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 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
3.5K+ 58.33% |
$788K - $980K
|
9.5K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 68.36% |
$784K - $975K
|
8.57K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
3.47K+ 4.35% |
$782K - $973K
|
83.3K
$24.3M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.46K+ 1.14% |
$779K - $968K
|
308K
$89.6M
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
3.45K+ 126.95% |
$778K - $967K
|
6.17K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.44K+ 30.54% |
$775K - $964K
|
14.7K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
3.43KNew |
$773K - $961K
|
3.43K
$999K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.41K+ 36.1% |
$768K - $955K
|
12.9K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.4K+ 0.13% |
$765K - $951K
|
2.61M
$759M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.4K+ 178.03% |
$765K - $950K
|
5.3K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
3.36K+ 4.63% |
$756K - $940K
|
75.9K
$22.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.36K+ 6.14% |
$756K - $940K
|
58K
$16.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
3.35K+ 31.99% |
$753K - $936K
|
13.8K
$4.02M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.33K+ 0.24% |
$751K - $933K
|
1.39M
$405M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.3K+ 3.39% |
$742K - $923K
|
101K
$29.3M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
3.29KNew |
$742K - $922K
|
3.29K
$958K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
3.28KNew |
$739K - $919K
|
3.28K
$955K
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
3.22KNew |
$725K - $901K
|
3.22K
$936K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.21K+ 6.51% |
$723K - $898K
|
52.5K
$15.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
3.21K+ 3.41% |
$722K - $898K
|
97.3K
$28.3M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.2K+ 1.79% |
$720K - $895K
|
181K
$52.8M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.17KNew |
$713K - $886K
|
3.17K
$921K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.15K+ 15.63% |
$710K - $883K
|
23.3K
$6.79M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 5.01% |
$708K - $880K
|
66K
$19.2M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
3.14K+ 9.09% |
$707K - $878K
|
37.7K
$11M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.12K+ 9.98% |
$703K - $874K
|
34.4K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.12K+ 81.36% |
$703K - $874K
|
6.96K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.11K+ 23.56% |
$701K - $871K
|
16.3K
$4.75M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
3.08K+ 1.7% |
$694K - $863K
|
185K
$53.7M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.06K+ 64.44% |
$688K - $856K
|
7.8K
$2.27M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
3.06KNew |
$688K - $856K
|
3.06K
$889K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.05K+ 18.75% |
$686K - $853K
|
19.3K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.03K+ 163.13% |
$683K - $849K
|
4.89K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.03K+ 6.93% |
$682K - $848K
|
46.8K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
3K+ 42.86% |
$676K - $840K
|
10K
$2.91M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
3K+ 9.58% |
$675K - $840K
|
34.3K
$9.98M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.96K+ 152.03% |
$667K - $829K
|
4.91K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.95K+ 11.97% |
$664K - $826K
|
27.6K
$8.03M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.95K+ 677.01% |
$663K - $824K
|
3.38K
$983K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.9K+ 9.39% |
$653K - $812K
|
33.8K
$9.83M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
2.88K+ 16.05% |
$649K - $807K
|
20.9K
$6.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.87K+ 35.88% |
$647K - $804K
|
10.9K
$3.16M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.87K+ 0.63% |
$646K - $803K
|
460K
$134M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 2.59% |
$645K - $801K
|
113K
$33M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.86K+ 4.26% |
$643K - $799K
|
69.9K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.8K+ 7.8% |
$631K - $784K
|
38.7K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
2.8K+ 20.0% |
$631K - $784K
|
16.8K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.77K+ 9.45% |
$623K - $774K
|
32K
$9.32M
|
|
|
May 15, 2025
Q1 2025
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
2.74K+ 7.31% |
$618K - $768K
|
40.3K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 1.6% |
$617K - $768K
|
175K
$50.8M
|