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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-15- 1.61% |
$3.38K - $4.2K
|
919
$276K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
4KNew |
$902K - $1.12M
|
4K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-56- 3.4% |
$12.6K - $15.7K
|
1.59K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
8.6KNew |
$1.94M - $2.41M
|
8.6K
$2.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
117+ 13.09% |
$26.3K - $32.8K
|
1.01K
$304K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-12.2K- 5.45% |
$2.75M - $3.41M
|
211K
$63.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-150- 0.97% |
$33.8K - $42K
|
15.3K
$4.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-9- 0.29% |
$2.03K - $2.52K
|
3.09K
$928K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-138- 3.4% |
$31.1K - $38.6K
|
3.92K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
5K+ 259.74% |
$1.13M - $1.4M
|
6.93K
$2.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
427New |
$96.2K - $120K
|
427
$128K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
587+ 54.96% |
$132K - $164K
|
1.66K
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-21- 4.06% |
$4.73K - $5.88K
|
496
$149K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
958New |
$216K - $268K
|
958
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-990- 3.58% |
$223K - $277K
|
26.7K
$8.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-671- 24.09% |
$151K - $188K
|
2.11K
$635K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-13- 0.78% |
$2.93K - $3.64K
|
1.64K
$494K
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
80+ 9.52% |
$18K - $22.4K
|
920
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
867New |
$195K - $243K
|
867
$260K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.11KNew |
$249K - $310K
|
1.11K
$332K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
53+ 2.49% |
$11.9K - $14.8K
|
2.19K
$656K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-78- 1.83% |
$17.6K - $21.8K
|
4.18K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
20New |
$4.5K - $5.6K
|
20
$6.01K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.61KNew |
$588K - $730K
|
2.61K
$784K
|
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-43.7K- 23.74% |
$9.84M - $12.2M
|
140K
$42.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
469+ 2.43% |
$106K - $131K
|
19.7K
$5.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
360+ 14.75% |
$81.1K - $101K
|
2.8K
$841K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
200+ 3.39% |
$45K - $56K
|
6.1K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-15K- 40.54% |
$3.38M - $4.2M
|
22K
$6.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.52KNew |
$794K - $987K
|
3.52K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
831New |
$187K - $233K
|
831
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
300+ 22.42% |
$67.6K - $84K
|
1.64K
$492K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-809- 43.35% |
$182K - $226K
|
1.06K
$317K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.29K+ 1.18% |
$290K - $361K
|
110K
$33.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
68+ 7.82% |
$15.3K - $19K
|
938
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-50- 4.5% |
$11.3K - $14K
|
1.06K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-10.3K- 12.55% |
$2.33M - $2.89M
|
72.1K
$21.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-700- 15.68% |
$158K - $196K
|
3.76K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-744- 35.43% |
$168K - $208K
|
1.36K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-6- 1.04% |
$1.35K - $1.68K
|
570
$171K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$491K - $611K
|
2.18K
$655K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
74+ 0.5% |
$16.7K - $20.7K
|
14.9K
$4.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
36+ 0.68% |
$8.11K - $10.1K
|
5.34K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
81+ 8.85% |
$18.2K - $22.7K
|
996
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
77+ 0.3% |
$17.3K - $21.6K
|
25.7K
$7.73M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
405K+ 124.23% |
$91.2M - $113M
|
731K
$220M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
59+ 1.46% |
$13.3K - $16.5K
|
4.11K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.05K- 2.58% |
$235K - $293K
|
39.5K
$11.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-1.33K- 32.84% |
$300K - $373K
|
2.72K
$818K
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-300- 1.99% |
$67.6K - $84K
|
14.8K
$4.43M
|
|