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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
269K+ 390.88% |
$76M - $85M
|
338K
$101M
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
64+ 0.47% |
$18.1K - $20.2K
|
13.8K
$4.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.23K- 4.22% |
$630K - $704K
|
50.6K
$15.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-14K- 23.52% |
$3.96M - $4.43M
|
45.6K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-500- 25.0% |
$141K - $158K
|
1.5K
$451K
|
|
|
Nov 14, 2025
Q3 2025
|
Skye Global Management LP
West Palm Beach, FL |
BUY
|
- |
10.5KNew |
$2.97M - $3.32M
|
10.5K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-89.8K- 0.07% |
$25.4M - $28.4M
|
125M
$37.6B
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
60.9K+ 56.3% |
$17.2M - $19.3M
|
169K
$50.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-238K- 37.98% |
$67.4M - $75.3M
|
389K
$117M
|
|
|
Nov 14, 2025
Q3 2025
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-8.85K- 3.09% |
$2.5M - $2.8M
|
278K
$83.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
17+ 0.98% |
$4.81K - $5.37K
|
1.75K
$524K
|
|
|
Nov 14, 2025
Q3 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.57K- 2.06% |
$1.29M - $1.44M
|
217K
$65.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
39.9K+ 4.8% |
$11.3M - $12.6M
|
870K
$261M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
146+ 0.5% |
$41.3K - $46.1K
|
29.3K
$8.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
671New |
$190K - $212K
|
671
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-41.2K- 15.98% |
$11.7M - $13M
|
217K
$65.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-18- 0.21% |
$5.09K - $5.69K
|
8.68K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-797- 10.61% |
$225K - $252K
|
6.71K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-148K- 12.52% |
$42M - $46.9M
|
1.04M
$312M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
PUT |
-136K- 18.6% |
$38.4M - $42.9M
|
594K
$178M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.71M- 32.68% |
$1.9B - $2.12B
|
13.8M
$4.15B
|
|
|
Nov 14, 2025
Q3 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
338+ 12.44% |
$95.6K - $107K
|
3.06K
$918K
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-9.71K- 5.42% |
$2.75M - $3.07M
|
170K
$50.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.32K- 22.28% |
$374K - $418K
|
4.62K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
5.92KNew |
$1.67M - $1.87M
|
5.92K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Dnca Finance
Paris, I0 |
SELL
|
- |
-8.55K- 10.21% |
$2.42M - $2.7M
|
75.2K
$22.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-350- 8.64% |
$99K - $111K
|
3.7K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Arrow Capital Pty LTD
Sydney, C3 |
SELL
|
- |
-1.96K- 8.01% |
$554K - $619K
|
22.5K
$6.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-466- 7.67% |
$132K - $147K
|
5.61K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
19.8KNew |
$5.59M - $6.24M
|
19.8K
$5.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
SELL
|
- |
-131- 1.52% |
$37K - $41.4K
|
8.47K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-11.5K- 1.69% |
$3.26M - $3.64M
|
671K
$202M
|
|
|
Nov 14, 2025
Q3 2025
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-2.38K- 3.37% |
$673K - $753K
|
68.3K
$20.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
18+ 0.41% |
$5.09K - $5.69K
|
4.4K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.87K- 0.69% |
$529K - $591K
|
270K
$81.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Street Capital Management, Inc.
|
BUY
|
- |
1K+ 102.67% |
$283K - $316K
|
1.97K
$593K
|
|
|
Nov 14, 2025
Q3 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4- 0.15% |
$1.13K - $1.26K
|
2.65K
$795K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.56K- 2.16% |
$441K - $493K
|
70.6K
$21.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
1.41K+ 54.44% |
$399K - $446K
|
4K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
77+ 2.48% |
$21.8K - $24.3K
|
3.18K
$954K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-47- 1.17% |
$13.3K - $14.9K
|
3.96K
$1.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.58K- 0.79% |
$447K - $500K
|
198K
$59.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Satovsky Asset Management LLC
|
BUY
|
- |
4+ 0.34% |
$1.13K - $1.26K
|
1.17K
$352K
|
|
|
Nov 14, 2025
Q3 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-503- 0.85% |
$142K - $159K
|
58.4K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.75K+ 11.19% |
$1.06M - $1.19M
|
37.3K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
674+ 1.41% |
$191K - $213K
|
48.4K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Humankind Investments LLC
|
SELL
|
- |
-128- 3.55% |
$36.2K - $40.5K
|
3.48K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.95K- 2.98% |
$551K - $615K
|
63.3K
$19M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-380- 15.8% |
$107K - $120K
|
2.03K
$608K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
21.6K+ 1.34% |
$6.11M - $6.83M
|
1.63M
$491M
|
|