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
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$1.33M - $1.65M
|
5.9K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
5.74K+ 13.03% |
$1.29M - $1.61M
|
49.8K
$14.4M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.73K+ 6.36% |
$1.29M - $1.6M
|
95.8K
$27.8M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.63KNew |
$1.27M - $1.58M
|
5.63K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.6K+ 2.13% |
$1.26M - $1.57M
|
268K
$77.8M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
5.54K+ 21.94% |
$1.25M - $1.55M
|
30.8K
$8.93M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.54K+ 135.58% |
$1.25M - $1.55M
|
9.63K
$2.79M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5.5KNew |
$1.24M - $1.54M
|
5.5K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.48K+ 20.63% |
$1.23M - $1.53M
|
32.1K
$9.29M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
5.4K+ 108.0% |
$1.22M - $1.51M
|
10.4K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.38K+ 334.97% |
$1.21M - $1.51M
|
6.99K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
5.27K+ 2.11% |
$1.19M - $1.47M
|
255K
$74M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
5.2K+ 55.77% |
$1.17M - $1.46M
|
14.5K
$4.21M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
5.19KNew |
$1.17M - $1.45M
|
5.19K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.16K+ 20.04% |
$1.16M - $1.44M
|
30.9K
$8.95M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.15K+ 16.94% |
$1.16M - $1.44M
|
35.5K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.13K+ 29.29% |
$1.15M - $1.43M
|
22.6K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
PUT |
5K+ 10.0% |
$1.13M - $1.4M
|
55K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
5K+ 259.74% |
$1.13M - $1.4M
|
6.93K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
4.99K+ 9.96% |
$1.12M - $1.4M
|
55.1K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.97K+ 4.98% |
$1.12M - $1.39M
|
105K
$30.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.97K+ 8.02% |
$1.12M - $1.39M
|
66.9K
$19.4M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.97K+ 16.59% |
$1.12M - $1.39M
|
34.9K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.94KNew |
$1.11M - $1.38M
|
4.94K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
4.89KNew |
$1.1M - $1.37M
|
4.89K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
4.89K+ 5.58% |
$1.1M - $1.37M
|
92.4K
$26.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4.88K+ 56.53% |
$1.1M - $1.37M
|
13.5K
$3.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
4.82K+ 3.83% |
$1.08M - $1.35M
|
131K
$37.9M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
4.79K+ 4.33% |
$1.08M - $1.34M
|
115K
$33.4M
|
|
|
May 15, 2025
Q1 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.74KNew |
$1.07M - $1.33M
|
4.74K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
4.73K+ 11.26% |
$1.06M - $1.32M
|
46.7K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.72K+ 0.26% |
$1.06M - $1.32M
|
1.81M
$524M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.7KNew |
$1.06M - $1.32M
|
4.7K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
4.7KNew |
$1.06M - $1.31M
|
4.7K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.65K+ 24.76% |
$1.05M - $1.3M
|
23.4K
$6.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.63K+ 32.62% |
$1.04M - $1.3M
|
18.8K
$5.46M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.62K+ 1.87% |
$1.04M - $1.29M
|
252K
$73M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.6K+ 27.27% |
$1.03M - $1.29M
|
21.5K
$6.22M
|
|
|
May 12, 2025
Q1 2025
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
4.56K+ 3.18% |
$1.03M - $1.28M
|
148K
$42.9M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.53K+ 18.26% |
$1.02M - $1.27M
|
29.3K
$8.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.46K+ 0.82% |
$1M - $1.25M
|
545K
$158M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4.45K+ 1.3% |
$1M - $1.24M
|
347K
$101M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.42K+ 18.27% |
$996K - $1.24M
|
28.6K
$8.3M
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.42K+ 28.49% |
$996K - $1.24M
|
19.9K
$5.78M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.42K+ 52.69% |
$995K - $1.24M
|
12.8K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.42K+ 2.24% |
$995K - $1.24M
|
202K
$58.6M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
4.41K+ 0.72% |
$992K - $1.23M
|
614K
$178M
|
|
|
May 13, 2025
Q1 2025
|
Caldwell Investment Management Ltd.
|
BUY
|
- |
4.4K+ 53.01% |
$991K - $1.23M
|
12.7K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
4.4K+ 478.45% |
$990K - $1.23M
|
5.32K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
4.38K+ 2.32% |
$987K - $1.23M
|
193K
$56M
|