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 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
16+ 0.5% |
$3.28K - $4K
|
3.21K
$745K
|
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
16+ 0.02% |
$3.28K - $4K
|
87.5K
$20.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
16+ 0.39% |
$3.28K - $4K
|
4.13K
$958K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
15New |
$3.08K - $3.75K
|
15
$3.48K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
15+ 0.5% |
$3.08K - $3.75K
|
3K
$696K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.18% |
$3.08K - $3.75K
|
8.18K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
15+ 0.49% |
$3.08K - $3.75K
|
3.08K
$715K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14+ 0.09% |
$2.87K - $3.5K
|
16.3K
$3.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
14+ 0.07% |
$2.87K - $3.5K
|
19.7K
$4.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.05% |
$2.87K - $3.5K
|
28K
$6.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
13+ 1.14% |
$2.67K - $3.25K
|
1.15K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
13+ 0.35% |
$2.67K - $3.25K
|
3.74K
$867K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.26% |
$2.46K - $3K
|
4.64K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
12+ 0.34% |
$2.46K - $3K
|
3.55K
$823K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
12+ 0.17% |
$2.46K - $3K
|
7.26K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
12+ 0.13% |
$2.46K - $3K
|
9.35K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
11+ 0.16% |
$2.26K - $2.75K
|
6.73K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
11+ 0.17% |
$2.26K - $2.75K
|
6.43K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
11+ 0.35% |
$2.26K - $2.75K
|
3.12K
$723K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
11+ 0.23% |
$2.26K - $2.75K
|
4.78K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11+ 0.04% |
$2.26K - $2.75K
|
26.6K
$6.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
10+ 0.31% |
$2.05K - $2.5K
|
3.2K
$741K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
10+ 0.65% |
$2.05K - $2.5K
|
1.56K
$361K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
10+ 0.06% |
$2.05K - $2.5K
|
16.8K
$3.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.34% |
$2.05K - $2.5K
|
2.98K
$692K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 0.87% |
$2.05K - $2.5K
|
1.17K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.51% |
$2.05K - $2.5K
|
1.98K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.53% |
$1.85K - $2.25K
|
1.72K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
9+ 0.14% |
$1.85K - $2.25K
|
6.5K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
9+ 0.5% |
$1.85K - $2.25K
|
1.79K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
9+ 0.54% |
$1.85K - $2.25K
|
1.68K
$389K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
CALL |
9+ 6.29% |
$1.85K - $2.25K
|
152
$35.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9+ 0.29% |
$1.85K - $2.25K
|
3.13K
$726K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9+ 0.14% |
$1.85K - $2.25K
|
6.28K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
9+ 0.25% |
$1.85K - $2.25K
|
3.67K
$850K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
9+ 0.21% |
$1.85K - $2.25K
|
4.34K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
8+ 0.16% |
$1.64K - $2K
|
5.1K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
8+ 0.01% |
$1.64K - $2K
|
151K
$35.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
8+ 0.69% |
$1.64K - $2K
|
1.16K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
8+ 0.33% |
$1.64K - $2K
|
2.41K
$559K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
8+ 0.62% |
$1.64K - $2K
|
1.29K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
7+ 0.26% |
$1.44K - $1.75K
|
2.72K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7+ 0.27% |
$1.44K - $1.75K
|
2.56K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
7+ 0.21% |
$1.44K - $1.75K
|
3.28K
$760K
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
7+ 0.11% |
$1.44K - $1.75K
|
6.49K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
7+ 0.48% |
$1.44K - $1.75K
|
1.46K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
7+ 0.55% |
$1.44K - $1.75K
|
1.28K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7+ 0.07% |
$1.44K - $1.75K
|
10.2K
$2.36M
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
6+ 0.1% |
$1.23K - $1.5K
|
5.83K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
6+ 0.51% |
$1.23K - $1.5K
|
1.19K
$277K
|