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 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 1.01% |
$2.25K - $2.8K
|
1K
$291K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.51% |
$2.25K - $2.8K
|
1.99K
$578K
|
|
|
May 13, 2025
Q1 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
9+ 0.36% |
$2.03K - $2.52K
|
2.54K
$738K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
9+ 0.66% |
$2.03K - $2.52K
|
1.36K
$397K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
9+ 0.11% |
$2.03K - $2.52K
|
8.48K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.47% |
$1.8K - $2.24K
|
1.73K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
8+ 0.55% |
$1.8K - $2.24K
|
1.46K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
8+ 0.19% |
$1.8K - $2.24K
|
4.11K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.04% |
$1.58K - $1.96K
|
18.8K
$5.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
7+ 0.48% |
$1.58K - $1.96K
|
1.47K
$426K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 0.85% |
$1.58K - $1.96K
|
833
$242K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
7+ 0.34% |
$1.58K - $1.96K
|
2.06K
$600K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
6+ 0.39% |
$1.35K - $1.68K
|
1.55K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
6+ 0.2% |
$1.35K - $1.68K
|
3.05K
$888K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6+ 0.29% |
$1.35K - $1.68K
|
2.08K
$605K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
6+ 0.24% |
$1.35K - $1.68K
|
2.49K
$725K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$1.35K - $1.68K
|
2.9K
$844K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
6+ 0.28% |
$1.35K - $1.68K
|
2.15K
$624K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
6+ 0.42% |
$1.35K - $1.68K
|
1.43K
$416K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$1.35K - $1.68K
|
2.89K
$842K
|
|
|
Apr 25, 2025
Q1 2025
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
6+ 0.35% |
$1.35K - $1.68K
|
1.72K
$501K
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$1.35K - $1.68K
|
3.37K
$981K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
6+ 0.37% |
$1.35K - $1.68K
|
1.65K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
5+ 0.16% |
$1.13K - $1.4K
|
3.06K
$889K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
5+ 0.56% |
$1.13K - $1.4K
|
904
$263K
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
5+ 0.02% |
$1.13K - $1.4K
|
23.8K
$6.93M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5+ 0.07% |
$1.13K - $1.4K
|
6.91K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
5+ 0.53% |
$1.13K - $1.4K
|
952
$277K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
5+ 0.2% |
$1.13K - $1.4K
|
2.56K
$743K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.1% |
$1.13K - $1.4K
|
4.98K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.04% |
$1.13K - $1.4K
|
11.2K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5+ 0.02% |
$1.13K - $1.4K
|
28K
$8.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
5+ 0.05% |
$1.13K - $1.4K
|
11.1K
$3.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5+ 0.27% |
$1.13K - $1.4K
|
1.86K
$541K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.17% |
$1.13K - $1.4K
|
2.91K
$848K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
5+ 0.09% |
$1.13K - $1.4K
|
5.55K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4+ 0.31% |
$901 - $1.12K
|
1.28K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
4+ 0.02% |
$901 - $1.12K
|
16K
$4.67M
|
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
4New |
$901 - $1.12K
|
4
$1.16K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
4+ 0.48% |
$901 - $1.12K
|
835
$243K
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.3% |
$901 - $1.12K
|
1.34K
$390K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4+ 0.35% |
$901 - $1.12K
|
1.16K
$338K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
4+ 0.23% |
$901 - $1.12K
|
1.76K
$513K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
4New |
$901 - $1.12K
|
4
$1.16K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.04% |
$901 - $1.12K
|
9.72K
$2.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$901 - $1.12K
|
11.5K
$3.35M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.09% |
$676 - $840
|
3.35K
$976K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
3+ 0.08% |
$676 - $840
|
3.93K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
3+ 0.07% |
$676 - $840
|
4.16K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3+ 0.07% |
$676 - $840
|
4.16K
$1.21M
|