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 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.14K- 38.36% |
$439K - $535K
|
3.44K
$950K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-10- 0.29% |
$2.05K - $2.5K
|
3.38K
$934K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
148+ 2.32% |
$30.4K - $37K
|
6.52K
$1.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-5- 0.04% |
$1.03K - $1.25K
|
12.5K
$3.44M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
73+ 2.29% |
$15K - $18.3K
|
3.26K
$900K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.95K+ 51.51% |
$399K - $487K
|
5.73K
$1.58M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.15K- 18.72% |
$442K - $539K
|
9.35K
$2.58M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
BUY
|
- |
151+ 0.68% |
$31K - $37.8K
|
22.3K
$6.15M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
875New |
$180K - $219K
|
875
$242K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.76KNew |
$361K - $441K
|
1.76K
$486K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-9- 0.28% |
$1.85K - $2.25K
|
3.23K
$891K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
93+ 1.79% |
$19.1K - $23.3K
|
5.3K
$1.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-187- 1.49% |
$38.4K - $46.8K
|
12.4K
$3.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
388K+ 14.51% |
$79.6M - $97.1M
|
3.06M
$846M
|
|
|
Jan 06, 2025
Q4 2024
|
Pensionfund Sabic
|
BUY
|
- |
16K+ 152.38% |
$3.28M - $4M
|
26.5K
$7.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-275- 2.09% |
$56.4K - $68.8K
|
12.9K
$3.56M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.4K+ 11.9% |
$2.34M - $2.85M
|
107K
$29.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
40+ 0.28% |
$8.21K - $10K
|
14.5K
$3.99M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
4.18K+ 3.05% |
$858K - $1.05M
|
141K
$39M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-321- 9.3% |
$65.9K - $80.3K
|
3.13K
$865K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
57+ 2.64% |
$11.7K - $14.3K
|
2.22K
$613K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-400- 0.83% |
$82.1K - $100K
|
47.7K
$13.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-472- 0.64% |
$96.8K - $118K
|
72.9K
$20.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-2.09K- 87.06% |
$429K - $524K
|
311
$85.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-377- 4.92% |
$77.4K - $94.4K
|
7.28K
$2.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.64K- 11.2% |
$542K - $661K
|
20.9K
$5.78M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-78- 0.63% |
$16K - $19.5K
|
12.3K
$3.41M
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
333+ 2.81% |
$68.3K - $83.3K
|
12.2K
$3.36M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-50- 1.34% |
$10.3K - $12.5K
|
3.68K
$1.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-103- 0.4% |
$21.1K - $25.8K
|
25.7K
$7.09M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.35K- 1.45% |
$278K - $339K
|
92.2K
$25.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
496+ 10.68% |
$102K - $124K
|
5.14K
$1.42M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-53- 19.06% |
$10.9K - $13.3K
|
225
$62.2K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
194+ 0.73% |
$39.8K - $48.6K
|
26.7K
$7.37M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-12K- 14.38% |
$2.47M - $3.01M
|
71.7K
$19.8M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
360+ 3.43% |
$73.9K - $90.1K
|
10.9K
$3M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-46- 1.59% |
$9.44K - $11.5K
|
2.85K
$788K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-37- 0.43% |
$7.59K - $9.26K
|
8.62K
$2.38M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-8- 0.61% |
$1.64K - $2K
|
1.3K
$359K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-206- 1.24% |
$42.3K - $51.6K
|
16.4K
$4.52M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-104- 0.61% |
$21.3K - $26K
|
16.8K
$4.66M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
BUY
|
- |
308+ 15.2% |
$63.2K - $77.1K
|
2.33K
$645K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-435- 1.6% |
$89.3K - $109K
|
26.8K
$7.41M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
852New |
$175K - $213K
|
852
$235K
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-200- 1.8% |
$41K - $50.1K
|
10.9K
$3.01M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
485+ 74.5% |
$99.5K - $121K
|
1.14K
$314K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-775- 11.95% |
$159K - $194K
|
5.71K
$1.58M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.46K- 1.7% |
$300K - $365K
|
84.6K
$23.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.03K+ 37.13% |
$211K - $257K
|
3.8K
$1.05M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.01K+ 11.02% |
$1.85M - $2.25M
|
90.7K
$25.1M
|