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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
257KNew |
$52.7M - $64.3M
|
257K
$74.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
159KNew |
$32.6M - $39.8M
|
159K
$46.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
123K+ 36.85% |
$25.3M - $30.9M
|
458K
$133M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
122K+ 4997.58% |
$24.9M - $30.4M
|
124K
$36.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
111K+ 2018.32% |
$22.8M - $27.8M
|
116K
$33.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
100KNew |
$20.5M - $25M
|
100K
$29.1M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.6K+ 10.5% |
$17.6M - $21.4M
|
901K
$262M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
84.4KNew |
$17.3M - $21.1M
|
84.4K
$24.6M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
58.5K+ 1.14% |
$12M - $14.6M
|
5.17M
$1.5B
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
54.8K+ 10.14% |
$11.2M - $13.7M
|
596K
$173M
|
|
|
Feb 14, 2025
Q4 2024
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
42.7KNew |
$8.75M - $10.7M
|
42.7K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
40.7KNew |
$8.35M - $10.2M
|
40.7K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jain Global LLC
New York, NY |
BUY
|
- |
33.1KNew |
$6.8M - $8.29M
|
33.1K
$9.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
29.5KNew |
$6.05M - $7.38M
|
29.5K
$8.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27.9K+ 288.85% |
$5.73M - $6.98M
|
37.6K
$10.9M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
17KNew |
$3.49M - $4.26M
|
17K
$4.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
16.8KNew |
$3.45M - $4.21M
|
16.8K
$4.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.5K+ 22.97% |
$3.38M - $4.13M
|
88.3K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
15.1KNew |
$3.09M - $3.77M
|
15.1K
$4.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
14.1KNew |
$2.9M - $3.54M
|
14.1K
$4.11M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
13.8KNew |
$2.84M - $3.46M
|
13.8K
$4.03M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
13.4KNew |
$2.76M - $3.36M
|
13.4K
$3.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Sycomore Asset Management
|
BUY
|
- |
12.5K+ 74.94% |
$2.56M - $3.13M
|
29.2K
$8.49M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
9.69K+ 0.85% |
$1.99M - $2.43M
|
1.15M
$334M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
9.16KNew |
$1.88M - $2.29M
|
9.16K
$2.66M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
9KNew |
$1.85M - $2.25M
|
9K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.84K+ 211.84% |
$1.81M - $2.21M
|
13K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
8.32KNew |
$1.71M - $2.08M
|
8.32K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Tikehau Investment Management
Paris, I0 |
BUY
|
- |
8.14KNew |
$1.67M - $2.04M
|
8.14K
$2.37M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
7.58KNew |
$1.55M - $1.9M
|
7.58K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
7.39KNew |
$1.52M - $1.85M
|
7.39K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
7.14K+ 13.69% |
$1.47M - $1.79M
|
59.3K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cigogne Management Sa
Luxembourg, N4 |
BUY
|
PUT |
7KNew |
$1.44M - $1.75M
|
7K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
6.39KNew |
$1.31M - $1.6M
|
6.39K
$1.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
6.2K+ 55.36% |
$1.27M - $1.55M
|
17.4K
$5.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
5.52K+ 344.94% |
$1.13M - $1.38M
|
7.12K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Steamboat Capital Partners, LLC
Old Greenwich, CT |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4.98KNew |
$1.02M - $1.25M
|
4.98K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
4.67KNew |
$959K - $1.17M
|
4.67K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Myriad Asset Management Us LP
|
BUY
|
- |
4.48KNew |
$920K - $1.12M
|
4.48K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.25KNew |
$872K - $1.06M
|
4.25K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
4.24KNew |
$870K - $1.06M
|
4.24K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
4.09KNew |
$839K - $1.02M
|
4.09K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
3.9KNew |
$801K - $977K
|
3.9K
$1.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
3.82KNew |
$784K - $957K
|
3.82K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
3.71KNew |
$762K - $929K
|
3.71K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
3.61KNew |
$741K - $904K
|
3.61K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
3.59KNew |
$737K - $899K
|
3.59K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
3.44KNew |
$706K - $861K
|
3.44K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
3.3K+ 24.09% |
$677K - $826K
|
17K
$4.95M
|