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
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
3+ 0.18% |
$616 - $751
|
1.68K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-523- 5.16% |
$107K - $131K
|
9.62K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-39- 2.42% |
$8K - $9.76K
|
1.57K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-32- 0.68% |
$6.57K - $8.01K
|
4.66K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
69+ 0.76% |
$14.2K - $17.3K
|
9.21K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
24.1KNew |
$4.94M - $6.03M
|
24.1K
$6.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.4% |
$1.03K - $1.25K
|
1.25K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-13.4K- 1.29% |
$2.75M - $3.35M
|
1.03M
$279M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-159- 0.83% |
$32.6K - $39.8K
|
18.9K
$5.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.45K- 3.17% |
$298K - $363K
|
44.3K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
169K+ 10.79% |
$34.7M - $42.3M
|
1.74M
$471M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-36- 1.89% |
$7.39K - $9.01K
|
1.87K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.18% |
$3.08K - $3.75K
|
8.18K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-112- 6.98% |
$23K - $28K
|
1.49K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
700New |
$144K - $175K
|
700
$190K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.78K+ 2.45% |
$571K - $696K
|
116K
$31.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-485- 14.49% |
$99.5K - $121K
|
2.86K
$776K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-9- 0.55% |
$1.85K - $2.25K
|
1.62K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-158- 3.49% |
$32.4K - $39.5K
|
4.37K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.07KNew |
$220K - $268K
|
1.07K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-240- 0.74% |
$49.2K - $60.1K
|
32.2K
$8.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-8.71K- 9.48% |
$1.79M - $2.18M
|
83.1K
$22.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-141- 3.93% |
$28.9K - $35.3K
|
3.45K
$934K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-499- 4.43% |
$102K - $125K
|
10.8K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
140+ 6.2% |
$28.7K - $35K
|
2.4K
$650K
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
509+ 31.04% |
$104K - $127K
|
2.15K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-50- 0.35% |
$10.3K - $12.5K
|
14.3K
$3.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
24.9K+ 3.36% |
$5.12M - $6.24M
|
767K
$208M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
453+ 1.92% |
$92.9K - $113K
|
24K
$6.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
287+ 1.8% |
$58.9K - $71.8K
|
16.3K
$4.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
481+ 10.47% |
$98.7K - $120K
|
5.07K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.46K+ 3.18% |
$505K - $615K
|
79.9K
$21.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
592+ 5.62% |
$121K - $148K
|
11.1K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-182K- 8.25% |
$37.3M - $45.6M
|
2.03M
$549M
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-204- 14.38% |
$41.9K - $51.1K
|
1.22K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
4.53KNew |
$930K - $1.13M
|
4.53K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
20.3K+ 33.61% |
$4.17M - $5.08M
|
80.7K
$21.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-52- 0.64% |
$10.7K - $13K
|
8.09K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
328+ 1.26% |
$67.3K - $82.1K
|
26.3K
$7.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
136+ 5.66% |
$27.9K - $34K
|
2.54K
$688K
|
|
|
Jan 24, 2025
Q4 2024
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.24KNew |
$254K - $310K
|
1.24K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
14.9KNew |
$3.06M - $3.73M
|
14.9K
$4.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.57% |
$1.23K - $1.5K
|
1.07K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
383+ 24.63% |
$78.6K - $95.9K
|
1.94K
$525K
|
|
|
Jan 24, 2025
Q4 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-517- 3.03% |
$106K - $129K
|
16.6K
$4.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-3.54K- 7.89% |
$725K - $885K
|
41.3K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-4.87K- 1.59% |
$998K - $1.22M
|
301K
$81.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
20+ 0.77% |
$4.1K - $5.01K
|
2.62K
$710K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
256+ 1.43% |
$52.5K - $64.1K
|
18.2K
$4.94M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.68K+ 90.8% |
$1.37M - $1.67M
|
14K
$3.8M
|