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
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.17% |
$1.41K - $1.58K
|
2.92K
$878K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
281+ 1.9% |
$79.5K - $88.8K
|
15K
$4.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-25- 0.15% |
$7.07K - $7.9K
|
17K
$5.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-27- 1.7% |
$7.64K - $8.53K
|
1.56K
$468K
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
271+ 10.45% |
$76.6K - $85.7K
|
2.86K
$860K
|
|
|
Nov 13, 2025
Q3 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-48.8K- 23.15% |
$13.8M - $15.4M
|
162K
$48.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
16+ 0.52% |
$4.52K - $5.06K
|
3.07K
$922K
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-37- 0.33% |
$10.5K - $11.7K
|
11.1K
$3.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
588+ 79.14% |
$166K - $186K
|
1.33K
$400K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-10K- 2.1% |
$2.83M - $3.17M
|
468K
$141M
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
PUT |
-1.5K- 21.43% |
$424K - $474K
|
5.5K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-1.86K- 2.12% |
$527K - $589K
|
86.1K
$25.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
65+ 7.0% |
$18.4K - $20.5K
|
994
$299K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-11.7K- 1.0% |
$3.31M - $3.7M
|
1.16M
$348M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
1.03KNew |
$291K - $326K
|
1.03K
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-422K- 1.79% |
$119M - $133M
|
23.2M
$6.98B
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-40.3K- 50.31% |
$11.4M - $12.7M
|
39.8K
$12M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
588+ 2.07% |
$166K - $186K
|
29K
$8.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.47K- 37.19% |
$980K - $1.1M
|
5.86K
$1.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-121- 0.03% |
$34.2K - $38.2K
|
449K
$135M
|
|
|
Nov 13, 2025
Q3 2025
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-220- 0.53% |
$62.2K - $69.5K
|
41.2K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-875K- 4.28% |
$248M - $277M
|
19.6M
$5.88B
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
PUT |
599K+ 37.82% |
$169M - $189M
|
2.18M
$656M
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.47M+ 215.0% |
$414M - $463M
|
2.15M
$645M
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
515+ 4.24% |
$146K - $163K
|
12.7K
$3.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
680+ 4.73% |
$192K - $215K
|
15.1K
$4.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-2.23K- 22.73% |
$630K - $704K
|
7.58K
$2.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
132+ 0.74% |
$37.3K - $41.7K
|
17.9K
$5.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
554+ 0.84% |
$157K - $175K
|
66.3K
$19.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
294+ 1.25% |
$83.1K - $92.9K
|
23.9K
$7.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-61.1K- 0.61% |
$17.3M - $19.3M
|
9.89M
$2.97B
|
|
|
Nov 13, 2025
Q3 2025
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-13.3K- 8.51% |
$3.77M - $4.21M
|
143K
$43.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
206K+ 16113.08% |
$58.2M - $65M
|
207K
$62.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
89+ 4.28% |
$25.2K - $28.1K
|
2.17K
$651K
|
|
|
Nov 13, 2025
Q3 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-956- 21.41% |
$270K - $302K
|
3.51K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-82.2K- 37.22% |
$23.3M - $26M
|
139K
$41.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
PUT |
-87.2K- 77.72% |
$24.7M - $27.6M
|
25K
$7.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-195- 0.94% |
$55.1K - $61.6K
|
20.6K
$6.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-633- 0.79% |
$179K - $200K
|
79.9K
$24M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
13K+ 5.82% |
$3.68M - $4.11M
|
237K
$71M
|
|
|
Nov 13, 2025
Q3 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-4.36K- 14.28% |
$1.23M - $1.38M
|
26.1K
$7.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
35.8K+ 87.89% |
$10.1M - $11.3M
|
76.6K
$23M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-843- 2.67% |
$238K - $266K
|
30.8K
$9.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-2.46K- 3.97% |
$695K - $776K
|
59.5K
$17.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.01K- 7.19% |
$284K - $318K
|
13K
$3.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-443- 16.12% |
$125K - $140K
|
2.31K
$692K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.63K+ 37.17% |
$744K - $831K
|
9.71K
$2.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
707New |
$200K - $223K
|
707
$212K
|
|
|
Nov 13, 2025
Q3 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
672New |
$190K - $212K
|
672
$202K
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-1- 0.06% |
$283 - $316
|
1.63K
$488K
|
|