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 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
899New |
$184K - $225K
|
899
$276K
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
897+ 5.62% |
$184K - $225K
|
16.9K
$5.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
878New |
$180K - $220K
|
878
$270K
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
878New |
$180K - $220K
|
878
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
854New |
$175K - $214K
|
854
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Puzo Michael J
|
BUY
|
- |
850New |
$174K - $213K
|
850
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
848New |
$174K - $212K
|
848
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
844New |
$173K - $211K
|
844
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
842New |
$173K - $211K
|
842
$259K
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
709+ 1.03% |
$145K - $177K
|
69.9K
$21.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
678New |
$139K - $170K
|
678
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
650+ 12.5% |
$133K - $163K
|
5.85K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
620+ 9.01% |
$127K - $155K
|
7.5K
$2.31M
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
520New |
$107K - $130K
|
520
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
481+ 16.58% |
$98.7K - $120K
|
3.38K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
413+ 40.37% |
$84.7K - $103K
|
1.44K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
404+ 35.53% |
$82.9K - $101K
|
1.54K
$474K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
398+ 10.76% |
$81.7K - $99.6K
|
4.1K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
385+ 0.56% |
$79K - $96.4K
|
69.1K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
378+ 4.75% |
$77.6K - $94.6K
|
8.33K
$2.56M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
358New |
$73.5K - $89.6K
|
358
$110K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
338New |
$69.4K - $84.6K
|
338
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
325New |
$66.7K - $81.3K
|
325
$100K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
313New |
$64.2K - $78.3K
|
313
$96.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
312+ 16.52% |
$64K - $78.1K
|
2.2K
$677K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
303+ 3.55% |
$62.2K - $75.8K
|
8.83K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
300New |
$61.6K - $75.1K
|
300
$92.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
275+ 2.96% |
$56.4K - $68.8K
|
9.56K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
236+ 13.74% |
$48.4K - $59.1K
|
1.95K
$601K
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
231+ 8.05% |
$47.4K - $57.8K
|
3.1K
$953K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
213+ 7.0% |
$43.7K - $53.3K
|
3.25K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
212+ 2.49% |
$43.5K - $53.1K
|
8.72K
$2.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
210+ 2.96% |
$43.1K - $52.6K
|
7.3K
$2.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
210New |
$43.1K - $52.6K
|
210
$64.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
207+ 8.72% |
$42.5K - $51.8K
|
2.58K
$793K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
191+ 6.64% |
$39.2K - $47.8K
|
3.07K
$943K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
186+ 2.04% |
$38.2K - $46.6K
|
9.32K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
184New |
$37.8K - $46.1K
|
184
$56.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
180New |
$36.9K - $45.1K
|
180
$55.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
178New |
$36.5K - $44.6K
|
178
$54.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
172+ 6.12% |
$35.3K - $43K
|
2.98K
$917K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
170+ 11.68% |
$34.9K - $42.5K
|
1.63K
$500K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
161+ 3.55% |
$33K - $40.3K
|
4.69K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
157+ 11.52% |
$32.2K - $39.3K
|
1.52K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
155+ 8.92% |
$31.8K - $38.8K
|
1.89K
$582K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
140New |
$28.7K - $35K
|
140
$43.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
136+ 5.66% |
$27.9K - $34K
|
2.54K
$781K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
120New |
$24.6K - $30K
|
120
$36.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
113+ 9.11% |
$23.2K - $28.3K
|
1.35K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
105+ 9.81% |
$21.5K - $26.3K
|
1.18K
$361K
|