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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-225- 4.02% |
$47.3K - $65.2K
|
5.38K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-120- 0.71% |
$25.2K - $34.8K
|
16.8K
$5.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
29+ 0.07% |
$6.1K - $8.41K
|
41.2K
$12.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-66- 3.36% |
$13.9K - $19.1K
|
1.9K
$570K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-82.1K- 54.88% |
$17.3M - $23.8M
|
67.5K
$20.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
155+ 2.22% |
$32.6K - $44.9K
|
7.13K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 0.47% |
$10.3K - $14.2K
|
10.5K
$3.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
99+ 2.02% |
$20.8K - $28.7K
|
5K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.52% |
$1.89K - $2.61K
|
1.73K
$520K
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
996+ 113.05% |
$209K - $289K
|
1.88K
$564K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-42- 4.38% |
$8.83K - $12.2K
|
917
$275K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
300+ 23.4% |
$63.1K - $87K
|
1.58K
$475K
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.2KNew |
$253K - $348K
|
1.2K
$361K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.75K+ 85.57% |
$368K - $507K
|
3.8K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
63+ 1.62% |
$13.2K - $18.3K
|
3.96K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.54KNew |
$324K - $446K
|
1.54K
$463K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-297- 4.14% |
$62.5K - $86.1K
|
6.88K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
950+ 64.85% |
$200K - $275K
|
2.42K
$725K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3+ 0.26% |
$631 - $870
|
1.17K
$350K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
33New |
$6.94K - $9.57K
|
33
$9.91K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$210 - $290
|
1.1K
$330K
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-90- 2.35% |
$18.9K - $26.1K
|
3.74K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
28KNew |
$5.89M - $8.12M
|
28K
$8.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Account Management LLC
|
SELL
|
- |
-550- 3.91% |
$116K - $159K
|
13.5K
$4.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Dempze Nancy E
|
SELL
|
- |
-230- 4.6% |
$48.4K - $66.7K
|
4.77K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-445- 2.14% |
$93.6K - $129K
|
20.4K
$6.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.56K+ 15.71% |
$328K - $452K
|
11.5K
$3.45M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
800New |
$168K - $232K
|
800
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-389- 31.42% |
$81.8K - $113K
|
849
$255K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-5- 0.39% |
$1.05K - $1.45K
|
1.26K
$379K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
64+ 1.28% |
$13.5K - $18.6K
|
5.06K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
32+ 58.18% |
$6.73K - $9.28K
|
87
$26.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-38- 3.82% |
$7.99K - $11K
|
958
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.73K+ 38.35% |
$574K - $792K
|
9.85K
$2.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
52+ 2.45% |
$10.9K - $15.1K
|
2.17K
$653K
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-10- 0.71% |
$2.1K - $2.9K
|
1.39K
$418K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.24% |
$210 - $290
|
412
$124K
|
|
|
Jul 22, 2025
Q2 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1+ 0.1% |
$210 - $290
|
987
$296K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1+ 0.1% |
$210 - $290
|
1.01K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-425- 21.9% |
$89.4K - $123K
|
1.52K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-395- 11.65% |
$83.1K - $115K
|
3K
$900K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-175- 13.82% |
$36.8K - $50.7K
|
1.09K
$328K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
12+ 0.93% |
$2.52K - $3.48K
|
1.3K
$390K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-941- 9.03% |
$198K - $273K
|
9.48K
$2.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
100New |
$21K - $29K
|
100
$30K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
1+ 0.1% |
$210 - $290
|
963
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.14K- 56.42% |
$240K - $331K
|
883
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
84+ 0.23% |
$17.7K - $24.4K
|
36.5K
$11M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-8- 1.25% |
$1.68K - $2.32K
|
631
$190K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-563- 1.69% |
$118K - $163K
|
32.8K
$9.84M
|
|