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 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
105+ 8.2% |
$23.6K - $29.4K
|
1.39K
$404K
|
|
|
Apr 28, 2025
Q1 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
105+ 0.73% |
$23.6K - $29.4K
|
14.4K
$4.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
105+ 1.15% |
$23.6K - $29.4K
|
9.2K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
104+ 7.46% |
$23.4K - $29.1K
|
1.5K
$437K
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
104+ 1.52% |
$23.4K - $29.1K
|
6.93K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
102+ 1.96% |
$23K - $28.6K
|
5.3K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
102+ 6.26% |
$23K - $28.6K
|
1.73K
$504K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
102+ 2.19% |
$23K - $28.6K
|
4.76K
$1.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
101+ 0.57% |
$22.7K - $28.3K
|
17.9K
$5.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
101+ 2.43% |
$22.7K - $28.3K
|
4.26K
$1.24M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
100+ 6.91% |
$22.5K - $28K
|
1.55K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
100+ 3.83% |
$22.5K - $28K
|
2.71K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
100+ 2.32% |
$22.5K - $28K
|
4.4K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 0.39% |
$22.5K - $28K
|
25.6K
$7.46M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
100+ 0.75% |
$22.5K - $28K
|
13.4K
$3.91M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
100+ 1.19% |
$22.5K - $28K
|
8.52K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
100+ 1.65% |
$22.5K - $28K
|
6.18K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
99+ 2.81% |
$22.3K - $27.7K
|
3.62K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
98+ 2.5% |
$22.1K - $27.4K
|
4.02K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
98+ 0.22% |
$22.1K - $27.4K
|
44.6K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
97+ 3.62% |
$21.8K - $27.2K
|
2.78K
$810K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
97+ 4.03% |
$21.8K - $27.2K
|
2.51K
$730K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
97+ 1.83% |
$21.8K - $27.2K
|
5.4K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
97+ 7.1% |
$21.8K - $27.2K
|
1.46K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
96+ 1.88% |
$21.6K - $26.9K
|
5.22K
$1.52M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
96+ 3.3% |
$21.6K - $26.9K
|
3.01K
$877K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
95+ 0.67% |
$21.4K - $26.6K
|
14.3K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
95+ 2.51% |
$21.4K - $26.6K
|
3.89K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
95+ 1.1% |
$21.4K - $26.6K
|
8.75K
$2.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
95+ 0.82% |
$21.4K - $26.6K
|
11.7K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
94+ 14.35% |
$21.2K - $26.3K
|
749
$218K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
94+ 1.57% |
$21.2K - $26.3K
|
6.08K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
94+ 0.62% |
$21.2K - $26.3K
|
15.2K
$4.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
94+ 6.41% |
$21.2K - $26.3K
|
1.56K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
94+ 13.43% |
$21.2K - $26.3K
|
794
$231K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
93+ 0.54% |
$20.9K - $26K
|
17.2K
$5.03M
|
|
|
May 02, 2025
Q1 2025
|
Stack Financial Management, Inc
|
BUY
|
- |
93+ 9.32% |
$20.9K - $26K
|
1.09K
$318K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
93+ 7.28% |
$20.9K - $26K
|
1.37K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
91+ 8.71% |
$20.5K - $25.5K
|
1.14K
$331K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
91+ 1.08% |
$20.5K - $25.5K
|
8.49K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
90+ 2.09% |
$20.3K - $25.2K
|
4.4K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
90+ 1.32% |
$20.3K - $25.2K
|
6.89K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
89+ 3.17% |
$20K - $24.9K
|
2.89K
$843K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
89+ 4.87% |
$20K - $24.9K
|
1.92K
$559K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
88+ 2.88% |
$19.8K - $24.6K
|
3.15K
$917K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
87+ 228.95% |
$19.6K - $24.4K
|
125
$36.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
87+ 0.09% |
$19.6K - $24.4K
|
98.3K
$28.6M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
85+ 6.58% |
$19.1K - $23.8K
|
1.38K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
84+ 4.12% |
$18.9K - $23.5K
|
2.12K
$619K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
84+ 7.95% |
$18.9K - $23.5K
|
1.14K
$332K
|