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 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1+ 0.09% |
$210 - $290
|
1.17K
$351K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-287- 7.46% |
$60.4K - $83.2K
|
3.56K
$1.07M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7.18K- 1.58% |
$1.51M - $2.08M
|
447K
$134M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
69+ 0.61% |
$14.5K - $20K
|
11.4K
$3.42M
|
|
|
Oct 09, 2025
Q2 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
8+ 0.52% |
$1.68K - $2.32K
|
1.56K
$467K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
164+ 58.99% |
$34.5K - $47.5K
|
442
$133K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-99.9K- 31.37% |
$21M - $29M
|
219K
$65.7M
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
BUY
|
- |
4+ 0.27% |
$841 - $1.16K
|
1.51K
$453K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-214- 1.26% |
$45K - $62K
|
16.7K
$5.02M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.83KNew |
$595K - $821K
|
2.83K
$850K
|
|
|
Sep 04, 2025
Q2 2025
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
132+ 11.1% |
$27.8K - $38.3K
|
1.32K
$397K
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
1.2KNew |
$253K - $348K
|
1.2K
$361K
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
780New |
$164K - $226K
|
780
$234K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-4.74K- 77.1% |
$996K - $1.37M
|
1.41K
$423K
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
713New |
$150K - $207K
|
713
$214K
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
1.19KNew |
$250K - $345K
|
1.19K
$358K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-1.89K- 20.62% |
$397K - $547K
|
7.27K
$2.18M
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
1.16KNew |
$245K - $337K
|
1.16K
$350K
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
11.4KNew |
$2.39M - $3.29M
|
11.4K
$3.41M
|
|
|
Aug 18, 2025
Q2 2025
|
Kp Management LLC
Edina, MN |
BUY
|
- |
12K+ 267.27% |
$2.53M - $3.49M
|
16.5K
$4.96M
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
700New |
$147K - $203K
|
700
$210K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-372- 3.3% |
$78.2K - $108K
|
10.9K
$3.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Tam Capital Management Inc.
Stamford, CT |
SELL
|
- |
-5.81K- 4.83% |
$1.22M - $1.68M
|
115K
$34.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
31New |
$6.52K - $8.99K
|
31
$9.31K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
9.1K+ 19.32% |
$1.91M - $2.64M
|
56.2K
$16.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.23K- 6.12% |
$470K - $647K
|
34.3K
$10.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-8.96K- 7.42% |
$1.88M - $2.6M
|
112K
$33.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-30- 93.75% |
$6.31K - $8.7K
|
2
$601
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
784New |
$165K - $227K
|
784
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-900- 22.5% |
$189K - $261K
|
3.1K
$931K
|
|
|
Aug 14, 2025
Q2 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-57.9K- 53.71% |
$12.2M - $16.8M
|
49.9K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Avanda Investment Management Pte. Ltd.
Singapore, U0 |
BUY
|
CALL |
55KNew |
$11.6M - $15.9M
|
55K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
222New |
$46.7K - $64.4K
|
222
$66.7K
|
|
|
Aug 14, 2025
Q2 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-40- 0.38% |
$8.41K - $11.6K
|
10.6K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
11.5K+ 242.32% |
$2.42M - $3.33M
|
16.2K
$4.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.02% |
$421 - $580
|
12.2K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-15.6K- 86.7% |
$3.28M - $4.52M
|
2.39K
$718K
|
|
|
Aug 14, 2025
Q2 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
987+ 17.71% |
$208K - $286K
|
6.56K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
30.5K+ 477.9% |
$6.42M - $8.85M
|
36.9K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
12.6KNew |
$2.65M - $3.65M
|
12.6K
$3.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-963- 8.29% |
$202K - $279K
|
10.6K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasure Coast Financial Planning
|
SELL
|
- |
-97- 10.21% |
$20.4K - $28.1K
|
853
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
200+ 1.49% |
$42.1K - $58K
|
13.6K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
51.1KNew |
$10.7M - $14.8M
|
51.1K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-245- 4.04% |
$51.5K - $71K
|
5.81K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.06KNew |
$434K - $598K
|
2.06K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.34KNew |
$1.33M - $1.84M
|
6.34K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
180K+ 417.38% |
$37.9M - $52.2M
|
223K
$67.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-185- 0.06% |
$38.9K - $53.6K
|
316K
$94.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
8.11K+ 23.47% |
$1.71M - $2.35M
|
42.7K
$12.8M
|
|