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 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 5.71% |
$399K - $496K
|
32.8K
$9.56M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.77K+ 1.61% |
$398K - $494K
|
112K
$32.5M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.76K+ 12.36% |
$396K - $492K
|
16K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.75KNew |
$395K - $490K
|
1.75K
$511K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.75K+ 143.01% |
$394K - $490K
|
2.97K
$866K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.74K+ 10.76% |
$393K - $488K
|
17.9K
$5.23M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.73KNew |
$389K - $483K
|
1.73K
$503K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.72K+ 5.48% |
$387K - $481K
|
33.1K
$9.64M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.71K+ 21.59% |
$385K - $479K
|
9.63K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.71K+ 3.36% |
$385K - $478K
|
52.6K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.69K+ 8.01% |
$381K - $474K
|
22.9K
$6.66M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.69K+ 2.31% |
$379K - $472K
|
74.7K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
1.68K+ 12.81% |
$378K - $470K
|
14.8K
$4.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.68K+ 1.81% |
$377K - $469K
|
94.4K
$27.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.67K+ 2.36% |
$377K - $469K
|
72.6K
$21.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.67K+ 16.34% |
$376K - $468K
|
11.9K
$3.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.65K+ 17.76% |
$372K - $462K
|
11K
$3.19M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
1.64K+ 4.31% |
$370K - $460K
|
39.8K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.61K+ 34.07% |
$362K - $450K
|
6.33K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.6KNew |
$360K - $448K
|
1.6K
$466K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.58K+ 3.57% |
$355K - $441K
|
45.7K
$13.3M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.56K+ 11.08% |
$352K - $437K
|
15.6K
$4.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
1.56KNew |
$351K - $437K
|
1.56K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.55K+ 11.08% |
$349K - $434K
|
15.5K
$4.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.55K+ 4.07% |
$348K - $433K
|
39.5K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.52K+ 1.19% |
$343K - $426K
|
129K
$37.7M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.51K+ 45.9% |
$340K - $423K
|
4.8K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.51K+ 31.93% |
$339K - $421K
|
6.22K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.5K+ 3.81% |
$338K - $420K
|
40.9K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1.5KNew |
$338K - $420K
|
1.5K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
BUY
|
- |
1.5KNew |
$338K - $420K
|
1.5K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.48K+ 109.37% |
$334K - $415K
|
2.84K
$827K
|
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
1.48KNew |
$333K - $414K
|
1.48K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.48K+ 5.23% |
$332K - $413K
|
29.7K
$8.65M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
1.45KNew |
$326K - $406K
|
1.45K
$422K
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1.45K+ 13.98% |
$326K - $405K
|
11.8K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.44K+ 17.3% |
$325K - $404K
|
9.78K
$2.85M
|
|
|
May 16, 2025
Q1 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.42KNew |
$319K - $396K
|
1.42K
$413K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1.4KNew |
$315K - $392K
|
1.4K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
1.4K+ 0.75% |
$315K - $392K
|
188K
$54.9M
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
1.4K+ 31.89% |
$315K - $392K
|
5.79K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.39K+ 3.59% |
$313K - $390K
|
40.1K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.39KNew |
$313K - $389K
|
1.39K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.38K+ 13.41% |
$311K - $386K
|
11.7K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.38K+ 4.81% |
$310K - $385K
|
30K
$8.73M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.36K+ 9.12% |
$307K - $382K
|
16.3K
$4.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.36KNew |
$306K - $381K
|
1.36K
$396K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
1.36KNew |
$306K - $380K
|
1.36K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
1.36K+ 8.78% |
$305K - $379K
|
16.8K
$4.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.35K+ 6.74% |
$304K - $378K
|
21.4K
$6.22M
|