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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
5.07K+ 6.83% |
$1.07M - $1.47M
|
79.3K
$23M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
5K+ 6.92% |
$1.05M - $1.45M
|
77.2K
$22.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.94K+ 49.72% |
$1.04M - $1.43M
|
14.9K
$4.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.86K+ 11.43% |
$1.02M - $1.41M
|
47.4K
$13.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
4.86K+ 131.55% |
$1.02M - $1.41M
|
8.55K
$2.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.81K+ 20.47% |
$1.01M - $1.4M
|
28.3K
$8.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.63K+ 187.64% |
$973K - $1.34M
|
7.1K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
4.54K+ 7.88% |
$956K - $1.32M
|
62.2K
$18M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
4.4K+ 7.95% |
$926K - $1.28M
|
59.8K
$17.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.4K+ 1.89% |
$925K - $1.27M
|
237K
$68.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.3KNew |
$904K - $1.25M
|
4.3K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
4.3K+ 3.38% |
$903K - $1.25M
|
132K
$38.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.21K+ 4.55% |
$885K - $1.22M
|
96.7K
$28M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 3.57% |
$845K - $1.16M
|
117K
$33.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
3.99K+ 24.15% |
$840K - $1.16M
|
20.5K
$5.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
3.95K+ 423.28% |
$830K - $1.14M
|
4.88K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.91K+ 2.36% |
$822K - $1.13M
|
169K
$49.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
3.76K+ 28.71% |
$791K - $1.09M
|
16.9K
$4.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.72K+ 46.31% |
$782K - $1.08M
|
11.8K
$3.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.62K+ 13.46% |
$761K - $1.05M
|
30.5K
$8.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.52K+ 2.46% |
$739K - $1.02M
|
146K
$42.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
3.37KNew |
$708K - $977K
|
3.37K
$977K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.18K+ 42.91% |
$668K - $921K
|
10.6K
$3.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.14K+ 11.26% |
$659K - $909K
|
31K
$8.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.94KNew |
$619K - $853K
|
2.94K
$853K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.79K+ 82.57% |
$587K - $809K
|
6.17K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.77K+ 2.33% |
$583K - $804K
|
122K
$35.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.74K+ 5.2% |
$577K - $795K
|
55.4K
$16.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 3.51% |
$561K - $773K
|
78.8K
$22.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
2.64K+ 6.63% |
$555K - $765K
|
42.4K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.55K+ 65.38% |
$536K - $740K
|
6.45K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.5K+ 41.14% |
$525K - $724K
|
8.56K
$2.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.46K+ 49.07% |
$517K - $712K
|
7.46K
$2.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.43K+ 11.06% |
$511K - $705K
|
24.4K
$7.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.26KNew |
$476K - $656K
|
2.26K
$656K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.25KNew |
$472K - $651K
|
2.25K
$651K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.22K+ 5.83% |
$466K - $642K
|
40.2K
$11.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.21K+ 14.4% |
$465K - $641K
|
17.6K
$5.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.2K+ 12.76% |
$463K - $638K
|
19.5K
$5.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.17K+ 11.41% |
$456K - $629K
|
21.2K
$6.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.16K+ 1.1% |
$455K - $627K
|
199K
$57.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.14K+ 6.56% |
$449K - $619K
|
34.7K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.11K+ 19.0% |
$443K - $610K
|
13.2K
$3.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.07K+ 1.59% |
$435K - $600K
|
132K
$38.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.05K+ 13.75% |
$432K - $595K
|
17K
$4.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.05K+ 100.24% |
$431K - $595K
|
4.1K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
2.04K+ 10.86% |
$428K - $590K
|
20.8K
$6.03M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.03K+ 3.86% |
$427K - $589K
|
54.7K
$15.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
2.02KNew |
$425K - $586K
|
2.02K
$586K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.02KNew |
$425K - $586K
|
2.02K
$586K
|