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 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
|
Founders Capital Management, LLC
|
SELL
|
- |
-110- 13.46% |
$31.1K - $34.8K
|
707
$212K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.28K- 1.6% |
$1.49M - $1.67M
|
325K
$97.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.46% |
$1.41K - $1.58K
|
1.08K
$325K
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
600+ 22.07% |
$170K - $190K
|
3.32K
$997K
|
|
|
Oct 10, 2025
Q3 2025
|
Natural Investments, LLC
|
SELL
|
- |
-32- 0.21% |
$9.05K - $10.1K
|
15.3K
$4.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.52K- 10.33% |
$713K - $797K
|
21.9K
$6.58M
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
296+ 1.36% |
$83.7K - $93.6K
|
22.1K
$6.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.39K+ 1.73% |
$393K - $439K
|
81.8K
$24.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
264+ 2.71% |
$74.7K - $83.4K
|
10K
$3.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Sara Bay Financial
|
SELL
|
- |
-528- 0.85% |
$149K - $167K
|
61.4K
$18.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-55.7K- 7.95% |
$15.8M - $17.6M
|
645K
$194M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-157- 1.4% |
$44.4K - $49.6K
|
11.1K
$3.33M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-481- 0.47% |
$136K - $152K
|
102K
$30.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
271+ 3.26% |
$76.6K - $85.7K
|
8.57K
$2.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-60- 14.89% |
$17K - $19K
|
343
$103K
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
552+ 2.07% |
$156K - $174K
|
27.2K
$8.17M
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 3.89% |
$294K - $328K
|
25.6K
$7.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
SELL
|
- |
-32- 0.23% |
$9.05K - $10.1K
|
13.8K
$4.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-2.36K- 5.87% |
$668K - $746K
|
37.8K
$11.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Seneca House Advisors
|
SELL
|
- |
-2.38K- 6.66% |
$672K - $752K
|
33.3K
$10M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.86KNew |
$1.09M - $1.22M
|
3.86K
$1.16M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
51+ 0.67% |
$14.4K - $16.1K
|
7.63K
$2.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
327+ 1.51% |
$92.5K - $103K
|
22K
$6.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-53- 6.94% |
$15K - $16.8K
|
711
$214K
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
55+ 4.01% |
$15.6K - $17.4K
|
1.43K
$428K
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-175- 2.8% |
$49.5K - $55.3K
|
6.08K
$1.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15+ 2.11% |
$4.24K - $4.74K
|
726
$218K
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-3.76K- 11.05% |
$1.06M - $1.19M
|
30.3K
$9.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
271+ 1.79% |
$76.6K - $85.7K
|
15.4K
$4.63M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$566 - $632
|
3.22K
$967K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.42K- 26.39% |
$1.82M - $2.03M
|
17.9K
$5.38M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
472+ 11.98% |
$133K - $149K
|
4.41K
$1.33M
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
SELL
|
- |
-497- 3.13% |
$141K - $157K
|
15.4K
$4.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 7.86% |
$425K - $475K
|
17.6K
$5.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
378+ 0.79% |
$107K - $119K
|
48.4K
$14.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
CALL |
200New |
$56.6K - $63.2K
|
200
$60.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
681+ 5.19% |
$193K - $215K
|
13.8K
$4.14M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
206+ 5.6% |
$58.3K - $65.1K
|
3.88K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-2.32K- 12.93% |
$655K - $733K
|
15.6K
$4.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
BUY
|
- |
25.3K+ 40.62% |
$7.15M - $7.99M
|
87.5K
$26.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
88+ 7.09% |
$24.9K - $27.8K
|
1.33K
$399K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
9+ 0.63% |
$2.55K - $2.84K
|
1.45K
$435K
|
|
|
Oct 09, 2025
Q3 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-21- 1.37% |
$5.94K - $6.64K
|
1.51K
$455K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
722New |
$204K - $228K
|
722
$217K
|
|
|
Oct 09, 2025
Q3 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
53+ 0.3% |
$15K - $16.8K
|
17.5K
$5.25M
|
|