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 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4+ 0.13% |
$841 - $1.16K
|
2.99K
$897K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
500+ 9.09% |
$105K - $145K
|
6K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-15- 0.36% |
$3.15K - $4.35K
|
4.12K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-597- 0.57% |
$126K - $173K
|
104K
$31.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.41% |
$2.52K - $3.48K
|
2.91K
$873K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1New |
$210 - $290
|
1
$300
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
721New |
$152K - $209K
|
721
$217K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
319+ 13.02% |
$67.1K - $92.5K
|
2.77K
$832K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-2.74K- 61.83% |
$576K - $794K
|
1.69K
$508K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-2K- 9.52% |
$421K - $580K
|
19K
$5.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-137- 4.42% |
$28.8K - $39.7K
|
2.96K
$890K
|
|
|
Jul 18, 2025
Q2 2025
|
Viewpoint Investment Partners Corp
|
BUY
|
- |
10.1K+ 134.69% |
$2.12M - $2.93M
|
17.6K
$5.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
39.3K+ 109.89% |
$8.26M - $11.4M
|
75K
$22.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
798New |
$168K - $231K
|
798
$240K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
SELL
|
- |
-3.92K- 49.91% |
$825K - $1.14M
|
3.94K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-113- 6.69% |
$23.8K - $32.8K
|
1.58K
$473K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
925New |
$195K - $268K
|
925
$278K
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
110+ 6.91% |
$23.1K - $31.9K
|
1.7K
$512K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.03K+ 102.59% |
$217K - $299K
|
2.04K
$612K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.69KNew |
$1.2M - $1.65M
|
5.69K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
PUT |
-100- 4.0% |
$21K - $29K
|
2.4K
$721K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-603- 14.75% |
$127K - $175K
|
3.49K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-1.31K- 53.73% |
$276K - $380K
|
1.13K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
707New |
$149K - $205K
|
707
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 0.74% |
$631 - $870
|
406
$122K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
228+ 4.46% |
$47.9K - $66.1K
|
5.34K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-101- 3.69% |
$21.2K - $29.3K
|
2.63K
$791K
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
695New |
$146K - $201K
|
695
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-125- 5.76% |
$26.3K - $36.2K
|
2.05K
$614K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
10+ 0.41% |
$2.1K - $2.9K
|
2.47K
$740K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
40+ 1.67% |
$8.41K - $11.6K
|
2.44K
$732K
|
|
|
Jul 16, 2025
Q2 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-50- 5.49% |
$10.5K - $14.5K
|
861
$259K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-512- 1.09% |
$108K - $148K
|
46.4K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
700New |
$147K - $203K
|
700
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.26KNew |
$476K - $656K
|
2.26K
$680K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
84+ 6.99% |
$17.7K - $24.4K
|
1.29K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-391- 1.29% |
$82.2K - $113K
|
30K
$9M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.25KNew |
$472K - $651K
|
2.25K
$675K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-40- 8.53% |
$8.41K - $11.6K
|
429
$129K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
2.64K+ 6.63% |
$555K - $765K
|
42.4K
$12.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
779New |
$164K - $226K
|
779
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-163- 12.75% |
$34.3K - $47.3K
|
1.12K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
140+ 4.16% |
$29.4K - $40.6K
|
3.5K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
820New |
$172K - $238K
|
820
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-24- 0.71% |
$5.05K - $6.96K
|
3.36K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
36+ 0.94% |
$7.57K - $10.4K
|
3.85K
$1.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
804New |
$169K - $233K
|
804
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-10- 2.27% |
$2.1K - $2.9K
|
430
$129K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1.43KNew |
$300K - $414K
|
1.43K
$429K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-6- 0.14% |
$1.26K - $1.74K
|
4.16K
$1.25M
|
|