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
|
True Link Financial Advisors, LLC
|
BUY
|
- |
50+ 4.17% |
$10.3K - $12.5K
|
1.25K
$331K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
49+ 4.96% |
$10.1K - $12.3K
|
1.04K
$275K
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
49+ 1.81% |
$10.1K - $12.3K
|
2.76K
$731K
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
48+ 0.96% |
$9.85K - $12K
|
5.05K
$1.34M
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
48+ 1.54% |
$9.85K - $12K
|
3.16K
$837K
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
47+ 0.16% |
$9.64K - $11.8K
|
29.9K
$7.92M
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
46+ 0.36% |
$9.44K - $11.5K
|
12.7K
$3.37M
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
46+ 0.53% |
$9.44K - $11.5K
|
8.65K
$2.29M
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
46+ 4.44% |
$9.44K - $11.5K
|
1.08K
$287K
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
46+ 2.65% |
$9.44K - $11.5K
|
1.78K
$472K
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
45+ 3.25% |
$9.23K - $11.3K
|
1.43K
$378K
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
45+ 2.19% |
$9.23K - $11.3K
|
2.1K
$555K
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
44+ 1.55% |
$9.03K - $11K
|
2.88K
$763K
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
43+ 0.14% |
$8.82K - $10.8K
|
30.1K
$7.97M
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
43+ 0.42% |
$8.82K - $10.8K
|
10.2K
$2.7M
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
42+ 0.69% |
$8.62K - $10.5K
|
6.13K
$1.62M
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
BUY
|
- |
40+ 0.23% |
$8.21K - $10K
|
17.3K
$4.57M
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
40+ 0.28% |
$8.21K - $10K
|
14.5K
$3.83M
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
39+ 2.79% |
$8K - $9.76K
|
1.44K
$380K
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
39+ 3.79% |
$8K - $9.76K
|
1.07K
$283K
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
38+ 1.52% |
$7.8K - $9.51K
|
2.53K
$670K
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
36+ 2.08% |
$7.39K - $9.01K
|
1.77K
$469K
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
34+ 0.34% |
$6.98K - $8.51K
|
10.1K
$2.67M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 1.01% |
$6.77K - $8.26K
|
3.31K
$876K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
31+ 1.13% |
$6.36K - $7.76K
|
2.77K
$733K
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
30+ 0.17% |
$6.16K - $7.51K
|
17.9K
$4.73M
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
30+ 0.39% |
$6.16K - $7.51K
|
7.72K
$2.04M
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
30New |
$6.16K - $7.51K
|
30
$7.95K
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
29+ 0.72% |
$5.95K - $7.26K
|
4.05K
$1.07M
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
29+ 2.08% |
$5.95K - $7.26K
|
1.42K
$376K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
28+ 2.14% |
$5.75K - $7.01K
|
1.34K
$354K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
28+ 0.41% |
$5.75K - $7.01K
|
6.94K
$1.84M
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
26+ 0.48% |
$5.33K - $6.51K
|
5.41K
$1.43M
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
26+ 0.2% |
$5.33K - $6.51K
|
12.9K
$3.41M
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
26+ 1.16% |
$5.33K - $6.51K
|
2.28K
$603K
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
25+ 0.56% |
$5.13K - $6.26K
|
4.49K
$1.19M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
25+ 0.22% |
$5.13K - $6.26K
|
11.3K
$2.99M
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 0.19% |
$5.13K - $6.26K
|
13.1K
$3.47M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24+ 0.27% |
$4.92K - $6.01K
|
8.82K
$2.34M
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
24+ 0.19% |
$4.92K - $6.01K
|
12.6K
$3.33M
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
23+ 0.46% |
$4.72K - $5.76K
|
5.04K
$1.34M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
22+ 1.97% |
$4.51K - $5.51K
|
1.14K
$301K
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
21+ 0.37% |
$4.31K - $5.26K
|
5.75K
$1.52M
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
21+ 0.19% |
$4.31K - $5.26K
|
11.2K
$2.96M
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
21+ 1.18% |
$4.31K - $5.26K
|
1.81K
$478K
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
20+ 0.4% |
$4.1K - $5.01K
|
4.98K
$1.32M
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
20+ 0.45% |
$4.1K - $5.01K
|
4.46K
$1.18M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
20+ 0.3% |
$4.1K - $5.01K
|
6.8K
$1.8M
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
20+ 0.36% |
$4.1K - $5.01K
|
5.53K
$1.46M
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
20+ 0.3% |
$4.1K - $5.01K
|
6.63K
$1.75M
|