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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-495- 1.28% |
$102K - $124K
|
38.1K
$9.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-13.9K- 0.62% |
$2.84M - $3.47M
|
2.21M
$529M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.35KNew |
$276K - $337K
|
1.35K
$322K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
636+ 1.14% |
$130K - $159K
|
56.3K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.7K+ 14.79% |
$349K - $426K
|
13.2K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
6.77KNew |
$1.39M - $1.69M
|
6.77K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
19K+ 5.77% |
$3.89M - $4.74M
|
347K
$83.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.44K- 15.3% |
$295K - $360K
|
7.96K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Philo Smith Capital Corp
Stamford, CT |
SELL
|
- |
-4.7K- 49.21% |
$964K - $1.18M
|
4.85K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
313+ 7.5% |
$64.2K - $78.3K
|
4.49K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-685- 2.13% |
$141K - $171K
|
31.4K
$7.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-180- 11.5% |
$36.9K - $45.1K
|
1.39K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.76K- 1.3% |
$361K - $440K
|
133K
$31.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
56+ 1.85% |
$11.5K - $14K
|
3.08K
$736K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8- 0.1% |
$1.64K - $2K
|
7.69K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.14K- 0.27% |
$233K - $285K
|
417K
$99.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
186+ 2.04% |
$38.2K - $46.6K
|
9.32K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-305- 1.59% |
$62.6K - $76.3K
|
18.9K
$4.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Ninepoint Partners LP
|
BUY
|
- |
131+ 3.34% |
$26.9K - $32.8K
|
4.05K
$968K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
10+ 0.65% |
$2.05K - $2.5K
|
1.56K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.33KNew |
$478K - $583K
|
2.33K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.17K+ 2.5% |
$239K - $292K
|
47.8K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
812+ 6.36% |
$167K - $203K
|
13.6K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-112- 2.81% |
$23K - $28K
|
3.88K
$927K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-94- 0.15% |
$19.3K - $23.5K
|
63.2K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.19K+ 6.45% |
$449K - $548K
|
36.1K
$8.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
98+ 0.44% |
$20.1K - $24.5K
|
22.3K
$5.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
145+ 2.71% |
$29.8K - $36.3K
|
5.49K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-168K- 4.56% |
$34.5M - $42.1M
|
3.53M
$843M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6+ 0.51% |
$1.23K - $1.5K
|
1.19K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-23.9K- 6.72% |
$4.9M - $5.98M
|
332K
$79.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
1.33KNew |
$272K - $332K
|
1.33K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.95KNew |
$400K - $488K
|
1.95K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
11.8KNew |
$2.43M - $2.96M
|
11.8K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-17.9K- 6.33% |
$3.66M - $4.47M
|
264K
$63.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-274- 5.24% |
$56.2K - $68.6K
|
4.95K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.16K+ 1.61% |
$237K - $289K
|
73K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-32- 0.71% |
$6.57K - $8.01K
|
4.51K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.13K- 1.49% |
$232K - $283K
|
74.7K
$17.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
73+ 4.66% |
$15K - $18.3K
|
1.64K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-402- 0.78% |
$82.5K - $101K
|
51.4K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.35KNew |
$278K - $339K
|
1.35K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
415+ 22.03% |
$85.1K - $104K
|
2.3K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
413+ 40.37% |
$84.7K - $103K
|
1.44K
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.05K+ 3.93% |
$216K - $263K
|
27.8K
$6.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
720+ 0.94% |
$148K - $180K
|
77.5K
$18.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
899+ 4.24% |
$184K - $225K
|
22.1K
$5.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-156K- 9.5% |
$32.1M - $39.2M
|
1.49M
$356M
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-148- 4.91% |
$30.4K - $37K
|
2.87K
$686K
|
|
|
Feb 10, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
214KNew |
$43.8M - $53.4M
|
214K
$51.1M
|