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 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-179- 1.79% |
$50.6K - $56.6K
|
9.81K
$2.95M
|
|
|
Oct 06, 2025
Q3 2025
|
Steph & CO
|
SELL
|
- |
-421- 8.45% |
$119K - $133K
|
4.56K
$1.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-135- 12.96% |
$38.2K - $42.7K
|
907
$272K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
637+ 4.2% |
$180K - $201K
|
15.8K
$4.74M
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1+ 0.03% |
$283 - $316
|
3.99K
$1.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
145+ 0.56% |
$41K - $45.8K
|
26K
$7.82M
|
|
|
Oct 06, 2025
Q3 2025
|
Beacon Financial Strategies Corp
Raleigh, NC |
SELL
|
- |
-50- 5.5% |
$14.1K - $15.8K
|
859
$258K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
85+ 2.07% |
$24K - $26.9K
|
4.18K
$1.26M
|
|
|
Oct 06, 2025
Q3 2025
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-600- 1.0% |
$170K - $190K
|
59.1K
$17.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
7.64K+ 68.91% |
$2.16M - $2.42M
|
18.7K
$5.63M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
1.27KNew |
$359K - $401K
|
1.27K
$381K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-651- 1.12% |
$184K - $206K
|
57.5K
$17.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
27+ 22.31% |
$7.64K - $8.53K
|
148
$44.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-458- 11.9% |
$130K - $145K
|
3.39K
$1.02M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.16% |
$566 - $632
|
1.29K
$387K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
BUY
|
- |
600+ 3.04% |
$170K - $190K
|
20.4K
$6.11M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
1.09KNew |
$308K - $344K
|
1.09K
$327K
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
31+ 0.5% |
$8.77K - $9.8K
|
6.19K
$1.86M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
11.9K+ 55.24% |
$3.38M - $3.77M
|
33.6K
$10.1M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 10.88% |
$316K - $353K
|
11.4K
$3.42M
|
|
|
Oct 03, 2025
Q3 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
708+ 4.2% |
$200K - $224K
|
17.6K
$5.28M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.79K- 61.79% |
$506K - $566K
|
1.11K
$333K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
871+ 2.92% |
$246K - $275K
|
30.7K
$9.21M
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-60- 32.43% |
$17K - $19K
|
125
$37.5K
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
114+ 13.73% |
$32.2K - $36K
|
944
$284K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-78- 0.28% |
$22.1K - $24.7K
|
27.5K
$8.27M
|
|
|
Oct 02, 2025
Q3 2025
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-4.71K- 16.14% |
$1.33M - $1.49M
|
24.5K
$7.36M
|
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-72- 0.33% |
$20.4K - $22.8K
|
21.7K
$6.51M
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.96K- 5.77% |
$837K - $936K
|
48.3K
$14.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
4+ 3.15% |
$1.13K - $1.26K
|
131
$39.3K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
144+ 9.78% |
$40.7K - $45.5K
|
1.62K
$486K
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
305+ 1.21% |
$86.2K - $96.4K
|
25.4K
$7.64M
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-26- 1.79% |
$5.47K - $7.54K
|
1.42K
$427K
|
|
|
Dec 18, 2025
Q2 2025
|
Danica Pension, Livsforsikringsaktieselskab
Copenhagen V, |
BUY
|
- |
27.4K+ 26.42% |
$5.76M - $7.95M
|
131K
$39.4M
|
|
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
327K+ 15.18% |
$68.7M - $94.7M
|
2.48M
$744M
|
|
|
Dec 15, 2025
Q2 2025
|
Saranac Partners LTD
London, |
SELL
|
- |
-1.62K- 6.0% |
$340K - $469K
|
25.4K
$7.61M
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-169- 3.35% |
$35.5K - $49K
|
4.87K
$1.46M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
973+ 1.71% |
$205K - $282K
|
57.9K
$17.4M
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
102+ 2.76% |
$21.4K - $29.6K
|
3.79K
$1.14M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-575K- 2.47% |
$121M - $167M
|
22.8M
$6.84B
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
90.1K+ 47.82% |
$18.9M - $26.1M
|
279K
$83.7M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-451- 2.06% |
$94.8K - $131K
|
21.5K
$6.45M
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-66- 22.45% |
$13.9K - $19.1K
|
228
$68.5K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-6.52K- 8.68% |
$1.37M - $1.89M
|
68.6K
$20.6M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-1.17K- 35.08% |
$246K - $339K
|
2.17K
$651K
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
44+ 1.36% |
$9.25K - $12.8K
|
3.29K
$987K
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.89K- 57.2% |
$398K - $548K
|
1.42K
$425K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
442+ 10.44% |
$92.9K - $128K
|
4.68K
$1.4M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-556- 9.0% |
$117K - $161K
|
5.62K
$1.69M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.24K+ 34.7% |
$681K - $939K
|
12.6K
$3.78M
|
|