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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
74+ 2.53% |
$15.2K - $18.5K
|
3K
$783K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
74New |
$15.2K - $18.5K
|
74
$19.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
74+ 3.75% |
$15.2K - $18.5K
|
2.05K
$534K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
74+ 1.18% |
$15.2K - $18.5K
|
6.37K
$1.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
73+ 4.66% |
$15K - $18.3K
|
1.64K
$428K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
73+ 2.29% |
$15K - $18.3K
|
3.26K
$851K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
72+ 4.01% |
$14.8K - $18K
|
1.87K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
71+ 0.8% |
$14.6K - $17.8K
|
8.92K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
71+ 3.58% |
$14.6K - $17.8K
|
2.06K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
70+ 0.45% |
$14.4K - $17.5K
|
15.5K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
70+ 0.06% |
$14.4K - $17.5K
|
110K
$28.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
70+ 0.78% |
$14.4K - $17.5K
|
9.04K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
70+ 4.54% |
$14.4K - $17.5K
|
1.61K
$421K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
69+ 0.4% |
$14.2K - $17.3K
|
17.4K
$4.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
69+ 0.28% |
$14.2K - $17.3K
|
24.9K
$6.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
69+ 1.21% |
$14.2K - $17.3K
|
5.77K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
69+ 0.27% |
$14.2K - $17.3K
|
25.8K
$6.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
69+ 0.76% |
$14.2K - $17.3K
|
9.21K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
67+ 3.72% |
$13.7K - $16.8K
|
1.87K
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
67+ 1.77% |
$13.7K - $16.8K
|
3.85K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
67+ 5.42% |
$13.7K - $16.8K
|
1.3K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
66+ 1.08% |
$13.5K - $16.5K
|
6.19K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
66+ 1.11% |
$13.5K - $16.5K
|
6.02K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
65+ 41.4% |
$13.3K - $16.3K
|
222
$58K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
64+ 1.95% |
$13.1K - $16K
|
3.35K
$874K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
64+ 0.03% |
$13.1K - $16K
|
198K
$51.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
64New |
$13.1K - $16K
|
64
$16.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
64+ 0.66% |
$13.1K - $16K
|
9.81K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
64+ 0.06% |
$13.1K - $16K
|
102K
$26.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
63+ 1.99% |
$12.9K - $15.8K
|
3.22K
$842K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
63+ 4.94% |
$12.9K - $15.8K
|
1.34K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
63+ 2.22% |
$12.9K - $15.8K
|
2.9K
$757K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
63+ 0.25% |
$12.9K - $15.8K
|
25.3K
$6.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
62+ 310.0% |
$12.7K - $15.5K
|
82
$21.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
62+ 2.0% |
$12.7K - $15.5K
|
3.17K
$828K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
61+ 2.68% |
$12.5K - $15.3K
|
2.34K
$610K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
61+ 0.58% |
$12.5K - $15.3K
|
10.6K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
61+ 3.01% |
$12.5K - $15.3K
|
2.09K
$545K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
61+ 0.74% |
$12.5K - $15.3K
|
8.26K
$2.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
61+ 4.6% |
$12.5K - $15.3K
|
1.39K
$363K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
61+ 0.26% |
$12.5K - $15.3K
|
23.1K
$6.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
60+ 4.21% |
$12.3K - $15K
|
1.48K
$388K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
60+ 0.67% |
$12.3K - $15K
|
8.95K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
59+ 2.98% |
$12.1K - $14.8K
|
2.04K
$533K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
59+ 0.67% |
$12.1K - $14.8K
|
8.8K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
59+ 0.57% |
$12.1K - $14.8K
|
10.5K
$2.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
59+ 0.26% |
$12.1K - $14.8K
|
22.5K
$5.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
59+ 0.66% |
$12.1K - $14.8K
|
8.97K
$2.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
59+ 0.98% |
$12.1K - $14.8K
|
6.08K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
58+ 0.93% |
$11.9K - $14.5K
|
6.32K
$1.65M
|