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 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.31K- 51.62% |
$268K - $327K
|
1.22K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-24.9K- 10.39% |
$5.12M - $6.24M
|
215K
$57M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
120+ 3.81% |
$24.6K - $30K
|
3.27K
$865K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-56- 0.53% |
$11.5K - $14K
|
10.6K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
42+ 0.69% |
$8.62K - $10.5K
|
6.13K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.27K- 6.71% |
$1.08M - $1.32M
|
73.3K
$19.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-356- 2.18% |
$73K - $89.1K
|
16K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
47+ 0.16% |
$9.64K - $11.8K
|
29.9K
$7.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
151+ 1.78% |
$31K - $37.8K
|
8.63K
$2.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-408- 6.07% |
$83.7K - $102K
|
6.32K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
230+ 8.6% |
$47.2K - $57.6K
|
2.91K
$769K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-210- 5.02% |
$43.1K - $52.6K
|
3.97K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
173+ 7.04% |
$35.5K - $43.3K
|
2.63K
$697K
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
29.5KNew |
$6.05M - $7.38M
|
29.5K
$7.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-333- 2.82% |
$68.3K - $83.3K
|
11.5K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-375- 2.3% |
$76.9K - $93.9K
|
15.9K
$4.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
45+ 2.19% |
$9.23K - $11.3K
|
2.1K
$555K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
566+ 1.4% |
$116K - $142K
|
41K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-564- 53.26% |
$116K - $141K
|
495
$131K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-64- 1.19% |
$13.1K - $16K
|
5.3K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-9.48K- 16.34% |
$1.94M - $2.37M
|
48.5K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.94K+ 3.82% |
$603K - $735K
|
79.8K
$21.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
142+ 4.42% |
$29.1K - $35.5K
|
3.36K
$889K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
166+ 1.88% |
$34.1K - $41.5K
|
9.02K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
600+ 50.0% |
$123K - $150K
|
1.8K
$477K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-7- 0.05% |
$1.44K - $1.75K
|
15.5K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
26+ 0.48% |
$5.33K - $6.51K
|
5.41K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-84- 2.05% |
$17.2K - $21K
|
4.02K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.08% |
$205 - $250
|
1.18K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
14.6KNew |
$3M - $3.66M
|
14.6K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
116+ 5.96% |
$23.8K - $29K
|
2.06K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-330- 0.85% |
$67.7K - $82.6K
|
38.7K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
74+ 3.75% |
$15.2K - $18.5K
|
2.05K
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
6.97K+ 36.21% |
$1.43M - $1.74M
|
26.2K
$6.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-528- 1.01% |
$108K - $132K
|
52K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.6K- 10.87% |
$328K - $400K
|
13.1K
$3.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.89K+ 12.11% |
$594K - $724K
|
26.8K
$7.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
139+ 1.25% |
$28.5K - $34.8K
|
11.2K
$2.98M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-175- 15.87% |
$35.9K - $43.8K
|
928
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-401- 4.55% |
$82.3K - $100K
|
8.41K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.1% |
$410 - $501
|
1.91K
$506K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.72K+ 3.74% |
$354K - $431K
|
47.8K
$12.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-789- 0.95% |
$162K - $197K
|
82.5K
$21.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-601- 1.94% |
$123K - $150K
|
30.4K
$8.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-530- 1.05% |
$109K - $133K
|
49.8K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
416+ 4.45% |
$85.4K - $104K
|
9.76K
$2.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-25.7K- 4.34% |
$5.27M - $6.43M
|
567K
$150M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.77K+ 36.52% |
$773K - $943K
|
14.1K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-491- 2.4% |
$101K - $123K
|
20K
$5.29M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9.45K- 90.19% |
$1.94M - $2.36M
|
1.03K
$272K
|