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 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
2.24K+ 13.34% |
$504K - $626K
|
19K
$5.63M
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
2.23K+ 17.59% |
$502K - $624K
|
14.9K
$4.42M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
2.21KNew |
$497K - $618K
|
2.21K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
2.2KNew |
$495K - $616K
|
2.2K
$652K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.19K+ 11.21% |
$494K - $614K
|
21.8K
$6.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.19K+ 4.49% |
$493K - $613K
|
50.9K
$15.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.18KNew |
$491K - $611K
|
2.18K
$647K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.17K+ 22.49% |
$489K - $608K
|
11.8K
$3.51M
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.15K+ 4.57% |
$485K - $603K
|
49.3K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.14K+ 74.54% |
$482K - $599K
|
5.01K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.14KNew |
$481K - $599K
|
2.14K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.13K+ 229.98% |
$479K - $595K
|
3.05K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.12K+ 13.48% |
$477K - $593K
|
17.8K
$5.29M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.11K+ 73.86% |
$475K - $591K
|
4.97K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
2.11KNew |
$475K - $590K
|
2.11K
$625K
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.09K+ 15.72% |
$470K - $584K
|
15.4K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.08K+ 44.26% |
$469K - $583K
|
6.79K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.07K+ 7.52% |
$465K - $578K
|
29.5K
$8.75M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.06K+ 49.03% |
$463K - $575K
|
6.25K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.05K+ 2.88% |
$462K - $574K
|
73.2K
$21.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.04K+ 6.06% |
$460K - $571K
|
35.7K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.04K+ 6.31% |
$458K - $570K
|
34.3K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.02KNew |
$455K - $565K
|
2.02K
$599K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2KNew |
$450K - $560K
|
2K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2K+ 33.78% |
$450K - $560K
|
7.92K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.96K+ 17.28% |
$442K - $550K
|
13.3K
$3.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.95K+ 0.06% |
$439K - $545K
|
3.43M
$1.02B
|
|
|
May 12, 2025
Q1 2025
|
Gouws Capital LLC
|
BUY
|
- |
1.93K+ 128.87% |
$435K - $541K
|
3.43K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.91K+ 26.15% |
$430K - $534K
|
9.2K
$2.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.9K+ 15.84% |
$428K - $532K
|
13.9K
$4.12M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.89K+ 1.22% |
$425K - $529K
|
157K
$46.5M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 11.78% |
$424K - $528K
|
17.9K
$5.3M
|
|
|
May 06, 2025
Q1 2025
|
Wesleyan Assurance Society
Birmingham, X0 |
BUY
|
- |
1.84K+ 1.27% |
$413K - $514K
|
147K
$43.5M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.82KNew |
$411K - $511K
|
1.82K
$541K
|
|
|
May 08, 2025
Q1 2025
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.81K+ 2.1% |
$408K - $508K
|
88.1K
$26.1M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.81K+ 88.47% |
$408K - $507K
|
3.86K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.8K+ 1.47% |
$404K - $503K
|
124K
$36.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
1.78K+ 2.31% |
$402K - $499K
|
78.9K
$23.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
1.77K+ 5.71% |
$399K - $496K
|
32.8K
$9.73M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.77K+ 1.61% |
$398K - $494K
|
112K
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.76K+ 12.36% |
$396K - $492K
|
16K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.75KNew |
$395K - $490K
|
1.75K
$520K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.75K+ 143.01% |
$394K - $490K
|
2.97K
$881K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.74K+ 10.76% |
$393K - $488K
|
17.9K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.73KNew |
$389K - $483K
|
1.73K
$512K
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.72K+ 5.48% |
$387K - $481K
|
33.1K
$9.81M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.71K+ 21.59% |
$385K - $479K
|
9.63K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.71K+ 3.36% |
$385K - $478K
|
52.6K
$15.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.69K+ 8.01% |
$381K - $474K
|
22.9K
$6.78M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.69K+ 2.31% |
$379K - $472K
|
74.7K
$22.2M
|