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 27, 2025
Q4 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-799- 3.71% |
$164K - $200K
|
20.7K
$5.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
658+ 54.79% |
$135K - $165K
|
1.86K
$504K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-13.7K- 10.56% |
$2.8M - $3.42M
|
116K
$31.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-359- 2.88% |
$73.7K - $89.9K
|
12.1K
$3.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
67+ 1.77% |
$13.7K - $16.8K
|
3.85K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-926- 2.31% |
$190K - $232K
|
39.2K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
147+ 1.94% |
$30.2K - $36.8K
|
7.71K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
671+ 10.49% |
$138K - $168K
|
7.07K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.26K- 3.61% |
$258K - $315K
|
33.6K
$9.11M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-13.7K- 4.08% |
$2.8M - $3.42M
|
321K
$87M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
472+ 2.51% |
$96.8K - $118K
|
19.3K
$5.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
84+ 0.36% |
$17.2K - $21K
|
23.5K
$6.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
90+ 8.19% |
$18.5K - $22.5K
|
1.19K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 0.18% |
$616 - $751
|
1.63K
$442K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-56- 2.86% |
$11.5K - $14K
|
1.91K
$516K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.98K- 12.71% |
$612K - $746K
|
20.5K
$5.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
951+ 3.57% |
$195K - $238K
|
27.6K
$7.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-147- 6.21% |
$30.2K - $36.8K
|
2.22K
$602K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
24+ 0.51% |
$4.92K - $6.01K
|
4.72K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
122+ 0.14% |
$25K - $30.5K
|
87.7K
$23.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
12.4KNew |
$2.55M - $3.11M
|
12.4K
$3.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.2K- 6.04% |
$246K - $300K
|
18.7K
$5.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
180+ 1.9% |
$36.9K - $45.1K
|
9.66K
$2.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.41K+ 0.71% |
$289K - $353K
|
200K
$54.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
122+ 0.13% |
$25K - $30.5K
|
92.8K
$25.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
256+ 1.27% |
$52.5K - $64.1K
|
20.4K
$5.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-38- 0.49% |
$7.8K - $9.51K
|
7.66K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-396- 2.88% |
$81.3K - $99.1K
|
13.4K
$3.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
667+ 1.64% |
$137K - $167K
|
41.3K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.26K+ 13.2% |
$464K - $566K
|
19.4K
$5.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.68KNew |
$344K - $419K
|
1.68K
$454K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
2.14KNew |
$439K - $536K
|
2.14K
$580K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
709+ 1.03% |
$145K - $177K
|
69.9K
$18.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
407+ 6.27% |
$83.5K - $102K
|
6.9K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-120- 0.63% |
$24.6K - $30K
|
18.9K
$5.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.23K+ 85.54% |
$868K - $1.06M
|
9.18K
$2.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-10.5K- 13.96% |
$2.16M - $2.63M
|
64.8K
$17.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-4.57K- 5.1% |
$937K - $1.14M
|
85.1K
$23.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.92K- 1.35% |
$1.01M - $1.23M
|
359K
$97.2M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.44K- 11.67% |
$500K - $610K
|
18.4K
$5M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.2% |
$821 - $1K
|
2.01K
$546K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 0.87% |
$2.05K - $2.5K
|
1.17K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
94+ 1.11% |
$19.3K - $23.5K
|
8.56K
$2.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-118- 10.65% |
$24.2K - $29.5K
|
990
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
39.5K+ 76.97% |
$8.11M - $9.89M
|
90.9K
$24.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
56+ 0.41% |
$11.5K - $14K
|
13.8K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.69K+ 0.98% |
$346K - $422K
|
173K
$46.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-32- 0.82% |
$6.57K - $8.01K
|
3.86K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-955- 2.87% |
$196K - $239K
|
32.3K
$8.75M
|