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 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
379+ 2.25% |
$85.3K - $106K
|
17.3K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
372+ 3.7% |
$83.8K - $104K
|
10.4K
$3.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
372+ 3.31% |
$83.8K - $104K
|
11.6K
$3.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
371+ 2.0% |
$83.5K - $104K
|
18.9K
$5.5M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
369+ 0.76% |
$83.1K - $103K
|
49K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
368+ 66.67% |
$82.9K - $103K
|
920
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
365+ 8.72% |
$82.2K - $102K
|
4.55K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
360+ 12.55% |
$81.1K - $101K
|
3.23K
$941K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
360+ 14.75% |
$81.1K - $101K
|
2.8K
$816K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
BUY
|
- |
358+ 3.93% |
$80.6K - $100K
|
9.47K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
357+ 4.35% |
$80.4K - $99.9K
|
8.56K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
354+ 0.12% |
$79.7K - $99.1K
|
302K
$88M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
354+ 4.5% |
$79.7K - $99.1K
|
8.22K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
352+ 17.04% |
$79.3K - $98.5K
|
2.42K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
351+ 2.68% |
$79K - $98.3K
|
13.5K
$3.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
351+ 13.32% |
$79K - $98.3K
|
2.99K
$871K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
350+ 0.97% |
$78.8K - $98K
|
36.4K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
350+ 1.94% |
$78.8K - $98K
|
18.4K
$5.35M
|
|
|
May 13, 2025
Q1 2025
|
Terril Brothers, Inc.
|
BUY
|
- |
349+ 3.78% |
$78.6K - $97.7K
|
9.58K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
347+ 1.7% |
$78.1K - $97.1K
|
20.8K
$6.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
345+ 2.42% |
$77.7K - $96.6K
|
14.6K
$4.25M
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
343+ 3.4% |
$77.2K - $96K
|
10.4K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
343+ 8.05% |
$77.2K - $96K
|
4.61K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
342+ 38.91% |
$77K - $95.7K
|
1.22K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
342+ 6.16% |
$77K - $95.7K
|
5.89K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
341+ 8.87% |
$76.8K - $95.5K
|
4.19K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
334+ 6.35% |
$75.2K - $93.5K
|
5.59K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
332+ 0.57% |
$74.8K - $92.9K
|
59.1K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
330+ 7.66% |
$74.3K - $92.4K
|
4.64K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
330+ 33.57% |
$74.3K - $92.4K
|
1.31K
$383K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
330+ 0.43% |
$74.3K - $92.4K
|
77.5K
$22.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
330+ 6.6% |
$74.3K - $92.4K
|
5.33K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
328+ 2.86% |
$73.9K - $91.8K
|
11.8K
$3.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
324+ 4.04% |
$73K - $90.7K
|
8.33K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
323+ 0.49% |
$72.7K - $90.4K
|
66.4K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
322+ 14.05% |
$72.5K - $90.1K
|
2.61K
$762K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
321+ 0.26% |
$72.3K - $89.9K
|
126K
$36.6M
|
|
|
May 15, 2025
Q1 2025
|
Eagle Capital Management LLC
New York, NY |
BUY
|
- |
320+ 28.85% |
$72.1K - $89.6K
|
1.43K
$416K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
319+ 1.24% |
$71.8K - $89.3K
|
26K
$7.59M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
315+ 6.93% |
$70.9K - $88.2K
|
4.86K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
313+ 1.81% |
$70.5K - $87.6K
|
17.6K
$5.13M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
312+ 0.52% |
$70.3K - $87.3K
|
60.2K
$17.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
312+ 20.43% |
$70.3K - $87.3K
|
1.84K
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
311+ 0.64% |
$70K - $87.1K
|
49K
$14.3M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
310+ 34.37% |
$69.8K - $86.8K
|
1.21K
$353K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
308+ 6.74% |
$69.4K - $86.2K
|
4.88K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
305+ 31.9% |
$68.7K - $85.4K
|
1.26K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
303+ 5.05% |
$68.2K - $84.8K
|
6.3K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
302+ 10.93% |
$68K - $84.5K
|
3.07K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
300+ 13.11% |
$67.6K - $84K
|
2.59K
$754K
|