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 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.23K+ 0.52% |
$1.07M - $1.31M
|
1.02M
$281M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
911+ 299.67% |
$187K - $228K
|
1.22K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.96K- 0.96% |
$811K - $990K
|
406K
$112M
|
|
|
Jan 31, 2025
Q4 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.33K- 8.72% |
$272K - $332K
|
13.9K
$3.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-25- 0.11% |
$5.13K - $6.26K
|
22K
$6.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.51K- 3.15% |
$1.13M - $1.38M
|
169K
$46.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-423- 7.6% |
$86.8K - $106K
|
5.15K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Gam Holding Ag
|
BUY
|
- |
7.75K+ 9.34% |
$1.59M - $1.94M
|
90.7K
$25.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
1.04KNew |
$214K - $261K
|
1.04K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.2K+ 2.13% |
$450K - $549K
|
105K
$29.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.82K+ 96.75% |
$1.81M - $2.21M
|
17.9K
$4.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-169- 1.19% |
$34.7K - $42.3K
|
14K
$3.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
457+ 4.51% |
$93.8K - $114K
|
10.6K
$2.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
18+ 15.52% |
$3.69K - $4.51K
|
134
$37K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-4.51K- 2.25% |
$925K - $1.13M
|
196K
$54M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.96K- 11.45% |
$608K - $741K
|
22.9K
$6.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
64+ 0.66% |
$13.1K - $16K
|
9.81K
$2.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
411+ 219.79% |
$84.3K - $103K
|
598
$165K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.57KNew |
$937K - $1.14M
|
4.57K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
67+ 3.72% |
$13.7K - $16.8K
|
1.87K
$516K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-25Closed |
$5.13K - $6.26K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
61+ 0.26% |
$12.5K - $15.3K
|
23.1K
$6.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
131+ 3.04% |
$26.9K - $32.8K
|
4.43K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-107- 0.79% |
$22K - $26.8K
|
13.5K
$3.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.72K- 5.95% |
$353K - $431K
|
27.2K
$7.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
SELL
|
- |
-941- 1.64% |
$193K - $236K
|
56.6K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
918New |
$188K - $230K
|
918
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.18K- 4.81% |
$243K - $296K
|
23.4K
$6.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
48.9K+ 58.03% |
$10M - $12.2M
|
133K
$36.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
938+ 6.09% |
$192K - $235K
|
16.3K
$4.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-4.64K- 14.74% |
$952K - $1.16M
|
26.8K
$7.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-7.67K- 6.63% |
$1.57M - $1.92M
|
108K
$29.9M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
8.4K+ 0.23% |
$1.72M - $2.1M
|
3.74M
$1.03B
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
34+ 0.39% |
$6.98K - $8.51K
|
8.77K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-361- 0.92% |
$74.1K - $90.4K
|
38.9K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
902New |
$185K - $226K
|
902
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-2.91K- 4.02% |
$598K - $729K
|
69.5K
$19.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-9.16K- 33.6% |
$1.88M - $2.29M
|
18.1K
$5M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-356- 1.73% |
$73K - $89.1K
|
20.2K
$5.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
18+ 0.05% |
$3.69K - $4.51K
|
39K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
30+ 0.77% |
$6.16K - $7.51K
|
3.93K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
9.87KNew |
$2.03M - $2.47M
|
9.87K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.2KNew |
$3.32M - $4.05M
|
16.2K
$4.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.92KNew |
$394K - $481K
|
1.92K
$531K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-598- 5.23% |
$123K - $150K
|
10.8K
$2.99M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$410 - $501
|
3.18K
$880K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-3.26K- 15.71% |
$670K - $817K
|
17.5K
$4.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
74+ 3.95% |
$15.2K - $18.5K
|
1.95K
$538K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
15+ 0.5% |
$3.08K - $3.75K
|
3K
$830K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.5K+ 22.97% |
$3.38M - $4.13M
|
88.3K
$24.4M
|