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 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
69+ 1.21% |
$14.2K - $17.3K
|
5.77K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
69+ 0.76% |
$14.2K - $17.3K
|
9.21K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
67+ 1.77% |
$13.7K - $16.8K
|
3.85K
$892K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
67+ 5.42% |
$13.7K - $16.8K
|
1.3K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
66+ 1.08% |
$13.5K - $16.5K
|
6.19K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
66+ 1.11% |
$13.5K - $16.5K
|
6.02K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
65+ 41.4% |
$13.3K - $16.3K
|
222
$51.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
64+ 1.95% |
$13.1K - $16K
|
3.35K
$776K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
64+ 0.03% |
$13.1K - $16K
|
198K
$45.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
64New |
$13.1K - $16K
|
64
$14.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
64+ 0.66% |
$13.1K - $16K
|
9.81K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
63+ 1.99% |
$12.9K - $15.8K
|
3.22K
$747K
|
|
|
Feb 13, 2025
Q4 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
63+ 4.94% |
$12.9K - $15.8K
|
1.34K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
63+ 2.22% |
$12.9K - $15.8K
|
2.9K
$672K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
63+ 0.25% |
$12.9K - $15.8K
|
25.3K
$5.87M
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
62+ 4.76% |
$12.7K - $15.5K
|
1.37K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
62+ 310.0% |
$12.7K - $15.5K
|
82
$19K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
61+ 2.68% |
$12.5K - $15.3K
|
2.34K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
61+ 0.58% |
$12.5K - $15.3K
|
10.6K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
61+ 3.01% |
$12.5K - $15.3K
|
2.09K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
61+ 0.74% |
$12.5K - $15.3K
|
8.26K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
61+ 4.6% |
$12.5K - $15.3K
|
1.39K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
61+ 0.26% |
$12.5K - $15.3K
|
23.1K
$5.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
60+ 4.21% |
$12.3K - $15K
|
1.48K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
59+ 2.98% |
$12.1K - $14.8K
|
2.04K
$473K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
59+ 0.67% |
$12.1K - $14.8K
|
8.8K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
59+ 0.57% |
$12.1K - $14.8K
|
10.5K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
59+ 0.26% |
$12.1K - $14.8K
|
22.5K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
59+ 0.98% |
$12.1K - $14.8K
|
6.08K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
58+ 0.93% |
$11.9K - $14.5K
|
6.32K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
58+ 2.04% |
$11.9K - $14.5K
|
2.9K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
57+ 2.81% |
$11.7K - $14.3K
|
2.08K
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
57+ 0.68% |
$11.7K - $14.3K
|
8.42K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
57+ 0.32% |
$11.7K - $14.3K
|
17.8K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
56+ 1.85% |
$11.5K - $14K
|
3.08K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
56+ 0.41% |
$11.5K - $14K
|
13.8K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
55+ 0.14% |
$11.3K - $13.8K
|
38.2K
$8.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
55+ 4.75% |
$11.3K - $13.8K
|
1.21K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
55+ 1.66% |
$11.3K - $13.8K
|
3.37K
$781K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
54+ 0.01% |
$11.1K - $13.5K
|
590K
$137M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
52+ 2.13% |
$10.7K - $13K
|
2.49K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
52+ 3.15% |
$10.7K - $13K
|
1.7K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
51+ 1.09% |
$10.5K - $12.8K
|
4.72K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
51+ 7.57% |
$10.5K - $12.8K
|
725
$168K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
51+ 0.97% |
$10.5K - $12.8K
|
5.29K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
51+ 0.81% |
$10.5K - $12.8K
|
6.36K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
51+ 34.0% |
$10.5K - $12.8K
|
201
$46.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
50+ 2.32% |
$10.3K - $12.5K
|
2.2K
$511K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
50+ 0.8% |
$10.3K - $12.5K
|
6.32K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
50+ 0.04% |
$10.3K - $12.5K
|
137K
$31.9M
|