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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.62K+ 0.72% |
$537K - $655K
|
366K
$88.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2.61KNew |
$536K - $654K
|
2.61K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.61K+ 3.78% |
$536K - $654K
|
71.7K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.6K+ 8.11% |
$534K - $652K
|
34.7K
$8.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
2.6KNew |
$534K - $651K
|
2.6K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.59K+ 11.57% |
$532K - $649K
|
25K
$6.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.59K+ 6.3% |
$531K - $648K
|
43.7K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.58K+ 30.98% |
$530K - $646K
|
10.9K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.58KNew |
$530K - $646K
|
2.58K
$624K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.57K+ 2.81% |
$527K - $643K
|
94K
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.55K+ 10.55% |
$524K - $639K
|
26.7K
$6.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
2.55KNew |
$524K - $639K
|
2.55K
$617K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
2.55KNew |
$523K - $638K
|
2.55K
$616K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.55KNew |
$522K - $637K
|
2.55K
$615K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.54K+ 0.75% |
$522K - $636K
|
342K
$82.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.54KNew |
$521K - $635K
|
2.54K
$613K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2.52KNew |
$517K - $631K
|
2.52K
$609K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
2.52K+ 3.53% |
$517K - $631K
|
74K
$17.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.52K+ 11.38% |
$516K - $629K
|
24.6K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
2.51KNew |
$516K - $629K
|
2.51K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Unigestion Holding Sa
|
BUY
|
- |
2.5KNew |
$513K - $626K
|
2.5K
$604K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
2.5KNew |
$512K - $625K
|
2.5K
$603K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.46K+ 3.18% |
$505K - $615K
|
79.9K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.43KNew |
$498K - $607K
|
2.43K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
2.42KNew |
$497K - $607K
|
2.42K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.41K+ 10.33% |
$494K - $603K
|
25.7K
$6.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.4K+ 3.04% |
$493K - $602K
|
81.4K
$19.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
2.4KNew |
$493K - $601K
|
2.4K
$580K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
2.4K+ 1200.0% |
$492K - $601K
|
2.6K
$628K
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
2.4K+ 74.7% |
$492K - $601K
|
5.61K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
2.4K+ 42.33% |
$491K - $599K
|
8.05K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
2.33KNew |
$478K - $584K
|
2.33K
$563K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
2.33KNew |
$478K - $583K
|
2.33K
$563K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
2.33K+ 80.12% |
$477K - $582K
|
5.23K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
2.3KNew |
$472K - $576K
|
2.3K
$556K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.3KNew |
$471K - $575K
|
2.3K
$555K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.3KNew |
$471K - $575K
|
2.3K
$555K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
BUY
|
- |
2.28K+ 16.57% |
$468K - $571K
|
16.1K
$3.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
2.27KNew |
$467K - $569K
|
2.27K
$549K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.27K+ 19.05% |
$466K - $568K
|
14.2K
$3.43M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.27K+ 65.82% |
$465K - $567K
|
5.71K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Drum Hill Capital, LLC
Westport, CT |
BUY
|
- |
2.26KNew |
$464K - $566K
|
2.26K
$547K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.26K+ 13.2% |
$464K - $566K
|
19.4K
$4.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.25K+ 3.48% |
$462K - $564K
|
67.1K
$16.2M
|
|
|
Feb 26, 2025
Q4 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.25K+ 8.62% |
$462K - $563K
|
28.4K
$6.85M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.25K+ 3.21% |
$461K - $563K
|
72.2K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.25K+ 1.28% |
$461K - $562K
|
178K
$43.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
2.24K+ 71.72% |
$460K - $561K
|
5.37K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
2.23KNew |
$457K - $558K
|
2.23K
$538K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
2.22K+ 27.51% |
$455K - $555K
|
10.3K
$2.49M
|