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 |
|---|---|---|---|---|---|---|---|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.22KNew |
$455K - $555K
|
2.22K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.22K+ 1.8% |
$455K - $555K
|
125K
$30.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
2.21KNew |
$454K - $554K
|
2.21K
$535K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
2.2K+ 2.13% |
$450K - $549K
|
105K
$25.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.19K+ 6.45% |
$449K - $548K
|
36.1K
$8.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.19K+ 44.58% |
$449K - $547K
|
7.09K
$1.71M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.18K+ 3.92% |
$447K - $546K
|
57.7K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.18K+ 6.76% |
$446K - $545K
|
34.4K
$8.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.17K+ 12.37% |
$445K - $543K
|
19.7K
$4.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.17K+ 14.53% |
$445K - $543K
|
17.1K
$4.13M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.17KNew |
$445K - $542K
|
2.17K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.16K+ 12.72% |
$444K - $542K
|
19.2K
$4.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
2.15KNew |
$441K - $538K
|
2.15K
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
2.15KNew |
$441K - $537K
|
2.15K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
2.15KNew |
$440K - $537K
|
2.15K
$519K
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
2.14KNew |
$439K - $536K
|
2.14K
$517K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.14K+ 0.55% |
$438K - $535K
|
393K
$94.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2.13K+ 46.67% |
$438K - $534K
|
6.7K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
2.13KNew |
$437K - $533K
|
2.13K
$515K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.12K+ 3.76% |
$436K - $531K
|
58.6K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.11K+ 12.21% |
$433K - $528K
|
19.4K
$4.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Dnca Finance
Paris, I0 |
BUY
|
- |
2.1K+ 2.57% |
$431K - $526K
|
83.9K
$20.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.08K+ 2.82% |
$427K - $521K
|
75.9K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.08K+ 1.47% |
$427K - $520K
|
144K
$34.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.08KNew |
$426K - $520K
|
2.08K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
2.07K+ 1.03% |
$424K - $518K
|
203K
$49M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
2.06KNew |
$422K - $515K
|
2.06K
$498K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
2.05K+ 8.09% |
$421K - $513K
|
27.4K
$6.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
2.05KNew |
$421K - $513K
|
2.05K
$496K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.05KNew |
$420K - $512K
|
2.05K
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.04K+ 8.09% |
$418K - $510K
|
27.3K
$6.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.04KNew |
$418K - $510K
|
2.04K
$492K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2.04K+ 35.06% |
$418K - $509K
|
7.84K
$1.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.03K+ 7.99% |
$417K - $508K
|
27.5K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
2.03KNew |
$416K - $508K
|
2.03K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
2.03KNew |
$415K - $507K
|
2.03K
$489K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.02KNew |
$415K - $507K
|
2.02K
$489K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.02KNew |
$414K - $505K
|
2.02K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
1.99K+ 41.26% |
$409K - $499K
|
6.83K
$1.65M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.99KNew |
$409K - $499K
|
1.99K
$482K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.98K+ 29.13% |
$407K - $496K
|
8.79K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.98K+ 10.34% |
$407K - $496K
|
21.2K
$5.11M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.98K+ 2.38% |
$406K - $496K
|
85.1K
$20.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.98K+ 7.17% |
$405K - $494K
|
29.5K
$7.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.97KNew |
$403K - $492K
|
1.97K
$475K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.97KNew |
$403K - $492K
|
1.97K
$475K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.97KNew |
$403K - $492K
|
1.97K
$475K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.96KNew |
$403K - $492K
|
1.96K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.96KNew |
$403K - $491K
|
1.96K
$474K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.96K+ 0.11% |
$402K - $491K
|
1.8M
$434M
|