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 10, 2025
Q3 2025
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-256- 1.89% |
$72.4K - $80.9K
|
13.3K
$4M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.24% |
$1.13K - $1.26K
|
1.7K
$509K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.27K+ 13.62% |
$359K - $401K
|
10.6K
$3.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
648New |
$183K - $205K
|
648
$195K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
9.51KNew |
$2.69M - $3M
|
9.51K
$2.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-984- 15.88% |
$278K - $311K
|
5.21K
$1.57M
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
21.1K+ 321.77% |
$5.95M - $6.65M
|
27.6K
$8.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Smead Capital Management, Inc.
Phoenix, AZ |
SELL
|
- |
-46.1K- 7.11% |
$13M - $14.6M
|
602K
$181M
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-13- 0.28% |
$3.68K - $4.11K
|
4.66K
$1.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-130K- 11.62% |
$36.7M - $41M
|
986K
$296M
|
|
|
Nov 10, 2025
Q3 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
20+ 0.69% |
$5.66K - $6.32K
|
2.92K
$877K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
332+ 0.76% |
$93.9K - $105K
|
43.8K
$13.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
20.9K+ 2.29% |
$5.91M - $6.6M
|
933K
$280M
|
|
|
Nov 10, 2025
Q3 2025
|
Barings LLC
|
BUY
|
- |
70+ 1.24% |
$19.8K - $22.1K
|
5.71K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-515K- 9.2% |
$146M - $163M
|
5.08M
$1.53B
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
PUT |
76.4K+ 6.12% |
$21.6M - $24.1M
|
1.32M
$398M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
26.8K+ 3.78% |
$7.58M - $8.47M
|
735K
$221M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
704+ 14.38% |
$199K - $223K
|
5.6K
$1.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-4.56K- 1.62% |
$1.29M - $1.44M
|
277K
$83.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.52K+ 7.97% |
$431K - $481K
|
20.6K
$6.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
SELL
|
- |
-529- 3.9% |
$150K - $167K
|
13K
$3.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-1.23K- 1.42% |
$347K - $388K
|
85.1K
$25.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
800+ 1.07% |
$226K - $253K
|
75.7K
$22.7M
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-28- 0.14% |
$7.92K - $8.85K
|
19.3K
$5.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.43% |
$283 - $316
|
235
$70.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.77K+ 26.29% |
$500K - $559K
|
8.49K
$2.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
170+ 18.7% |
$48.1K - $53.7K
|
1.08K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
673New |
$190K - $213K
|
673
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-77- 2.85% |
$21.8K - $24.3K
|
2.63K
$789K
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.45K+ 1.14% |
$409K - $458K
|
129K
$38.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-368- 3.43% |
$104K - $116K
|
10.4K
$3.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-4.7K- 2.72% |
$1.33M - $1.48M
|
168K
$50.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
SELL
|
- |
-130- 5.62% |
$36.8K - $41.1K
|
2.18K
$656K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-934- 3.95% |
$264K - $295K
|
22.7K
$6.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
2.74KNew |
$775K - $866K
|
2.74K
$823K
|
|
|
Nov 10, 2025
Q3 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
3+ 0.33% |
$848 - $948
|
926
$278K
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
2.21KNew |
$626K - $700K
|
2.21K
$665K
|
|
|
Nov 10, 2025
Q3 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-930- 1.02% |
$263K - $294K
|
90.1K
$27.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.12K- 1.0% |
$316K - $353K
|
110K
$33.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.72K- 14.64% |
$2.75M - $3.07M
|
56.6K
$17M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
219+ 12.32% |
$61.9K - $69.2K
|
2K
$600K
|
|
|
Nov 10, 2025
Q3 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-9- 0.07% |
$2.55K - $2.84K
|
12.2K
$3.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
700+ 2.33% |
$198K - $221K
|
30.7K
$9.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-165- 8.6% |
$46.7K - $52.1K
|
1.75K
$527K
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.6% |
$28.3K - $31.6K
|
16.7K
$5M
|
|
|
Nov 10, 2025
Q3 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-124- 0.7% |
$35.1K - $39.2K
|
17.5K
$5.25M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-121- 0.31% |
$34.2K - $38.2K
|
39.5K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.29K+ 0.52% |
$931K - $1.04M
|
637K
$191M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.24K+ 8.07% |
$350K - $392K
|
16.6K
$4.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.47K- 3.32% |
$416K - $465K
|
42.8K
$12.8M
|
|