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 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-135- 7.5% |
$30.4K - $37.8K
|
1.67K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-45.7K- 19.67% |
$10.3M - $12.8M
|
186K
$56M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-31.5K- 51.74% |
$7.09M - $8.82M
|
29.4K
$8.83M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-472- 1.17% |
$106K - $132K
|
39.8K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
354+ 4.5% |
$79.7K - $99.1K
|
8.22K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-482- 18.05% |
$109K - $135K
|
2.19K
$657K
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-28- 1.73% |
$6.31K - $7.84K
|
1.59K
$477K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.81K+ 88.47% |
$408K - $507K
|
3.86K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
580+ 20.99% |
$131K - $162K
|
3.34K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-52- 4.91% |
$11.7K - $14.6K
|
1.01K
$302K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
138+ 2.2% |
$31.1K - $38.6K
|
6.41K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-51- 1.9% |
$11.5K - $14.3K
|
2.64K
$793K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.22% |
$2.25K - $2.8K
|
4.65K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$901 - $1.12K
|
4
$1.2K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-6.17K- 14.57% |
$1.39M - $1.73M
|
36.2K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
11.8KNew |
$2.66M - $3.31M
|
11.8K
$3.55M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
38+ 0.88% |
$8.56K - $10.6K
|
4.36K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
2.33KNew |
$525K - $653K
|
2.33K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-130- 1.29% |
$29.3K - $36.4K
|
9.94K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-229- 6.13% |
$51.6K - $64.1K
|
3.51K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-1.5K- 28.52% |
$338K - $420K
|
3.76K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
70+ 0.71% |
$15.8K - $19.6K
|
9.88K
$2.97M
|
|
|
Apr 30, 2025
Q1 2025
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-104- 6.79% |
$23.4K - $29.1K
|
1.43K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
74+ 0.57% |
$16.7K - $20.7K
|
13.1K
$3.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1.5KNew |
$338K - $420K
|
1.5K
$451K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-356- 7.86% |
$80.2K - $99.7K
|
4.18K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-23.1K- 28.62% |
$5.2M - $6.47M
|
57.6K
$17.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
831New |
$187K - $233K
|
831
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-269- 4.2% |
$60.6K - $75.3K
|
6.13K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
BUY
|
- |
1.5KNew |
$338K - $420K
|
1.5K
$451K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-25.7K- 5.5% |
$5.79M - $7.2M
|
441K
$133M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
470+ 4.16% |
$106K - $132K
|
11.8K
$3.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.55K- 12.49% |
$349K - $434K
|
10.9K
$3.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
440New |
$99.1K - $123K
|
440
$132K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.16KNew |
$261K - $325K
|
1.16K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-567- 2.17% |
$128K - $159K
|
25.5K
$7.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-63- 0.62% |
$14.2K - $17.6K
|
10.1K
$3.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-12.4K- 18.43% |
$2.79M - $3.47M
|
54.8K
$16.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-15- 0.48% |
$3.38K - $4.2K
|
3.1K
$930K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
11KNew |
$2.48M - $3.08M
|
11K
$3.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
5.2K+ 55.77% |
$1.17M - $1.46M
|
14.5K
$4.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-22- 2.52% |
$4.95K - $6.16K
|
850
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
SELL
|
- |
-2.24K- 42.51% |
$503K - $626K
|
3.02K
$908K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-621- 6.16% |
$140K - $174K
|
9.46K
$2.84M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5.5KNew |
$1.24M - $1.54M
|
5.5K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
50+ 1.09% |
$11.3K - $14K
|
4.63K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
36.5KNew |
$8.23M - $10.2M
|
36.5K
$11M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.6KNew |
$360K - $448K
|
1.6K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$1.35K - $1.68K
|
3.37K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-15- 1.61% |
$3.38K - $4.2K
|
919
$276K
|
|