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
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
72.9M+ 609867.44% |
$15.3B - $21.1B
|
72.9M
$21B
|
|
|
Jul 10, 2025
Q2 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
522K+ 12.79% |
$110M - $151M
|
4.61M
$1.33B
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
253K+ 14.23% |
$53.2M - $73.3M
|
2.03M
$586M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
158KNew |
$33.1M - $45.7M
|
158K
$45.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
152K+ 330.13% |
$32M - $44.2M
|
198K
$57.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Alecta Tjanstepension Omsesidigt
|
BUY
|
- |
107K+ 9.42% |
$22.5M - $31M
|
1.24M
$359M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
84K+ 3.85% |
$17.7M - $24.4M
|
2.27M
$655M
|
|
|
Jul 15, 2025
Q2 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
54K+ 751.46% |
$11.3M - $15.6M
|
61.2K
$17.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarasin & Partners LLP
|
BUY
|
- |
50.7K+ 4.72% |
$10.7M - $14.7M
|
1.13M
$325M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
37.1K+ 5.77% |
$7.8M - $10.8M
|
679K
$196M
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
30.9K+ 50.08% |
$6.5M - $8.96M
|
92.6K
$26.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.1K+ 53.67% |
$5.92M - $8.16M
|
80.6K
$23.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
27.1K+ 3.92% |
$5.7M - $7.86M
|
719K
$208M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
24.6K+ 217.73% |
$5.16M - $7.12M
|
35.8K
$10.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
20.1KNew |
$4.23M - $5.83M
|
20.1K
$5.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
14.9KNew |
$3.14M - $4.33M
|
14.9K
$4.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
14K+ 27.07% |
$2.94M - $4.05M
|
65.6K
$18.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
13K+ 2.48% |
$2.72M - $3.76M
|
536K
$155M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.5K+ 11.93% |
$2.41M - $3.32M
|
107K
$31M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
11.2K+ 3.69% |
$2.35M - $3.24M
|
314K
$90.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
10.9K+ 1.08% |
$2.29M - $3.16M
|
1.02M
$294M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
10.8K+ 155.66% |
$2.27M - $3.12M
|
17.7K
$5.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
9.59K+ 75.52% |
$2.02M - $2.78M
|
22.3K
$6.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
8.9KNew |
$1.87M - $2.58M
|
8.9K
$2.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
7.08K+ 156.5% |
$1.49M - $2.05M
|
11.6K
$3.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
6.56K+ 2.88% |
$1.38M - $1.9M
|
234K
$67.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
6KNew |
$1.26M - $1.74M
|
6K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.93K+ 29.94% |
$1.25M - $1.72M
|
25.7K
$7.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
5.7KNew |
$1.2M - $1.65M
|
5.7K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.43K+ 81.13% |
$1.14M - $1.57M
|
12.1K
$3.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.23K+ 224.29% |
$1.1M - $1.52M
|
7.56K
$2.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
5.07K+ 6.83% |
$1.07M - $1.47M
|
79.3K
$22.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
5K+ 6.92% |
$1.05M - $1.45M
|
77.2K
$22.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.94K+ 49.72% |
$1.04M - $1.43M
|
14.9K
$4.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.63K+ 187.64% |
$973K - $1.34M
|
7.1K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
4.4K+ 7.95% |
$926K - $1.28M
|
59.8K
$17.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.21K+ 4.55% |
$885K - $1.22M
|
96.7K
$27.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 3.57% |
$845K - $1.16M
|
117K
$33.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
3.99K+ 24.15% |
$840K - $1.16M
|
20.5K
$5.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.52K+ 2.46% |
$739K - $1.02M
|
146K
$42.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
3.37KNew |
$708K - $977K
|
3.37K
$973K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.18K+ 42.91% |
$668K - $921K
|
10.6K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.14K+ 11.26% |
$659K - $909K
|
31K
$8.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.94KNew |
$619K - $853K
|
2.94K
$850K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.79K+ 82.57% |
$587K - $809K
|
6.17K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.77K+ 2.33% |
$583K - $804K
|
122K
$35.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.74K+ 5.2% |
$577K - $795K
|
55.4K
$16M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
2.64K+ 6.63% |
$555K - $765K
|
42.4K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.55K+ 65.38% |
$536K - $740K
|
6.45K
$1.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.5K+ 41.14% |
$525K - $724K
|
8.56K
$2.47M
|