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 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
39New |
$11K - $12.3K
|
39
$11.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
103+ 4.25% |
$29.1K - $32.6K
|
2.53K
$759K
|
|
|
Nov 12, 2025
Q3 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
11.6K+ 92.06% |
$3.28M - $3.67M
|
24.2K
$7.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$566 - $632
|
11.2K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-3.52K- 92.07% |
$995K - $1.11M
|
303
$91K
|
|
|
Nov 12, 2025
Q3 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
1.56K+ 25.54% |
$440K - $492K
|
7.65K
$2.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
9+ 0.61% |
$2.55K - $2.84K
|
1.48K
$445K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
754+ 4.4% |
$213K - $238K
|
17.9K
$5.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 3.33% |
$544K - $608K
|
59.7K
$17.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Company, Inc.
|
SELL
|
- |
-1.6K- 0.64% |
$452K - $506K
|
249K
$74.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.93K- 10.25% |
$1.11M - $1.24M
|
34.4K
$10.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10.9K+ 61.01% |
$3.08M - $3.44M
|
28.7K
$8.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.81K+ 2.26% |
$795K - $889K
|
127K
$38.2M
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
90+ 0.32% |
$25.5K - $28.4K
|
28.1K
$8.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-58- 18.35% |
$16.4K - $18.3K
|
258
$77.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
270+ 2.21% |
$76.4K - $85.3K
|
12.5K
$3.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
2.8KNew |
$792K - $885K
|
2.8K
$841K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-22.8K- 0.98% |
$6.46M - $7.21M
|
2.31M
$693M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-79.3K- 6.2% |
$22.4M - $25.1M
|
1.2M
$360M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-196- 0.13% |
$55.4K - $61.9K
|
154K
$46.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-3.79K- 24.26% |
$1.07M - $1.2M
|
11.8K
$3.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-278K- 3.08% |
$78.7M - $88M
|
8.77M
$2.63B
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
21+ 0.16% |
$5.94K - $6.64K
|
13.3K
$3.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-71- 0.84% |
$20.1K - $22.4K
|
8.36K
$2.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-4.1K- 12.79% |
$1.16M - $1.3M
|
28K
$8.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
125+ 1.32% |
$35.3K - $39.5K
|
9.59K
$2.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.03K- 54.88% |
$574K - $641K
|
1.67K
$501K
|
|
|
Nov 12, 2025
Q3 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
57+ 3.59% |
$16.1K - $18K
|
1.64K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-66- 0.04% |
$18.7K - $20.9K
|
156K
$46.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-145- 17.66% |
$41K - $45.8K
|
676
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.2K+ 2.65% |
$1.19M - $1.33M
|
163K
$48.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-172- 0.26% |
$48.6K - $54.4K
|
67.1K
$20.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-4.43K- 98.6% |
$1.25M - $1.4M
|
63
$18.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-28.7K- 5.0% |
$8.11M - $9.06M
|
545K
$164M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.1K+ 3.92% |
$6.82M - $7.62M
|
640K
$192M
|
|
|
Nov 12, 2025
Q3 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-228K- 47.16% |
$64.5M - $72.1M
|
255K
$76.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-691- 1.53% |
$195K - $218K
|
44.6K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.73K+ 4.51% |
$489K - $547K
|
40.1K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
28+ 0.31% |
$7.92K - $8.85K
|
9.14K
$2.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
35+ 1.62% |
$9.9K - $11.1K
|
2.19K
$659K
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-97- 1.84% |
$27.4K - $30.7K
|
5.18K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
4.65K+ 2.06% |
$1.31M - $1.47M
|
230K
$69.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-820- 20.78% |
$232K - $259K
|
3.13K
$939K
|
|
|
Nov 12, 2025
Q3 2025
|
First Long Island Investors, LLC
|
BUY
|
- |
659+ 0.56% |
$186K - $208K
|
119K
$35.7M
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
3+ 0.35% |
$848 - $948
|
870
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-216- 1.51% |
$61.1K - $68.3K
|
14.1K
$4.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
244K+ 35.63% |
$69.1M - $77.3M
|
930K
$279M
|
|
|
Nov 12, 2025
Q3 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-7.6K- 1.74% |
$2.15M - $2.4M
|
429K
$129M
|
|
|
Nov 12, 2025
Q3 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-58.1K- 2.81% |
$16.4M - $18.4M
|
2.01M
$604M
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-2.79K- 13.36% |
$790K - $883K
|
18.1K
$5.44M
|
|