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 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
40+ 1.83% |
$9.01K - $11.2K
|
2.23K
$650K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
40+ 0.7% |
$9.01K - $11.2K
|
5.76K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
40+ 0.43% |
$9.01K - $11.2K
|
9.31K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
39+ 0.45% |
$8.78K - $10.9K
|
8.69K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
39+ 0.4% |
$8.78K - $10.9K
|
9.73K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
38+ 0.25% |
$8.56K - $10.6K
|
15.2K
$4.42M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
38+ 0.08% |
$8.56K - $10.6K
|
49.1K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
38+ 0.37% |
$8.56K - $10.6K
|
10.3K
$3.01M
|
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
38+ 2.27% |
$8.56K - $10.6K
|
1.71K
$499K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
38+ 0.88% |
$8.56K - $10.6K
|
4.36K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
38+ 2.47% |
$8.56K - $10.6K
|
1.58K
$459K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
37+ 0.27% |
$8.33K - $10.4K
|
14K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
37+ 1.1% |
$8.33K - $10.4K
|
3.39K
$989K
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
37+ 0.34% |
$8.33K - $10.4K
|
10.9K
$3.18M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
37+ 1.0% |
$8.33K - $10.4K
|
3.74K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
36+ 2.11% |
$8.11K - $10.1K
|
1.74K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
36+ 1.21% |
$8.11K - $10.1K
|
3K
$875K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
36+ 1.79% |
$8.11K - $10.1K
|
2.05K
$597K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
36+ 0.68% |
$8.11K - $10.1K
|
5.34K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
35+ 1.73% |
$7.88K - $9.8K
|
2.06K
$601K
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
35+ 2.47% |
$7.88K - $9.8K
|
1.45K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
34+ 0.11% |
$7.66K - $9.52K
|
30.3K
$8.82M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
34+ 0.23% |
$7.66K - $9.52K
|
14.6K
$4.25M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
34+ 0.14% |
$7.66K - $9.52K
|
24.1K
$7.02M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
34+ 0.39% |
$7.66K - $9.52K
|
8.67K
$2.53M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
33+ 0.43% |
$7.43K - $9.24K
|
7.65K
$2.23M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
33+ 2.65% |
$7.43K - $9.24K
|
1.28K
$373K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
33+ 0.27% |
$7.43K - $9.24K
|
12.4K
$3.61M
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
32+ 2.43% |
$7.21K - $8.96K
|
1.35K
$394K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
32New |
$7.21K - $8.96K
|
32
$9.33K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
32+ 2.27% |
$7.21K - $8.96K
|
1.44K
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
32+ 4.51% |
$7.21K - $8.96K
|
742
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
32+ 1.08% |
$7.21K - $8.96K
|
3K
$874K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
31New |
$6.98K - $8.68K
|
31
$9.03K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
31+ 0.2% |
$6.98K - $8.68K
|
15.8K
$4.59M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
31+ 2.16% |
$6.98K - $8.68K
|
1.47K
$428K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
31+ 7.36% |
$6.98K - $8.68K
|
452
$132K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
31+ 0.45% |
$6.98K - $8.68K
|
6.97K
$2.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
31+ 0.4% |
$6.98K - $8.68K
|
7.8K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
30+ 1.2% |
$6.76K - $8.4K
|
2.52K
$736K
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
30+ 1.38% |
$6.76K - $8.4K
|
2.2K
$642K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
28+ 20.9% |
$6.31K - $7.84K
|
162
$47.2K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
27+ 4.76% |
$6.08K - $7.56K
|
594
$173K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
27+ 2.35% |
$6.08K - $7.56K
|
1.18K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
27+ 0.91% |
$6.08K - $7.56K
|
3.01K
$877K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
26+ 3.07% |
$5.85K - $7.28K
|
872
$254K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
26+ 0.03% |
$5.85K - $7.28K
|
86K
$25M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
26+ 0.26% |
$5.85K - $7.28K
|
9.94K
$2.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
26+ 0.4% |
$5.85K - $7.28K
|
6.6K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
26+ 0.4% |
$5.85K - $7.28K
|
6.54K
$1.91M
|