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 12, 2025
Q2 2025
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-270- 5.8% |
$56.8K - $78.3K
|
4.39K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-42K- 71.18% |
$8.83M - $12.2M
|
17K
$5.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
20.9KNew |
$4.39M - $6.06M
|
20.9K
$6.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-36- 0.53% |
$7.57K - $10.4K
|
6.82K
$2.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
13.3KNew |
$2.81M - $3.87M
|
13.3K
$4.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-946- 1.92% |
$199K - $274K
|
48.2K
$14.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.69KNew |
$776K - $1.07M
|
3.69K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
533+ 8.41% |
$112K - $155K
|
6.87K
$2.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
67+ 1.94% |
$14.1K - $19.4K
|
3.52K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
45+ 9.96% |
$9.46K - $13K
|
497
$149K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.44KNew |
$513K - $708K
|
2.44K
$733K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-194- 4.35% |
$40.8K - $56.2K
|
4.27K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
772New |
$162K - $224K
|
772
$232K
|
|
|
Aug 12, 2025
Q2 2025
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
929+ 4.01% |
$195K - $269K
|
24.1K
$7.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-10.3K- 9.94% |
$2.16M - $2.97M
|
92.9K
$27.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-108- 3.72% |
$22.7K - $31.3K
|
2.79K
$839K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
42+ 21.0% |
$8.83K - $12.2K
|
242
$72.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
321+ 12.18% |
$67.5K - $93.1K
|
2.96K
$888K
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
44+ 2.28% |
$9.25K - $12.8K
|
1.97K
$592K
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
95+ 9.21% |
$20K - $27.5K
|
1.13K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-772- 28.29% |
$162K - $224K
|
1.96K
$588K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
PUT |
300New |
$63.1K - $87K
|
300
$90.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
10+ 1.08% |
$2.1K - $2.9K
|
935
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
Clark Estates Inc
New York, NY |
BUY
|
- |
750New |
$158K - $217K
|
750
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
3.43KNew |
$722K - $995K
|
3.43K
$1.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-150- 1.39% |
$31.5K - $43.5K
|
10.7K
$3.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
84+ 3.34% |
$17.7K - $24.4K
|
2.6K
$780K
|
|
|
Aug 11, 2025
Q2 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
150+ 2.1% |
$31.5K - $43.5K
|
7.3K
$2.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-100- 11.93% |
$21K - $29K
|
738
$222K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-30.8K- 87.81% |
$6.48M - $8.94M
|
4.28K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-700- 3.19% |
$147K - $203K
|
21.2K
$6.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1+ 0.13% |
$210 - $290
|
743
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
America First Investment Advisors, LLC
|
SELL
|
- |
-9- 0.35% |
$1.89K - $2.61K
|
2.53K
$760K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
925K+ 56.34% |
$194M - $268M
|
2.57M
$771M
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
573New |
$120K - $166K
|
573
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
35+ 0.76% |
$7.36K - $10.1K
|
4.64K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
14+ 0.47% |
$2.94K - $4.06K
|
2.97K
$891K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$1.47K - $2.03K
|
18.1K
$5.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-522- 1.82% |
$110K - $151K
|
28.1K
$8.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
827New |
$174K - $240K
|
827
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
4+ 0.19% |
$841 - $1.16K
|
2.1K
$630K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.25K+ 1.62% |
$1.1M - $1.52M
|
329K
$98.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
27+ 112.5% |
$5.68K - $7.83K
|
51
$15.3K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
20+ 11.05% |
$4.21K - $5.8K
|
201
$60.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.69K- 13.17% |
$356K - $491K
|
11.2K
$3.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
4+ 0.49% |
$841 - $1.16K
|
824
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
75+ 6.52% |
$15.8K - $21.7K
|
1.23K
$368K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.5K+ 0.88% |
$315K - $435K
|
172K
$51.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
49+ 4.85% |
$10.3K - $14.2K
|
1.06K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
312+ 10.57% |
$65.6K - $90.5K
|
3.27K
$981K
|
|