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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
520+ 30.95% |
$109K - $151K
|
2.2K
$661K
|
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
803New |
$169K - $233K
|
803
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
132+ 1.5% |
$27.8K - $38.3K
|
8.93K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Advent Capital Management
New York, NY |
BUY
|
- |
10KNew |
$2.1M - $2.9M
|
10K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-66.9K- 45.18% |
$14.1M - $19.4M
|
81.2K
$24.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-38- 3.17% |
$7.99K - $11K
|
1.16K
$348K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-57- 4.14% |
$12K - $16.5K
|
1.32K
$396K
|
|
|
Aug 13, 2025
Q2 2025
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
2.69K+ 47.38% |
$565K - $779K
|
8.36K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
1.2KNew |
$252K - $348K
|
1.2K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
220+ 0.55% |
$46.3K - $63.8K
|
39.9K
$12M
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-305- 4.83% |
$64.1K - $88.4K
|
6.01K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
6.37KNew |
$1.34M - $1.85M
|
6.37K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-12.2K- 95.65% |
$2.57M - $3.54M
|
556
$167K
|
|
|
Aug 13, 2025
Q2 2025
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-122- 9.31% |
$25.7K - $35.4K
|
1.19K
$357K
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-59- 2.47% |
$12.4K - $17.1K
|
2.33K
$699K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
21K+ 8.63% |
$4.41M - $6.08M
|
264K
$79.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3+ 0.1% |
$631 - $870
|
3.01K
$905K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
46+ 10.8% |
$9.67K - $13.3K
|
472
$142K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
342New |
$71.9K - $99.1K
|
342
$103K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.91KNew |
$822K - $1.13M
|
3.91K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-558- 6.56% |
$117K - $162K
|
7.95K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Clear Street LLC
|
BUY
|
- |
425K+ 283.33% |
$89.4M - $123M
|
575K
$173M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
SELL
|
- |
-93- 1.11% |
$19.6K - $27K
|
8.29K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
2.5K+ 20.0% |
$526K - $725K
|
15K
$4.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-31.2K- 37.81% |
$6.56M - $9.04M
|
51.3K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-5.04K- 72.05% |
$1.06M - $1.46M
|
1.95K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
12KNew |
$2.52M - $3.48M
|
12K
$3.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-465- 16.7% |
$97.8K - $135K
|
2.32K
$697K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
44.8K+ 253.2% |
$9.42M - $13M
|
62.5K
$18.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
PUT |
-189K- 94.26% |
$39.7M - $54.7M
|
11.5K
$3.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-341- 15.22% |
$71.7K - $98.9K
|
1.9K
$571K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.91K+ 26.29% |
$1.45M - $2M
|
33.2K
$9.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
467+ 12.83% |
$98.2K - $135K
|
4.11K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
B Long Financial, LLC
Memphis, TN |
SELL
|
- |
-50- 0.66% |
$10.5K - $14.5K
|
7.53K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
2.63K+ 23.34% |
$552K - $761K
|
13.9K
$4.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
436+ 33.26% |
$91.7K - $126K
|
1.75K
$525K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
19KNew |
$4M - $5.52M
|
19K
$5.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.62K+ 24.65% |
$552K - $760K
|
13.3K
$3.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
39+ 1.35% |
$8.2K - $11.3K
|
2.93K
$880K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
24+ 3.93% |
$5.05K - $6.96K
|
634
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-10- 16.67% |
$2.1K - $2.9K
|
50
$15K
|
|
|
Aug 12, 2025
Q2 2025
|
Eulav Asset Management
|
SELL
|
- |
-2K- 13.35% |
$421K - $581K
|
13K
$3.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.34KNew |
$282K - $389K
|
1.34K
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-350- 2.78% |
$73.6K - $101K
|
12.2K
$3.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
439+ 25.63% |
$92.3K - $127K
|
2.15K
$646K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
315+ 1.76% |
$66.2K - $91.3K
|
18.2K
$5.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
10+ 0.53% |
$2.1K - $2.9K
|
1.89K
$568K
|
|
|
Aug 12, 2025
Q2 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
50K+ 44.02% |
$10.5M - $14.5M
|
164K
$49.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.7K- 29.52% |
$1.2M - $1.65M
|
13.6K
$4.09M
|
|