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 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
481+ 16.58% |
$98.7K - $120K
|
3.38K
$984K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
415+ 3.76% |
$85.1K - $104K
|
11.4K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
413+ 40.37% |
$84.7K - $103K
|
1.44K
$418K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
404+ 35.53% |
$82.9K - $101K
|
1.54K
$448K
|
|
|
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
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
378+ 4.75% |
$77.6K - $94.6K
|
8.33K
$2.42M
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
374+ 7.27% |
$76.7K - $93.6K
|
5.52K
$1.61M
|
|
|
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
$98.3K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
334New |
$68.5K - $83.6K
|
334
$97.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
325New |
$66.7K - $81.3K
|
325
$94.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
324+ 19.78% |
$66.5K - $81.1K
|
1.96K
$571K
|
|
|
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
$91.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
312+ 16.52% |
$64K - $78.1K
|
2.2K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
303+ 3.55% |
$62.2K - $75.8K
|
8.83K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
300New |
$61.6K - $75.1K
|
300
$87.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
300+ 20.0% |
$61.6K - $75.1K
|
1.8K
$524K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
275+ 2.96% |
$56.4K - $68.8K
|
9.56K
$2.78M
|
|
|
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
$77.1K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
249+ 12.06% |
$51.1K - $62.3K
|
2.31K
$673K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
236+ 13.74% |
$48.4K - $59.1K
|
1.95K
$569K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
231+ 8.05% |
$47.4K - $57.8K
|
3.1K
$902K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
213+ 7.0% |
$43.7K - $53.3K
|
3.25K
$947K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
212+ 2.49% |
$43.5K - $53.1K
|
8.72K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
210+ 2.96% |
$43.1K - $52.6K
|
7.3K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
210New |
$43.1K - $52.6K
|
210
$61.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
207+ 8.72% |
$42.5K - $51.8K
|
2.58K
$751K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
202+ 5.03% |
$41.4K - $50.6K
|
4.22K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
200+ 8.7% |
$41K - $50.1K
|
2.5K
$727K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
191+ 6.64% |
$39.2K - $47.8K
|
3.07K
$892K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
186+ 8.28% |
$38.2K - $46.6K
|
2.43K
$708K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
186+ 2.04% |
$38.2K - $46.6K
|
9.32K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
184New |
$37.8K - $46.1K
|
184
$53.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
180New |
$36.9K - $45.1K
|
180
$52.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
178New |
$36.5K - $44.6K
|
178
$51.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
175+ 7.5% |
$35.9K - $43.8K
|
2.51K
$729K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
172+ 6.12% |
$35.3K - $43K
|
2.98K
$868K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
170+ 11.68% |
$34.9K - $42.5K
|
1.63K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
161+ 12.57% |
$33K - $40.3K
|
1.44K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
161+ 3.55% |
$33K - $40.3K
|
4.69K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
157+ 11.52% |
$32.2K - $39.3K
|
1.52K
$442K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
156New |
$32K - $39K
|
156
$45.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
155+ 8.92% |
$31.8K - $38.8K
|
1.89K
$551K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
140New |
$28.7K - $35K
|
140
$40.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
140+ 10.49% |
$28.7K - $35K
|
1.47K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
140+ 7.16% |
$28.7K - $35K
|
2.1K
$610K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
139+ 1.25% |
$28.5K - $34.8K
|
11.2K
$3.27M
|