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 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.59K+ 2.23% |
$583K - $725K
|
119K
$34.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.58K+ 0.75% |
$581K - $722K
|
345K
$100M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.57K+ 22.59% |
$579K - $719K
|
13.9K
$4.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.56K+ 3.67% |
$575K - $715K
|
72.2K
$21M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.54K+ 7.44% |
$572K - $712K
|
36.7K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.53K+ 34.76% |
$570K - $708K
|
9.8K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.5KNew |
$563K - $700K
|
2.5K
$727K
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
BUY
|
- |
2.44K+ 1.4% |
$549K - $683K
|
177K
$51.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.42K+ 8.05% |
$544K - $677K
|
32.4K
$9.44M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.41KNew |
$542K - $674K
|
2.41K
$700K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.4K+ 2.73% |
$540K - $672K
|
90.1K
$26.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.39K+ 0.74% |
$538K - $669K
|
323K
$94.1M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.37KNew |
$533K - $662K
|
2.37K
$688K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
2.36K+ 26.8% |
$532K - $662K
|
11.2K
$3.25M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
2.33KNew |
$525K - $653K
|
2.33K
$678K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.33K+ 5.53% |
$525K - $652K
|
44.5K
$12.9M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.33K+ 149.52% |
$524K - $651K
|
3.88K
$1.13M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.32K+ 9.16% |
$521K - $648K
|
27.6K
$8.03M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.31K+ 5.29% |
$520K - $646K
|
46K
$13.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.29K+ 17.5% |
$516K - $642K
|
15.4K
$4.48M
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
2.29KNew |
$515K - $641K
|
2.29K
$666K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.28K+ 3.4% |
$513K - $638K
|
69.2K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.26K+ 25.88% |
$510K - $634K
|
11K
$3.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.26K+ 94.16% |
$508K - $632K
|
4.65K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
2.25K+ 34.13% |
$507K - $631K
|
8.85K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.24KNew |
$504K - $627K
|
2.24K
$651K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2.24K+ 13.34% |
$504K - $626K
|
19K
$5.53M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.23K+ 17.59% |
$502K - $624K
|
14.9K
$4.33M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
2.21KNew |
$497K - $618K
|
2.21K
$643K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.2KNew |
$495K - $616K
|
2.2K
$640K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.19K+ 11.21% |
$494K - $614K
|
21.8K
$6.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.19K+ 4.49% |
$493K - $613K
|
50.9K
$14.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$491K - $611K
|
2.18K
$635K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.17K+ 22.49% |
$489K - $608K
|
11.8K
$3.44M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.15K+ 4.57% |
$485K - $603K
|
49.3K
$14.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.14K+ 74.54% |
$482K - $599K
|
5.01K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.14KNew |
$481K - $599K
|
2.14K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.13K+ 229.98% |
$479K - $595K
|
3.05K
$887K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.12K+ 13.48% |
$477K - $593K
|
17.8K
$5.19M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.11K+ 73.86% |
$475K - $591K
|
4.97K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
2.11KNew |
$475K - $590K
|
2.11K
$613K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.11K+ 5.38% |
$474K - $590K
|
41.3K
$12M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.1K+ 4.24% |
$473K - $588K
|
51.6K
$15M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.09K+ 15.72% |
$470K - $584K
|
15.4K
$4.47M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.08K+ 44.26% |
$469K - $583K
|
6.79K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.07K+ 7.52% |
$465K - $578K
|
29.5K
$8.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
2.06K+ 1.78% |
$463K - $576K
|
118K
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.06K+ 49.03% |
$463K - $575K
|
6.25K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.05K+ 2.88% |
$462K - $574K
|
73.2K
$21.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 6.06% |
$460K - $571K
|
35.7K
$10.4M
|