% |
$18.7K - $23.2K
|
1.43K
$414K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
50+ 0.17% |
$11.3K - $14K
|
28.7K
$8.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
360+ 14.75% |
$81.1K - $101K
|
2.8K
$812K
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-214- 0.55% |
$48.2K - $59.9K
|
38.8K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-3- 0.04% |
$676 - $840
|
7.4K
$2.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
19.9K+ 3.96% |
$4.49M - $5.58M
|
522K
$151M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
264+ 22.2% |
$59.5K - $73.9K
|
1.45K
$421K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
200+ 3.39% |
$45K - $56K
|
6.1K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-86- 3.74% |
$19.4K - $24.1K
|
2.21K
$642K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.7KNew |
$1.06M - $1.32M
|
4.7K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
275+ 3.27% |
$61.9K - $77K
|
8.69K
$2.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.21K- 3.61% |
$273K - $339K
|
32.3K
$9.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
695+ 0.78% |
$157K - $195K
|
90.2K
$26.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
31+ 0.4% |
$6.98K - $8.68K
|
7.8K
$2.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-43- 0.39% |
$9.68K - $12K
|
10.9K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
25+ 1.23% |
$5.63K - $7K
|
2.05K
$594K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-3- 0.2% |
$676 - $840
|
1.5K
$436K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
36+ 1.79% |
$8.11K - $10.1K
|
2.05K
$593K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-262- 10.63% |
$59K - $73.3K
|
2.2K
$639K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-349- 3.05% |
$78.6K - $97.7K
|
11.1K
$3.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-3.81K- 8.9% |
$859K - $1.07M
|
39K
$11.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.84K- 2.73% |
$865K - $1.08M
|
137K
$39.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 5.38% |
$474K - $590K
|
41.3K
$12M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-184- 0.57% |
$41.4K - $51.5K
|
32.2K
$9.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
265+ 3.43% |
$59.7K - $74.2K
|
7.99K
$2.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
140+ 12.47% |
$31.5K - $39.2K
|
1.26K
$366K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-8- 0.62% |
$1.8K - $2.24K
|
1.29K
$373K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
439+ 24.99% |
$98.9K - $123K
|
2.2K
$637K
|
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-15K- 40.54% |
$3.38M - $4.2M
|
22K
$6.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-821- 1.36% |
$185K - $230K
|
59.5K
$17.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-20- 0.05% |
$4.5K - $5.6K
|
37.9K
$11M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-1.07K- 3.77% |
$240K - $298K
|
27.2K
$7.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
524+ 0.42% |
$118K - $147K
|
126K
$36.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
214+ 5.24% |
$48.2K - $59.9K
|
4.3K
$1.25M
|