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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
3.15KNew |
$646K - $788K
|
3.15K
$909K
|
|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
257KNew |
$52.7M - $64.3M
|
257K
$74.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.29KNew |
$675K - $824K
|
3.29K
$950K
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
40.7KNew |
$8.35M - $10.2M
|
40.7K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-42- 1.63% |
$8.62K - $10.5K
|
2.54K
$733K
|
|
|
Feb 13, 2025
Q4 2024
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-1K- 3.23% |
$205K - $250K
|
30K
$8.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
100+ 5.88% |
$20.5K - $25K
|
1.8K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-81- 0.26% |
$16.6K - $20.3K
|
30.6K
$8.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-53- 1.79% |
$10.9K - $13.3K
|
2.9K
$838K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
30+ 14.15% |
$6.16K - $7.51K
|
242
$69.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-185- 15.77% |
$38K - $46.3K
|
988
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-170- 14.9% |
$34.9K - $42.5K
|
971
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
200+ 8.7% |
$41K - $50.1K
|
2.5K
$722K
|
|
|
Feb 12, 2025
Q4 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-110- 3.7% |
$22.6K - $27.5K
|
2.87K
$827K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-382- 11.8% |
$78.4K - $95.6K
|
2.85K
$824K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
161+ 3.55% |
$33K - $40.3K
|
4.69K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-254K- 99.58% |
$52M - $63.5M
|
1.06K
$307K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
62+ 310.0% |
$12.7K - $15.5K
|
82
$23.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.98K+ 29.13% |
$407K - $496K
|
8.79K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
912New |
$187K - $228K
|
912
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-610- 11.58% |
$125K - $153K
|
4.66K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
34+ 113.33% |
$6.98K - $8.51K
|
64
$18.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
332KNew |
$68.1M - $83.1M
|
332K
$95.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.19KNew |
$244K - $298K
|
1.19K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$308K - $375K
|
1.5K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
178New |
$36.5K - $44.6K
|
178
$51.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
937New |
$192K - $235K
|
937
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
48New |
$9.85K - $12K
|
48
$13.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
212+ 2.49% |
$43.5K - $53.1K
|
8.72K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
2.4K+ 1200.0% |
$492K - $601K
|
2.6K
$751K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
920New |
$189K - $230K
|
920
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
3.3K+ 24.09% |
$677K - $826K
|
17K
$4.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
BUY
|
- |
133+ 1.28% |
$27.3K - $33.3K
|
10.5K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
BUY
|
- |
850New |
$174K - $213K
|
850
$245K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.02% |
$205 - $250
|
6.24K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
58+ 2.04% |
$11.9K - $14.5K
|
2.9K
$837K
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
2.13KNew |
$437K - $533K
|
2.13K
$615K
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
838New |
$172K - $210K
|
838
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
16.8KNew |
$3.45M - $4.21M
|
16.8K
$4.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$3.08K - $3.75K
|
15
$4.33K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
231+ 8.05% |
$47.4K - $57.8K
|
3.1K
$895K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
84.4KNew |
$17.3M - $21.1M
|
84.4K
$24.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
620+ 9.01% |
$127K - $155K
|
7.5K
$2.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
17+ 0.31% |
$3.49K - $4.25K
|
5.42K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-513- 95.53% |
$105K - $128K
|
24
$6.93K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-47- 3.35% |
$9.64K - $11.8K
|
1.35K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.88K+ 16.89% |
$387K - $472K
|
13K
$3.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2.52KNew |
$517K - $631K
|
2.52K
$728K
|
|
|
Feb 11, 2025
Q4 2024
|
Account Management LLC
|
SELL
|
- |
-5.6K- 28.49% |
$1.15M - $1.4M
|
14.1K
$4.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
26+ 0.45% |
$5.33K - $6.51K
|
5.86K
$1.69M
|