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 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.48K+ 1.65% |
$713K - $870K
|
214K
$56.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.24% |
$616 - $751
|
1.24K
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.1K+ 29.38% |
$2.07M - $2.53M
|
44.5K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sara Bay Financial
|
BUY
|
- |
62.8KNew |
$12.9M - $15.7M
|
62.8K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-60- 1.2% |
$12.3K - $15K
|
4.92K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-41- 0.61% |
$8.41K - $10.3K
|
6.69K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-807- 2.9% |
$166K - $202K
|
27K
$7.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
350+ 3.27% |
$71.8K - $87.6K
|
11K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
293+ 2.01% |
$60.1K - $73.3K
|
14.9K
$3.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 2.12% |
$563K - $687K
|
127K
$33.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
210+ 2.96% |
$43.1K - $52.6K
|
7.3K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-27- 1.18% |
$5.54K - $6.76K
|
2.25K
$597K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-139- 1.03% |
$28.5K - $34.8K
|
13.4K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
22+ 1.97% |
$4.51K - $5.51K
|
1.14K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-6- 0.22% |
$1.23K - $1.5K
|
2.68K
$709K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-251- 7.3% |
$51.5K - $62.8K
|
3.19K
$845K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.59K- 5.58% |
$325K - $397K
|
26.8K
$7.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
517+ 2.8% |
$106K - $129K
|
19K
$5.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.18K+ 4.99% |
$242K - $296K
|
24.9K
$6.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-1.86K- 5.66% |
$382K - $466K
|
31K
$8.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-64- 1.66% |
$13.1K - $16K
|
3.78K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Oak Ridge Investments LLC
|
SELL
|
- |
-31- 2.22% |
$6.36K - $7.76K
|
1.37K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
183+ 7.62% |
$37.5K - $45.8K
|
2.59K
$685K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-536- 2.11% |
$110K - $134K
|
24.9K
$6.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
299+ 3.21% |
$61.3K - $74.8K
|
9.61K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
167+ 3.03% |
$34.3K - $41.8K
|
5.68K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.08K+ 8.6% |
$222K - $271K
|
13.7K
$3.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
217+ 6.24% |
$44.5K - $54.3K
|
3.69K
$978K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-205- 1.31% |
$42.1K - $51.3K
|
15.4K
$4.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
637+ 8.2% |
$131K - $159K
|
8.41K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-575- 15.6% |
$118K - $144K
|
3.11K
$824K
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-14.4K- 6.74% |
$2.95M - $3.6M
|
199K
$52.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
103+ 0.97% |
$21.1K - $25.8K
|
10.7K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
190+ 5.57% |
$39K - $47.6K
|
3.6K
$953K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.17% |
$410 - $501
|
1.2K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-350- 0.57% |
$71.8K - $87.6K
|
61.6K
$16.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.42K+ 0.76% |
$291K - $355K
|
188K
$49.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
21+ 1.18% |
$4.31K - $5.26K
|
1.81K
$478K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
19.6KNew |
$4.02M - $4.91M
|
19.6K
$5.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-127- 0.56% |
$26.1K - $31.8K
|
22.5K
$5.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
297+ 0.26% |
$60.9K - $74.3K
|
112K
$29.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
10+ 0.12% |
$2.05K - $2.5K
|
8.02K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
124KNew |
$25.5M - $31.1M
|
124K
$32.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
215+ 0.82% |
$44.1K - $53.8K
|
26.4K
$6.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-712- 2.4% |
$146K - $178K
|
28.9K
$7.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5.45K- 73.71% |
$1.12M - $1.36M
|
1.94K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.44K- 2.93% |
$501K - $611K
|
80.9K
$21.4M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-224- 2.06% |
$46K - $56.1K
|
10.6K
$2.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
29+ 0.72% |
$5.95K - $7.26K
|
4.05K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-180- 0.58% |
$36.9K - $45.1K
|
31K
$8.22M
|