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
|
Security National Bank
|
BUY
|
- |
692+ 1.88% |
$146K - $201K
|
37.5K
$10.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
663+ 1.48% |
$139K - $192K
|
45.5K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
638+ 25.8% |
$134K - $185K
|
3.11K
$902K
|
|
|
Jul 18, 2025
Q2 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
637+ 1.31% |
$134K - $185K
|
49.1K
$14.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
628+ 1.09% |
$132K - $182K
|
58.2K
$16.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
624+ 0.85% |
$131K - $181K
|
74.3K
$21.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
623+ 5.44% |
$131K - $181K
|
12.1K
$3.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
619+ 2.02% |
$130K - $179K
|
31.2K
$9.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
614+ 2.36% |
$129K - $178K
|
26.6K
$7.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Consolidated Capital Management, LLC
|
BUY
|
- |
612+ 2.9% |
$129K - $177K
|
21.7K
$6.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
600New |
$126K - $174K
|
600
$174K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
599New |
$126K - $174K
|
599
$174K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
595+ 4.26% |
$125K - $172K
|
14.6K
$4.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
592+ 0.62% |
$124K - $172K
|
96.1K
$27.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
591+ 3.7% |
$124K - $171K
|
16.6K
$4.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
587+ 17.7% |
$123K - $170K
|
3.9K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
544+ 28.92% |
$114K - $158K
|
2.43K
$703K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
542+ 0.99% |
$114K - $157K
|
55.4K
$16M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
540+ 2.01% |
$114K - $157K
|
27.4K
$7.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
535+ 22.24% |
$112K - $155K
|
2.94K
$853K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
524+ 1.96% |
$110K - $152K
|
27.2K
$7.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
521+ 1.93% |
$110K - $151K
|
27.5K
$7.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
512+ 0.69% |
$108K - $148K
|
74.9K
$21.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
500+ 10.58% |
$105K - $145K
|
5.23K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
484+ 4.93% |
$102K - $140K
|
10.3K
$2.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
481+ 10.35% |
$101K - $139K
|
5.13K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
479+ 5.69% |
$101K - $139K
|
8.89K
$2.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
478+ 2.91% |
$101K - $139K
|
16.9K
$4.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
474+ 13.42% |
$99.7K - $137K
|
4.01K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
471+ 0.99% |
$99K - $137K
|
48K
$13.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
470+ 1.45% |
$98.8K - $136K
|
32.8K
$9.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
467+ 1.54% |
$98.2K - $135K
|
30.9K
$8.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
456+ 20.03% |
$95.9K - $132K
|
2.73K
$792K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
455+ 7.92% |
$95.7K - $132K
|
6.2K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
454+ 2.26% |
$95.5K - $132K
|
20.5K
$5.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
443+ 0.19% |
$93.2K - $128K
|
230K
$66.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
442+ 6.39% |
$92.9K - $128K
|
7.36K
$2.13M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
441+ 6.12% |
$92.7K - $128K
|
7.65K
$2.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
417+ 4.47% |
$87.7K - $121K
|
9.76K
$2.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
410+ 12.01% |
$86.2K - $119K
|
3.82K
$1.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
400+ 6.71% |
$84.1K - $116K
|
6.36K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
389+ 2.56% |
$81.8K - $113K
|
15.6K
$4.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
387+ 3.56% |
$81.4K - $112K
|
11.2K
$3.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
381+ 3.28% |
$80.1K - $110K
|
12K
$3.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
370+ 1.06% |
$77.8K - $107K
|
35.2K
$10.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
367+ 6.5% |
$77.2K - $106K
|
6.01K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
366+ 4.96% |
$77K - $106K
|
7.74K
$2.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
361+ 1.29% |
$75.9K - $105K
|
28.4K
$8.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
361+ 1.23% |
$75.9K - $105K
|
29.6K
$8.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
360+ 6.55% |
$75.7K - $104K
|
5.86K
$1.7M
|