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 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-191- 0.76% |
$39.2K - $47.8K
|
25K
$6.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.95K+ 4.09% |
$399K - $487K
|
49.5K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.82K+ 2.16% |
$579K - $706K
|
134K
$36.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
578+ 1.77% |
$119K - $145K
|
33.2K
$9.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-19K- 9.93% |
$3.89M - $4.75M
|
172K
$47.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
SELL
|
- |
-2.53K- 3.21% |
$520K - $634K
|
76.3K
$21.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.77K- 32.65% |
$773K - $943K
|
7.77K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2.24K+ 71.72% |
$460K - $561K
|
5.37K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-967- 0.98% |
$198K - $242K
|
97.2K
$26.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.06% |
$821 - $1K
|
7.14K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
103+ 1.75% |
$21.1K - $25.8K
|
6K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
257+ 0.55% |
$52.7K - $64.3K
|
47.1K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.28K+ 3.63% |
$879K - $1.07M
|
122K
$33.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-18- 0.41% |
$3.69K - $4.51K
|
4.4K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.14% |
$1.03K - $1.25K
|
3.57K
$984K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
22+ 0.34% |
$4.51K - $5.51K
|
6.57K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3+ 0.14% |
$616 - $751
|
2.09K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-364- 6.99% |
$74.7K - $91.1K
|
4.85K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-210- 0.5% |
$43.1K - $52.6K
|
41.5K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.28KNew |
$262K - $320K
|
1.28K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-120- 2.35% |
$24.6K - $30K
|
5K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
170+ 0.48% |
$34.9K - $42.5K
|
35.9K
$9.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
1.22K+ 2.9% |
$249K - $304K
|
43.1K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
105+ 1.25% |
$21.5K - $26.3K
|
8.49K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
39+ 0.76% |
$8K - $9.76K
|
5.14K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17.3K+ 14.01% |
$3.55M - $4.33M
|
141K
$38.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
10.8K+ 7.76% |
$2.22M - $2.71M
|
151K
$41.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-36- 0.35% |
$7.39K - $9.01K
|
10.2K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-152- 0.78% |
$31.2K - $38K
|
19.3K
$5.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.19K+ 44.58% |
$449K - $547K
|
7.09K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
118+ 0.46% |
$24.2K - $29.5K
|
25.9K
$7.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
9+ 0.52% |
$1.85K - $2.25K
|
1.75K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
9+ 0.25% |
$1.85K - $2.25K
|
3.67K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-456- 4.13% |
$93.6K - $114K
|
10.6K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-19.2K- 16.89% |
$3.94M - $4.81M
|
94.5K
$26.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5.44K+ 3.27% |
$1.12M - $1.36M
|
172K
$47.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
100+ 6.69% |
$20.5K - $25K
|
1.59K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
191+ 1.23% |
$39.2K - $47.8K
|
15.7K
$4.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
55+ 4.75% |
$11.3K - $13.8K
|
1.21K
$334K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-88- 8.9% |
$18.1K - $22K
|
901
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.43K- 1.41% |
$294K - $358K
|
99.8K
$27.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
14.9K+ 13.39% |
$3.05M - $3.72M
|
126K
$34.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-3.81K- 7.12% |
$783K - $955K
|
49.8K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
15.8K+ 154.18% |
$3.25M - $3.96M
|
26.1K
$7.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.35K- 1.29% |
$277K - $338K
|
104K
$28.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.98K+ 10.34% |
$407K - $496K
|
21.2K
$5.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
421+ 3.02% |
$86.4K - $105K
|
14.4K
$3.97M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2.07K+ 1.03% |
$424K - $518K
|
203K
$56M
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-10K- 34.69% |
$2.06M - $2.51M
|
18.9K
$5.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
18.9K+ 36.11% |
$3.88M - $4.73M
|
71.3K
$19.7M
|