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 16, 2025
Q2 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
206+ 6.43% |
$43.3K - $59.7K
|
3.41K
$989K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
205+ 2.49% |
$43.1K - $59.4K
|
8.45K
$2.45M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
205+ 4.46% |
$43.1K - $59.4K
|
4.8K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
203+ 3.66% |
$42.7K - $58.9K
|
5.75K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
198+ 14.58% |
$41.6K - $57.4K
|
1.56K
$451K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
195+ 7.07% |
$41K - $56.5K
|
2.95K
$856K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
195+ 1.92% |
$41K - $56.5K
|
10.3K
$3M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
194+ 15.22% |
$40.8K - $56.2K
|
1.47K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
191+ 1.72% |
$40.2K - $55.4K
|
11.3K
$3.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
188+ 1.23% |
$39.5K - $54.5K
|
15.5K
$4.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
187+ 9.87% |
$39.3K - $54.2K
|
2.08K
$604K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
185+ 4.59% |
$38.9K - $53.6K
|
4.22K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
184+ 2.38% |
$38.7K - $53.3K
|
7.91K
$2.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
184+ 0.65% |
$38.7K - $53.3K
|
28.6K
$8.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
180+ 26.67% |
$37.9K - $52.2K
|
855
$248K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
180+ 6.41% |
$37.9K - $52.2K
|
2.99K
$867K
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
177+ 13.27% |
$37.2K - $51.3K
|
1.51K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
175+ 2.15% |
$36.8K - $50.7K
|
8.3K
$2.41M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
175+ 1.33% |
$36.8K - $50.7K
|
13.3K
$3.86M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
164+ 2.27% |
$34.5K - $47.5K
|
7.39K
$2.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
163+ 3.51% |
$34.3K - $47.3K
|
4.81K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
162+ 4.9% |
$34.1K - $47K
|
3.47K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
161+ 3.4% |
$33.9K - $46.7K
|
4.9K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
159+ 1.8% |
$33.4K - $46.1K
|
8.98K
$2.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Eastover Investment Advisors LLC
|
BUY
|
- |
158+ 18.92% |
$33.2K - $45.8K
|
993
$288K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
157+ 33.12% |
$33K - $45.5K
|
631
$183K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
156+ 1.49% |
$32.8K - $45.2K
|
10.6K
$3.07M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
156+ 4.09% |
$32.8K - $45.2K
|
3.97K
$1.15M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
149+ 7.35% |
$31.3K - $43.2K
|
2.18K
$631K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
147+ 0.58% |
$30.9K - $42.6K
|
25.6K
$7.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
145+ 0.54% |
$30.5K - $42K
|
27.2K
$7.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
144+ 0.58% |
$30.3K - $41.7K
|
25K
$7.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
142+ 2.41% |
$29.9K - $41.2K
|
6.03K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
140+ 4.16% |
$29.4K - $40.6K
|
3.5K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
139+ 2.57% |
$29.2K - $40.3K
|
5.55K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
138+ 0.53% |
$29K - $40K
|
26.4K
$7.65M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
138+ 15.74% |
$29K - $40K
|
1.02K
$294K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
136+ 2.52% |
$28.6K - $39.4K
|
5.54K
$1.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
136+ 6.44% |
$28.6K - $39.4K
|
2.25K
$652K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
132+ 0.18% |
$27.8K - $38.3K
|
72.3K
$21M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
131+ 1.26% |
$27.5K - $38K
|
10.5K
$3.04M
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
130+ 5.06% |
$27.3K - $37.7K
|
2.7K
$782K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
129+ 13.44% |
$27.1K - $37.4K
|
1.09K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
128+ 3.75% |
$26.9K - $37.1K
|
3.54K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
128+ 2.87% |
$26.9K - $37.1K
|
4.59K
$1.33M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
127New |
$26.7K - $36.8K
|
127
$36.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
127+ 1.15% |
$26.7K - $36.8K
|
11.1K
$3.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
125+ 0.3% |
$26.3K - $36.2K
|
41.2K
$11.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
124+ 3.53% |
$26.1K - $35.9K
|
3.64K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
123+ 1.11% |
$25.9K - $35.7K
|
11.2K
$3.26M
|