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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
160New |
$36K - $44.8K
|
160
$48.1K
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-2.2K- 0.15% |
$495K - $616K
|
1.48M
$445M
|
|
|
May 13, 2025
Q1 2025
|
Barbara Oil Co.
Chicago, IL |
SELL
|
- |
-500- 0.74% |
$113K - $140K
|
67K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
5+ 0.02% |
$1.13K - $1.4K
|
23.8K
$7.15M
|
|
|
May 13, 2025
Q1 2025
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-435- 43.03% |
$98K - $122K
|
576
$173K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-268- 7.28% |
$60.4K - $75K
|
3.41K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.86% |
$4.28K - $5.32K
|
2.24K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
54+ 2.33% |
$12.2K - $15.1K
|
2.37K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2KNew |
$450K - $560K
|
2K
$601K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-3.85K- 69.48% |
$867K - $1.08M
|
1.69K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 25.0% |
$225K - $280K
|
5K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.2K+ 155.04% |
$270K - $336K
|
1.97K
$593K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
276+ 52.27% |
$62.2K - $77.3K
|
804
$241K
|
|
|
May 12, 2025
Q1 2025
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.96KNew |
$1.34M - $1.67M
|
5.96K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-156- 15.89% |
$35.1K - $43.7K
|
826
$248K
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
27.2KNew |
$6.12M - $7.61M
|
27.2K
$8.16M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
151+ 3.74% |
$34K - $42.3K
|
4.19K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-45- 0.16% |
$10.1K - $12.6K
|
28.3K
$8.5M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-42.9K- 16.09% |
$9.67M - $12M
|
224K
$67.2M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-9.73K- 5.79% |
$2.19M - $2.73M
|
159K
$47.6M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
8.75KNew |
$1.97M - $2.45M
|
8.75K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.31K- 32.91% |
$520K - $646K
|
4.7K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.85K+ 14.08% |
$867K - $1.08M
|
31.2K
$9.37M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-49- 4.56% |
$11K - $13.7K
|
1.03K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.07KNew |
$242K - $300K
|
1.07K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
1.1K+ 275.0% |
$248K - $308K
|
1.5K
$451K
|
|
|
May 09, 2025
Q1 2025
|
M.D. Sass Investors Services, Inc.
New York, NY |
SELL
|
- |
-19.7K- 15.37% |
$4.44M - $5.52M
|
109K
$32.6M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
227+ 1.02% |
$51.1K - $63.5K
|
22.5K
$6.75M
|
|
|
May 09, 2025
Q1 2025
|
Ruffer LLP
|
SELL
|
- |
-1.52K- 17.84% |
$342K - $426K
|
7K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-34- 3.26% |
$7.66K - $9.52K
|
1.01K
$303K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
178KNew |
$40M - $49.7M
|
178K
$53.3M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
50+ 3.85% |
$11.3K - $14K
|
1.35K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
SELL
|
- |
-6- 0.91% |
$1.35K - $1.68K
|
651
$196K
|
|
|
May 09, 2025
Q1 2025
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
125New |
$28.1K - $35K
|
125
$37.5K
|
|
|
May 08, 2025
Q1 2025
|
Capital Management Associates
New York, NY |
SELL
|
- |
-3.7K- 30.34% |
$834K - $1.04M
|
8.5K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.08KNew |
$243K - $302K
|
1.08K
$324K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-500- 91.74% |
$113K - $140K
|
45
$13.5K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.34KNew |
$301K - $374K
|
1.34K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
PUT |
10+ 40.0% |
$2.25K - $2.8K
|
35
$10.5K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
851New |
$192K - $238K
|
851
$256K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-58- 0.1% |
$13.1K - $16.2K
|
56.9K
$17.1M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-266- 0.84% |
$59.9K - $74.5K
|
31.3K
$9.39M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
22+ 5.1% |
$4.95K - $6.16K
|
453
$136K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-640- 2.03% |
$144K - $179K
|
30.9K
$9.27M
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-727- 19.92% |
$164K - $204K
|
2.92K
$878K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.37KNew |
$533K - $662K
|
2.37K
$711K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
2.8K+ 20.0% |
$631K - $784K
|
16.8K
$5.05M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
12.5KNew |
$2.81M - $3.5M
|
12.5K
$3.75M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-7.38K- 52.93% |
$1.66M - $2.07M
|
6.56K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-18.6K- 17.68% |
$4.18M - $5.19M
|
86.4K
$26M
|
|