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 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
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
100+ 37.74% |
$21K - $29K
|
365
$110K
|
|
|
Aug 07, 2025
Q2 2025
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-4.07K- 50.0% |
$856K - $1.18M
|
4.07K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.14K+ 10.87% |
$239K - $330K
|
11.6K
$3.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
778+ 1.78% |
$164K - $226K
|
44.5K
$13.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Dje Kapital Ag
82049 Pullach, 2M |
BUY
|
- |
43.3K+ 7.72% |
$9.1M - $12.5M
|
603K
$181M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
45+ 33.33% |
$9.46K - $13K
|
180
$54.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$3.15K - $4.35K
|
15
$4.51K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2K+ 111.11% |
$421K - $580K
|
3.8K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-367- 26.85% |
$77.2K - $106K
|
1K
$300K
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-19- 0.73% |
$4K - $5.51K
|
2.59K
$776K
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-325- 7.27% |
$68.3K - $94.2K
|
4.14K
$1.24M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
71+ 4.68% |
$14.9K - $20.6K
|
1.59K
$477K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-209- 22.62% |
$43.9K - $60.6K
|
715
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-240- 5.07% |
$50.5K - $69.6K
|
4.5K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Brooktree Capital Management
|
BUY
|
- |
2KNew |
$421K - $580K
|
2K
$601K
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
793+ 10.18% |
$167K - $230K
|
8.58K
$2.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
735+ 15.21% |
$155K - $213K
|
5.57K
$1.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Warm Springs Advisors Inc.
Larkspur, CA |
SELL
|
- |
-158- 1.73% |
$33.2K - $45.8K
|
8.98K
$2.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
55+ 4.58% |
$11.6K - $15.9K
|
1.26K
$378K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.9K+ 10.21% |
$610K - $841K
|
31.3K
$9.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-546- 11.8% |
$115K - $158K
|
4.08K
$1.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
154+ 63.64% |
$32.4K - $44.6K
|
396
$119K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-21- 1.94% |
$4.42K - $6.09K
|
1.06K
$319K
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
142+ 0.13% |
$29.9K - $41.2K
|
106K
$31.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-46- 2.48% |
$9.67K - $13.3K
|
1.81K
$544K
|
|
|
Aug 05, 2025
Q2 2025
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-287- 3.23% |
$60.4K - $83.2K
|
8.6K
$2.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
635+ 2.87% |
$134K - $184K
|
22.8K
$6.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
4+ 0.45% |
$841 - $1.16K
|
888
$267K
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-79- 7.4% |
$16.6K - $22.9K
|
989
$297K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
CALL |
-5.5K- 6.42% |
$1.16M - $1.59M
|
80.2K
$24.1M
|
|
|
Aug 05, 2025
Q2 2025
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-2.17K- 71.93% |
$456K - $629K
|
847
$254K
|
|
|
Aug 05, 2025
Q2 2025
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-7.83K- 81.55% |
$1.65M - $2.27M
|
1.77K
$532K
|
|
|
Aug 05, 2025
Q2 2025
|
Bryce Point Capital, LLC
Scarsdale, NY |
BUY
|
- |
1.93KNew |
$406K - $560K
|
1.93K
$580K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-172- 3.4% |
$36.2K - $49.9K
|
4.89K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
230+ 0.86% |
$48.4K - $66.7K
|
26.8K
$8.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
801New |
$168K - $232K
|
801
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
23+ 0.92% |
$4.84K - $6.67K
|
2.53K
$759K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-69- 0.03% |
$14.5K - $20K
|
246K
$73.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Ar Asset Management Inc
|
SELL
|
- |
-221- 0.37% |
$46.5K - $64.1K
|
59.8K
$18M
|
|