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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
SELL
|
- |
-453- 10.17% |
$128K - $143K
|
4K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
26+ 0.9% |
$7.35K - $8.22K
|
2.91K
$873K
|
|
|
Nov 14, 2025
Q3 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
SELL
|
- |
-3- 0.1% |
$848 - $948
|
3.02K
$908K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.81K+ 20.57% |
$793K - $887K
|
16.4K
$4.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
SELL
|
- |
-85- 0.5% |
$24K - $26.9K
|
16.8K
$5.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-36- 4.2% |
$10.2K - $11.4K
|
822
$247K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
11.9K+ 18.56% |
$3.35M - $3.75M
|
75.7K
$22.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-31- 1.48% |
$8.77K - $9.8K
|
2.07K
$621K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
9.24K+ 327.07% |
$2.61M - $2.92M
|
12.1K
$3.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-324- 4.49% |
$91.6K - $102K
|
6.9K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
2.03KNew |
$575K - $643K
|
2.03K
$611K
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.02K- 9.62% |
$288K - $322K
|
9.58K
$2.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-572- 0.18% |
$162K - $181K
|
309K
$92.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
PUT |
4KNew |
$1.13M - $1.26M
|
4K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.91K- 1.24% |
$541K - $605K
|
152K
$45.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
31+ 3.28% |
$8.77K - $9.8K
|
977
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
203+ 4.79% |
$57.4K - $64.2K
|
4.44K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18K+ 2.17% |
$5.1M - $5.7M
|
849K
$255M
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1KNew |
$283K - $316K
|
1K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.23K- 7.08% |
$2.33M - $2.6M
|
108K
$32.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-1.27M- 95.43% |
$360M - $403M
|
61K
$18.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-180- 2.05% |
$50.9K - $56.9K
|
8.61K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-10- 0.36% |
$2.83K - $3.16K
|
2.74K
$824K
|
|
|
Nov 14, 2025
Q3 2025
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
888New |
$251K - $281K
|
888
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
1.28KNew |
$361K - $403K
|
1.28K
$383K
|
|
|
Nov 14, 2025
Q3 2025
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-135K- 37.0% |
$38.1M - $42.5M
|
229K
$68.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
19.7K+ 58.33% |
$5.56M - $6.21M
|
53.4K
$16M
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-11- 1.35% |
$3.11K - $3.48K
|
806
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
8+ 1.0% |
$2.26K - $2.53K
|
812
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-783- 46.72% |
$221K - $247K
|
893
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
301+ 3.95% |
$85.1K - $95.1K
|
7.92K
$2.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-145- 11.69% |
$41K - $45.8K
|
1.1K
$329K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
112New |
$31.7K - $35.4K
|
112
$33.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
860+ 54.36% |
$243K - $272K
|
2.44K
$734K
|
|
|
Nov 14, 2025
Q3 2025
|
Shuttleworth & CO
Powell, OH |
BUY
|
- |
10.6KNew |
$3M - $3.35M
|
10.6K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
183+ 1.4% |
$51.7K - $57.8K
|
13.2K
$3.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
348+ 7.55% |
$98.4K - $110K
|
4.96K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.24K+ 17.92% |
$1.2M - $1.34M
|
27.9K
$8.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
3.88K+ 188.66% |
$1.1M - $1.23M
|
5.93K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
186K+ 11.02% |
$52.5M - $58.7M
|
1.87M
$562M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
28+ 0.05% |
$7.92K - $8.85K
|
54.7K
$16.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Group Foundation
|
BUY
|
- |
49K+ 6.32% |
$13.8M - $15.5M
|
824K
$248M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
10.6K+ 1.82% |
$3.01M - $3.36M
|
594K
$179M
|
|
|
Nov 13, 2025
Q3 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
9.81K+ 6.66% |
$2.77M - $3.1M
|
157K
$47.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-61.2K- 30.79% |
$17.3M - $19.4M
|
138K
$41.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-147K- 7.45% |
$41.6M - $46.5M
|
1.83M
$549M
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-9.68K- 0.35% |
$2.74M - $3.06M
|
2.76M
$830M
|
|
|
Nov 13, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
11.6K+ 17.66% |
$3.28M - $3.66M
|
77.3K
$23.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
6.25K+ 22.32% |
$1.77M - $1.98M
|
34.3K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.29K+ 9.29% |
$2.06M - $2.3M
|
85.8K
$25.8M
|
|