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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
3.8KNew |
$856K - $1.06M
|
3.8K
$1.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
3.52KNew |
$794K - $987K
|
3.52K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
3K+ 42.86% |
$676K - $840K
|
10K
$3M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
2.8K+ 20.0% |
$631K - $784K
|
16.8K
$5.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.61KNew |
$588K - $730K
|
2.61K
$784K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
2.37KNew |
$533K - $662K
|
2.37K
$711K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
2.33KNew |
$525K - $653K
|
2.33K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
2.29KNew |
$515K - $641K
|
2.29K
$688K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.02KNew |
$455K - $565K
|
2.02K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Corient Ia LLC
Miami, FL |
BUY
|
- |
2KNew |
$450K - $560K
|
2K
$601K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.81K+ 88.47% |
$408K - $507K
|
3.86K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.6KNew |
$360K - $448K
|
1.6K
$480K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
1.5KNew |
$338K - $420K
|
1.5K
$451K
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
BUY
|
- |
1.5KNew |
$338K - $420K
|
1.5K
$451K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1.4KNew |
$315K - $392K
|
1.4K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1.39KNew |
$313K - $389K
|
1.39K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.34KNew |
$301K - $374K
|
1.34K
$401K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
1.29K+ 1.18% |
$290K - $361K
|
110K
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.2K+ 155.04% |
$270K - $336K
|
1.97K
$593K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.16KNew |
$261K - $325K
|
1.16K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.11KNew |
$249K - $310K
|
1.11K
$332K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
1.1K+ 275.0% |
$248K - $308K
|
1.5K
$451K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.08KNew |
$243K - $302K
|
1.08K
$324K
|
|
|
May 12, 2025
Q1 2025
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.07KNew |
$242K - $300K
|
1.07K
$322K
|
|
|
May 13, 2025
Q1 2025
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 25.0% |
$225K - $280K
|
5K
$1.5M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
965New |
$217K - $270K
|
965
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
958New |
$216K - $268K
|
958
$288K
|
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
869New |
$196K - $243K
|
869
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
867New |
$195K - $243K
|
867
$260K
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
851New |
$192K - $238K
|
851
$256K
|
|
|
May 15, 2025
Q1 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
849New |
$191K - $238K
|
849
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
831New |
$187K - $233K
|
831
$250K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
800New |
$180K - $224K
|
800
$240K
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
700New |
$158K - $196K
|
700
$210K
|
|
|
May 15, 2025
Q1 2025
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
676+ 371.43% |
$152K - $189K
|
858
$258K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
587+ 54.96% |
$132K - $164K
|
1.66K
$497K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
580+ 20.99% |
$131K - $162K
|
3.34K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
470+ 4.16% |
$106K - $132K
|
11.8K
$3.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
469+ 2.43% |
$106K - $131K
|
19.7K
$5.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
440New |
$99.1K - $123K
|
440
$132K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
427New |
$96.2K - $120K
|
427
$128K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
PUT |
400New |
$90.1K - $112K
|
400
$120K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
360+ 14.75% |
$81.1K - $101K
|
2.8K
$841K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
354+ 4.5% |
$79.7K - $99.1K
|
8.22K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
300+ 22.42% |
$67.6K - $84K
|
1.64K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
276+ 52.27% |
$62.2K - $77.3K
|
804
$241K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
227+ 1.02% |
$51.1K - $63.5K
|
22.5K
$6.75M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
200+ 10.19% |
$45K - $56K
|
2.16K
$649K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
200+ 3.39% |
$45K - $56K
|
6.1K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
185+ 7.42% |
$41.7K - $51.8K
|
2.68K
$805K
|
|