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 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-199- 0.65% |
$40.8K - $49.8K
|
30.6K
$8.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-20- 0.85% |
$4.1K - $5.01K
|
2.32K
$615K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-16.1K- 2.21% |
$3.31M - $4.04M
|
714K
$189M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.24K+ 6.05% |
$1.49M - $1.81M
|
127K
$33.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-182- 8.87% |
$37.3K - $45.6K
|
1.87K
$495K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
1.29KNew |
$264K - $322K
|
1.29K
$340K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-170- 13.62% |
$34.9K - $42.5K
|
1.08K
$285K
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
9.79KNew |
$2.01M - $2.45M
|
9.79K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-232- 4.77% |
$47.6K - $58.1K
|
4.63K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.5K+ 8.52% |
$307K - $375K
|
19.1K
$5.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-411- 1.55% |
$84.3K - $103K
|
26K
$6.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-281- 10.64% |
$57.7K - $70.3K
|
2.36K
$625K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-365- 2.27% |
$74.9K - $91.4K
|
15.7K
$4.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-7.98K- 16.46% |
$1.64M - $2M
|
40.5K
$10.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
81+ 0.98% |
$16.6K - $20.3K
|
8.33K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
29.6KNew |
$6.07M - $7.41M
|
29.6K
$7.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
80+ 0.63% |
$16.4K - $20K
|
12.9K
$3.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
74+ 1.18% |
$15.2K - $18.5K
|
6.37K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
89.1K+ 2.58% |
$18.3M - $22.3M
|
3.54M
$938M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.04K+ 6.38% |
$212K - $259K
|
17.2K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-16- 0.21% |
$3.28K - $4K
|
7.6K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-14.5K- 21.19% |
$2.97M - $3.62M
|
53.8K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
911New |
$187K - $228K
|
911
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-87- 1.71% |
$17.9K - $21.8K
|
5K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.16K- 48.11% |
$238K - $290K
|
1.25K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 0.25% |
$205 - $250
|
403
$107K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 1.34% |
$299K - $365K
|
110K
$29.3M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
173+ 2.0% |
$35.5K - $43.3K
|
8.84K
$2.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
586+ 1.57% |
$120K - $147K
|
38K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.39KNew |
$286K - $349K
|
1.39K
$369K
|
|
|
Jan 21, 2025
Q4 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-210- 0.34% |
$43.1K - $52.6K
|
61.4K
$16.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-21.2K- 10.31% |
$4.34M - $5.29M
|
184K
$48.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-152- 1.2% |
$31.2K - $38K
|
12.5K
$3.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
15+ 0.49% |
$3.08K - $3.75K
|
3.08K
$817K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-22- 1.36% |
$4.51K - $5.51K
|
1.59K
$421K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
266+ 8.67% |
$54.6K - $66.6K
|
3.34K
$883K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
50+ 0.92% |
$10.3K - $12.5K
|
5.5K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
4.12KNew |
$846K - $1.03M
|
4.12K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.07KNew |
$220K - $268K
|
1.07K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
434+ 5.22% |
$89K - $109K
|
8.74K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.69K+ 5.89% |
$347K - $424K
|
30.4K
$8.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
39+ 3.79% |
$8K - $9.76K
|
1.07K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-600- 6.82% |
$123K - $150K
|
8.2K
$2.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
848New |
$174K - $212K
|
848
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.6K+ 15.98% |
$327K - $399K
|
11.6K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-41.7K- 97.18% |
$8.55M - $10.4M
|
1.21K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
2.93K+ 14.19% |
$600K - $732K
|
23.5K
$6.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-28.9K- 20.62% |
$5.93M - $7.23M
|
111K
$29.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
919New |
$189K - $230K
|
919
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
117+ 2.08% |
$24K - $29.3K
|
5.74K
$1.52M
|