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 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-8.71K- 9.48% |
$1.79M - $2.18M
|
83.1K
$22M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-141- 3.93% |
$28.9K - $35.3K
|
3.45K
$912K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-499- 4.43% |
$102K - $125K
|
10.8K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
140+ 6.2% |
$28.7K - $35K
|
2.4K
$635K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
509+ 31.04% |
$104K - $127K
|
2.15K
$569K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-50- 0.35% |
$10.3K - $12.5K
|
14.3K
$3.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
24.9K+ 3.36% |
$5.12M - $6.24M
|
767K
$203M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
453+ 1.92% |
$92.9K - $113K
|
24K
$6.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
287+ 1.8% |
$58.9K - $71.8K
|
16.3K
$4.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
481+ 10.47% |
$98.7K - $120K
|
5.07K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.46K+ 3.18% |
$505K - $615K
|
79.9K
$21.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
592+ 5.62% |
$121K - $148K
|
11.1K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-182K- 8.25% |
$37.3M - $45.6M
|
2.03M
$536M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-204- 14.38% |
$41.9K - $51.1K
|
1.22K
$322K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.53KNew |
$930K - $1.13M
|
4.53K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
20.3K+ 33.61% |
$4.17M - $5.08M
|
80.7K
$21.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-52- 0.64% |
$10.7K - $13K
|
8.09K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
328+ 1.26% |
$67.3K - $82.1K
|
26.3K
$6.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
136+ 5.66% |
$27.9K - $34K
|
2.54K
$672K
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.24KNew |
$254K - $310K
|
1.24K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
14.9KNew |
$3.06M - $3.73M
|
14.9K
$3.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.03K- 3.72% |
$827K - $1.01M
|
104K
$27.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.8K- 0.24% |
$369K - $451K
|
740K
$196M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.44K- 3.44% |
$1.12M - $1.36M
|
153K
$40.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
83+ 0.9% |
$17K - $20.8K
|
9.3K
$2.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
114+ 0.97% |
$23.4K - $28.5K
|
11.9K
$3.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
SELL
|
- |
-40- 0.12% |
$8.21K - $10K
|
32.1K
$8.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-3.76K- 5.6% |
$771K - $941K
|
63.4K
$16.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.24K- 3.28% |
$254K - $310K
|
36.5K
$9.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
173+ 0.52% |
$35.5K - $43.3K
|
33.7K
$8.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-117- 1.05% |
$24K - $29.3K
|
11K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-687- 1.43% |
$141K - $172K
|
47.2K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.15K+ 6.88% |
$237K - $289K
|
17.9K
$4.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
266+ 0.43% |
$54.6K - $66.6K
|
61.5K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
20.9KNew |
$4.29M - $5.24M
|
20.9K
$5.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
208+ 1.67% |
$42.7K - $52.1K
|
12.7K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
83+ 8.07% |
$17K - $20.8K
|
1.11K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
4.13MNew |
$847M - $1.03B
|
4.13M
$1.09B
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-41.5K- 11.08% |
$8.52M - $10.4M
|
333K
$88.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
11.8K+ 53.64% |
$2.43M - $2.96M
|
33.9K
$8.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 12.4% |
$216K - $263K
|
7.43K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-125- 1.32% |
$25.6K - $31.3K
|
9.34K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.39K- 36.36% |
$285K - $348K
|
2.43K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-91- 6.54% |
$18.7K - $22.8K
|
1.3K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-2- 0.17% |
$410 - $501
|
1.2K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.01K- 3.88% |
$1.44M - $1.75M
|
174K
$46.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
989New |
$203K - $248K
|
989
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
647+ 10.13% |
$133K - $162K
|
7.03K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
67+ 5.42% |
$13.7K - $16.8K
|
1.3K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-18- 0.05% |
$3.69K - $4.51K
|
37.9K
$10M
|