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 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
90+ 4.59% |
$18.5K - $22.5K
|
2.05K
$476K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
90+ 6.25% |
$18.5K - $22.5K
|
1.53K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
89+ 3.02% |
$18.3K - $22.3K
|
3.04K
$704K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
88+ 8.5% |
$18.1K - $22K
|
1.12K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
88+ 2.85% |
$18.1K - $22K
|
3.18K
$738K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
88+ 8.22% |
$18.1K - $22K
|
1.16K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
88+ 4.88% |
$18.1K - $22K
|
1.89K
$439K
|
|
|
Feb 11, 2025
Q4 2024
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
87+ 0.49% |
$17.9K - $21.8K
|
18K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
86+ 0.78% |
$17.6K - $21.5K
|
11.1K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
86+ 1.15% |
$17.6K - $21.5K
|
7.56K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
86+ 3.92% |
$17.6K - $21.5K
|
2.28K
$529K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
86+ 1.01% |
$17.6K - $21.5K
|
8.63K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
86+ 0.34% |
$17.6K - $21.5K
|
25.5K
$5.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
85+ 0.28% |
$17.4K - $21.3K
|
29.9K
$6.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
85+ 1.67% |
$17.4K - $21.3K
|
5.19K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
84+ 0.36% |
$17.2K - $21K
|
23.5K
$5.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
83+ 0.9% |
$17K - $20.8K
|
9.3K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
83+ 8.07% |
$17K - $20.8K
|
1.11K
$258K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
82+ 1.37% |
$16.8K - $20.5K
|
6.08K
$1.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
81+ 0.88% |
$16.6K - $20.3K
|
9.29K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
80+ 6.27% |
$16.4K - $20K
|
1.36K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
80+ 0.45% |
$16.4K - $20K
|
17.8K
$4.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
80+ 0.63% |
$16.4K - $20K
|
12.9K
$2.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
80+ 4.84% |
$16.4K - $20K
|
1.73K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
79+ 0.06% |
$16.2K - $19.8K
|
123K
$28.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
79+ 0.24% |
$16.2K - $19.8K
|
32.6K
$7.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
79+ 1.6% |
$16.2K - $19.8K
|
5.01K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
78+ 0.79% |
$16K - $19.5K
|
9.99K
$2.32M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
75+ 15.72% |
$15.4K - $18.8K
|
552
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
75+ 1.22% |
$15.4K - $18.8K
|
6.21K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
75+ 3.9% |
$15.4K - $18.8K
|
2K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
75+ 0.62% |
$15.4K - $18.8K
|
12.3K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
75+ 0.25% |
$15.4K - $18.8K
|
30.1K
$6.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
75New |
$15.4K - $18.8K
|
75
$17.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
74+ 5.39% |
$15.2K - $18.5K
|
1.45K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
74+ 3.95% |
$15.2K - $18.5K
|
1.95K
$452K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
74+ 2.53% |
$15.2K - $18.5K
|
3K
$695K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
74New |
$15.2K - $18.5K
|
74
$17.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
74+ 3.75% |
$15.2K - $18.5K
|
2.05K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
73+ 4.66% |
$15K - $18.3K
|
1.64K
$380K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
73+ 2.29% |
$15K - $18.3K
|
3.26K
$755K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
72+ 4.01% |
$14.8K - $18K
|
1.87K
$434K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
71+ 0.8% |
$14.6K - $17.8K
|
8.92K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
70+ 0.45% |
$14.4K - $17.5K
|
15.5K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
70+ 0.06% |
$14.4K - $17.5K
|
110K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
70+ 0.78% |
$14.4K - $17.5K
|
9.04K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
70+ 4.54% |
$14.4K - $17.5K
|
1.61K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
69+ 0.4% |
$14.2K - $17.3K
|
17.4K
$4.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
69+ 0.28% |
$14.2K - $17.3K
|
24.9K
$5.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
69+ 1.21% |
$14.2K - $17.3K
|
5.77K
$1.34M
|