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 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.13K- 1.06% |
$255K - $317K
|
105K
$30.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
36+ 0.68% |
$8.11K - $10.1K
|
5.34K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
41+ 0.86% |
$9.23K - $11.5K
|
4.8K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
299+ 1.73% |
$67.3K - $83.7K
|
17.6K
$5.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
626+ 22.63% |
$141K - $175K
|
3.39K
$983K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-273- 0.32% |
$61.5K - $76.4K
|
85.1K
$24.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-117- 2.05% |
$26.3K - $32.8K
|
5.6K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 6.43% |
$296K - $368K
|
21.8K
$6.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
81+ 8.85% |
$18.2K - $22.7K
|
996
$289K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
75+ 1.24% |
$16.9K - $21K
|
6.13K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-635- 0.6% |
$143K - $178K
|
105K
$30.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
77+ 0.3% |
$17.3K - $21.6K
|
25.7K
$7.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-582- 16.46% |
$131K - $163K
|
2.95K
$856K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
405K+ 124.23% |
$91.2M - $113M
|
731K
$212M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
982+ 3.1% |
$221K - $275K
|
32.7K
$9.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-7- 0.06% |
$1.58K - $1.96K
|
11.1K
$3.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-131- 1.82% |
$29.5K - $36.7K
|
7.06K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16- 0.15% |
$3.6K - $4.48K
|
10.5K
$3.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
185+ 4.89% |
$41.7K - $51.8K
|
3.97K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-8.36K- 4.58% |
$1.88M - $2.34M
|
174K
$50.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-1.38K- 14.95% |
$311K - $387K
|
7.86K
$2.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
59+ 1.46% |
$13.3K - $16.5K
|
4.11K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.34K- 4.2% |
$301K - $375K
|
30.6K
$8.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
33.6K+ 22.33% |
$7.57M - $9.41M
|
184K
$53.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-5.25K- 50.87% |
$1.18M - $1.47M
|
5.07K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.53K- 0.5% |
$345K - $429K
|
308K
$89.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-5.09K- 6.99% |
$1.15M - $1.43M
|
67.8K
$19.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-63- 2.1% |
$14.2K - $17.6K
|
2.94K
$852K
|
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-2.31K- 2.4% |
$520K - $646K
|
93.7K
$27.2M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-37- 6.14% |
$8.33K - $10.4K
|
566
$164K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-85- 2.77% |
$19.1K - $23.8K
|
2.98K
$864K
|
|
|
Apr 09, 2025
Q1 2025
|
Qv Investors Inc.
|
SELL
|
- |
-5.07K- 19.68% |
$1.14M - $1.42M
|
20.7K
$6M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
105+ 1.75% |
$23.6K - $29.4K
|
6.12K
$1.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
59+ 0.24% |
$13.3K - $16.5K
|
25K
$7.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.12K+ 10.61% |
$252K - $314K
|
11.7K
$3.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-90- 5.05% |
$20.3K - $25.2K
|
1.69K
$491K
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
55+ 0.82% |
$12.4K - $15.4K
|
6.78K
$1.97M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
811+ 10.04% |
$183K - $227K
|
8.89K
$2.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.04K- 1.32% |
$234K - $290K
|
77.4K
$22.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.3K+ 152.71% |
$2.56M - $3.18M
|
18.8K
$5.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-124- 6.67% |
$27.9K - $34.7K
|
1.74K
$503K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.8K+ 16.5% |
$3.55M - $4.42M
|
111K
$32.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.44K- 13.76% |
$324K - $403K
|
9.02K
$2.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.12K+ 13.54% |
$927K - $1.15M
|
34.5K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.05K- 2.58% |
$235K - $293K
|
39.5K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8.19K+ 609.22% |
$1.85M - $2.29M
|
9.54K
$2.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.72K- 1.14% |
$386K - $480K
|
149K
$43.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$2.03K - $2.52K
|
8.48K
$2.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-661- 3.62% |
$149K - $185K
|
17.6K
$5.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.33K- 32.84% |
$300K - $373K
|
2.72K
$789K
|