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 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
SELL
|
- |
-2.11K- 4.16% |
$475K - $590K
|
48.6K
$14.1M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-2.42K- 6.73% |
$545K - $678K
|
33.6K
$9.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.75K- 37.86% |
$620K - $771K
|
4.52K
$1.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-300- 1.99% |
$67.6K - $84K
|
14.8K
$4.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
446+ 0.49% |
$100K - $125K
|
91.4K
$26.5M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-35- 1.05% |
$7.88K - $9.8K
|
3.29K
$954K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
643+ 0.93% |
$145K - $180K
|
70.2K
$20.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-252- 7.15% |
$56.7K - $70.5K
|
3.27K
$949K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
137+ 0.87% |
$30.9K - $38.4K
|
15.9K
$4.61M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-1.16K- 36.31% |
$261K - $324K
|
2.03K
$589K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-2.28K- 13.61% |
$513K - $638K
|
14.5K
$4.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1- 0.01% |
$225 - $280
|
15.4K
$4.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-175- 5.06% |
$39.4K - $49K
|
3.28K
$952K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.87K+ 10.08% |
$2.22M - $2.76M
|
108K
$31.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
33+ 0.27% |
$7.43K - $9.24K
|
12.4K
$3.59M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.12% |
$5.18K - $6.44K
|
19K
$5.51M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$901 - $1.12K
|
11.5K
$3.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
462+ 18.97% |
$104K - $129K
|
2.9K
$840K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
7+ 0.34% |
$1.58K - $1.96K
|
2.06K
$597K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-10.7K- 11.58% |
$2.41M - $2.99M
|
81.7K
$23.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-37- 0.59% |
$8.33K - $10.4K
|
6.25K
$1.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-69- 1.64% |
$15.5K - $19.3K
|
4.13K
$1.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
SELL
|
- |
-285- 0.14% |
$64.2K - $79.8K
|
199K
$57.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.26K+ 9.03% |
$283K - $352K
|
15.2K
$4.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
28+ 0.49% |
$6.31K - $7.84K
|
5.69K
$1.65M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.94K- 65.47% |
$1.34M - $1.66M
|
3.13K
$908K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-16.9K- 5.62% |
$3.81M - $4.74M
|
284K
$82.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.32K+ 9.16% |
$521K - $648K
|
27.6K
$8M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
261+ 2.01% |
$58.8K - $73.1K
|
13.2K
$3.83M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-4.49K- 9.36% |
$1.01M - $1.26M
|
43.5K
$12.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-64.5K- 51.94% |
$14.5M - $18.1M
|
59.7K
$17.3M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.42K- 23.94% |
$1.9M - $2.36M
|
26.8K
$7.76M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
22.6KNew |
$5.08M - $6.32M
|
22.6K
$6.54M
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
358New |
$73.5K - $89.6K
|
358
$104K
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
34New |
$6.98K - $8.51K
|
34
$9.86K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.57M+ 14.37% |
$323M - $393M
|
12.5M
$3.63B
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-774- 5.99% |
$159K - $194K
|
12.1K
$3.52M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
9.16KNew |
$1.88M - $2.29M
|
9.16K
$2.65M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.6K+ 10.5% |
$17.6M - $21.4M
|
901K
$261M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-6.6K- 3.0% |
$1.35M - $1.65M
|
214K
$61.9M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
58.5K+ 1.14% |
$12M - $14.6M
|
5.17M
$1.5B
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
186+ 8.28% |
$38.2K - $46.6K
|
2.43K
$705K
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
9.69K+ 0.85% |
$1.99M - $2.43M
|
1.15M
$333M
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
115+ 11.62% |
$23.6K - $28.8K
|
1.11K
$320K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
676+ 1.33% |
$139K - $169K
|
51.4K
$14.9M
|
|
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-617- 5.19% |
$127K - $154K
|
11.3K
$3.26M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
17KNew |
$3.49M - $4.26M
|
17K
$4.94M
|
|
|
May 13, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.52K+ 4.5% |
$311K - $380K
|
35.3K
$10.2M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.46KNew |
$299K - $365K
|
1.46K
$423K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
25+ 0.22% |
$5.13K - $6.26K
|
11.2K
$3.26M
|
|