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 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
355+ 1.02% |
$74.6K - $103K
|
35.3K
$10.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
349+ 3.04% |
$73.4K - $101K
|
11.8K
$3.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
348+ 0.75% |
$73.2K - $101K
|
46.9K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
343+ 18.9% |
$72.1K - $99.4K
|
2.16K
$626K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
336+ 3.39% |
$70.7K - $97.4K
|
10.2K
$2.97M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
336+ 0.44% |
$70.7K - $97.4K
|
76.6K
$22.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
333+ 0.35% |
$70K - $96.5K
|
96.6K
$28M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
331+ 3.31% |
$69.6K - $96K
|
10.3K
$3M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
329+ 0.86% |
$69.2K - $95.4K
|
38.5K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
328+ 10.3% |
$69K - $95.1K
|
3.51K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
326+ 21.81% |
$68.6K - $94.5K
|
1.82K
$528K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
322+ 12.93% |
$67.7K - $93.4K
|
2.81K
$815K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
320+ 0.36% |
$67.3K - $92.8K
|
89K
$25.8M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
311+ 22.1% |
$65.4K - $90.2K
|
1.72K
$498K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
310+ 3.54% |
$65.2K - $89.9K
|
9.06K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
301+ 1.93% |
$63.3K - $87.3K
|
15.9K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
300+ 9.96% |
$63.1K - $87K
|
3.31K
$960K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
300+ 1.4% |
$63.1K - $87K
|
21.8K
$6.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
296+ 1.13% |
$62.2K - $85.8K
|
26.4K
$7.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
296+ 2.84% |
$62.2K - $85.8K
|
10.7K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
292+ 1.32% |
$61.4K - $84.7K
|
22.4K
$6.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
BUY
|
- |
290+ 3.21% |
$61K - $84.1K
|
9.33K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
287+ 1.11% |
$60.4K - $83.2K
|
26.1K
$7.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
284+ 1.18% |
$59.7K - $82.3K
|
24.3K
$7.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
280+ 17.45% |
$58.9K - $81.2K
|
1.89K
$546K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
280+ 29.32% |
$58.9K - $81.2K
|
1.24K
$358K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
279+ 1.59% |
$58.7K - $80.9K
|
17.9K
$5.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
274+ 1.49% |
$57.6K - $79.4K
|
18.7K
$5.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
270+ 1.14% |
$56.8K - $78.3K
|
24K
$6.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
265+ 3.31% |
$55.7K - $76.8K
|
8.28K
$2.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
259+ 1.35% |
$54.5K - $75.1K
|
19.4K
$5.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
255+ 0.99% |
$53.6K - $73.9K
|
26.1K
$7.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
253+ 1.32% |
$53.2K - $73.3K
|
19.4K
$5.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
253+ 2.12% |
$53.2K - $73.3K
|
12.2K
$3.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
248+ 5.15% |
$52.1K - $71.9K
|
5.06K
$1.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
245+ 1.02% |
$51.5K - $71K
|
24.3K
$7.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
239+ 8.21% |
$50.3K - $69.3K
|
3.15K
$913K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
237+ 7.58% |
$49.8K - $68.7K
|
3.36K
$975K
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
232+ 11.13% |
$48.8K - $67.3K
|
2.32K
$672K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
230+ 11.04% |
$48.4K - $66.7K
|
2.31K
$671K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
228+ 4.46% |
$47.9K - $66.1K
|
5.34K
$1.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
223+ 5.3% |
$46.9K - $64.6K
|
4.43K
$1.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
218+ 1.37% |
$45.8K - $63.2K
|
16.1K
$4.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
215+ 1.94% |
$45.2K - $62.3K
|
11.3K
$3.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
214+ 0.67% |
$45K - $62K
|
32.3K
$9.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
213+ 13.04% |
$44.8K - $61.8K
|
1.85K
$535K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
212+ 0.22% |
$44.6K - $61.5K
|
96.4K
$28M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
211+ 6.11% |
$44.4K - $61.2K
|
3.66K
$1.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
208+ 2.98% |
$43.7K - $60.3K
|
7.2K
$2.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
208+ 24.41% |
$43.7K - $60.3K
|
1.06K
$307K
|