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 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
345+ 2.42% |
$77.7K - $96.6K
|
14.6K
$4.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-53- 0.94% |
$11.9K - $14.8K
|
5.56K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.7K- 17.5% |
$3.09M - $3.85M
|
64.8K
$18.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-213- 7.8% |
$48K - $59.6K
|
2.52K
$730K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-3.15K- 6.35% |
$709K - $881K
|
46.4K
$13.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-79- 0.44% |
$17.8K - $22.1K
|
17.7K
$5.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.37K+ 20.88% |
$984K - $1.22M
|
25.3K
$7.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
122+ 0.66% |
$27.5K - $34.2K
|
18.7K
$5.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-108K- 7.91% |
$24.2M - $30.1M
|
1.25M
$363M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
84+ 6.17% |
$18.9K - $23.5K
|
1.45K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.1K- 0.83% |
$473K - $588K
|
250K
$72.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 0.53% |
$225 - $280
|
189
$54.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-4.26K- 15.88% |
$959K - $1.19M
|
22.6K
$6.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
255+ 1.77% |
$57.4K - $71.4K
|
14.7K
$4.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-57- 0.2% |
$12.8K - $16K
|
28.7K
$8.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
817New |
$184K - $229K
|
817
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
21.7KNew |
$4.89M - $6.08M
|
21.7K
$6.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
918New |
$207K - $257K
|
918
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.77KNew |
$399K - $496K
|
1.77K
$514K
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-3.44K- 34.23% |
$775K - $964K
|
6.62K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.58K+ 0.75% |
$581K - $722K
|
345K
$99.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-1.82K- 0.9% |
$410K - $509K
|
200K
$58M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-809- 43.35% |
$182K - $226K
|
1.06K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-104- 0.4% |
$23.4K - $29.1K
|
25.9K
$7.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.29K+ 1.18% |
$290K - $361K
|
110K
$32M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
107+ 0.7% |
$24.1K - $30K
|
15.4K
$4.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.56K- 2.61% |
$350K - $435K
|
58.1K
$16.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
7.07K+ 57.13% |
$1.59M - $1.98M
|
19.4K
$5.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Coerente Capital Management
|
SELL
|
- |
-80- 0.18% |
$18K - $22.4K
|
43.9K
$12.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
175+ 83.73% |
$39.4K - $49K
|
384
$111K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-2.36K- 4.74% |
$531K - $661K
|
47.4K
$13.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
68+ 7.82% |
$15.3K - $19K
|
938
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-100- 4.12% |
$22.5K - $28K
|
2.33K
$675K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-5- 0.25% |
$1.13K - $1.4K
|
1.96K
$568K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-93- 4.7% |
$20.9K - $26K
|
1.89K
$547K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
72+ 0.69% |
$16.2K - $20.2K
|
10.5K
$3.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.16K+ 20.04% |
$1.16M - $1.44M
|
30.9K
$8.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-1.84K- 15.83% |
$415K - $516K
|
9.81K
$2.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.72K+ 61.01% |
$612K - $761K
|
7.17K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.27K- 5.26% |
$511K - $635K
|
40.9K
$11.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.74K- 17.73% |
$392K - $487K
|
8.07K
$2.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-2.96K- 16.82% |
$667K - $829K
|
14.6K
$4.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-167- 1.64% |
$37.6K - $46.8K
|
10K
$2.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-35- 0.44% |
$7.88K - $9.8K
|
7.99K
$2.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-815- 20.55% |
$184K - $228K
|
3.15K
$913K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-112- 6.75% |
$25.2K - $31.4K
|
1.55K
$448K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-31- 0.28% |
$6.98K - $8.68K
|
11.1K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
166+ 13.88% |
$37.4K - $46.5K
|
1.36K
$395K
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 0.4% |
$5.85K - $7.28K
|
6.54K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Washington Capital Management Inc
|
SELL
|
- |
-60- 0.64% |
$13.5K - $16.8K
|
9.28K
$2.69M
|