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
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
33.4K+ 2.65% |
$7.52M - $9.35M
|
1.29M
$375M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32.8K+ 8.98% |
$7.38M - $9.18M
|
398K
$115M
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
32.6K+ 61.33% |
$7.33M - $9.11M
|
85.6K
$24.8M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
32.5K+ 91.82% |
$7.32M - $9.1M
|
67.9K
$19.7M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
32.2KNew |
$7.26M - $9.02M
|
32.2K
$9.34M
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
31.9K+ 178.63% |
$7.19M - $8.94M
|
49.8K
$14.4M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
31.3K+ 16.48% |
$7.04M - $8.75M
|
221K
$64M
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
31K+ 1400.77% |
$6.99M - $8.69M
|
33.2K
$9.64M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.9K+ 3.57% |
$6.96M - $8.66M
|
897K
$260M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
30.5K+ 35.58% |
$6.86M - $8.53M
|
116K
$33.6M
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
30.3K+ 2.54% |
$6.83M - $8.49M
|
1.22M
$354M
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
30K+ 9.08% |
$6.76M - $8.41M
|
361K
$105M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.9K+ 4.69% |
$6.73M - $8.36M
|
667K
$193M
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
29.9K+ 4.21% |
$6.72M - $8.36M
|
739K
$214M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.8K+ 4.64% |
$6.72M - $8.35M
|
673K
$195M
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
29.7K+ 632.55% |
$6.69M - $8.32M
|
34.4K
$9.98M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29.6K+ 62.3% |
$6.67M - $8.3M
|
77.2K
$22.4M
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
29.5K+ 109.39% |
$6.65M - $8.27M
|
56.5K
$16.4M
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
29.4K+ 13.96% |
$6.61M - $8.22M
|
240K
$69.5M
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29.3K+ 31.05% |
$6.59M - $8.19M
|
124K
$35.8M
|
|
May 12, 2025
Q1 2025
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
28.9K+ 5.45% |
$6.5M - $8.08M
|
558K
$162M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.8K+ 9.97% |
$6.49M - $8.07M
|
318K
$92.2M
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
27.9K+ 1383.71% |
$6.27M - $7.8M
|
29.9K
$8.66M
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
27.3K+ 12.95% |
$6.15M - $7.64M
|
238K
$69M
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
27.2KNew |
$6.12M - $7.61M
|
27.2K
$7.88M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
27.1K+ 84.41% |
$6.1M - $7.58M
|
59.1K
$17.1M
|
|
May 14, 2025
Q1 2025
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
26.8K+ 183.27% |
$6.04M - $7.51M
|
41.5K
$12M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
26.6KNew |
$6M - $7.46M
|
26.6K
$7.72M
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
BUY
|
- |
26.4KNew |
$5.94M - $7.39M
|
26.4K
$7.65M
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
26K+ 96.3% |
$5.85M - $7.28M
|
53K
$15.4M
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
25.9K+ 17.54% |
$5.83M - $7.25M
|
174K
$50.3M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
25.1K+ 40.76% |
$5.66M - $7.03M
|
86.8K
$25.2M
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.1K+ 3.1% |
$5.65M - $7.02M
|
835K
$242M
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
25KNew |
$5.62M - $6.99M
|
25K
$7.23M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.7K+ 4.14% |
$5.56M - $6.91M
|
622K
$180M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
24.3K+ 3.95% |
$5.47M - $6.8M
|
639K
$185M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
23.3K+ 2.01% |
$5.25M - $6.53M
|
1.18M
$342M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
23.2K+ 545.0% |
$5.23M - $6.51M
|
27.5K
$7.97M
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
BUY
|
- |
23.2K+ 52.44% |
$5.22M - $6.49M
|
67.4K
$19.5M
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.2K+ 1152.99% |
$5.21M - $6.48M
|
25.2K
$7.29M
|
|
May 14, 2025
Q1 2025
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
23KNew |
$5.18M - $6.44M
|
23K
$6.67M
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
22.7K+ 6.63% |
$5.11M - $6.35M
|
365K
$106M
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
22.6KNew |
$5.08M - $6.32M
|
22.6K
$6.54M
|
|
May 12, 2025
Q1 2025
|
Amf Tjanstepension Ab
|
BUY
|
- |
22.5K+ 4.0% |
$5.07M - $6.3M
|
585K
$170M
|
|
May 15, 2025
Q1 2025
|
Governors Lane LP
New York, NY |
BUY
|
- |
22.5KNew |
$5.07M - $6.3M
|
22.5K
$6.52M
|
|
May 15, 2025
Q1 2025
|
Ctc LLC
|
BUY
|
PUT |
22.5K+ 5.55% |
$5.07M - $6.3M
|
428K
$124M
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
22.4K+ 92.13% |
$5.05M - $6.28M
|
46.8K
$13.6M
|
|
May 15, 2025
Q1 2025
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
22.3K+ 43.28% |
$5.03M - $6.25M
|
73.9K
$21.4M
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
21.9K+ 21.39% |
$4.92M - $6.12M
|
124K
$36M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
21.8K+ 259.4% |
$4.9M - $6.1M
|
30.2K
$8.75M
|