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 07, 2025
Q4 2024
|
Hoya Capital Real Estate, LLC
|
BUY
|
- |
910New |
$187K - $228K
|
910
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-13K- 2.72% |
$2.67M - $3.26M
|
466K
$112M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.6K- 30.64% |
$328K - $400K
|
3.62K
$866K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.29K+ 0.38% |
$265K - $323K
|
342K
$81.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-222- 1.21% |
$45.5K - $55.6K
|
18.1K
$4.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.07K- 0.46% |
$219K - $267K
|
232K
$55.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-250- 5.81% |
$51.3K - $62.6K
|
4.05K
$969K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-241- 2.73% |
$49.4K - $60.3K
|
8.6K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.1K+ 6.53% |
$2.28M - $2.78M
|
181K
$43.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
90+ 0.64% |
$18.5K - $22.5K
|
14.3K
$3.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-3- 0.06% |
$616 - $751
|
5.36K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
908New |
$186K - $227K
|
908
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-485- 1.91% |
$99.5K - $121K
|
24.9K
$5.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8.65KNew |
$1.77M - $2.16M
|
8.65K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-3.41K- 1.41% |
$699K - $852K
|
238K
$56.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
27+ 1.44% |
$5.54K - $6.76K
|
1.91K
$456K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
7.96K+ 2.51% |
$1.63M - $1.99M
|
325K
$77.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-268K- 30.26% |
$54.9M - $67M
|
617K
$147M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 5.17% |
$206K - $252K
|
18.4K
$4.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
505+ 253.77% |
$104K - $126K
|
704
$168K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-73.8K- 3.8% |
$15.1M - $18.5M
|
1.87M
$447M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.59KNew |
$737K - $899K
|
3.59K
$859K
|
|
|
Feb 07, 2025
Q4 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-197K- 46.26% |
$40.5M - $49.4M
|
229K
$54.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
49+ 4.25% |
$10.1K - $12.3K
|
1.2K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
15.7KNew |
$3.23M - $3.94M
|
15.7K
$3.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.54K+ 0.75% |
$522K - $636K
|
342K
$81.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
61+ 3.01% |
$12.5K - $15.3K
|
2.09K
$499K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
51K+ 9.22% |
$10.5M - $12.8M
|
604K
$145M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
66+ 1.08% |
$13.5K - $16.5K
|
6.19K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
45+ 1.33% |
$9.23K - $11.3K
|
3.43K
$819K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.48K+ 5.08% |
$304K - $371K
|
30.7K
$7.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
394New |
$80.8K - $98.6K
|
394
$94.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.16K- 3.33% |
$237K - $289K
|
33.5K
$8.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.5K+ 2.9% |
$308K - $376K
|
53.3K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 0.22% |
$10.3K - $12.5K
|
22.2K
$5.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
SELL
|
- |
-94- 3.3% |
$19.3K - $23.5K
|
2.75K
$659K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.29K+ 3.28% |
$1.91M - $2.33M
|
293K
$70M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-31- 0.99% |
$6.36K - $7.76K
|
3.1K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-25- 1.24% |
$5.13K - $6.26K
|
2K
$478K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
147K+ 5.38% |
$30.2M - $36.8M
|
2.88M
$689M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 0.02% |
$6.77K - $8.26K
|
134K
$32M
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
695+ 43.22% |
$143K - $174K
|
2.3K
$551K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
155+ 3.43% |
$31.8K - $38.8K
|
4.68K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
2.15KNew |
$441K - $537K
|
2.15K
$513K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-149- 0.21% |
$30.6K - $37.3K
|
71.5K
$17.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
890+ 2.79% |
$183K - $223K
|
32.8K
$7.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.23K+ 2.3% |
$1.48M - $1.81M
|
321K
$76.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
46.9K+ 4.01% |
$9.62M - $11.7M
|
1.22M
$291M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
161+ 3.45% |
$33K - $40.3K
|
4.82K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-3.38K- 3.77% |
$694K - $847K
|
86.3K
$20.6M
|