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 03, 2025
Q3 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
1.92KNew |
$543K - $607K
|
1.92K
$577K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.81K+ 9.39% |
$513K - $573K
|
21.1K
$6.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-4- 0.22% |
$1.13K - $1.26K
|
1.83K
$549K
|
|
|
Nov 03, 2025
Q3 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
234+ 25.05% |
$66.2K - $74K
|
1.17K
$351K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.01K+ 17.99% |
$287K - $320K
|
6.65K
$2M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
14+ 1.15% |
$3.96K - $4.42K
|
1.24K
$371K
|
|
|
Nov 03, 2025
Q3 2025
|
Hicks Capital Management LLC
Columbus, OH |
SELL
|
- |
-665- 4.33% |
$188K - $210K
|
14.7K
$4.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-564- 11.03% |
$159K - $178K
|
4.55K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-155- 0.75% |
$43.8K - $49K
|
20.4K
$6.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
862+ 8.53% |
$244K - $272K
|
11K
$3.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
812+ 2.97% |
$230K - $257K
|
28.2K
$8.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.41K+ 7.69% |
$1.25M - $1.39M
|
61.7K
$18.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Everett Harris & CO
|
SELL
|
- |
-1.65K- 5.94% |
$468K - $523K
|
26.2K
$7.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
36+ 0.52% |
$10.2K - $11.4K
|
6.92K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-22.5K- 21.4% |
$6.37M - $7.12M
|
82.7K
$24.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.18K+ 4.51% |
$333K - $372K
|
27.3K
$8.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-8.37K- 22.99% |
$2.37M - $2.64M
|
28K
$8.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-6.04K- 0.74% |
$1.71M - $1.91M
|
811K
$244M
|
|
|
Nov 03, 2025
Q3 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
317+ 0.96% |
$89.6K - $100K
|
33.4K
$10M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-6.85K- 21.78% |
$1.94M - $2.16M
|
24.6K
$7.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.57K+ 63.88% |
$1.01M - $1.13M
|
9.17K
$2.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1+ 0.09% |
$283 - $316
|
1.12K
$335K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
42+ 0.16% |
$11.9K - $13.3K
|
26.9K
$8.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-8.56K- 1.26% |
$2.42M - $2.71M
|
671K
$202M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.08K+ 5.22% |
$306K - $342K
|
21.8K
$6.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 0.87% |
$389K - $435K
|
156K
$46.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Searle & Co.
|
BUY
|
- |
21+ 0.13% |
$5.94K - $6.64K
|
16.7K
$5.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
492+ 2.18% |
$139K - $156K
|
23.1K
$6.94M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.61K+ 1.2% |
$454K - $508K
|
136K
$40.7M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
611+ 2.18% |
$173K - $193K
|
28.7K
$8.61M
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
179K+ 3.39% |
$50.6M - $56.5M
|
5.45M
$1.64B
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.77K- 53.3% |
$784K - $876K
|
2.43K
$730K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.45K+ 14.19% |
$410K - $459K
|
11.7K
$3.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
743+ 14.63% |
$210K - $235K
|
5.82K
$1.75M
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-537- 5.35% |
$152K - $170K
|
9.5K
$2.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2+ 0.17% |
$566 - $632
|
1.16K
$347K
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
111+ 9.14% |
$31.4K - $35.1K
|
1.33K
$398K
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.06K+ 8.54% |
$299K - $335K
|
13.5K
$4.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2+ 0.06% |
$566 - $632
|
3.15K
$945K
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
125+ 17.17% |
$35.3K - $39.5K
|
853
$256K
|
|
|
Nov 03, 2025
Q3 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
SELL
|
- |
-35- 1.14% |
$9.9K - $11.1K
|
3.04K
$912K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-411- 82.2% |
$116K - $130K
|
89
$26.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
6.1KNew |
$1.73M - $1.93M
|
6.1K
$1.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-194K- 12.19% |
$54.9M - $61.3M
|
1.4M
$420M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-34.2K- 2.5% |
$9.68M - $10.8M
|
1.33M
$400M
|
|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-54.7K- 5.74% |
$15.5M - $17.3M
|
898K
$270M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.43K+ 45.16% |
$404K - $451K
|
4.59K
$1.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.71K- 1.8% |
$483K - $540K
|
93.3K
$28M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
6+ 0.35% |
$1.7K - $1.9K
|
1.7K
$510K
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
26+ 0.05% |
$7.35K - $8.22K
|
50.5K
$15.2M
|
|