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 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
21.7KNew |
$4.89M - $6.08M
|
21.7K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
21.2K+ 5.21% |
$4.77M - $5.93M
|
428K
$124M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
21K+ 6.96% |
$4.73M - $5.88M
|
323K
$93.6M
|
|
|
May 15, 2025
Q1 2025
|
Ctc LLC
|
BUY
|
- |
20.9K+ 182.38% |
$4.71M - $5.85M
|
32.4K
$9.38M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
20.4KNew |
$4.59M - $5.71M
|
20.4K
$5.91M
|
|
|
May 16, 2025
Q1 2025
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
20.3K+ 23.22% |
$4.57M - $5.68M
|
108K
$31.2M
|
|
|
May 15, 2025
Q1 2025
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
20.2K+ 17.66% |
$4.56M - $5.67M
|
135K
$39.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
19.9K+ 3.96% |
$4.49M - $5.58M
|
522K
$151M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.7K+ 2.87% |
$4.43M - $5.51M
|
705K
$204M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
19.4K+ 17.57% |
$4.36M - $5.42M
|
129K
$37.5M
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
19.1K+ 13.91% |
$4.3M - $5.35M
|
156K
$45.3M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
19.1K+ 90.62% |
$4.29M - $5.34M
|
40.1K
$11.6M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
18.6K+ 2.43% |
$4.2M - $5.22M
|
785K
$228M
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
18.5K+ 1.07% |
$4.16M - $5.18M
|
1.74M
$504M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
18.5KNew |
$4.16M - $5.17M
|
18.5K
$5.36M
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
18.4K+ 72.45% |
$4.14M - $5.15M
|
43.8K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
18K+ 114.89% |
$4.06M - $5.04M
|
33.7K
$9.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
18K+ 9.91% |
$4.05M - $5.04M
|
200K
$57.9M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.8K+ 5.13% |
$4.01M - $4.99M
|
365K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.7KNew |
$3.99M - $4.96M
|
17.7K
$5.13M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.4K+ 13.59% |
$3.93M - $4.88M
|
146K
$42.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
17.3K+ 3.52% |
$3.89M - $4.83M
|
507K
$147M
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
17.2KNew |
$3.87M - $4.82M
|
17.2K
$4.99M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
16.8KNew |
$3.79M - $4.71M
|
16.8K
$4.88M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
16.5K+ 4.34% |
$3.72M - $4.63M
|
397K
$115M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
16.5K+ 5.33% |
$3.72M - $4.63M
|
327K
$94.7M
|
|
|
May 15, 2025
Q1 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
16.5K+ 10.25% |
$3.72M - $4.63M
|
178K
$51.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
BUY
|
- |
16.2K+ 4.01% |
$3.66M - $4.55M
|
421K
$122M
|
|
|
May 14, 2025
Q1 2025
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
16.2K+ 10.42% |
$3.64M - $4.53M
|
171K
$49.7M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.1K+ 3.96% |
$3.63M - $4.51M
|
422K
$122M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
15.9K+ 9.88% |
$3.59M - $4.46M
|
177K
$51.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.8K+ 16.5% |
$3.55M - $4.42M
|
111K
$32.3M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15.6K+ 4.05% |
$3.51M - $4.36M
|
400K
$116M
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
15.5K+ 533.67% |
$3.5M - $4.35M
|
18.4K
$5.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
15.5K+ 111.76% |
$3.49M - $4.34M
|
29.4K
$8.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
15.2K+ 7.95% |
$3.43M - $4.26M
|
207K
$60M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
15.1KNew |
$3.4M - $4.23M
|
15.1K
$4.38M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
15.1K+ 174.71% |
$3.39M - $4.22M
|
23.7K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
PUT |
15K+ 20.0% |
$3.38M - $4.2M
|
90K
$26.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
15KNew |
$3.38M - $4.2M
|
15K
$4.35M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
14.9K+ 16.23% |
$3.36M - $4.18M
|
107K
$31M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
14.9K+ 1555.02% |
$3.35M - $4.16M
|
15.8K
$4.59M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
14.7K+ 8.05% |
$3.32M - $4.13M
|
198K
$57.4M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
14.7K+ 17.41% |
$3.32M - $4.12M
|
99.4K
$28.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
14.7K+ 20.73% |
$3.31M - $4.12M
|
85.6K
$24.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
14.4K+ 7.41% |
$3.25M - $4.04M
|
209K
$60.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 900.25% |
$3.24M - $4.03M
|
16K
$4.64M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
13.9K+ 26.3% |
$3.13M - $3.89M
|
66.8K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.9K+ 101.9% |
$3.12M - $3.88M
|
27.5K
$7.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.8K+ 25.71% |
$3.11M - $3.87M
|
67.6K
$19.6M
|