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 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
BUY
|
- |
122+ 12.44% |
$25.7K - $35.4K
|
1.1K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
122+ 0.16% |
$25.7K - $35.4K
|
74.5K
$21.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
121+ 1.95% |
$25.4K - $35.1K
|
6.33K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
121+ 1.54% |
$25.4K - $35.1K
|
8K
$2.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
120+ 3.16% |
$25.2K - $34.8K
|
3.91K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
119+ 2.69% |
$25K - $34.5K
|
4.54K
$1.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
119+ 3.56% |
$25K - $34.5K
|
3.47K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
110+ 6.91% |
$23.1K - $31.9K
|
1.7K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
107+ 1.95% |
$22.5K - $31K
|
5.6K
$1.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
107+ 1.56% |
$22.5K - $31K
|
6.97K
$2.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
106+ 212.0% |
$22.3K - $30.7K
|
156
$45.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
104+ 1.69% |
$21.9K - $30.2K
|
6.25K
$1.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
103+ 3.21% |
$21.7K - $29.9K
|
3.31K
$961K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
102+ 2.91% |
$21.4K - $29.6K
|
3.61K
$1.05M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
101+ 0.2% |
$21.2K - $29.3K
|
50.2K
$14.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
101+ 4.09% |
$21.2K - $29.3K
|
2.57K
$746K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
101+ 0.42% |
$21.2K - $29.3K
|
24.2K
$7M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
100+ 2.91% |
$21K - $29K
|
3.54K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
100+ 9.83% |
$21K - $29K
|
1.12K
$324K
|
|
|
Jul 09, 2025
Q2 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
100+ 7.97% |
$21K - $29K
|
1.35K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
95+ 9.95% |
$20K - $27.5K
|
1.05K
$304K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
94+ 1.05% |
$19.8K - $27.3K
|
9.04K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
93+ 0.22% |
$19.6K - $27K
|
42.9K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
92+ 2.78% |
$19.3K - $26.7K
|
3.4K
$985K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
90+ 2.08% |
$18.9K - $26.1K
|
4.41K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
84+ 6.99% |
$17.7K - $24.4K
|
1.29K
$373K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
84+ 1.77% |
$17.7K - $24.4K
|
4.84K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
82+ 5.64% |
$17.2K - $23.8K
|
1.54K
$445K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
81+ 1.08% |
$17K - $23.5K
|
7.55K
$2.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
81+ 1.0% |
$17K - $23.5K
|
8.17K
$2.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
81+ 0.61% |
$17K - $23.5K
|
13.3K
$3.86M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
80+ 0.74% |
$16.8K - $23.2K
|
10.8K
$3.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
79+ 0.38% |
$16.6K - $22.9K
|
21K
$6.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
79+ 8.69% |
$16.6K - $22.9K
|
988
$286K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
79+ 4.64% |
$16.6K - $22.9K
|
1.78K
$517K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
77+ 7.04% |
$16.2K - $22.3K
|
1.17K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
75+ 0.56% |
$15.8K - $21.7K
|
13.4K
$3.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
75+ 0.52% |
$15.8K - $21.7K
|
14.5K
$4.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
75+ 6.71% |
$15.8K - $21.7K
|
1.19K
$346K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
75+ 0.74% |
$15.8K - $21.7K
|
10.2K
$2.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
73+ 4.68% |
$15.4K - $21.2K
|
1.63K
$474K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
73+ 7.51% |
$15.4K - $21.2K
|
1.05K
$303K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
73+ 0.65% |
$15.4K - $21.2K
|
11.2K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
72+ 0.41% |
$15.1K - $20.9K
|
17.5K
$5.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
72+ 4.2% |
$15.1K - $20.9K
|
1.79K
$518K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
71+ 2.09% |
$14.9K - $20.6K
|
3.48K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
70+ 1.18% |
$14.7K - $20.3K
|
6K
$1.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
69+ 1.27% |
$14.5K - $20K
|
5.52K
$1.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
68+ 6.11% |
$14.3K - $19.7K
|
1.18K
$342K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
68+ 1.07% |
$14.3K - $19.7K
|
6.43K
$1.86M
|