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 15, 2025
Q1 2025
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
528+ 13.42% |
$119K - $148K
|
4.46K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
525+ 4.08% |
$118K - $147K
|
13.4K
$3.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
524+ 0.42% |
$118K - $147K
|
126K
$36.7M
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
523+ 8.08% |
$118K - $146K
|
7K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
520New |
$117K - $146K
|
520
$152K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
519+ 1.75% |
$117K - $145K
|
30.1K
$8.77M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
519+ 3.16% |
$117K - $145K
|
16.9K
$4.93M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
517+ 10.72% |
$116K - $145K
|
5.34K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
516+ 18.44% |
$116K - $144K
|
3.31K
$966K
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
516+ 12.5% |
$116K - $144K
|
4.64K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
510+ 5.92% |
$115K - $143K
|
9.13K
$2.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
508+ 3.4% |
$114K - $142K
|
15.5K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
X Square Capital, LLC
|
BUY
|
- |
507+ 2.34% |
$114K - $142K
|
22.2K
$6.47M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
506+ 47.11% |
$114K - $142K
|
1.58K
$460K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
506+ 11.87% |
$114K - $142K
|
4.77K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
501+ 5.67% |
$113K - $140K
|
9.34K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
500+ 2.61% |
$113K - $140K
|
19.7K
$5.74M
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
500+ 8.07% |
$113K - $140K
|
6.69K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
495+ 5.87% |
$111K - $139K
|
8.93K
$2.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
495+ 4.76% |
$111K - $139K
|
10.9K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
494+ 13.92% |
$111K - $138K
|
4.04K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
494+ 3.45% |
$111K - $138K
|
14.8K
$4.31M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
493+ 15.66% |
$111K - $138K
|
3.64K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
492+ 6.87% |
$111K - $138K
|
7.65K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
492+ 2.29% |
$111K - $138K
|
21.9K
$6.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
490+ 26.25% |
$110K - $137K
|
2.36K
$687K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
487+ 17.62% |
$110K - $136K
|
3.25K
$947K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
486+ 1.06% |
$109K - $136K
|
46.2K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
486+ 0.66% |
$109K - $136K
|
73.6K
$21.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
482+ 3.23% |
$109K - $135K
|
15.4K
$4.48M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
481+ 2.89% |
$108K - $135K
|
17.1K
$4.99M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
478+ 0.53% |
$108K - $134K
|
91.3K
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
478+ 5.82% |
$108K - $134K
|
8.69K
$2.53M
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
476+ 3.67% |
$107K - $133K
|
13.5K
$3.92M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
475+ 0.31% |
$107K - $133K
|
152K
$44.2M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
473+ 0.63% |
$107K - $132K
|
75.7K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
472+ 3.62% |
$106K - $132K
|
13.5K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
472+ 3.19% |
$106K - $132K
|
15.3K
$4.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
470+ 4.16% |
$106K - $132K
|
11.8K
$3.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
469+ 2.43% |
$106K - $131K
|
19.7K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
468+ 7.56% |
$105K - $131K
|
6.66K
$1.94M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
468+ 7.19% |
$105K - $131K
|
6.97K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
466+ 1.05% |
$105K - $130K
|
45K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
465+ 41.22% |
$105K - $130K
|
1.59K
$464K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
464+ 2.37% |
$104K - $130K
|
20K
$5.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
462+ 18.97% |
$104K - $129K
|
2.9K
$844K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
461+ 2.81% |
$104K - $129K
|
16.8K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
460+ 9.86% |
$104K - $129K
|
5.13K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
459+ 15.87% |
$103K - $128K
|
3.35K
$977K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
457+ 0.7% |
$103K - $128K
|
65.3K
$19M
|