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 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.62% |
$5.18K - $6.44K
|
3.74K
$1.09M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.12% |
$5.18K - $6.44K
|
19K
$5.53M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
22+ 10.84% |
$4.95K - $6.16K
|
225
$65.5K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
22+ 5.1% |
$4.95K - $6.16K
|
453
$132K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
22+ 0.45% |
$4.95K - $6.16K
|
4.9K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.22% |
$4.73K - $5.88K
|
9.56K
$2.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
21+ 2.25% |
$4.73K - $5.88K
|
954
$278K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
20+ 0.35% |
$4.5K - $5.6K
|
5.73K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
20New |
$4.5K - $5.6K
|
20
$5.82K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
20+ 0.02% |
$4.5K - $5.6K
|
102K
$29.7M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
19+ 0.63% |
$4.28K - $5.32K
|
3.04K
$885K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.86% |
$4.28K - $5.32K
|
2.24K
$651K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
19+ 0.03% |
$4.28K - $5.32K
|
55K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
BUY
|
- |
19+ 1.58% |
$4.28K - $5.32K
|
1.22K
$355K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
19+ 0.61% |
$4.28K - $5.32K
|
3.14K
$912K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
19+ 0.55% |
$4.28K - $5.32K
|
3.5K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
18+ 1.1% |
$4.05K - $5.04K
|
1.65K
$479K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
18+ 0.28% |
$4.05K - $5.04K
|
6.34K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
18+ 0.15% |
$4.05K - $5.04K
|
12.2K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
18+ 1.05% |
$4.05K - $5.04K
|
1.73K
$505K
|
|
|
May 09, 2025
Q1 2025
|
Cumberland Advisors Inc
|
BUY
|
- |
17+ 1.26% |
$3.83K - $4.76K
|
1.37K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
16+ 5.32% |
$3.6K - $4.48K
|
317
$92.2K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
16+ 0.55% |
$3.6K - $4.48K
|
2.94K
$856K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
16+ 0.29% |
$3.6K - $4.48K
|
5.47K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16+ 0.45% |
$3.6K - $4.48K
|
3.56K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
16+ 1.13% |
$3.6K - $4.48K
|
1.44K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15+ 0.41% |
$3.38K - $4.2K
|
3.7K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
15+ 0.45% |
$3.38K - $4.2K
|
3.36K
$978K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
15+ 0.11% |
$3.38K - $4.2K
|
13.9K
$4.05M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
15+ 7.43% |
$3.38K - $4.2K
|
217
$63.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
15+ 0.19% |
$3.38K - $4.2K
|
7.71K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
14+ 1.0% |
$3.15K - $3.92K
|
1.41K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.06% |
$3.15K - $3.92K
|
22.1K
$6.43M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
14+ 0.13% |
$3.15K - $3.92K
|
10.9K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
14+ 0.17% |
$3.15K - $3.92K
|
8.26K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
14+ 0.62% |
$3.15K - $3.92K
|
2.28K
$662K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
14+ 0.61% |
$3.15K - $3.92K
|
2.3K
$668K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
14+ 0.16% |
$3.15K - $3.92K
|
8.53K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14+ 0.94% |
$3.15K - $3.92K
|
1.51K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
13+ 0.24% |
$2.93K - $3.64K
|
5.51K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
13+ 0.12% |
$2.93K - $3.64K
|
10.9K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
12+ 1.23% |
$2.7K - $3.36K
|
986
$287K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.2% |
$2.7K - $3.36K
|
5.94K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
12+ 0.04% |
$2.7K - $3.36K
|
29.5K
$8.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
12+ 1.27% |
$2.7K - $3.36K
|
959
$279K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
12+ 0.47% |
$2.7K - $3.36K
|
2.56K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
11+ 0.71% |
$2.48K - $3.08K
|
1.57K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
11+ 0.76% |
$2.48K - $3.08K
|
1.46K
$424K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11+ 4.12% |
$2.48K - $3.08K
|
278
$80.9K
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
BUY
|
- |
11+ 1.17% |
$2.48K - $3.08K
|
952
$277K
|