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 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
905+ 0.87% |
$256K - $286K
|
105K
$31.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
40.7K+ 18.86% |
$11.5M - $12.9M
|
257K
$77.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
911+ 5.83% |
$258K - $288K
|
16.5K
$4.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-48.7K- 3.75% |
$13.8M - $15.4M
|
1.25M
$375M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-320- 1.55% |
$90.5K - $101K
|
20.3K
$6.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
718+ 0.84% |
$203K - $227K
|
86K
$25.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
30.6K+ 1.21% |
$8.66M - $9.67M
|
2.57M
$771M
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.62K- 3.03% |
$1.02M - $1.14M
|
116K
$34.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-20- 0.02% |
$5.66K - $6.32K
|
92.6K
$27.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-558K- 75.96% |
$158M - $176M
|
177K
$53M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
91.4K+ 14.57% |
$25.9M - $28.9M
|
719K
$216M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-2.15K- 0.01% |
$607K - $679K
|
28.1M
$8.45B
|
|
|
Nov 13, 2025
Q3 2025
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-162K- 0.67% |
$45.8M - $51.2M
|
24.1M
$7.24B
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
379+ 0.23% |
$107K - $120K
|
168K
$50.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
20.7K+ 5.92% |
$5.86M - $6.54M
|
370K
$111M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-491K- 2.09% |
$139M - $155M
|
23M
$6.91B
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
72+ 0.19% |
$20.4K - $22.8K
|
37.1K
$11.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1+ 0.03% |
$283 - $316
|
3.72K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
180 Gps Investments Ic LTD
St Peter Port, |
BUY
|
- |
44.7KNew |
$12.7M - $14.1M
|
44.7K
$13.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-959- 1.02% |
$271K - $303K
|
93.2K
$28M
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-11.1K- 0.93% |
$3.14M - $3.51M
|
1.18M
$356M
|
|
|
Nov 13, 2025
Q3 2025
|
Kendall Capital Management
|
SELL
|
- |
-136- 8.32% |
$38.5K - $43K
|
1.5K
$450K
|
|
|
Nov 13, 2025
Q3 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
350+ 22.97% |
$99K - $111K
|
1.87K
$563K
|
|
|
Nov 13, 2025
Q3 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-4.14K- 3.15% |
$1.17M - $1.31M
|
127K
$38.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-50- 7.65% |
$14.1K - $15.8K
|
604
$181K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.76K- 3.85% |
$498K - $556K
|
44K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
323+ 24.6% |
$91.3K - $102K
|
1.64K
$491K
|
|
|
Nov 13, 2025
Q3 2025
|
Kepler Cheuvreux (Suisse) Sa
Nyon, |
BUY
|
- |
11.7KNew |
$3.31M - $3.7M
|
11.7K
$3.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-115- 4.04% |
$32.5K - $36.3K
|
2.73K
$820K
|
|
|
Nov 13, 2025
Q3 2025
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-2.59K- 1.13% |
$733K - $819K
|
226K
$67.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Aviva PLC
|
BUY
|
- |
451K+ 20.19% |
$127M - $142M
|
2.68M
$806M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.36K+ 17.91% |
$2.36M - $2.64M
|
55K
$16.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Ns Partners LTD
|
SELL
|
- |
-943- 0.58% |
$267K - $298K
|
162K
$48.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
477+ 3.24% |
$135K - $151K
|
15.2K
$4.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-1.28K- 0.87% |
$361K - $403K
|
145K
$43.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
SELL
|
- |
-4K- 44.44% |
$1.13M - $1.26M
|
5K
$1.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
SELL
|
PUT |
-5K- 25.0% |
$1.41M - $1.58M
|
15K
$4.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonegate Management LLC
Lake Forest, IL |
BUY
|
- |
2.2KNew |
$622K - $695K
|
2.2K
$661K
|
|
|
Nov 13, 2025
Q3 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-170- 0.96% |
$48.1K - $53.7K
|
17.6K
$5.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
776+ 14.16% |
$219K - $245K
|
6.26K
$1.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-121- 2.09% |
$34.2K - $38.2K
|
5.66K
$1.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
2.76K+ 3.23% |
$782K - $874K
|
88.4K
$26.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-89- 1.12% |
$25.2K - $28.1K
|
7.87K
$2.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.37K- 32.14% |
$671K - $750K
|
5.01K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.53K- 7.99% |
$715K - $800K
|
29.1K
$8.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$566 - $632
|
769
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-418K- 3.22% |
$118M - $132M
|
12.6M
$3.78B
|
|
|
Nov 13, 2025
Q3 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.57K- 1.78% |
$727K - $813K
|
142K
$42.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.86KNew |
$1.66M - $1.85M
|
5.86K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.82K+ 7.74% |
$513K - $574K
|
25.3K
$7.59M
|
|