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 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
204+ 0.31% |
$57.7K - $64.5K
|
66.7K
$20M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
106+ 2.67% |
$30K - $33.5K
|
4.07K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
BUY
|
- |
176+ 0.55% |
$49.8K - $55.6K
|
32.2K
$9.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
121+ 4.2% |
$34.2K - $38.2K
|
3K
$902K
|
|
|
Nov 04, 2025
Q3 2025
|
Truxt Investmentos Ltda.
|
BUY
|
- |
3.38KNew |
$956K - $1.07M
|
3.38K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Palmer Knight CO
|
SELL
|
- |
-628- 2.37% |
$178K - $198K
|
25.9K
$7.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
110K+ 11.96% |
$31M - $34.6M
|
1.03M
$308M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-6.46K- 7.42% |
$1.83M - $2.04M
|
80.6K
$24.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.46K- 8.75% |
$411K - $460K
|
15.2K
$4.56M
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-149- 2.84% |
$42.1K - $47.1K
|
5.09K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.07K+ 15.46% |
$302K - $338K
|
7.99K
$2.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2+ 0.16% |
$566 - $632
|
1.24K
$372K
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-44.5K- 87.0% |
$12.6M - $14.1M
|
6.65K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Esl Trust Services, LLC
|
BUY
|
- |
18+ 0.7% |
$5.09K - $5.69K
|
2.59K
$778K
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.75K- 0.59% |
$495K - $553K
|
296K
$88.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-1.46K- 8.39% |
$411K - $460K
|
15.9K
$4.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-67.7K- 5.45% |
$19.2M - $21.4M
|
1.17M
$353M
|
|
|
Nov 04, 2025
Q3 2025
|
Garrison Bradford & Associates Inc
New York, NY |
SELL
|
- |
-175- 19.44% |
$49.5K - $55.3K
|
725
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
9+ 0.28% |
$2.55K - $2.84K
|
3.2K
$961K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.02K+ 22.94% |
$571K - $638K
|
10.8K
$3.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-19.2K- 21.5% |
$5.44M - $6.08M
|
70.2K
$21.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-60.6K- 10.11% |
$17.1M - $19.2M
|
539K
$162M
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
119+ 1.54% |
$33.7K - $37.6K
|
7.84K
$2.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
2.09K+ 38.67% |
$591K - $660K
|
7.49K
$2.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
496+ 5.3% |
$140K - $157K
|
9.86K
$2.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-5.24K- 2.5% |
$1.48M - $1.65M
|
204K
$61.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.09K+ 0.69% |
$590K - $659K
|
302K
$90.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.03K+ 60.77% |
$291K - $326K
|
2.73K
$819K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
35+ 1.07% |
$9.9K - $11.1K
|
3.3K
$990K
|
|
|
Nov 04, 2025
Q3 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-12.3K- 3.13% |
$3.48M - $3.89M
|
381K
$114M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-128- 6.59% |
$36.2K - $40.5K
|
1.81K
$545K
|
|
|
Nov 04, 2025
Q3 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-503- 22.34% |
$142K - $159K
|
1.75K
$525K
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
340+ 0.94% |
$96.1K - $107K
|
36.5K
$11M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
311+ 0.6% |
$87.9K - $98.3K
|
52.5K
$15.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.36K+ 33.39% |
$1.23M - $1.38M
|
17.4K
$5.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
361+ 0.59% |
$102K - $114K
|
61.7K
$18.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-51- 0.37% |
$14.4K - $16.1K
|
13.9K
$4.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
66+ 0.31% |
$18.7K - $20.9K
|
21.2K
$6.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
56+ 4.61% |
$15.8K - $17.7K
|
1.27K
$382K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
739K+ 37.28% |
$209M - $234M
|
2.72M
$817M
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
PUT |
-52.8K- 24.73% |
$14.9M - $16.7M
|
161K
$48.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-574- 7.64% |
$162K - $181K
|
6.94K
$2.08M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.11K- 2.71% |
$595K - $665K
|
75.6K
$22.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-130- 0.8% |
$36.8K - $41.1K
|
16K
$4.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-9.03K- 4.43% |
$2.55M - $2.85M
|
195K
$58.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
167+ 5.95% |
$47.2K - $52.8K
|
2.97K
$893K
|
|
|
Nov 04, 2025
Q3 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-2.22K- 4.86% |
$626K - $700K
|
43.4K
$13M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
411+ 21.8% |
$116K - $130K
|
2.3K
$690K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
23+ 0.4% |
$6.5K - $7.27K
|
5.8K
$1.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
631+ 8.88% |
$178K - $199K
|
7.73K
$2.32M
|
|