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
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.43K+ 12.78% |
$970K - $1.08M
|
30.3K
$9.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
515+ 6.51% |
$146K - $163K
|
8.42K
$2.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.31K- 1.9% |
$1.22M - $1.36M
|
222K
$66.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.92K+ 14.59% |
$827K - $924K
|
23K
$6.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-30- 0.04% |
$8.48K - $9.48K
|
67.5K
$20.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-60- 0.26% |
$17K - $19K
|
23.2K
$6.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
42+ 4.0% |
$11.9K - $13.3K
|
1.09K
$328K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-94- 3.26% |
$26.6K - $29.7K
|
2.79K
$838K
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-20- 1.27% |
$5.66K - $6.32K
|
1.55K
$467K
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
240+ 27.87% |
$67.9K - $75.9K
|
1.1K
$331K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-254- 15.07% |
$71.8K - $80.3K
|
1.43K
$430K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
785New |
$222K - $248K
|
785
$236K
|
|
|
Oct 31, 2025
Q3 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-63- 0.05% |
$17.8K - $19.9K
|
137K
$41.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
8+ 0.06% |
$2.26K - $2.53K
|
12.6K
$3.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
395+ 8.08% |
$112K - $125K
|
5.29K
$1.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.3K+ 25.58% |
$651K - $728K
|
11.3K
$3.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
89+ 0.98% |
$25.2K - $28.1K
|
9.15K
$2.75M
|
|
|
Oct 31, 2025
Q3 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-25- 0.42% |
$7.07K - $7.9K
|
5.92K
$1.78M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.81K+ 13.27% |
$513K - $573K
|
15.5K
$4.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
2.32K+ 2.79% |
$657K - $735K
|
85.7K
$25.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
8.67K+ 137.19% |
$2.45M - $2.74M
|
15K
$4.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3+ 0.1% |
$848 - $948
|
3.01K
$903K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.55M- 98.03% |
$438M - $490M
|
31.2K
$9.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-155- 0.92% |
$43.8K - $49K
|
16.6K
$5M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-556- 6.64% |
$157K - $176K
|
7.81K
$2.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-7.12K- 18.74% |
$2.01M - $2.25M
|
30.9K
$9.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-83- 1.29% |
$23.5K - $26.2K
|
6.33K
$1.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
240+ 4.93% |
$67.9K - $75.9K
|
5.11K
$1.54M
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
SELL
|
- |
-9.41K- 1.3% |
$2.66M - $2.97M
|
715K
$215M
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
66+ 0.4% |
$18.7K - $20.9K
|
16.5K
$4.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
67.6K+ 13.65% |
$19.1M - $21.4M
|
563K
$169M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-173- 1.59% |
$48.9K - $54.7K
|
10.7K
$3.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
174+ 0.13% |
$49.2K - $55K
|
130K
$39.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.04K+ 6.63% |
$294K - $328K
|
16.7K
$5.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.32K- 1.04% |
$373K - $417K
|
126K
$37.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-35- 0.14% |
$9.9K - $11.1K
|
24.3K
$7.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-47- 0.69% |
$13.3K - $14.9K
|
6.74K
$2.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-35- 0.6% |
$9.9K - $11.1K
|
5.8K
$1.74M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
657+ 0.46% |
$186K - $208K
|
144K
$43.2M
|
|