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 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.21K+ 41.35% |
$273K - $339K
|
4.14K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.21K+ 8.28% |
$273K - $339K
|
15.8K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.2K+ 155.04% |
$270K - $336K
|
1.97K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.18K+ 8.99% |
$266K - $331K
|
14.3K
$4.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 24.07% |
$262K - $326K
|
6K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.16KNew |
$261K - $325K
|
1.16K
$338K
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
1.15K+ 19.5% |
$260K - $323K
|
7.07K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
1.15K+ 2.32% |
$260K - $323K
|
50.8K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.15KNew |
$259K - $322K
|
1.15K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.14K+ 21.59% |
$256K - $318K
|
6.4K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
1.13K+ 7.73% |
$255K - $317K
|
15.8K
$4.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.13K+ 2.64% |
$255K - $317K
|
44.1K
$12.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.12K+ 10.61% |
$252K - $314K
|
11.7K
$3.4M
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.12K+ 18.53% |
$252K - $313K
|
7.16K
$2.09M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.12KNew |
$251K - $312K
|
1.12K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
1.11KNew |
$250K - $310K
|
1.11K
$323K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.11KNew |
$249K - $310K
|
1.11K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.1K+ 1.34% |
$249K - $309K
|
83.7K
$24.4M
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
1.1K+ 275.0% |
$248K - $308K
|
1.5K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.1K+ 3.11% |
$247K - $307K
|
36.3K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.1K+ 2.35% |
$247K - $307K
|
47.7K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.08KNew |
$243K - $302K
|
1.08K
$315K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.07K+ 559.38% |
$242K - $301K
|
1.27K
$369K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.07KNew |
$242K - $300K
|
1.07K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.06K+ 22.09% |
$239K - $298K
|
5.88K
$1.71M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.06K+ 2.98% |
$238K - $296K
|
36.5K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.05K+ 5.08% |
$237K - $295K
|
21.8K
$6.35M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
1.05K+ 1.06% |
$237K - $295K
|
101K
$29.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.05K+ 0.77% |
$237K - $295K
|
138K
$40.3M
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.05K+ 2.08% |
$236K - $294K
|
51.6K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.05K+ 4.02% |
$236K - $294K
|
27.2K
$7.92M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.05K+ 21.83% |
$235K - $293K
|
5.83K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
1.03K+ 15.47% |
$232K - $288K
|
7.69K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.03K+ 51.14% |
$232K - $288K
|
3.04K
$886K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.02K+ 2.44% |
$231K - $287K
|
43K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.01K+ 3.79% |
$228K - $284K
|
27.8K
$8.09M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.01K+ 5.31% |
$228K - $283K
|
20.1K
$5.84M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 58.11% |
$227K - $283K
|
2.75K
$801K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.01K+ 13.51% |
$227K - $283K
|
8.48K
$2.47M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.01KNew |
$227K - $282K
|
1.01K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1KNew |
$226K - $281K
|
1K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 25.0% |
$225K - $280K
|
5K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Gruss & Co., LLC
|
BUY
|
- |
1K+ 100.0% |
$225K - $280K
|
2K
$583K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
994+ 7.57% |
$224K - $278K
|
14.1K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
987+ 13.0% |
$222K - $276K
|
8.58K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
983+ 1.14% |
$221K - $275K
|
87K
$25.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
983New |
$221K - $275K
|
983
$286K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
982+ 6.32% |
$221K - $275K
|
16.5K
$4.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
982+ 3.1% |
$221K - $275K
|
32.7K
$9.53M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
981+ 1.85% |
$221K - $275K
|
54K
$15.7M
|