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 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.36K+ 6.14% |
$756K - $940K
|
58K
$16.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
3.35K+ 31.99% |
$753K - $936K
|
13.8K
$4M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.33K+ 0.24% |
$751K - $933K
|
1.39M
$404M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.3K+ 3.39% |
$742K - $923K
|
101K
$29.1M
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
3.29KNew |
$742K - $922K
|
3.29K
$955K
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
3.28KNew |
$739K - $919K
|
3.28K
$952K
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
3.22KNew |
$725K - $901K
|
3.22K
$933K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.21K+ 6.51% |
$723K - $898K
|
52.5K
$15.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
3.21K+ 3.41% |
$722K - $898K
|
97.3K
$28.2M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.2K+ 1.79% |
$720K - $895K
|
181K
$52.6M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.17KNew |
$713K - $886K
|
3.17K
$918K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.15K+ 15.63% |
$710K - $883K
|
23.3K
$6.76M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.15K+ 5.01% |
$708K - $880K
|
66K
$19.1M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
BUY
|
- |
3.14K+ 9.09% |
$707K - $878K
|
37.7K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.12K+ 9.98% |
$703K - $874K
|
34.4K
$9.97M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
3.12K+ 81.36% |
$703K - $874K
|
6.96K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.11K+ 23.56% |
$701K - $871K
|
16.3K
$4.73M
|
|
|
May 12, 2025
Q1 2025
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
3.08K+ 1.7% |
$694K - $863K
|
185K
$53.5M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.06K+ 64.44% |
$688K - $856K
|
7.8K
$2.26M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
3.06KNew |
$688K - $856K
|
3.06K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.05K+ 18.75% |
$686K - $853K
|
19.3K
$5.59M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.03K+ 163.13% |
$683K - $849K
|
4.89K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.03K+ 6.93% |
$682K - $848K
|
46.8K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
3K+ 42.86% |
$676K - $840K
|
10K
$2.9M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
3K+ 9.58% |
$675K - $840K
|
34.3K
$9.95M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.96K+ 152.03% |
$667K - $829K
|
4.91K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.95K+ 11.97% |
$664K - $826K
|
27.6K
$8M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.95K+ 2.2% |
$664K - $826K
|
137K
$39.8M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.95K+ 677.01% |
$663K - $824K
|
3.38K
$980K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.9K+ 9.39% |
$653K - $812K
|
33.8K
$9.79M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
2.88K+ 16.05% |
$649K - $807K
|
20.9K
$6.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.87K+ 35.88% |
$647K - $804K
|
10.9K
$3.15M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.87K+ 0.63% |
$646K - $803K
|
460K
$133M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 2.59% |
$645K - $801K
|
113K
$32.9M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.86K+ 4.26% |
$643K - $799K
|
69.9K
$20.3M
|
|
|
May 15, 2025
Q1 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
2.8K+ 7.8% |
$631K - $784K
|
38.7K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
2.8K+ 20.0% |
$631K - $784K
|
16.8K
$4.87M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.77K+ 9.45% |
$623K - $774K
|
32K
$9.28M
|
|
|
May 15, 2025
Q1 2025
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
2.74K+ 7.31% |
$618K - $768K
|
40.3K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.74K+ 1.6% |
$617K - $768K
|
175K
$50.6M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.73K+ 0.35% |
$615K - $765K
|
787K
$228M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.73KNew |
$615K - $764K
|
2.73K
$791K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.72K+ 236.14% |
$612K - $761K
|
3.87K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.72K+ 61.01% |
$612K - $761K
|
7.17K
$2.08M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.68K+ 5.35% |
$604K - $751K
|
52.8K
$15.3M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.66KNew |
$599K - $745K
|
2.66K
$771K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.65K+ 0.6% |
$596K - $741K
|
445K
$129M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
2.65K+ 73.41% |
$596K - $741K
|
6.25K
$1.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.64K+ 5.92% |
$595K - $740K
|
47.3K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2.62K+ 33.42% |
$590K - $733K
|
10.5K
$3.03M
|