Latest Institutional Purchases of Jpmorgan Chase & CO (JPM)
This list provides information on the latest institutional transactions involving Jpmorgan Chase & CO (JPM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
13.4K+ 1464.81% |
$3.02M - $3.75M
|
14.3K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
13.4KNew |
$3.01M - $3.74M
|
13.4K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13.4K+ 9.45% |
$3.01M - $3.74M
|
155K
$45.1M
|
|
|
May 14, 2025
Q1 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
13.2K+ 5.01% |
$2.98M - $3.7M
|
277K
$80.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
13.2KNew |
$2.98M - $3.7M
|
13.2K
$3.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
13.2K+ 78.94% |
$2.96M - $3.69M
|
29.8K
$8.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.8K+ 15.04% |
$2.89M - $3.59M
|
98.2K
$28.6M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
12.5K+ 8.42% |
$2.82M - $3.51M
|
162K
$47M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
12.5KNew |
$2.81M - $3.5M
|
12.5K
$3.64M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
12.1K+ 182.87% |
$2.73M - $3.39M
|
18.7K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12K+ 6.79% |
$2.71M - $3.37M
|
189K
$55M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.9K+ 2.12% |
$2.69M - $3.34M
|
575K
$167M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
11.8KNew |
$2.66M - $3.31M
|
11.8K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.7K+ 7.6% |
$2.63M - $3.27M
|
165K
$48.1M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
11.5K+ 5.33% |
$2.58M - $3.21M
|
227K
$65.9M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
11.5K+ 236.47% |
$2.58M - $3.21M
|
16.3K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
CALL |
11.4KNew |
$2.57M - $3.19M
|
11.4K
$3.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.3K+ 152.71% |
$2.56M - $3.18M
|
18.8K
$5.46M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
11.3K+ 36.93% |
$2.55M - $3.17M
|
42K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
11.3K+ 150.67% |
$2.54M - $3.16M
|
18.8K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
11K+ 1847.99% |
$2.48M - $3.08M
|
11.6K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Sciencast Management LP
|
BUY
|
- |
11KNew |
$2.48M - $3.08M
|
11K
$3.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
11KNew |
$2.48M - $3.08M
|
11K
$3.2M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
11K+ 33.17% |
$2.48M - $3.08M
|
44.1K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
10.7K+ 39.77% |
$2.4M - $2.99M
|
37.5K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
10.7KNew |
$2.4M - $2.98M
|
10.7K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
10.5KNew |
$2.37M - $2.95M
|
10.5K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
10.5KNew |
$2.36M - $2.94M
|
10.5K
$3.06M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
10.2K+ 9.65% |
$2.3M - $2.86M
|
116K
$33.8M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10.2K+ 51.72% |
$2.29M - $2.84M
|
29.8K
$8.67M
|
|
|
May 14, 2025
Q1 2025
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
10.1K+ 30.97% |
$2.26M - $2.81M
|
42.5K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
PUT |
10KNew |
$2.25M - $2.8M
|
10K
$2.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.87K+ 10.08% |
$2.22M - $2.76M
|
108K
$31.4M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9.75K+ 2.96% |
$2.2M - $2.73M
|
339K
$98.7M
|
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
PUT |
9.5KNew |
$2.14M - $2.66M
|
9.5K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.4K+ 3.97% |
$2.12M - $2.63M
|
246K
$71.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.4K+ 10.47% |
$2.12M - $2.63M
|
99.1K
$28.8M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
9.35K+ 641.29% |
$2.11M - $2.62M
|
10.8K
$3.14M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
9.32K+ 180.0% |
$2.1M - $2.61M
|
14.5K
$4.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.26K+ 8.85% |
$2.09M - $2.59M
|
114K
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
9.17K+ 65.51% |
$2.07M - $2.57M
|
23.2K
$6.74M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
9.12K+ 77.15% |
$2.05M - $2.55M
|
20.9K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
9.06KNew |
$2.04M - $2.54M
|
9.06K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
8.98K+ 104.09% |
$2.02M - $2.52M
|
17.6K
$5.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
8.93KNew |
$2.01M - $2.5M
|
8.93K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
8.87K+ 11.8% |
$2M - $2.48M
|
84K
$24.4M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
8.84K+ 21.56% |
$1.99M - $2.48M
|
49.9K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
8.82K+ 3.1% |
$1.99M - $2.47M
|
293K
$85.2M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
8.79KNew |
$1.98M - $2.46M
|
8.79K
$2.56M
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
8.75KNew |
$1.97M - $2.45M
|
8.75K
$2.55M
|