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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-105- 4.31% |
$29.7K - $33.2K
|
2.33K
$701K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
BUY
|
- |
160+ 1.89% |
$45.2K - $50.6K
|
8.61K
$2.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-758- 0.36% |
$214K - $240K
|
211K
$63.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
55+ 4.02% |
$15.6K - $17.4K
|
1.42K
$427K
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
158+ 5.47% |
$44.7K - $49.9K
|
3.05K
$916K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-23K- 6.12% |
$6.49M - $7.26M
|
352K
$106M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-371- 3.73% |
$105K - $117K
|
9.58K
$2.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-4.47K- 38.66% |
$1.26M - $1.41M
|
7.08K
$2.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
42+ 0.53% |
$11.9K - $13.3K
|
7.9K
$2.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
10+ 0.11% |
$2.83K - $3.16K
|
9.47K
$2.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
5.38K+ 5.12% |
$1.52M - $1.7M
|
110K
$33.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-324- 12.2% |
$91.6K - $102K
|
2.33K
$700K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
SELL
|
- |
-361- 0.13% |
$102K - $114K
|
285K
$85.7M
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.26K+ 12.59% |
$638K - $713K
|
20.2K
$6.06M
|
|
|
Oct 14, 2025
Q3 2025
|
White Pine Investment CO
|
SELL
|
- |
-770- 2.37% |
$218K - $243K
|
31.7K
$9.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
225+ 1.69% |
$63.6K - $71.1K
|
13.6K
$4.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
123+ 0.88% |
$34.8K - $38.9K
|
14.2K
$4.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-196- 2.6% |
$55.4K - $61.9K
|
7.35K
$2.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-897- 6.62% |
$254K - $284K
|
12.6K
$3.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
127+ 5.95% |
$35.9K - $40.1K
|
2.26K
$679K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
56+ 1.16% |
$15.8K - $17.7K
|
4.9K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
71+ 4.92% |
$20.1K - $22.4K
|
1.51K
$455K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-907- 1.28% |
$256K - $287K
|
70.2K
$21.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-58- 0.4% |
$16.4K - $18.3K
|
14.5K
$4.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.59K- 0.48% |
$731K - $817K
|
534K
$160M
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$283 - $316
|
2.76K
$829K
|
|
|
Oct 14, 2025
Q3 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-413- 1.99% |
$117K - $131K
|
20.3K
$6.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-29- 1.03% |
$8.2K - $9.17K
|
2.8K
$841K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
655New |
$185K - $207K
|
655
$197K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-200- 2.82% |
$56.6K - $63.2K
|
6.9K
$2.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-94- 4.18% |
$26.6K - $29.7K
|
2.15K
$647K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.14K- 11.71% |
$322K - $360K
|
8.58K
$2.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-209- 4.43% |
$59.1K - $66.1K
|
4.51K
$1.35M
|
|
|
Oct 14, 2025
Q3 2025
|
Drum Hill Capital, LLC
Westport, CT |
SELL
|
- |
-52- 2.28% |
$14.7K - $16.4K
|
2.22K
$668K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-244- 1.65% |
$69K - $77.1K
|
14.6K
$4.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
99+ 6.98% |
$28K - $31.3K
|
1.52K
$456K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-2- 1.72% |
$566 - $632
|
114
$34.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-1.87K- 13.11% |
$528K - $590K
|
12.4K
$3.72M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.29K+ 16.06% |
$365K - $408K
|
9.34K
$2.81M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
329+ 2.46% |
$93K - $104K
|
13.7K
$4.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-6.67K- 12.47% |
$1.89M - $2.11M
|
46.8K
$14.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-340- 1.3% |
$96.1K - $107K
|
25.8K
$7.75M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
100+ 0.93% |
$28.3K - $31.6K
|
10.8K
$3.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-167- 3.1% |
$47.2K - $52.8K
|
5.22K
$1.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
2.6K+ 116.52% |
$734K - $820K
|
4.82K
$1.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
488+ 3.43% |
$138K - $154K
|
14.7K
$4.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
34+ 1.94% |
$9.61K - $10.7K
|
1.79K
$536K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-274- 12.08% |
$77.5K - $86.6K
|
1.99K
$599K
|
|
|
Oct 10, 2025
Q3 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-175- 5.15% |
$49.5K - $55.3K
|
3.22K
$968K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
745+ 30.53% |
$211K - $235K
|
3.19K
$957K
|
|