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 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
241+ 12.05% |
$54.3K - $67.5K
|
2.24K
$653K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
241+ 2.28% |
$54.3K - $67.5K
|
10.8K
$3.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
241+ 0.26% |
$54.3K - $67.5K
|
94K
$27.4M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
239+ 3.41% |
$53.8K - $66.9K
|
7.26K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
235+ 0.28% |
$52.9K - $65.8K
|
82.9K
$24.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
235+ 4.98% |
$52.9K - $65.8K
|
4.96K
$1.44M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
234+ 2.42% |
$52.7K - $65.5K
|
9.92K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
233+ 2.58% |
$52.5K - $65.2K
|
9.26K
$2.7M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
233+ 1.82% |
$52.5K - $65.2K
|
13K
$3.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
233+ 12.44% |
$52.5K - $65.2K
|
2.11K
$614K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
233+ 9.87% |
$52.5K - $65.2K
|
2.59K
$756K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
231+ 1.92% |
$52K - $64.7K
|
12.3K
$3.57M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
231+ 0.75% |
$52K - $64.7K
|
31.1K
$9.06M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
227+ 1.02% |
$51.1K - $63.5K
|
22.5K
$6.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
227+ 2.33% |
$51.1K - $63.5K
|
9.98K
$2.91M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
225+ 3.58% |
$50.7K - $63K
|
6.52K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
225+ 13.75% |
$50.7K - $63K
|
1.86K
$542K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
222+ 0.83% |
$50K - $62.1K
|
26.9K
$7.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
220+ 4.13% |
$49.5K - $61.6K
|
5.55K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
219+ 4.08% |
$49.3K - $61.3K
|
5.59K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
219+ 6.43% |
$49.3K - $61.3K
|
3.63K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
217+ 2.35% |
$48.9K - $60.7K
|
9.45K
$2.75M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
216+ 20.57% |
$48.6K - $60.5K
|
1.27K
$369K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
215+ 125.73% |
$48.4K - $60.2K
|
386
$112K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
215+ 4.3% |
$48.4K - $60.2K
|
5.22K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
215+ 8.35% |
$48.4K - $60.2K
|
2.79K
$813K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
215+ 2.7% |
$48.4K - $60.2K
|
8.18K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
215+ 24.71% |
$48.4K - $60.2K
|
1.09K
$316K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
214+ 5.24% |
$48.2K - $59.9K
|
4.3K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
213+ 163.85% |
$48K - $59.6K
|
343
$100K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
211+ 3.29% |
$47.5K - $59.1K
|
6.63K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
210+ 9.9% |
$47.3K - $58.8K
|
2.33K
$680K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
209+ 12.14% |
$47.1K - $58.5K
|
1.93K
$563K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
208+ 1.28% |
$46.8K - $58.2K
|
16.4K
$4.78M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
208+ 2.64% |
$46.8K - $58.2K
|
8.09K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
206+ 3.59% |
$46.4K - $57.7K
|
5.94K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
205+ 2.55% |
$46.2K - $57.4K
|
8.24K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
205+ 1.93% |
$46.2K - $57.4K
|
10.8K
$3.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
203+ 3.86% |
$45.7K - $56.8K
|
5.46K
$1.59M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
202+ 2.96% |
$45.5K - $56.5K
|
7.03K
$2.05M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
200+ 10.19% |
$45K - $56K
|
2.16K
$630K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
200+ 1.72% |
$45K - $56K
|
11.8K
$3.44M
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
200+ 24.69% |
$45K - $56K
|
1.01K
$294K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
200+ 3.39% |
$45K - $56K
|
6.1K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
199+ 13.22% |
$44.8K - $55.7K
|
1.7K
$497K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
198+ 4.19% |
$44.6K - $55.4K
|
4.92K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
198+ 1.71% |
$44.6K - $55.4K
|
11.7K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
196+ 20.99% |
$44.1K - $54.9K
|
1.13K
$329K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
193+ 0.79% |
$43.5K - $54K
|
24.6K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
192+ 15.7% |
$43.2K - $53.8K
|
1.42K
$412K
|