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
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
138+ 6.2% |
$31.1K - $38.6K
|
2.36K
$689K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
138+ 2.2% |
$31.1K - $38.6K
|
6.41K
$1.87M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
138+ 0.67% |
$31.1K - $38.6K
|
20.7K
$6.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
138+ 1.09% |
$31.1K - $38.6K
|
12.9K
$3.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
138+ 9.27% |
$31.1K - $38.6K
|
1.63K
$474K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
137+ 0.44% |
$30.9K - $38.4K
|
31.2K
$9.08M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
137+ 3.67% |
$30.9K - $38.4K
|
3.88K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
137+ 1.08% |
$30.9K - $38.4K
|
12.9K
$3.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
137+ 1.79% |
$30.9K - $38.4K
|
7.79K
$2.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
137+ 0.87% |
$30.9K - $38.4K
|
15.9K
$4.63M
|
|
|
Jul 08, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
136+ 4.33% |
$30.6K - $38.1K
|
3.28K
$955K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
136+ 0.03% |
$30.6K - $38.1K
|
409K
$119M
|
|
|
May 02, 2025
Q1 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
135+ 0.67% |
$30.4K - $37.8K
|
20.3K
$5.9M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
135+ 1.31% |
$30.4K - $37.8K
|
10.5K
$3.05M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
135+ 4.55% |
$30.4K - $37.8K
|
3.1K
$904K
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
135+ 14.55% |
$30.4K - $37.8K
|
1.06K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
135+ 0.68% |
$30.4K - $37.8K
|
19.9K
$5.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
135New |
$30.4K - $37.8K
|
135
$39.3K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
134+ 6.64% |
$30.2K - $37.5K
|
2.15K
$627K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
133+ 51.35% |
$30K - $37.2K
|
392
$114K
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
133+ 13.7% |
$30K - $37.2K
|
1.1K
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
133+ 0.59% |
$30K - $37.2K
|
22.5K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
130+ 6.35% |
$29.3K - $36.4K
|
2.18K
$634K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
130+ 4.98% |
$29.3K - $36.4K
|
2.74K
$798K
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
129+ 0.9% |
$29K - $36.1K
|
14.4K
$4.2M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
129+ 1.53% |
$29K - $36.1K
|
8.54K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
127+ 0.2% |
$28.6K - $35.6K
|
63.8K
$18.6M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
126+ 2.5% |
$28.4K - $35.3K
|
5.16K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
125New |
$28.1K - $35K
|
125
$36.4K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
123+ 5.56% |
$27.7K - $34.4K
|
2.34K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
122+ 10.27% |
$27.5K - $34.2K
|
1.31K
$382K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
122+ 1.72% |
$27.5K - $34.2K
|
7.2K
$2.1M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
122+ 0.73% |
$27.5K - $34.2K
|
16.9K
$4.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
122+ 0.66% |
$27.5K - $34.2K
|
18.7K
$5.45M
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
121+ 0.57% |
$27.2K - $33.9K
|
21.5K
$6.25M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
119+ 0.28% |
$26.8K - $33.3K
|
43.3K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
BUY
|
- |
118+ 0.4% |
$26.6K - $33K
|
29.9K
$8.71M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
118+ 1.57% |
$26.6K - $33K
|
7.63K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
117+ 0.08% |
$26.3K - $32.8K
|
139K
$40.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
117+ 13.09% |
$26.3K - $32.8K
|
1.01K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
116+ 0.89% |
$26.1K - $32.5K
|
13.1K
$3.81M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
116New |
$26.1K - $32.5K
|
116
$33.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
116+ 0.49% |
$26.1K - $32.5K
|
23.9K
$6.97M
|
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
109+ 0.22% |
$24.5K - $30.5K
|
49.2K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
108+ 0.39% |
$24.3K - $30.2K
|
28K
$8.16M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
107+ 2.01% |
$24.1K - $30K
|
5.43K
$1.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
107+ 0.7% |
$24.1K - $30K
|
15.4K
$4.49M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
106+ 1.69% |
$23.9K - $29.7K
|
6.39K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
106+ 3.47% |
$23.9K - $29.7K
|
3.16K
$922K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
106+ 0.95% |
$23.9K - $29.7K
|
11.3K
$3.29M
|