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
|
Family Capital Trust CO
|
SELL
|
- |
-1.88K- 3.47% |
$385K - $470K
|
52.2K
$14.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-111- 2.24% |
$22.8K - $27.8K
|
4.85K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-144- 3.89% |
$29.5K - $36K
|
3.56K
$982K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.77K- 4.88% |
$363K - $443K
|
34.5K
$9.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
213+ 7.0% |
$43.7K - $53.3K
|
3.25K
$897K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
112+ 0.87% |
$23K - $28K
|
13K
$3.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
485+ 29.04% |
$99.5K - $121K
|
2.16K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.09K- 3.38% |
$223K - $272K
|
31.1K
$8.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.74K+ 2.26% |
$1.38M - $1.69M
|
304K
$84M
|
|
|
Jan 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-1.6K- 1.05% |
$328K - $400K
|
151K
$41.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.71K- 2.13% |
$350K - $427K
|
78.7K
$21.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
332+ 3.7% |
$68.1K - $83.1K
|
9.3K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
45+ 0.45% |
$9.23K - $11.3K
|
10.1K
$2.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
SELL
|
- |
-433- 9.32% |
$88.8K - $108K
|
4.21K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
153+ 4.51% |
$31.4K - $38.3K
|
3.55K
$978K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.86KNew |
$381K - $465K
|
1.86K
$512K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-697- 2.46% |
$143K - $174K
|
27.6K
$7.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.78K- 3.51% |
$365K - $446K
|
48.9K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-334- 6.59% |
$68.5K - $83.6K
|
4.73K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
435+ 7.93% |
$89.3K - $109K
|
5.92K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2.04K+ 35.06% |
$418K - $509K
|
7.84K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
209+ 1.77% |
$42.9K - $52.3K
|
12K
$3.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
69+ 0.27% |
$14.2K - $17.3K
|
25.8K
$7.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.2K+ 21.72% |
$657K - $801K
|
17.9K
$4.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-310- 17.45% |
$63.6K - $77.6K
|
1.47K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
194+ 1.91% |
$39.8K - $48.6K
|
10.4K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-2.71K- 0.35% |
$557K - $679K
|
765K
$211M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
17.6K+ 12.24% |
$3.62M - $4.41M
|
162K
$44.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
SELL
|
- |
-1.55K- 23.1% |
$318K - $388K
|
5.17K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.86K- 24.98% |
$587K - $717K
|
8.6K
$2.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
529+ 12.87% |
$109K - $132K
|
4.64K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1+ 0.03% |
$205 - $250
|
3.14K
$865K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
528New |
$108K - $132K
|
528
$146K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
7.8K+ 200.0% |
$1.6M - $1.95M
|
11.7K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20+ 0.61% |
$4.1K - $5.01K
|
3.3K
$910K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
330+ 19.76% |
$67.7K - $82.6K
|
2K
$552K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
16+ 0.02% |
$3.28K - $4K
|
87.5K
$24.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.59KNew |
$1.15M - $1.4M
|
5.59K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
19+ 0.46% |
$3.9K - $4.76K
|
4.17K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
727New |
$149K - $182K
|
727
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
5.26KNew |
$1.08M - $1.32M
|
5.26K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
873New |
$179K - $219K
|
873
$241K
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-16.3K- 58.1% |
$3.35M - $4.09M
|
11.8K
$3.25M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-45.5K- 11.19% |
$9.33M - $11.4M
|
361K
$99.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-98- 1.77% |
$20.1K - $24.5K
|
5.43K
$1.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.2K- 2.69% |
$245K - $299K
|
43.2K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.07K- 5.11% |
$220K - $268K
|
19.9K
$5.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.56K+ 42.5% |
$321K - $391K
|
5.24K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
17.4K+ 15.65% |
$3.57M - $4.35M
|
128K
$35.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
401K+ 26.16% |
$82.2M - $100M
|
1.93M
$533M
|