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 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
$6.5M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
659+ 0.23% |
$148K - $184K
|
288K
$84.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
655+ 45.14% |
$147K - $183K
|
2.11K
$614K
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
652+ 2.03% |
$147K - $183K
|
32.8K
$9.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
647+ 39.33% |
$146K - $181K
|
2.29K
$668K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
640New |
$144K - $179K
|
640
$187K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
638+ 3.66% |
$144K - $179K
|
18.1K
$5.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
625+ 6.08% |
$141K - $175K
|
10.9K
$3.18M
|
|
|
May 13, 2025
Q1 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
621+ 1.42% |
$140K - $174K
|
44.5K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
621+ 22.88% |
$140K - $174K
|
3.34K
$972K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
620+ 0.51% |
$140K - $174K
|
123K
$35.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
617+ 7.0% |
$139K - $173K
|
9.44K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
616+ 4.59% |
$139K - $172K
|
14K
$4.09M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
616+ 47.49% |
$139K - $172K
|
1.91K
$558K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
614+ 2.4% |
$138K - $172K
|
26.2K
$7.63M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
612+ 6.38% |
$138K - $171K
|
10.2K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
607+ 2.05% |
$137K - $170K
|
30.2K
$8.81M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
604+ 3.39% |
$136K - $169K
|
18.4K
$5.37M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
603+ 5.61% |
$136K - $169K
|
11.4K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
603+ 29.12% |
$136K - $169K
|
2.67K
$779K
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
601+ 2.15% |
$135K - $168K
|
28.5K
$8.31M
|
|
|
May 02, 2025
Q1 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
600+ 26.05% |
$135K - $168K
|
2.9K
$846K
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
591+ 49.54% |
$133K - $165K
|
1.78K
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
591+ 4.47% |
$133K - $165K
|
13.8K
$4.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
589+ 22.71% |
$133K - $165K
|
3.18K
$928K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
587+ 50.69% |
$132K - $164K
|
1.75K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
587+ 54.96% |
$132K - $164K
|
1.66K
$482K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
580+ 6.8% |
$131K - $162K
|
9.12K
$2.66M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
580+ 20.99% |
$131K - $162K
|
3.34K
$974K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
573+ 2.95% |
$129K - $160K
|
20K
$5.83M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
572+ 35.71% |
$129K - $160K
|
2.17K
$634K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
572+ 1.99% |
$129K - $160K
|
29.4K
$8.56M
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
565+ 0.52% |
$127K - $158K
|
110K
$32.1M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
561+ 5.65% |
$126K - $157K
|
10.5K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
560+ 44.91% |
$126K - $157K
|
1.81K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
554+ 12.98% |
$125K - $155K
|
4.82K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
552+ 3.09% |
$124K - $155K
|
18.4K
$5.38M
|
|
|
May 14, 2025
Q1 2025
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
549+ 35.19% |
$124K - $154K
|
2.11K
$615K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
546+ 4.13% |
$123K - $153K
|
13.8K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
546+ 2.18% |
$123K - $153K
|
25.6K
$7.45M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
546+ 4.29% |
$123K - $153K
|
13.3K
$3.87M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
544+ 41.46% |
$123K - $152K
|
1.86K
$541K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
539+ 25.74% |
$121K - $151K
|
2.63K
$767K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
538+ 0.18% |
$121K - $151K
|
302K
$88M
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
537+ 1.87% |
$121K - $150K
|
29.3K
$8.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
534+ 2.31% |
$120K - $149K
|
23.7K
$6.9M
|