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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
BUY
|
- |
850New |
$174K - $213K
|
850
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
848New |
$174K - $212K
|
848
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
844New |
$173K - $211K
|
844
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
842New |
$173K - $211K
|
842
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
838New |
$172K - $210K
|
838
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
778+ 70.15% |
$160K - $195K
|
1.89K
$547K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
768New |
$158K - $192K
|
768
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
727New |
$149K - $182K
|
727
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
709+ 1.03% |
$145K - $177K
|
69.9K
$20.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
678New |
$139K - $170K
|
678
$197K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
676+ 1.33% |
$139K - $169K
|
51.4K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
675+ 139.18% |
$138K - $169K
|
1.16K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
650+ 12.5% |
$133K - $163K
|
5.85K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
630+ 17.14% |
$129K - $158K
|
4.31K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
624+ 90.96% |
$128K - $156K
|
1.31K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
620+ 9.01% |
$127K - $155K
|
7.5K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
568+ 11.38% |
$117K - $142K
|
5.56K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
541+ 3.74% |
$111K - $135K
|
15K
$4.35M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
520New |
$107K - $130K
|
520
$151K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
505+ 253.77% |
$104K - $126K
|
704
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
500+ 32.47% |
$103K - $125K
|
2.04K
$591K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
490+ 11.16% |
$101K - $123K
|
4.88K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
481+ 16.58% |
$98.7K - $120K
|
3.38K
$980K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
415+ 3.76% |
$85.1K - $104K
|
11.4K
$3.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
413+ 40.37% |
$84.7K - $103K
|
1.44K
$416K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
411+ 219.79% |
$84.3K - $103K
|
598
$173K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
404+ 35.53% |
$82.9K - $101K
|
1.54K
$447K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
398+ 10.76% |
$81.7K - $99.6K
|
4.1K
$1.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
385+ 0.56% |
$79K - $96.4K
|
69.1K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
378+ 4.75% |
$77.6K - $94.6K
|
8.33K
$2.41M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
374+ 7.27% |
$76.7K - $93.6K
|
5.52K
$1.6M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
358New |
$73.5K - $89.6K
|
358
$104K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
338New |
$69.4K - $84.6K
|
338
$98K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
334New |
$68.5K - $83.6K
|
334
$96.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
325New |
$66.7K - $81.3K
|
325
$94.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
324+ 19.78% |
$66.5K - $81.1K
|
1.96K
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
322+ 8.75% |
$66.1K - $80.6K
|
4K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
313New |
$64.2K - $78.3K
|
313
$90.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
312+ 16.52% |
$64K - $78.1K
|
2.2K
$638K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
303+ 3.55% |
$62.2K - $75.8K
|
8.83K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
300New |
$61.6K - $75.1K
|
300
$87K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
300+ 20.0% |
$61.6K - $75.1K
|
1.8K
$522K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
275+ 2.96% |
$56.4K - $68.8K
|
9.56K
$2.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
269+ 0.76% |
$55.2K - $67.3K
|
35.8K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
262+ 8733.33% |
$53.8K - $65.6K
|
265
$76.8K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
249+ 12.06% |
$51.1K - $62.3K
|
2.31K
$671K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
236+ 13.74% |
$48.4K - $59.1K
|
1.95K
$566K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
231+ 8.05% |
$47.4K - $57.8K
|
3.1K
$898K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
213+ 7.0% |
$43.7K - $53.3K
|
3.25K
$943K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
212+ 2.49% |
$43.5K - $53.1K
|
8.72K
$2.53M
|