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 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-75.8K- 10.28% |
$21.4M - $24M
|
661K
$199M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-14.7K- 2.14% |
$4.16M - $4.65M
|
673K
$202M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
501+ 5.93% |
$142K - $158K
|
8.95K
$2.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-461- 3.81% |
$130K - $146K
|
11.6K
$3.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Allen Investment Management LLC
|
BUY
|
- |
196+ 0.13% |
$55.4K - $61.9K
|
157K
$47M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
207+ 3.82% |
$58.5K - $65.4K
|
5.62K
$1.69M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.46K- 7.16% |
$695K - $777K
|
31.9K
$9.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.7K- 0.91% |
$1.05M - $1.17M
|
402K
$121M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.2K- 1.33% |
$1.75M - $1.96M
|
460K
$138M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-548- 2.52% |
$155K - $173K
|
21.2K
$6.37M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.6K- 1.22% |
$1.3M - $1.45M
|
373K
$112M
|
|
|
Nov 05, 2025
Q3 2025
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-1.31K- 10.78% |
$370K - $413K
|
10.8K
$3.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
688New |
$195K - $217K
|
688
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
424+ 14.45% |
$120K - $134K
|
3.36K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-198- 3.96% |
$56K - $62.6K
|
4.8K
$1.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
3+ 0.07% |
$848 - $948
|
4.3K
$1.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
822+ 14.63% |
$232K - $260K
|
6.44K
$1.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.32% |
$848 - $948
|
929
$279K
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.5K- 2.47% |
$425K - $475K
|
59.5K
$17.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
408+ 1.81% |
$115K - $129K
|
23K
$6.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-267- 3.46% |
$75.5K - $84.4K
|
7.45K
$2.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
676New |
$191K - $214K
|
676
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.04K+ 2.85% |
$293K - $328K
|
37.4K
$11.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
999+ 41.61% |
$282K - $316K
|
3.4K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-9.16K- 51.7% |
$2.59M - $2.89M
|
8.56K
$2.57M
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-15- 0.37% |
$4.24K - $4.74K
|
4.03K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
110+ 6.16% |
$31.1K - $34.8K
|
1.9K
$570K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-25.2K- 1.49% |
$7.13M - $7.97M
|
1.67M
$502M
|
|
|
Nov 04, 2025
Q3 2025
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-1.08K- 60.59% |
$304K - $340K
|
700
$210K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-9.86K- 55.08% |
$2.79M - $3.12M
|
8.04K
$2.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
338+ 3.03% |
$95.6K - $107K
|
11.5K
$3.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-239- 0.69% |
$67.6K - $75.5K
|
34.4K
$10.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
524+ 2.69% |
$148K - $166K
|
20K
$6.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
BUY
|
- |
711New |
$201K - $225K
|
711
$214K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.41K- 2.71% |
$399K - $446K
|
50.8K
$15.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-202- 0.42% |
$57.1K - $63.8K
|
47.9K
$14.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$283 - $316
|
2.21K
$663K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
340+ 3.35% |
$96.1K - $107K
|
10.5K
$3.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
95.6K+ 5.84% |
$27M - $30.2M
|
1.73M
$520M
|
|
|
Nov 04, 2025
Q3 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
348+ 2.94% |
$98.4K - $110K
|
12.2K
$3.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-5- 0.12% |
$1.41K - $1.58K
|
4.23K
$1.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.63K+ 2.09% |
$1.03M - $1.15M
|
177K
$53.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
784+ 7.19% |
$222K - $248K
|
11.7K
$3.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
208+ 3.46% |
$58.8K - $65.7K
|
6.22K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
649+ 4.32% |
$184K - $205K
|
15.7K
$4.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
239+ 1.12% |
$67.6K - $75.5K
|
21.6K
$6.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-794- 7.04% |
$225K - $251K
|
10.5K
$3.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
50+ 1.94% |
$14.1K - $15.8K
|
2.63K
$789K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
658+ 2.05% |
$186K - $208K
|
32.7K
$9.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
4+ 0.1% |
$1.13K - $1.26K
|
4.17K
$1.25M
|
|