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 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
4.11K+ 9.93% |
$925K - $1.15M
|
45.5K
$13.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
4.1K+ 4.32% |
$924K - $1.15M
|
99.2K
$28.9M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
4.09K+ 11.2% |
$920K - $1.14M
|
40.6K
$11.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
4KNew |
$902K - $1.12M
|
4K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.96K+ 4.77% |
$892K - $1.11M
|
87K
$25.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.95K+ 1.84% |
$890K - $1.11M
|
219K
$63.7M
|
|
|
May 12, 2025
Q1 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
3.94KNew |
$887K - $1.1M
|
3.94K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
3.93KNew |
$886K - $1.1M
|
3.93K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.93K+ 2.17% |
$886K - $1.1M
|
185K
$54M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
3.91K+ 265.18% |
$881K - $1.1M
|
5.39K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
3.88KNew |
$874K - $1.09M
|
3.88K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3.86K+ 4.04% |
$868K - $1.08M
|
99.3K
$29M
|
|
|
May 12, 2025
Q1 2025
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
3.85K+ 14.08% |
$867K - $1.08M
|
31.2K
$9.09M
|
|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
3.8KNew |
$856K - $1.06M
|
3.8K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.79K+ 62.46% |
$854K - $1.06M
|
9.86K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.73KNew |
$841K - $1.05M
|
3.73K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.71K+ 0.65% |
$836K - $1.04M
|
579K
$169M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3.67KNew |
$826K - $1.03M
|
3.67K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.64K+ 4.47% |
$819K - $1.02M
|
85K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
3.61K+ 4.73% |
$812K - $1.01M
|
79.8K
$23.2M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3.56KNew |
$801K - $996K
|
3.56K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.56K+ 0.97% |
$801K - $996K
|
371K
$108M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.52KNew |
$794K - $987K
|
3.52K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
3.5K+ 58.33% |
$788K - $980K
|
9.5K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.48K+ 68.36% |
$784K - $975K
|
8.57K
$2.5M
|
|
|
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
$89.7M
|
|
|
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
$4.29M
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
3.43KNew |
$773K - $961K
|
3.43K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.41K+ 36.1% |
$768K - $955K
|
12.9K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.4K+ 0.13% |
$765K - $951K
|
2.61M
$760M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.4K+ 178.03% |
$765K - $950K
|
5.3K
$1.55M
|
|
|
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
$406M
|
|
|
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
$960K
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
3.22KNew |
$725K - $901K
|
3.22K
$938K
|
|
|
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
$52.9M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.17KNew |
$713K - $886K
|
3.17K
$923K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.15K+ 15.63% |
$710K - $883K
|
23.3K
$6.8M
|
|
|
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
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.11K+ 23.56% |
$701K - $871K
|
16.3K
$4.76M
|