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
|
Griffith & Werner, Inc.
Canton, GA |
SELL
|
- |
-162- 4.41% |
$45.8K - $51.2K
|
3.51K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
686+ 12.21% |
$194K - $217K
|
6.31K
$1.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-94- 1.12% |
$26.6K - $29.7K
|
8.28K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
10.5KNew |
$2.98M - $3.33M
|
10.5K
$3.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-178K- 1.15% |
$50.5M - $56.4M
|
15.4M
$4.62B
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-42- 5.19% |
$11.9K - $13.3K
|
767
$230K
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-28- 0.5% |
$7.92K - $8.85K
|
5.55K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-241- 1.85% |
$68.1K - $76.2K
|
12.8K
$3.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-280- 6.86% |
$79.2K - $88.5K
|
3.8K
$1.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
BUY
|
- |
317+ 12.43% |
$89.6K - $100K
|
2.87K
$861K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
31+ 15.27% |
$8.77K - $9.8K
|
234
$70.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-402- 1.02% |
$114K - $127K
|
39K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-6.72K- 17.83% |
$1.9M - $2.12M
|
31K
$9.3M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
SELL
|
- |
-20.3K- 22.72% |
$5.75M - $6.43M
|
69.2K
$20.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.07K+ 24.74% |
$868K - $970K
|
15.5K
$4.65M
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-180- 11.71% |
$50.9K - $56.9K
|
1.36K
$408K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
63+ 5.96% |
$17.8K - $19.9K
|
1.12K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-3.11K- 8.13% |
$880K - $984K
|
35.1K
$10.6M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-234- 1.71% |
$66.2K - $74K
|
13.5K
$4.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.47K+ 4.49% |
$1.26M - $1.41M
|
104K
$31.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4.59K- 2.06% |
$1.3M - $1.45M
|
218K
$65.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-48- 0.41% |
$13.6K - $15.2K
|
11.6K
$3.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-249- 0.54% |
$70.4K - $78.7K
|
46K
$13.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-30- 1.84% |
$8.48K - $9.48K
|
1.6K
$480K
|
|
|
Nov 12, 2025
Q3 2025
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-840- 1.1% |
$238K - $265K
|
75.5K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-604- 0.66% |
$171K - $191K
|
91.1K
$27.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
997+ 8.28% |
$282K - $315K
|
13K
$3.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
34.7K+ 20.27% |
$9.82M - $11M
|
206K
$61.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-3.33K- 2.65% |
$941K - $1.05M
|
122K
$36.7M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
10.3K+ 54.0% |
$2.91M - $3.25M
|
29.3K
$8.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.16K- 0.96% |
$327K - $366K
|
119K
$35.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
293+ 1.21% |
$82.9K - $92.6K
|
24.5K
$7.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
418+ 2.34% |
$118K - $132K
|
18.3K
$5.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
182+ 4.42% |
$51.5K - $57.5K
|
4.3K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Saudi Central Bank
Riyadh, T0 |
SELL
|
- |
-3- 0.26% |
$848 - $948
|
1.15K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-227- 0.67% |
$64.2K - $71.7K
|
33.8K
$10.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
62+ 1.67% |
$17.5K - $19.6K
|
3.76K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-31- 0.77% |
$8.77K - $9.8K
|
3.98K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.26K+ 4.41% |
$357K - $399K
|
29.9K
$8.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
235+ 1.77% |
$66.5K - $74.3K
|
13.5K
$4.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2.5K+ 83.33% |
$707K - $790K
|
5.5K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
38+ 0.6% |
$10.7K - $12K
|
6.32K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
642+ 21.51% |
$182K - $203K
|
3.63K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-35- 0.54% |
$9.9K - $11.1K
|
6.41K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-794- 8.73% |
$225K - $251K
|
8.3K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-12- 1.08% |
$3.39K - $3.79K
|
1.1K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
36+ 1.18% |
$10.2K - $11.4K
|
3.08K
$926K
|
|
|
Nov 12, 2025
Q3 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
7+ 0.08% |
$1.98K - $2.21K
|
8.7K
$2.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
15+ 0.05% |
$4.24K - $4.74K
|
28.6K
$8.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
14+ 0.67% |
$3.96K - $4.42K
|
2.11K
$634K
|
|