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 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-4.35K- 47.44% |
$1.23M - $1.38M
|
4.82K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-56.7K- 65.15% |
$16M - $17.9M
|
30.3K
$9.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
93.5K+ 1.38% |
$26.5M - $29.6M
|
6.85M
$2.06B
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.4K+ 2.65% |
$1.53M - $1.71M
|
209K
$62.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Sageworth Trust CO
|
BUY
|
- |
15.7K+ 1193.18% |
$4.45M - $4.97M
|
17.1K
$5.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Todd Asset Management LLC
|
SELL
|
- |
-1.95K- 0.79% |
$552K - $617K
|
246K
$73.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-670- 5.52% |
$189K - $212K
|
11.5K
$3.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-54- 0.31% |
$15.3K - $17.1K
|
17.3K
$5.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.43K+ 236.54% |
$688K - $769K
|
3.46K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
49+ 3.27% |
$13.9K - $15.5K
|
1.55K
$465K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.85K+ 56.35% |
$524K - $586K
|
5.14K
$1.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-236- 11.75% |
$66.7K - $74.6K
|
1.77K
$533K
|
|
|
Nov 07, 2025
Q3 2025
|
Riverstone Advisors, LLC
|
BUY
|
- |
72+ 3.63% |
$20.4K - $22.8K
|
2.05K
$617K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.08K- 30.23% |
$304K - $340K
|
2.48K
$746K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
27.6K+ 2.92% |
$7.79M - $8.71M
|
972K
$292M
|
|
|
Nov 07, 2025
Q3 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
96+ 1.13% |
$27.1K - $30.3K
|
8.56K
$2.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-376- 4.04% |
$106K - $119K
|
8.93K
$2.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
281K+ 6.16% |
$79.6M - $88.9M
|
4.85M
$1.46B
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
297+ 2.67% |
$84K - $93.9K
|
11.4K
$3.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Hardy Reed LLC
|
BUY
|
- |
362+ 0.09% |
$102K - $114K
|
401K
$120M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-69- 0.67% |
$19.5K - $21.8K
|
10.2K
$3.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.37K- 43.83% |
$388K - $434K
|
1.76K
$528K
|
|
|
Nov 07, 2025
Q3 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
973+ 72.56% |
$275K - $308K
|
2.31K
$695K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.38K+ 21.32% |
$389K - $435K
|
7.83K
$2.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.78K- 10.24% |
$785K - $877K
|
24.3K
$7.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.44K- 0.06% |
$406K - $454K
|
2.27M
$681M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.02K- 1.15% |
$287K - $321K
|
87.6K
$26.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-437- 0.39% |
$124K - $138K
|
111K
$33.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-229- 0.86% |
$64.8K - $72.4K
|
26.5K
$7.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-428- 3.96% |
$121K - $135K
|
10.4K
$3.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
150+ 2.1% |
$42.4K - $47.4K
|
7.29K
$2.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
671New |
$190K - $212K
|
671
$202K
|
|
|
Nov 07, 2025
Q3 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
PUT |
-1.5K- 21.43% |
$424K - $474K
|
5.5K
$1.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Providence Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
733New |
$207K - $232K
|
733
$220K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-191- 1.02% |
$54K - $60.4K
|
18.6K
$5.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-6.06M- 2.23% |
$1.71B - $1.92B
|
266M
$79.9B
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
359+ 1.29% |
$102K - $113K
|
28.3K
$8.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
79.6K+ 34.92% |
$22.5M - $25.2M
|
308K
$92.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
SELL
|
- |
-200- 1.15% |
$56.6K - $63.2K
|
17.2K
$5.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-445- 1.31% |
$126K - $141K
|
33.5K
$10.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
520+ 4.4% |
$147K - $164K
|
12.3K
$3.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.78K+ 78.87% |
$1.35M - $1.51M
|
10.8K
$3.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
100+ 6.67% |
$28.3K - $31.6K
|
1.6K
$481K
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-160- 7.13% |
$45.2K - $50.6K
|
2.09K
$626K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-47- 0.97% |
$13.3K - $14.9K
|
4.78K
$1.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.79K- 0.68% |
$790K - $882K
|
407K
$122M
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-30K- 3.19% |
$8.48M - $9.48M
|
909K
$273M
|
|
|
Nov 07, 2025
Q3 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-33- 0.03% |
$9.33K - $10.4K
|
99.5K
$29.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
21+ 2.94% |
$5.94K - $6.64K
|
735
$221K
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
187+ 7.19% |
$52.9K - $59.1K
|
2.79K
$837K
|
|