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
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
57+ 5.6% |
$12.8K - $16K
|
1.08K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
56+ 0.84% |
$12.6K - $15.7K
|
6.72K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
56+ 1.08% |
$12.6K - $15.7K
|
5.23K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
56+ 0.87% |
$12.6K - $15.7K
|
6.48K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
55+ 0.25% |
$12.4K - $15.4K
|
21.9K
$6.39M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
55+ 2.39% |
$12.4K - $15.4K
|
2.36K
$688K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
55+ 0.55% |
$12.4K - $15.4K
|
10K
$2.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
55+ 0.82% |
$12.4K - $15.4K
|
6.78K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
54+ 0.72% |
$12.2K - $15.1K
|
7.58K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
54+ 2.33% |
$12.2K - $15.1K
|
2.37K
$690K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
54+ 0.27% |
$12.2K - $15.1K
|
20K
$5.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
54+ 0.67% |
$12.2K - $15.1K
|
8.16K
$2.38M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
53+ 1.15% |
$11.9K - $14.8K
|
4.66K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
53+ 2.49% |
$11.9K - $14.8K
|
2.19K
$637K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
52+ 17.51% |
$11.7K - $14.6K
|
349
$102K
|
|
|
Apr 18, 2025
Q1 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
52+ 5.54% |
$11.7K - $14.6K
|
991
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
51+ 0.42% |
$11.5K - $14.3K
|
12.3K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
50+ 8.28% |
$11.3K - $14K
|
654
$191K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
50+ 3.85% |
$11.3K - $14K
|
1.35K
$393K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
BUY
|
- |
50+ 1.09% |
$11.3K - $14K
|
4.63K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
50+ 0.17% |
$11.3K - $14K
|
28.7K
$8.36M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
49+ 0.49% |
$11K - $13.7K
|
9.95K
$2.9M
|
|
|
May 02, 2025
Q1 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
49+ 0.07% |
$11K - $13.7K
|
71.3K
$20.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
48+ 1.95% |
$10.8K - $13.4K
|
2.51K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
47+ 0.21% |
$10.6K - $13.2K
|
22.6K
$6.6M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
47+ 0.26% |
$10.6K - $13.2K
|
18K
$5.24M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
47+ 0.54% |
$10.6K - $13.2K
|
8.82K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
47+ 0.68% |
$10.6K - $13.2K
|
6.93K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
47+ 0.06% |
$10.6K - $13.2K
|
84.6K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
46+ 1.43% |
$10.4K - $12.9K
|
3.27K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
46+ 0.81% |
$10.4K - $12.9K
|
5.74K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
46+ 2.01% |
$10.4K - $12.9K
|
2.33K
$680K
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
46+ 5.51% |
$10.4K - $12.9K
|
881
$257K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
45+ 0.04% |
$10.1K - $12.6K
|
118K
$34.4M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
45+ 2.04% |
$10.1K - $12.6K
|
2.25K
$655K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
45+ 0.28% |
$10.1K - $12.6K
|
16.1K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
44+ 4.17% |
$9.91K - $12.3K
|
1.1K
$321K
|
|
|
May 01, 2025
Q1 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
44+ 2.34% |
$9.91K - $12.3K
|
1.93K
$561K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
44+ 0.74% |
$9.91K - $12.3K
|
6.01K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
44+ 1.42% |
$9.91K - $12.3K
|
3.14K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
43+ 3.44% |
$9.68K - $12K
|
1.29K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
42+ 0.92% |
$9.46K - $11.8K
|
4.61K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
42+ 0.25% |
$9.46K - $11.8K
|
16.6K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
41+ 0.33% |
$9.23K - $11.5K
|
12.4K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
41+ 0.82% |
$9.23K - $11.5K
|
5.04K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
41+ 1.04% |
$9.23K - $11.5K
|
3.97K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
41+ 1.69% |
$9.23K - $11.5K
|
2.47K
$720K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
41+ 1.61% |
$9.23K - $11.5K
|
2.6K
$756K
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
41+ 0.86% |
$9.23K - $11.5K
|
4.8K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
40+ 1.43% |
$9.01K - $11.2K
|
2.84K
$827K
|