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 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-8.67K- 7.63% |
$2.45M - $2.74M
|
105K
$31.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
574+ 16.02% |
$162K - $181K
|
4.16K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-4.37K- 0.98% |
$1.24M - $1.38M
|
441K
$132M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-22- 0.41% |
$6.22K - $6.95K
|
5.31K
$1.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
233+ 5.27% |
$65.9K - $73.6K
|
4.66K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
776+ 1.92% |
$219K - $245K
|
41.2K
$12.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
7.43K+ 29.61% |
$2.1M - $2.35M
|
32.5K
$9.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-18.2K- 18.93% |
$5.14M - $5.75M
|
77.9K
$23.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
80+ 0.28% |
$22.6K - $25.3K
|
28.4K
$8.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.49K+ 5.18% |
$1.27M - $1.42M
|
91.3K
$27.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Impax Asset Management Group PLC
|
SELL
|
- |
-38.2K- 18.67% |
$10.8M - $12.1M
|
166K
$50M
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
BUY
|
- |
320K+ 169.17% |
$90.6M - $101M
|
510K
$153M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.98K+ 2.85% |
$560K - $626K
|
71.4K
$21.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-265K- 14.81% |
$75M - $83.8M
|
1.52M
$458M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-84.2K- 1.7% |
$23.8M - $26.6M
|
4.88M
$1.46B
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.4K- 57.82% |
$395K - $442K
|
1.02K
$306K
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.01% |
$566 - $632
|
16.7K
$5.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 3.06% |
$448K - $501K
|
53.4K
$16M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.5K+ 6.13% |
$3.54M - $3.95M
|
217K
$65.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
43+ 0.16% |
$12.2K - $13.6K
|
26.4K
$7.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-695- 2.98% |
$197K - $220K
|
22.6K
$6.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
260+ 1.53% |
$73.5K - $82.2K
|
17.3K
$5.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-282- 0.53% |
$79.7K - $89.1K
|
53.2K
$16M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
47+ 1.53% |
$13.3K - $14.9K
|
3.12K
$938K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-281- 22.75% |
$79.5K - $88.8K
|
954
$287K
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
1+ 0.06% |
$283 - $316
|
1.75K
$525K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.79K+ 16.84% |
$789K - $882K
|
19.4K
$5.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-10.6K- 7.43% |
$3.01M - $3.36M
|
133K
$39.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-131- 8.76% |
$37K - $41.4K
|
1.37K
$410K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
668New |
$189K - $211K
|
668
$201K
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
897+ 0.61% |
$254K - $284K
|
149K
$44.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
2.46K+ 4.2% |
$694K - $776K
|
60.9K
$18.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
BUY
|
- |
1.08K+ 3.5% |
$306K - $342K
|
32K
$9.6M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-64- 4.26% |
$18.1K - $20.2K
|
1.44K
$433K
|
|
|
Nov 06, 2025
Q3 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-593- 13.42% |
$168K - $187K
|
3.83K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-365- 0.8% |
$103K - $115K
|
45K
$13.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
65+ 3.07% |
$18.4K - $20.5K
|
2.18K
$656K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
41+ 3.16% |
$11.6K - $13K
|
1.34K
$402K
|
|
|
Nov 06, 2025
Q3 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
SELL
|
- |
-555- 0.79% |
$157K - $175K
|
70K
$21M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-463- 9.74% |
$131K - $146K
|
4.29K
$1.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
661+ 4.75% |
$187K - $209K
|
14.6K
$4.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Skylands Capital, LLC
|
SELL
|
- |
-4.55K- 15.14% |
$1.29M - $1.44M
|
25.5K
$7.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-555- 2.31% |
$157K - $175K
|
23.4K
$7.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-2.91K- 19.83% |
$822K - $919K
|
11.8K
$3.53M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
24+ 0.24% |
$6.79K - $7.59K
|
9.94K
$2.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-52.8K- 7.65% |
$14.9M - $16.7M
|
637K
$191M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.69K+ 11.78% |
$1.04M - $1.17M
|
35K
$10.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3+ 0.07% |
$848 - $948
|
4.43K
$1.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-432- 11.54% |
$122K - $137K
|
3.31K
$995K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2.48K+ 185.82% |
$700K - $783K
|
3.81K
$1.14M
|
|