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 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.47K+ 0.3% |
$1.91M - $2.37M
|
2.85M
$829M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
8.38KNew |
$1.89M - $2.35M
|
8.38K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.36K+ 12.63% |
$1.88M - $2.34M
|
74.6K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.24K+ 11.36% |
$1.85M - $2.31M
|
80.8K
$23.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
8.23KNew |
$1.85M - $2.3M
|
8.23K
$2.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8.19K+ 609.22% |
$1.85M - $2.29M
|
9.54K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.17K+ 14.75% |
$1.84M - $2.29M
|
63.5K
$18.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
8.12K+ 24.21% |
$1.83M - $2.27M
|
41.6K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8.06K+ 10.04% |
$1.81M - $2.26M
|
88.3K
$25.7M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
7.93K+ 5.14% |
$1.78M - $2.22M
|
162K
$47.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.91K+ 4.9% |
$1.78M - $2.21M
|
169K
$49.4M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.81K+ 15.41% |
$1.76M - $2.19M
|
58.5K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.72K+ 3.85% |
$1.74M - $2.16M
|
208K
$60.7M
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
7.6K+ 13.08% |
$1.71M - $2.13M
|
65.7K
$19.2M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
7.34K+ 1.81% |
$1.65M - $2.05M
|
414K
$121M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.3K+ 0.23% |
$1.64M - $2.04M
|
3.25M
$947M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
7.19K+ 77.77% |
$1.62M - $2.01M
|
16.4K
$4.79M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
7.1K+ 66.89% |
$1.6M - $1.99M
|
17.7K
$5.16M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.08K+ 1.59% |
$1.59M - $1.98M
|
452K
$132M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
7.07K+ 57.13% |
$1.59M - $1.98M
|
19.4K
$5.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.02K+ 15.32% |
$1.58M - $1.97M
|
52.9K
$15.4M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7.01K+ 35.52% |
$1.58M - $1.96M
|
26.7K
$7.79M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.99K+ 20.13% |
$1.57M - $1.96M
|
41.7K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
6.98K+ 8.74% |
$1.57M - $1.95M
|
86.8K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
6.83K+ 112.89% |
$1.54M - $1.91M
|
12.9K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.77K+ 11.87% |
$1.52M - $1.89M
|
63.8K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
6.6K+ 3.35% |
$1.49M - $1.85M
|
204K
$59.3M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
PUT |
6.5K+ 3.2% |
$1.46M - $1.82M
|
210K
$61.1M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.39KNew |
$1.44M - $1.79M
|
6.39K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
6.35K+ 522.8% |
$1.43M - $1.78M
|
7.57K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
6.24K+ 208.27% |
$1.41M - $1.75M
|
9.24K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.21K+ 32.19% |
$1.4M - $1.74M
|
25.5K
$7.43M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.21K+ 3.6% |
$1.4M - $1.74M
|
179K
$52.1M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.18KNew |
$1.39M - $1.73M
|
6.18K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
6.09K+ 18.06% |
$1.37M - $1.71M
|
39.8K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.09K+ 29.29% |
$1.37M - $1.7M
|
26.9K
$7.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
6.05KNew |
$1.36M - $1.69M
|
6.05K
$1.76M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
6.01K+ 11.12% |
$1.35M - $1.68M
|
60K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
6K+ 31.58% |
$1.35M - $1.68M
|
25K
$7.29M
|
|
|
May 12, 2025
Q1 2025
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
BUY
|
- |
5.96KNew |
$1.34M - $1.67M
|
5.96K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
5.92K+ 4.09% |
$1.33M - $1.66M
|
151K
$43.9M
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$1.33M - $1.65M
|
5.9K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.73K+ 6.36% |
$1.29M - $1.6M
|
95.8K
$27.9M
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5.63KNew |
$1.27M - $1.58M
|
5.63K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.6K+ 2.13% |
$1.26M - $1.57M
|
268K
$78.2M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
5.54K+ 21.94% |
$1.25M - $1.55M
|
30.8K
$8.98M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.54K+ 135.58% |
$1.25M - $1.55M
|
9.63K
$2.81M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
5.5KNew |
$1.24M - $1.54M
|
5.5K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.48K+ 20.63% |
$1.23M - $1.53M
|
32.1K
$9.34M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
5.4K+ 108.0% |
$1.22M - $1.51M
|
10.4K
$3.03M
|