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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
207+ 8.72% |
$42.5K - $51.8K
|
2.58K
$765K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
202+ 5.03% |
$41.4K - $50.6K
|
4.22K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
200+ 8.7% |
$41K - $50.1K
|
2.5K
$741K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
191+ 6.64% |
$39.2K - $47.8K
|
3.07K
$910K
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
186+ 8.28% |
$38.2K - $46.6K
|
2.43K
$722K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
186+ 2.04% |
$38.2K - $46.6K
|
9.32K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
184New |
$37.8K - $46.1K
|
184
$54.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
180New |
$36.9K - $45.1K
|
180
$53.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
178New |
$36.5K - $44.6K
|
178
$52.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
175+ 7.5% |
$35.9K - $43.8K
|
2.51K
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
172+ 6.12% |
$35.3K - $43K
|
2.98K
$885K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
170+ 11.68% |
$34.9K - $42.5K
|
1.63K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
161+ 12.57% |
$33K - $40.3K
|
1.44K
$428K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
161+ 3.55% |
$33K - $40.3K
|
4.69K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
157+ 11.52% |
$32.2K - $39.3K
|
1.52K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
156New |
$32K - $39K
|
156
$46.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
155+ 8.92% |
$31.8K - $38.8K
|
1.89K
$561K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
140New |
$28.7K - $35K
|
140
$41.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
140+ 10.49% |
$28.7K - $35K
|
1.47K
$437K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
140+ 7.16% |
$28.7K - $35K
|
2.1K
$621K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
139+ 1.25% |
$28.5K - $34.8K
|
11.2K
$3.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
136+ 5.66% |
$27.9K - $34K
|
2.54K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
120New |
$24.6K - $30K
|
120
$35.6K
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
115+ 11.62% |
$23.6K - $28.8K
|
1.11K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
113+ 9.11% |
$23.2K - $28.3K
|
1.35K
$401K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
105+ 9.81% |
$21.5K - $26.3K
|
1.18K
$348K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
105+ 1.25% |
$21.5K - $26.3K
|
8.49K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
100New |
$20.5K - $25K
|
100
$29.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
100+ 5.88% |
$20.5K - $25K
|
1.8K
$534K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 0.46% |
$20.5K - $25K
|
21.9K
$6.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
97+ 6.71% |
$19.9K - $24.3K
|
1.54K
$457K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
96+ 0.89% |
$19.7K - $24K
|
10.8K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
89+ 3.02% |
$18.3K - $22.3K
|
3.04K
$901K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
75+ 0.25% |
$15.4K - $18.8K
|
30.1K
$8.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
75New |
$15.4K - $18.8K
|
75
$22.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
74New |
$15.2K - $18.5K
|
74
$21.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
73+ 4.66% |
$15K - $18.3K
|
1.64K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
65+ 41.4% |
$13.3K - $16.3K
|
222
$65.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
62+ 310.0% |
$12.7K - $15.5K
|
82
$24.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
58+ 2.04% |
$11.9K - $14.5K
|
2.9K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
51+ 0.97% |
$10.5K - $12.8K
|
5.29K
$1.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
51+ 34.0% |
$10.5K - $12.8K
|
201
$59.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
49+ 4.96% |
$10.1K - $12.3K
|
1.04K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
48New |
$9.85K - $12K
|
48
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
46+ 0.34% |
$9.44K - $11.5K
|
13.6K
$4.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
45+ 1.33% |
$9.23K - $11.3K
|
3.43K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
44+ 1.55% |
$9.03K - $11K
|
2.88K
$854K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
43+ 16.86% |
$8.82K - $10.8K
|
298
$88.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
35+ 1.9% |
$7.18K - $8.76K
|
1.88K
$558K
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
34New |
$6.98K - $8.51K
|
34
$10.1K
|