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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
84+ 6.17% |
$18.9K - $23.5K
|
1.45K
$421K
|
|
|
May 08, 2025
Q1 2025
|
Malaga Cove Capital, LLC
|
BUY
|
- |
83+ 0.33% |
$18.7K - $23.2K
|
25.2K
$7.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
83+ 1.55% |
$18.7K - $23.2K
|
5.42K
$1.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
81+ 8.85% |
$18.2K - $22.7K
|
996
$290K
|
|
|
Jul 15, 2025
Q1 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
80+ 7.8% |
$18K - $22.4K
|
1.11K
$322K
|
|
|
Apr 22, 2025
Q1 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
80+ 9.52% |
$18K - $22.4K
|
920
$268K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
78+ 0.85% |
$17.6K - $21.8K
|
9.3K
$2.71M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
78+ 0.51% |
$17.6K - $21.8K
|
15.2K
$4.44M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
78+ 0.64% |
$17.6K - $21.8K
|
12.3K
$3.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
78+ 2.73% |
$17.6K - $21.8K
|
2.94K
$856K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
77+ 3.38% |
$17.3K - $21.6K
|
2.35K
$686K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
77+ 0.3% |
$17.3K - $21.6K
|
25.7K
$7.5M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
76+ 0.74% |
$17.1K - $21.3K
|
10.3K
$3M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
75+ 3.46% |
$16.9K - $21K
|
2.25K
$654K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
75+ 1.24% |
$16.9K - $21K
|
6.13K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Chapman Investment Management, LLC
|
BUY
|
- |
74+ 0.57% |
$16.7K - $20.7K
|
13.1K
$3.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
74+ 1.61% |
$16.7K - $20.7K
|
4.68K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
74+ 0.5% |
$16.7K - $20.7K
|
14.9K
$4.33M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
73+ 6.66% |
$16.4K - $20.4K
|
1.17K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
73+ 2.3% |
$16.4K - $20.4K
|
3.24K
$945K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
72+ 0.69% |
$16.2K - $20.2K
|
10.5K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
71+ 3.43% |
$16K - $19.9K
|
2.14K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
70+ 0.63% |
$15.8K - $19.6K
|
11.2K
$3.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
70+ 0.71% |
$15.8K - $19.6K
|
9.88K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
69+ 0.13% |
$15.5K - $19.3K
|
53.7K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
69+ 6.36% |
$15.5K - $19.3K
|
1.15K
$336K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
69New |
$15.5K - $19.3K
|
69
$20.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
69+ 1.43% |
$15.5K - $19.3K
|
4.9K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
68+ 7.82% |
$15.3K - $19K
|
938
$273K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
67+ 2.34% |
$15.1K - $18.8K
|
2.93K
$854K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
67+ 7.13% |
$15.1K - $18.8K
|
1.01K
$293K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
66+ 0.11% |
$14.9K - $18.5K
|
62.5K
$18.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
65+ 0.57% |
$14.6K - $18.2K
|
11.6K
$3.37M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
64+ 0.95% |
$14.4K - $17.9K
|
6.81K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
64+ 2.66% |
$14.4K - $17.9K
|
2.47K
$721K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
64+ 2.8% |
$14.4K - $17.9K
|
2.35K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
63+ 0.94% |
$14.2K - $17.6K
|
6.79K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
62+ 0.21% |
$14K - $17.4K
|
30K
$8.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
62+ 0.23% |
$14K - $17.4K
|
26.7K
$7.78M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
61+ 0.68% |
$13.7K - $17.1K
|
9.1K
$2.65M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
61+ 0.22% |
$13.7K - $17.1K
|
27.7K
$8.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
61+ 0.82% |
$13.7K - $17.1K
|
7.52K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
59+ 7.63% |
$13.3K - $16.5K
|
832
$242K
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
59+ 3.02% |
$13.3K - $16.5K
|
2.02K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
59+ 5.67% |
$13.3K - $16.5K
|
1.1K
$321K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
59+ 1.46% |
$13.3K - $16.5K
|
4.11K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
59+ 0.24% |
$13.3K - $16.5K
|
25K
$7.29M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
58+ 2.05% |
$13.1K - $16.2K
|
2.89K
$843K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
58+ 1.24% |
$13.1K - $16.2K
|
4.74K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
58+ 2.93% |
$13.1K - $16.2K
|
2.04K
$594K
|