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 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
801+ 3.19% |
$180K - $224K
|
25.9K
$7.55M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
800New |
$180K - $224K
|
800
$233K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
799+ 4.15% |
$180K - $224K
|
20.1K
$5.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
799+ 7.85% |
$180K - $224K
|
11K
$3.19M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
798+ 6.11% |
$180K - $223K
|
13.9K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
797+ 60.02% |
$179K - $223K
|
2.13K
$618K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
795+ 9.33% |
$179K - $223K
|
9.32K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
794+ 13.61% |
$179K - $222K
|
6.63K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Candriam S.C.A.
|
BUY
|
- |
792+ 0.1% |
$178K - $222K
|
764K
$222M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
789+ 0.93% |
$178K - $221K
|
85.9K
$25M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
783+ 13.12% |
$176K - $219K
|
6.75K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
779+ 5.46% |
$175K - $218K
|
15K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
777+ 35.71% |
$175K - $218K
|
2.95K
$859K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
777+ 44.07% |
$175K - $218K
|
2.54K
$739K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
770+ 2.17% |
$173K - $216K
|
36.2K
$10.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
770+ 41.44% |
$173K - $216K
|
2.63K
$765K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
757+ 105.87% |
$170K - $212K
|
1.47K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
756+ 0.81% |
$170K - $212K
|
94.3K
$27.4M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
756+ 3.6% |
$170K - $212K
|
21.8K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
753+ 3.46% |
$170K - $211K
|
22.5K
$6.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
749+ 2.26% |
$169K - $210K
|
33.9K
$9.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
744+ 10.43% |
$168K - $208K
|
7.88K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
742+ 3.23% |
$167K - $208K
|
23.7K
$6.9M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
741+ 1.38% |
$167K - $207K
|
54.6K
$15.9M
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
739+ 4.49% |
$166K - $207K
|
17.2K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
739+ 2.65% |
$166K - $207K
|
28.6K
$8.32M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
737+ 34.96% |
$166K - $206K
|
2.85K
$828K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
734+ 15.55% |
$165K - $205K
|
5.45K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
732+ 33.21% |
$165K - $205K
|
2.94K
$854K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
731+ 0.92% |
$165K - $205K
|
79.9K
$23.2M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
722+ 8.01% |
$163K - $202K
|
9.74K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
709New |
$160K - $198K
|
709
$206K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
700New |
$158K - $196K
|
700
$204K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
696+ 21.22% |
$157K - $195K
|
3.98K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
688+ 110.43% |
$155K - $193K
|
1.31K
$381K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
677+ 1.12% |
$152K - $190K
|
61.3K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
676+ 371.43% |
$152K - $189K
|
858
$250K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
675+ 2.05% |
$152K - $189K
|
33.6K
$9.76M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
671+ 8.85% |
$151K - $188K
|
8.25K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
671+ 36.51% |
$151K - $188K
|
2.51K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
670+ 19.59% |
$151K - $188K
|
4.09K
$1.19M
|
|
|
May 07, 2025
Q1 2025
|
Sather Financial Group Inc
|
BUY
|
- |
669+ 7.37% |
$151K - $187K
|
9.75K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
666+ 3.08% |
$150K - $186K
|
22.3K
$6.49M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
659+ 0.23% |
$148K - $184K
|
288K
$83.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
655+ 45.14% |
$147K - $183K
|
2.11K
$613K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
652+ 2.03% |
$147K - $183K
|
32.8K
$9.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
647+ 39.33% |
$146K - $181K
|
2.29K
$667K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
643+ 1.51% |
$145K - $180K
|
43.4K
$12.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
643New |
$145K - $180K
|
643
$187K
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
643+ 0.93% |
$145K - $180K
|
70.2K
$20.4M
|