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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
97+ 6.71% |
$19.9K - $24.3K
|
1.54K
$445K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.79KNew |
$367K - $448K
|
1.79K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
312+ 16.52% |
$64K - $78.1K
|
2.2K
$635K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.02K- 24.21% |
$619K - $755K
|
9.44K
$2.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
4.48KNew |
$920K - $1.12M
|
4.48K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
7.58KNew |
$1.55M - $1.9M
|
7.58K
$2.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$2.05K - $2.5K
|
16.8K
$4.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-210- 0.71% |
$43.1K - $52.6K
|
29.3K
$8.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-19- 0.31% |
$3.9K - $4.76K
|
6.07K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-1.08K- 79.41% |
$222K - $270K
|
280
$80.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
12.5K+ 74.94% |
$2.56M - $3.13M
|
29.2K
$8.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.73K- 53.16% |
$560K - $683K
|
2.41K
$694K
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2- 0.17% |
$410 - $501
|
1.17K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-20- 0.03% |
$4.1K - $5.01K
|
57.2K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
25+ 1.93% |
$5.13K - $6.26K
|
1.32K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
624+ 90.96% |
$128K - $156K
|
1.31K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
630+ 17.14% |
$129K - $158K
|
4.31K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
500+ 32.47% |
$103K - $125K
|
2.04K
$589K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
404+ 35.53% |
$82.9K - $101K
|
1.54K
$445K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-9.1K- 23.01% |
$1.87M - $2.28M
|
30.5K
$8.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-43- 6.69% |
$8.82K - $10.8K
|
600
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
910New |
$187K - $228K
|
910
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.47K+ 6.83% |
$302K - $368K
|
23K
$6.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
74New |
$15.2K - $18.5K
|
74
$21.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-157- 8.31% |
$32.2K - $39.3K
|
1.73K
$500K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.02% |
$205 - $250
|
5.49K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
878New |
$180K - $220K
|
878
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.06% |
$821 - $1K
|
7.14K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
105+ 1.25% |
$21.5K - $26.3K
|
8.49K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-10K- 34.69% |
$2.06M - $2.51M
|
18.9K
$5.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
213+ 7.0% |
$43.7K - $53.3K
|
3.25K
$939K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-433- 9.32% |
$88.8K - $108K
|
4.21K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.78K- 3.51% |
$365K - $446K
|
48.9K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
SELL
|
- |
-1.55K- 23.1% |
$318K - $388K
|
5.17K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.59KNew |
$1.15M - $1.4M
|
5.59K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
727New |
$149K - $182K
|
727
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
385+ 0.56% |
$79K - $96.4K
|
69.1K
$20M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 0.46% |
$20.5K - $25K
|
21.9K
$6.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.56K- 31.79% |
$319K - $390K
|
3.34K
$965K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
709+ 1.03% |
$145K - $177K
|
69.9K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-15- 1.35% |
$3.08K - $3.75K
|
1.09K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 0.56% |
$10.3K - $12.5K
|
8.89K
$2.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
155+ 8.92% |
$31.8K - $38.8K
|
1.89K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-39- 2.42% |
$8K - $9.76K
|
1.57K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
140+ 6.2% |
$28.7K - $35K
|
2.4K
$692K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-204- 14.38% |
$41.9K - $51.1K
|
1.22K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
136+ 5.66% |
$27.9K - $34K
|
2.54K
$733K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
20+ 0.77% |
$4.1K - $5.01K
|
2.62K
$756K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-500- 32.43% |
$103K - $125K
|
1.04K
$301K
|