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
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
190+ 5.42% |
$42.8K - $53.2K
|
3.7K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
190+ 3.38% |
$42.8K - $53.2K
|
5.8K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
189+ 17.39% |
$42.6K - $52.9K
|
1.28K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
189+ 5.8% |
$42.6K - $52.9K
|
3.45K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
187+ 7.21% |
$42.1K - $52.4K
|
2.78K
$810K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
185+ 7.42% |
$41.7K - $51.8K
|
2.68K
$781K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
185+ 4.89% |
$41.7K - $51.8K
|
3.97K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
179+ 5.72% |
$40.3K - $50.1K
|
3.31K
$963K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
179+ 1.1% |
$40.3K - $50.1K
|
16.4K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
177+ 4.35% |
$39.9K - $49.6K
|
4.24K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
177+ 3.6% |
$39.9K - $49.6K
|
5.09K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
175+ 20.78% |
$39.4K - $49K
|
1.02K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
175+ 83.73% |
$39.4K - $49K
|
384
$112K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
174+ 1.23% |
$39.2K - $48.7K
|
14.3K
$4.16M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
172+ 15.34% |
$38.7K - $48.2K
|
1.29K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
171+ 0.32% |
$38.5K - $47.9K
|
52.9K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
170+ 2.81% |
$38.3K - $47.6K
|
6.22K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
168+ 2.26% |
$37.8K - $47K
|
7.59K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
166+ 1.7% |
$37.4K - $46.5K
|
9.93K
$2.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
166+ 13.88% |
$37.4K - $46.5K
|
1.36K
$397K
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
165+ 1.74% |
$37.2K - $46.2K
|
9.64K
$2.81M
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
165+ 2.25% |
$37.2K - $46.2K
|
7.51K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
164+ 3.43% |
$36.9K - $45.9K
|
4.95K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
163+ 4.77% |
$36.7K - $45.6K
|
3.58K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
163+ 4.02% |
$36.7K - $45.6K
|
4.22K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
161+ 3.16% |
$36.3K - $45.1K
|
5.26K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
160+ 0.53% |
$36K - $44.8K
|
30.4K
$8.86M
|
|
|
May 13, 2025
Q1 2025
|
Brooklands Fund Management LTD
London, X0 |
BUY
|
CALL |
160New |
$36K - $44.8K
|
160
$46.6K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
160+ 2.88% |
$36K - $44.8K
|
5.72K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
158+ 8.46% |
$35.6K - $44.2K
|
2.03K
$590K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
158+ 0.68% |
$35.6K - $44.2K
|
23.3K
$6.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
157+ 14.52% |
$35.4K - $44K
|
1.24K
$361K
|
|
|
Apr 11, 2025
Q1 2025
|
Reliant Investment Management, LLC
|
BUY
|
- |
157+ 17.23% |
$35.4K - $44K
|
1.07K
$311K
|
|
|
Apr 18, 2025
Q1 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
155+ 0.48% |
$34.9K - $43.4K
|
32.6K
$9.49M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
153+ 0.44% |
$34.5K - $42.8K
|
34.9K
$10.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
152+ 10.24% |
$34.2K - $42.6K
|
1.64K
$477K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
152+ 14.29% |
$34.2K - $42.6K
|
1.22K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
151+ 3.74% |
$34K - $42.3K
|
4.19K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
151+ 1.07% |
$34K - $42.3K
|
14.2K
$4.14M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
149+ 0.41% |
$33.6K - $41.7K
|
36.6K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
149+ 2.67% |
$33.6K - $41.7K
|
5.73K
$1.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
149+ 0.88% |
$33.6K - $41.7K
|
17K
$4.97M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
148+ 0.91% |
$33.3K - $41.4K
|
16.4K
$4.79M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
147+ 12.17% |
$33.1K - $41.2K
|
1.36K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
146+ 3.65% |
$32.9K - $40.9K
|
4.15K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
146+ 14.29% |
$32.9K - $40.9K
|
1.17K
$340K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
143+ 1.62% |
$32.2K - $40K
|
8.99K
$2.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
140+ 2.45% |
$31.5K - $39.2K
|
5.86K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
140+ 12.47% |
$31.5K - $39.2K
|
1.26K
$368K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
138+ 7.57% |
$31.1K - $38.6K
|
1.96K
$571K
|