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
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
66+ 1.28% |
$13.9K - $19.1K
|
5.24K
$1.52M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
65+ 0.63% |
$13.7K - $18.8K
|
10.4K
$3.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
64+ 7.06% |
$13.5K - $18.6K
|
970
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
63+ 4.69% |
$13.2K - $18.3K
|
1.41K
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
63+ 6.93% |
$13.2K - $18.3K
|
972
$282K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
61+ 3.9% |
$12.8K - $17.7K
|
1.63K
$471K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
61+ 0.44% |
$12.8K - $17.7K
|
14K
$4.07M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
61+ 0.92% |
$12.8K - $17.7K
|
6.68K
$1.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
59+ 1.2% |
$12.4K - $17.1K
|
4.99K
$1.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
57+ 0.2% |
$12K - $16.5K
|
28.8K
$8.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
57+ 3.11% |
$12K - $16.5K
|
1.89K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
56+ 2.35% |
$11.8K - $16.2K
|
2.44K
$707K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
56+ 4.06% |
$11.8K - $16.2K
|
1.44K
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
55+ 1.18% |
$11.6K - $15.9K
|
4.73K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
54+ 0.45% |
$11.4K - $15.7K
|
12.1K
$3.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
54New |
$11.4K - $15.7K
|
54
$15.7K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
53+ 0.2% |
$11.1K - $15.4K
|
26.8K
$7.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
53+ 0.57% |
$11.1K - $15.4K
|
9.37K
$2.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
52+ 0.46% |
$10.9K - $15.1K
|
11.3K
$3.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
49+ 0.17% |
$10.3K - $14.2K
|
28.7K
$8.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
BUY
|
- |
48+ 0.63% |
$10.1K - $13.9K
|
7.64K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
48+ 0.91% |
$10.1K - $13.9K
|
5.34K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
48+ 0.24% |
$10.1K - $13.9K
|
20.2K
$5.84M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
48+ 0.81% |
$10.1K - $13.9K
|
5.99K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
46+ 18.62% |
$9.67K - $13.3K
|
293
$84.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
46+ 1.02% |
$9.67K - $13.3K
|
4.54K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
45+ 0.3% |
$9.46K - $13K
|
15.1K
$4.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
45+ 2.29% |
$9.46K - $13K
|
2.01K
$582K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
44+ 0.65% |
$9.25K - $12.8K
|
6.8K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
43+ 1.46% |
$9.04K - $12.5K
|
2.98K
$864K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
43+ 0.14% |
$9.04K - $12.5K
|
31.3K
$9.06M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
42+ 3.93% |
$8.83K - $12.2K
|
1.11K
$322K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
41+ 1.98% |
$8.62K - $11.9K
|
2.11K
$611K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
40+ 1.67% |
$8.41K - $11.6K
|
2.44K
$706K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
38+ 1.46% |
$7.99K - $11K
|
2.64K
$766K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
37+ 0.44% |
$7.78K - $10.7K
|
8.42K
$2.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Jvl Associates LLC
|
BUY
|
- |
36+ 1.75% |
$7.57K - $10.4K
|
2.09K
$607K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
36+ 0.94% |
$7.57K - $10.4K
|
3.85K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
34+ 0.7% |
$7.15K - $9.86K
|
4.9K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
33+ 32.35% |
$6.94K - $9.57K
|
135
$39.1K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
31+ 0.97% |
$6.52K - $8.99K
|
3.22K
$932K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
29+ 0.55% |
$6.1K - $8.41K
|
5.31K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
28+ 2.75% |
$5.89K - $8.12K
|
1.05K
$304K
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
BUY
|
- |
27+ 0.09% |
$5.68K - $7.83K
|
29.3K
$8.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
27+ 0.14% |
$5.68K - $7.83K
|
19.5K
$5.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
26+ 1.28% |
$5.47K - $7.54K
|
2.06K
$596K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
25+ 2.01% |
$5.26K - $7.25K
|
1.27K
$368K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
25+ 0.11% |
$5.26K - $7.25K
|
23.6K
$6.85M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
24+ 2.25% |
$5.05K - $6.96K
|
1.09K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
23+ 0.56% |
$4.84K - $6.67K
|
4.1K
$1.19M
|