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 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.53K+ 3.35% |
$315K - $384K
|
47.3K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.53K+ 0.81% |
$315K - $384K
|
191K
$52.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.53K+ 19.86% |
$314K - $383K
|
9.25K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.53K+ 30.41% |
$314K - $383K
|
6.57K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.51K+ 12.67% |
$309K - $377K
|
13.4K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.51KNew |
$309K - $377K
|
1.51K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.5K+ 2.9% |
$308K - $376K
|
53.3K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1.5K+ 60.0% |
$308K - $375K
|
4K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
1.5KNew |
$308K - $375K
|
1.5K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.5K+ 34.69% |
$308K - $375K
|
5.82K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.5K+ 8.52% |
$307K - $375K
|
19.1K
$5.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.49KNew |
$305K - $372K
|
1.49K
$412K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.49K+ 0.75% |
$305K - $372K
|
199K
$55.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.48K+ 99.4% |
$304K - $371K
|
2.98K
$823K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.48K+ 5.08% |
$304K - $371K
|
30.7K
$8.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.48K+ 1.32% |
$304K - $370K
|
114K
$31.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.47K+ 6.83% |
$302K - $368K
|
23K
$6.37M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.47K+ 1.69% |
$301K - $367K
|
88.1K
$24.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.47KNew |
$301K - $367K
|
1.47K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1.46KNew |
$299K - $365K
|
1.46K
$403K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.46K+ 1.34% |
$299K - $365K
|
110K
$30.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
1.46KNew |
$299K - $364K
|
1.46K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.45K+ 3.57% |
$298K - $364K
|
42.1K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.45K+ 44.57% |
$298K - $364K
|
4.71K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.45KNew |
$298K - $364K
|
1.45K
$402K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.45K+ 2.38% |
$298K - $363K
|
62.4K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.45K+ 121.48% |
$297K - $362K
|
2.64K
$730K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.44KNew |
$295K - $360K
|
1.44K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.43K+ 12.22% |
$294K - $359K
|
13.2K
$3.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.43K+ 2.43% |
$293K - $358K
|
60.3K
$16.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.43K+ 23.31% |
$293K - $357K
|
7.55K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.42K+ 18.03% |
$292K - $356K
|
9.32K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.42KNew |
$292K - $356K
|
1.42K
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.42K+ 3.01% |
$291K - $355K
|
48.6K
$13.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.42K+ 0.76% |
$291K - $355K
|
188K
$52.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.41K+ 120.48% |
$290K - $353K
|
2.58K
$715K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.41K+ 0.71% |
$289K - $353K
|
200K
$55.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.41K+ 13.98% |
$288K - $352K
|
11.5K
$3.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.4K+ 134.62% |
$287K - $350K
|
2.44K
$675K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
1.4K+ 0.72% |
$287K - $350K
|
195K
$54M
|
|
|
Feb 13, 2025
Q4 2024
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.4KNew |
$287K - $350K
|
1.4K
$387K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
1.4KNew |
$287K - $350K
|
1.4K
$387K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.4K+ 0.87% |
$286K - $349K
|
161K
$44.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
1.39KNew |
$286K - $349K
|
1.39K
$386K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.38K+ 506.96% |
$284K - $346K
|
1.66K
$458K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.38K+ 4.36% |
$284K - $346K
|
33.1K
$9.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.38K+ 10.71% |
$283K - $345K
|
14.2K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.38KNew |
$282K - $344K
|
1.38K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.38K+ 2.6% |
$282K - $344K
|
54.4K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
1.37KNew |
$282K - $344K
|
1.37K
$380K
|