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
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-971K- 4.91% |
$275M - $307M
|
18.8M
$5.65B
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
7.92K+ 15.46% |
$2.24M - $2.5M
|
59.1K
$17.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.43K+ 4.26% |
$406K - $453K
|
35.1K
$10.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.3K+ 23.79% |
$2.92M - $3.27M
|
53.8K
$16.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.5K+ 1.39% |
$423K - $473K
|
109K
$32.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-7- 0.03% |
$1.98K - $2.21K
|
23.2K
$6.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
702New |
$199K - $222K
|
702
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.25KNew |
$352K - $393K
|
1.25K
$374K
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4+ 0.2% |
$1.13K - $1.26K
|
2.05K
$615K
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-447- 1.43% |
$126K - $141K
|
30.9K
$9.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Aries Wealth Management
|
BUY
|
- |
322+ 1.87% |
$91.1K - $102K
|
17.6K
$5.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
280+ 27.81% |
$79.2K - $88.5K
|
1.29K
$387K
|
|
|
Nov 10, 2025
Q3 2025
|
X Square Capital, LLC
|
BUY
|
- |
193+ 0.87% |
$54.6K - $61K
|
22.3K
$6.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
125+ 11.39% |
$35.3K - $39.5K
|
1.22K
$367K
|
|
|
Nov 10, 2025
Q3 2025
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
82+ 1.5% |
$23.2K - $25.9K
|
5.57K
$1.67M
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-160- 1.05% |
$45.2K - $50.6K
|
15.1K
$4.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-300- 0.52% |
$84.8K - $94.8K
|
57.9K
$17.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-25- 1.94% |
$7.07K - $7.9K
|
1.27K
$380K
|
|
|
Nov 10, 2025
Q3 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-1.29K- 1.93% |
$363K - $406K
|
65.4K
$19.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-5.33K- 1.84% |
$1.51M - $1.68M
|
284K
$85.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-136- 0.3% |
$38.5K - $43K
|
45K
$13.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-71- 0.47% |
$20.1K - $22.4K
|
14.9K
$4.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.27K- 2.75% |
$2.05M - $2.3M
|
257K
$77.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
768+ 2.63% |
$217K - $243K
|
29.9K
$8.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
608+ 15.34% |
$172K - $192K
|
4.57K
$1.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
936+ 10.22% |
$265K - $296K
|
10.1K
$3.03M
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-6.66K- 4.8% |
$1.88M - $2.11M
|
132K
$39.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.27K+ 3.57% |
$358K - $400K
|
36.7K
$11M
|
|
|
Nov 10, 2025
Q3 2025
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-10.8K- 6.22% |
$3.05M - $3.41M
|
163K
$48.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
61+ 1.17% |
$17.2K - $19.3K
|
5.26K
$1.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
532+ 1.58% |
$150K - $168K
|
34.2K
$10.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.01K- 9.0% |
$1.98M - $2.21M
|
70.8K
$21.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-45- 0.13% |
$12.7K - $14.2K
|
34.2K
$10.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
463+ 19.94% |
$131K - $146K
|
2.79K
$837K
|
|
|
Nov 10, 2025
Q3 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-121- 1.51% |
$34.2K - $38.2K
|
7.89K
$2.37M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-13.5K- 1.35% |
$3.82M - $4.26M
|
988K
$297M
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
661New |
$187K - $209K
|
661
$199K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-147- 0.13% |
$41.6K - $46.5K
|
111K
$33.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
515+ 5.66% |
$146K - $163K
|
9.62K
$2.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
2.88K+ 309.02% |
$814K - $909K
|
3.81K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-40.8K- 9.47% |
$11.5M - $12.9M
|
390K
$117M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
19.6K+ 4.58% |
$5.54M - $6.19M
|
448K
$134M
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-174- 6.44% |
$49.2K - $55K
|
2.53K
$759K
|
|
|
Nov 10, 2025
Q3 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.01% |
$566 - $632
|
23K
$6.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
76.7K+ 8.91% |
$21.7M - $24.2M
|
938K
$282M
|
|
|
Nov 10, 2025
Q3 2025
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
8.2KNew |
$2.32M - $2.59M
|
8.2K
$2.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
222+ 5.6% |
$62.8K - $70.2K
|
4.18K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-792- 0.73% |
$224K - $250K
|
107K
$32.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-25- 2.4% |
$7.07K - $7.9K
|
1.02K
$305K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
526+ 2.71% |
$149K - $166K
|
20K
$6M
|
|