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
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.4K+ 27.48% |
$2.09M - $2.34M
|
34.3K
$10.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.31K- 11.55% |
$654K - $730K
|
17.7K
$5.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-26.9K- 25.3% |
$7.62M - $8.51M
|
79.5K
$23.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
20+ 1.12% |
$5.66K - $6.32K
|
1.81K
$545K
|
|
|
Nov 13, 2025
Q3 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
5+ 0.37% |
$1.41K - $1.58K
|
1.35K
$406K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.1K+ 0.89% |
$1.16M - $1.3M
|
466K
$140M
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
5.53K+ 9.56% |
$1.56M - $1.75M
|
63.3K
$19M
|
|
|
Nov 13, 2025
Q3 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-448- 25.51% |
$127K - $142K
|
1.31K
$393K
|
|
|
Nov 13, 2025
Q3 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
40.1K+ 15.51% |
$11.3M - $12.7M
|
299K
$89.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-86.8K- 97.33% |
$24.5M - $27.4M
|
2.38K
$715K
|
|
|
Nov 13, 2025
Q3 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
48.3K+ 8.17% |
$13.7M - $15.3M
|
640K
$192M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-59- 5.05% |
$16.7K - $18.6K
|
1.11K
$333K
|
|
|
Nov 13, 2025
Q3 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
PUT |
2.1K+ 4.16% |
$594K - $664K
|
52.6K
$15.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-4.83K- 44.29% |
$1.37M - $1.53M
|
6.08K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
47.7K+ 9.93% |
$13.5M - $15.1M
|
527K
$158M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-58.6K- 5.03% |
$16.6M - $18.5M
|
1.1M
$332M
|
|
|
Nov 13, 2025
Q3 2025
|
R.M.Sincerbeaux Capital Management LLC
|
SELL
|
- |
-100- 0.33% |
$28.3K - $31.6K
|
29.9K
$8.97M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Ozk
|
SELL
|
- |
-152- 0.81% |
$43K - $48K
|
18.7K
$5.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
1.8K+ 5.33% |
$508K - $568K
|
35.5K
$10.7M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
CALL |
200New |
$56.6K - $63.2K
|
200
$60.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Terril Brothers, Inc.
|
SELL
|
- |
-15- 0.16% |
$4.24K - $4.74K
|
9.62K
$2.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Tamar Securities, LLC
|
BUY
|
- |
41+ 1.77% |
$11.6K - $13K
|
2.36K
$710K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
168+ 23.7% |
$47.5K - $53.1K
|
877
$263K
|
|
|
Nov 13, 2025
Q3 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-3- 0.07% |
$848 - $948
|
4.5K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.1K- 6.42% |
$1.44M - $1.61M
|
74.3K
$22.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
6.35K+ 77.23% |
$1.8M - $2.01M
|
14.6K
$4.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
31+ 1.17% |
$8.77K - $9.8K
|
2.69K
$807K
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-215- 2.17% |
$60.8K - $68K
|
9.69K
$2.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-2.93K- 94.7% |
$829K - $926K
|
164
$49.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-5.62K- 4.22% |
$1.59M - $1.78M
|
128K
$38.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.29K- 8.28% |
$931K - $1.04M
|
36.5K
$11M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-60.1K- 15.89% |
$17M - $19M
|
318K
$95.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-267- 8.68% |
$75.5K - $84.4K
|
2.81K
$844K
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
761+ 1.04% |
$215K - $241K
|
73.8K
$22.2M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.49K- 3.39% |
$421K - $470K
|
42.4K
$12.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
68K+ 34.46% |
$19.2M - $21.5M
|
265K
$79.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-170- 17.0% |
$48.1K - $53.7K
|
830
$249K
|
|
|
Nov 13, 2025
Q3 2025
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-2.42K- 7.89% |
$685K - $766K
|
28.3K
$8.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.98K+ 1.42% |
$1.97M - $2.2M
|
498K
$149M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-248K- 10.53% |
$70.1M - $78.4M
|
2.11M
$633M
|
|
|
Nov 13, 2025
Q3 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-9.28K- 25.4% |
$2.63M - $2.93M
|
27.3K
$8.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
454+ 7.98% |
$128K - $143K
|
6.15K
$1.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
3.9KNew |
$1.1M - $1.23M
|
3.9K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.52K- 12.48% |
$1.28M - $1.43M
|
31.7K
$9.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-19.4K- 36.55% |
$5.48M - $6.13M
|
33.7K
$10.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-37- 0.59% |
$10.5K - $11.7K
|
6.27K
$1.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-264- 1.1% |
$74.7K - $83.4K
|
23.7K
$7.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-73- 0.68% |
$20.6K - $23.1K
|
10.6K
$3.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
4.46K+ 121.77% |
$1.26M - $1.41M
|
8.13K
$2.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-11- 1.4% |
$3.11K - $3.48K
|
777
$233K
|
|