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 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-455- 0.74% |
$102K - $127K
|
61.1K
$14.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
SELL
|
- |
-119- 3.43% |
$26.8K - $33.3K
|
3.35K
$776K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
486+ 2.16% |
$109K - $136K
|
23K
$5.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
611+ 3.28% |
$138K - $171K
|
19.2K
$4.46M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-78- 0.48% |
$17.6K - $21.8K
|
16.3K
$3.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 0.85% |
$1.58K - $1.96K
|
833
$193K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-97- 2.21% |
$21.8K - $27.2K
|
4.29K
$996K
|
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14- 0.21% |
$3.15K - $3.92K
|
6.61K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
527+ 7.85% |
$119K - $148K
|
7.24K
$1.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-4- 0.33% |
$901 - $1.12K
|
1.22K
$282K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-976- 52.19% |
$220K - $273K
|
894
$207K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-170- 1.43% |
$38.3K - $47.6K
|
11.7K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-755- 2.61% |
$170K - $211K
|
28.2K
$6.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
74+ 0.5% |
$16.7K - $20.7K
|
14.9K
$3.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.39K- 15.44% |
$539K - $670K
|
13.1K
$3.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-638- 2.36% |
$144K - $179K
|
26.3K
$6.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-2.88K- 6.36% |
$649K - $806K
|
42.4K
$9.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.12K+ 9.98% |
$703K - $874K
|
34.4K
$7.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-25- 11.11% |
$5.63K - $7K
|
200
$46.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-39.6K- 5.64% |
$8.91M - $11.1M
|
662K
$154M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
498+ 50.46% |
$112K - $139K
|
1.49K
$344K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.09K+ 32.15% |
$696K - $865K
|
12.7K
$2.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-160- 1.42% |
$36K - $44.8K
|
11.1K
$2.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.81K+ 12.66% |
$1.08M - $1.35M
|
42.8K
$9.94M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-170- 3.34% |
$38.3K - $47.6K
|
4.92K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-143- 1.68% |
$32.2K - $40K
|
8.35K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.13K- 1.06% |
$255K - $317K
|
105K
$24.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-293- 1.2% |
$66K - $82K
|
24.1K
$5.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-647- 2.14% |
$146K - $181K
|
29.6K
$6.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.47K- 34.07% |
$1.68M - $2.09M
|
14.5K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
8+ 0.02% |
$1.8K - $2.24K
|
48.7K
$11.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-272- 2.3% |
$61.3K - $76.1K
|
11.6K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
36+ 0.68% |
$8.11K - $10.1K
|
5.34K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-8- 0.55% |
$1.8K - $2.24K
|
1.46K
$338K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
41+ 0.86% |
$9.23K - $11.5K
|
4.8K
$1.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
299+ 1.73% |
$67.3K - $83.7K
|
17.6K
$4.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
67+ 0.61% |
$15.1K - $18.8K
|
11.1K
$2.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
182+ 2.6% |
$41K - $51K
|
7.18K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
626+ 22.63% |
$141K - $175K
|
3.39K
$787K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-273- 0.32% |
$61.5K - $76.4K
|
85.1K
$19.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-117- 2.05% |
$26.3K - $32.8K
|
5.6K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-355- 1.71% |
$79.9K - $99.4K
|
20.4K
$4.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-242- 1.81% |
$54.5K - $67.7K
|
13.2K
$3.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-400- 0.96% |
$90.1K - $112K
|
41.1K
$9.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.63K- 6.16% |
$368K - $457K
|
24.9K
$5.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
88+ 1.17% |
$19.8K - $24.6K
|
7.58K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
168+ 2.3% |
$37.8K - $47K
|
7.47K
$1.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 6.43% |
$296K - $368K
|
21.8K
$5.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-60- 2.37% |
$13.5K - $16.8K
|
2.47K
$573K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 15.24% |
$2.3M - $2.86M
|
77.3K
$17.9M
|