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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
983+ 1.14% |
$221K - $275K
|
87K
$25.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
983New |
$221K - $275K
|
983
$286K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
982+ 6.32% |
$221K - $275K
|
16.5K
$4.81M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
982+ 3.1% |
$221K - $275K
|
32.7K
$9.51M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
981+ 1.85% |
$221K - $275K
|
54K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
980+ 15.07% |
$221K - $274K
|
7.48K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
973+ 1.16% |
$219K - $272K
|
84.7K
$24.6M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
971+ 111.23% |
$219K - $272K
|
1.84K
$537K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
966+ 2.05% |
$218K - $270K
|
48.1K
$14M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
965New |
$217K - $270K
|
965
$281K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
961+ 5.88% |
$216K - $269K
|
17.3K
$5.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
959New |
$216K - $268K
|
959
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
958New |
$216K - $268K
|
958
$279K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
956+ 4.97% |
$215K - $268K
|
20.2K
$5.88M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
956+ 3.7% |
$215K - $268K
|
26.8K
$7.79M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
955+ 61.77% |
$215K - $267K
|
2.5K
$728K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
953+ 2.56% |
$215K - $267K
|
38.1K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
933New |
$210K - $261K
|
933
$271K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
933+ 4.87% |
$210K - $261K
|
20.1K
$5.85M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
932+ 3.33% |
$210K - $261K
|
28.9K
$8.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
927+ 0.83% |
$209K - $260K
|
112K
$32.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
918New |
$207K - $257K
|
918
$267K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
918New |
$207K - $257K
|
918
$267K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
907+ 3.45% |
$204K - $254K
|
27.2K
$7.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
892+ 2.8% |
$201K - $250K
|
32.8K
$9.53M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
889+ 12.53% |
$200K - $249K
|
7.98K
$2.32M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
888+ 1.47% |
$200K - $249K
|
61.5K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
885+ 28.41% |
$199K - $248K
|
4K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
881+ 9.74% |
$198K - $247K
|
9.92K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
880+ 3.24% |
$198K - $246K
|
28K
$8.16M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
877+ 5.13% |
$197K - $246K
|
18K
$5.23M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
875+ 2.96% |
$197K - $245K
|
30.4K
$8.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
875+ 29.75% |
$197K - $245K
|
3.82K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
874+ 1.41% |
$197K - $245K
|
62.7K
$18.2M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
873+ 0.84% |
$197K - $244K
|
105K
$30.6M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
870+ 6.66% |
$196K - $244K
|
13.9K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
869New |
$196K - $243K
|
869
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
867+ 5.93% |
$195K - $243K
|
15.5K
$4.51M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
867New |
$195K - $243K
|
867
$252K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
862+ 8.63% |
$194K - $241K
|
10.9K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
861+ 37.5% |
$194K - $241K
|
3.16K
$919K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
860New |
$194K - $241K
|
860
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
859+ 1.45% |
$193K - $240K
|
60.2K
$17.5M
|
|
|
May 20, 2025
Q1 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
855+ 148.95% |
$193K - $239K
|
1.43K
$416K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
851New |
$192K - $238K
|
851
$248K
|
|
|
May 15, 2025
Q1 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
849New |
$191K - $238K
|
849
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
847+ 78.43% |
$191K - $237K
|
1.93K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
845New |
$190K - $237K
|
845
$246K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
843New |
$190K - $236K
|
843
$245K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
836+ 19.01% |
$188K - $234K
|
5.23K
$1.52M
|