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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
6.27KNew |
$1.29M - $1.57M
|
6.27K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
48New |
$9.85K - $12K
|
48
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
933New |
$191K - $234K
|
933
$225K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-745- 0.19% |
$153K - $186K
|
401K
$96.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
212+ 2.49% |
$43.5K - $53.1K
|
8.72K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-231- 1.62% |
$47.4K - $57.8K
|
14K
$3.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.27K+ 19.05% |
$466K - $568K
|
14.2K
$3.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-9.34K- 43.03% |
$1.92M - $2.34M
|
12.4K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19.6K+ 1.1% |
$4.02M - $4.9M
|
1.8M
$436M
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-3.11M- 12.47% |
$638M - $778M
|
21.8M
$5.28B
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.69K+ 5.08% |
$1.99M - $2.42M
|
200K
$48.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-110- 0.17% |
$22.6K - $27.5K
|
65.3K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
17.5K+ 15.27% |
$3.59M - $4.38M
|
132K
$31.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Selway Asset Management
Boise, ID |
BUY
|
- |
195+ 0.48% |
$40K - $48.8K
|
40.5K
$9.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3.18K- 7.02% |
$652K - $796K
|
42.2K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-182- 5.79% |
$37.3K - $45.6K
|
2.96K
$716K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-5.08K- 12.4% |
$1.04M - $1.27M
|
35.9K
$8.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
2.4K+ 1200.0% |
$492K - $601K
|
2.6K
$628K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
38.4KNew |
$7.89M - $9.62M
|
38.4K
$9.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
326KNew |
$66.9M - $81.6M
|
326K
$78.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
4+ 0.67% |
$821 - $1K
|
605
$146K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
920New |
$189K - $230K
|
920
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
3.3K+ 24.09% |
$677K - $826K
|
17K
$4.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-10- 0.32% |
$2.05K - $2.5K
|
3.12K
$754K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-525- 29.12% |
$108K - $131K
|
1.28K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.56KNew |
$1.14M - $1.39M
|
5.56K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
6.76KNew |
$1.39M - $1.69M
|
6.76K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
3.06KNew |
$627K - $765K
|
3.06K
$739K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-246K- 1.01% |
$50.5M - $61.6M
|
24.2M
$5.86B
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-63.7K- 35.31% |
$13.1M - $15.9M
|
117K
$28.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
40+ 0.73% |
$8.21K - $10K
|
5.54K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-70- 1.38% |
$14.4K - $17.5K
|
5.02K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-118- 1.12% |
$24.2K - $29.5K
|
10.4K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Kidder Stephen W
|
BUY
|
- |
133+ 1.28% |
$27.3K - $33.3K
|
10.5K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
927New |
$190K - $232K
|
927
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-520- 4.95% |
$107K - $130K
|
9.98K
$2.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
BUY
|
- |
850New |
$174K - $213K
|
850
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.71K- 1.98% |
$351K - $428K
|
84.8K
$20.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.1K+ 0.96% |
$13.8M - $16.8M
|
7.08M
$1.71B
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
9+ 0.54% |
$1.85K - $2.25K
|
1.68K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-367- 0.74% |
$75.3K - $91.9K
|
48.9K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
81+ 0.88% |
$16.6K - $20.3K
|
9.29K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-939- 1.94% |
$193K - $235K
|
47.6K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.02% |
$205 - $250
|
6.24K
$1.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
58+ 2.04% |
$11.9K - $14.5K
|
2.9K
$700K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-113- 1.32% |
$23.2K - $28.3K
|
8.44K
$2.04M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-946- 2.01% |
$194K - $237K
|
46K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-36.4K- 19.78% |
$7.47M - $9.11M
|
148K
$35.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-53.5K- 19.78% |
$11M - $13.4M
|
217K
$52.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-610- 3.39% |
$125K - $153K
|
17.4K
$4.2M
|