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
|
Avestar Capital, LLC
|
BUY
|
PUT |
300New |
$67.6K - $84K
|
300
$87.4K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
300+ 22.42% |
$67.6K - $84K
|
1.64K
$477K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
299+ 1.73% |
$67.3K - $83.7K
|
17.6K
$5.12M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
296+ 2.12% |
$66.7K - $82.9K
|
14.3K
$4.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
295+ 27.52% |
$66.4K - $82.6K
|
1.37K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
294+ 13.7% |
$66.2K - $82.3K
|
2.44K
$711K
|
|
|
May 02, 2025
Q1 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
294+ 1.27% |
$66.2K - $82.3K
|
23.4K
$6.81M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
293+ 17.32% |
$66K - $82K
|
1.99K
$578K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
292+ 7.59% |
$65.8K - $81.7K
|
4.14K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
291+ 97.0% |
$65.5K - $81.5K
|
591
$172K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
289+ 2.11% |
$65.1K - $80.9K
|
14K
$4.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverwater Partners LLC
|
BUY
|
- |
288+ 17.19% |
$64.9K - $80.6K
|
1.96K
$572K
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
BUY
|
- |
287+ 0.18% |
$64.6K - $80.3K
|
157K
$45.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
287+ 0.86% |
$64.6K - $80.3K
|
33.5K
$9.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
286+ 1.19% |
$64.4K - $80.1K
|
24.3K
$7.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
286+ 5.92% |
$64.4K - $80.1K
|
5.12K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
284+ 0.43% |
$64K - $79.5K
|
66.1K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
276+ 52.27% |
$62.2K - $77.3K
|
804
$234K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
275+ 1.45% |
$61.9K - $77K
|
19.2K
$5.59M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
273+ 3.08% |
$61.5K - $76.4K
|
9.15K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
273+ 3.32% |
$61.5K - $76.4K
|
8.5K
$2.48M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
273+ 18.71% |
$61.5K - $76.4K
|
1.73K
$505K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
271+ 6.64% |
$61K - $75.9K
|
4.35K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
269+ 0.78% |
$60.6K - $75.3K
|
34.7K
$10.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
269+ 1.43% |
$60.6K - $75.3K
|
19.1K
$5.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
269+ 29.76% |
$60.6K - $75.3K
|
1.17K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
268+ 3.21% |
$60.4K - $75K
|
8.63K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
267+ 1.63% |
$60.1K - $74.7K
|
16.6K
$4.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
265+ 3.43% |
$59.7K - $74.2K
|
7.99K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
264+ 22.2% |
$59.5K - $73.9K
|
1.45K
$423K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
263+ 2.18% |
$59.2K - $73.6K
|
12.3K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
262+ 3.68% |
$59K - $73.3K
|
7.38K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
262+ 970.37% |
$59K - $73.3K
|
289
$84.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
262+ 13.13% |
$59K - $73.3K
|
2.26K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
261+ 7.93% |
$58.8K - $73.1K
|
3.55K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
259+ 23.13% |
$58.3K - $72.5K
|
1.38K
$402K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
259+ 7.12% |
$58.3K - $72.5K
|
3.9K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
254+ 21.45% |
$57.2K - $71.1K
|
1.44K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
252+ 393.75% |
$56.7K - $70.5K
|
316
$92.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
252+ 16.47% |
$56.7K - $70.5K
|
1.78K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
249+ 0.91% |
$56.1K - $69.7K
|
27.7K
$8.07M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
249+ 4.61% |
$56.1K - $69.7K
|
5.65K
$1.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
249+ 11.6% |
$56.1K - $69.7K
|
2.4K
$698K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
248+ 1.59% |
$55.8K - $69.4K
|
15.8K
$4.6M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
248+ 3.95% |
$55.8K - $69.4K
|
6.52K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
247+ 6.81% |
$55.6K - $69.1K
|
3.88K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
246+ 2.33% |
$55.4K - $68.9K
|
10.8K
$3.15M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
246+ 3.26% |
$55.4K - $68.9K
|
7.79K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
245+ 4.3% |
$55.2K - $68.6K
|
5.95K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
242+ 2.87% |
$54.5K - $67.7K
|
8.68K
$2.53M
|