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
|
Facet Wealth, Inc.
|
BUY
|
- |
455+ 14.79% |
$102K - $127K
|
3.53K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
454+ 16.77% |
$102K - $127K
|
3.16K
$922K
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
448+ 5.73% |
$101K - $125K
|
8.27K
$2.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
446+ 0.49% |
$100K - $125K
|
91.4K
$26.6M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
445+ 10.13% |
$100K - $125K
|
4.84K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
444+ 2.48% |
$100K - $124K
|
18.3K
$5.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
440New |
$99.1K - $123K
|
440
$128K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
439+ 24.99% |
$98.9K - $123K
|
2.2K
$640K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
438+ 25.36% |
$98.6K - $123K
|
2.17K
$631K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
435+ 1.68% |
$98K - $122K
|
26.3K
$7.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
435+ 1.96% |
$98K - $122K
|
22.7K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
434+ 4.67% |
$97.7K - $121K
|
9.72K
$2.83M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
431+ 0.86% |
$97.1K - $121K
|
50.5K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
429+ 1.62% |
$96.6K - $120K
|
26.9K
$7.84M
|
|
|
May 07, 2025
Q1 2025
|
Agp Franklin, LLC
Franklin, TN |
BUY
|
- |
427+ 1.93% |
$96.2K - $120K
|
22.6K
$6.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
427New |
$96.2K - $120K
|
427
$124K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
425+ 4.21% |
$95.7K - $119K
|
10.5K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
424+ 28.48% |
$95.5K - $119K
|
1.91K
$558K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
424+ 6.34% |
$95.5K - $119K
|
7.11K
$2.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
424+ 6.78% |
$95.5K - $119K
|
6.68K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
423+ 5.69% |
$95.3K - $118K
|
7.86K
$2.29M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
421+ 3.3% |
$94.8K - $118K
|
13.2K
$3.85M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
420+ 7.85% |
$94.6K - $118K
|
5.77K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
420+ 19.54% |
$94.6K - $118K
|
2.57K
$749K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
419+ 0.98% |
$94.4K - $117K
|
43.2K
$12.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
419+ 8.54% |
$94.4K - $117K
|
5.33K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
416+ 21.66% |
$93.7K - $116K
|
2.34K
$681K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
415+ 4.53% |
$93.5K - $116K
|
9.57K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
412+ 0.21% |
$92.8K - $115K
|
199K
$57.9M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
407+ 0.96% |
$91.7K - $114K
|
42.8K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
405+ 3.73% |
$91.2K - $113K
|
11.3K
$3.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
405+ 1.72% |
$91.2K - $113K
|
23.9K
$6.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
405+ 3.61% |
$91.2K - $113K
|
11.6K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
400New |
$90.1K - $112K
|
400
$117K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
400+ 12.5% |
$90.1K - $112K
|
3.6K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
400+ 3.89% |
$90.1K - $112K
|
10.7K
$3.11M
|
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
397+ 29.65% |
$89.4K - $111K
|
1.74K
$506K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
396+ 17.99% |
$89.2K - $111K
|
2.6K
$757K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
395+ 18.33% |
$89K - $111K
|
2.55K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
392+ 8.29% |
$88.3K - $110K
|
5.12K
$1.49M
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
391+ 0.28% |
$88K - $109K
|
138K
$40.3M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
390+ 4.81% |
$87.8K - $109K
|
8.5K
$2.48M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
390+ 2.48% |
$87.8K - $109K
|
16.1K
$4.69M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
389+ 0.97% |
$87.6K - $109K
|
40.5K
$11.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
386+ 1.77% |
$86.9K - $108K
|
22.2K
$6.47M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
386+ 30.93% |
$86.9K - $108K
|
1.63K
$476K
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
383+ 1.37% |
$86.2K - $107K
|
28.3K
$8.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
382+ 0.59% |
$86K - $107K
|
64.8K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
380+ 2.62% |
$85.6K - $106K
|
14.9K
$4.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
379+ 10.63% |
$85.3K - $106K
|
3.95K
$1.15M
|