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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
5.61K+ 2.57% |
$1.18M - $1.63M
|
224K
$69M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
5.56K+ 3.43% |
$1.17M - $1.61M
|
168K
$51.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.51K+ 162.5% |
$1.16M - $1.6M
|
8.9K
$2.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
5.5KNew |
$1.16M - $1.59M
|
5.5K
$1.69M
|
|
|
Aug 11, 2025
Q2 2025
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
5.48KNew |
$1.15M - $1.59M
|
5.48K
$1.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.47K+ 4.6% |
$1.15M - $1.59M
|
124K
$38.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.43K+ 1.63% |
$1.14M - $1.58M
|
338K
$104M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.43K+ 81.13% |
$1.14M - $1.57M
|
12.1K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.4K+ 6.69% |
$1.14M - $1.57M
|
86.2K
$26.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.38K+ 23.54% |
$1.13M - $1.56M
|
28.2K
$8.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
5.35KNew |
$1.13M - $1.55M
|
5.35K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
5.35K+ 105.5% |
$1.12M - $1.55M
|
10.4K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.31K+ 7.59% |
$1.12M - $1.54M
|
75.3K
$23.2M
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
5.27K+ 53.37% |
$1.11M - $1.53M
|
15.2K
$4.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.26K+ 1.48% |
$1.11M - $1.53M
|
362K
$111M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.25K+ 1.62% |
$1.1M - $1.52M
|
329K
$101M
|
|
|
Aug 14, 2025
Q2 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
5.23K+ 0.66% |
$1.1M - $1.52M
|
792K
$244M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
5.23K+ 224.29% |
$1.1M - $1.52M
|
7.56K
$2.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.15K+ 15.88% |
$1.08M - $1.49M
|
37.6K
$11.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
5.15K+ 202.64% |
$1.08M - $1.49M
|
7.69K
$2.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.15K+ 2.29% |
$1.08M - $1.49M
|
230K
$70.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.09KNew |
$1.07M - $1.48M
|
5.09K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
5.07K+ 6.83% |
$1.07M - $1.47M
|
79.3K
$24.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.03K+ 4.12% |
$1.06M - $1.46M
|
127K
$39.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
CALL |
5KNew |
$1.05M - $1.45M
|
5K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5K+ 20.0% |
$1.05M - $1.45M
|
30K
$9.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
5K+ 6.92% |
$1.05M - $1.45M
|
77.2K
$23.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.94K+ 34.31% |
$1.04M - $1.43M
|
19.3K
$5.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.94K+ 49.72% |
$1.04M - $1.43M
|
14.9K
$4.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.93KNew |
$1.04M - $1.43M
|
4.93K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.93K+ 17.23% |
$1.04M - $1.43M
|
33.5K
$10.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
4.92K+ 2.64% |
$1.03M - $1.43M
|
191K
$58.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.86K+ 11.43% |
$1.02M - $1.41M
|
47.4K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.83K+ 6.05% |
$1.02M - $1.4M
|
84.7K
$26M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.81K+ 20.47% |
$1.01M - $1.4M
|
28.3K
$8.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.77K+ 1.25% |
$1M - $1.38M
|
386K
$119M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.75K+ 15.04% |
$999K - $1.38M
|
36.3K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
4.72K+ 10.09% |
$992K - $1.37M
|
51.5K
$15.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
4.68K+ 46.91% |
$985K - $1.36M
|
14.7K
$4.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.63K+ 187.64% |
$973K - $1.34M
|
7.1K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.62K+ 1.72% |
$971K - $1.34M
|
273K
$83.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.62K+ 93.48% |
$971K - $1.34M
|
9.55K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.59K+ 0.35% |
$965K - $1.33M
|
1.3M
$399M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.56K+ 41.81% |
$959K - $1.32M
|
15.5K
$4.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
4.54K+ 7.88% |
$956K - $1.32M
|
62.2K
$19.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
4.53K+ 5.32% |
$952K - $1.31M
|
89.6K
$27.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
4.52K+ 64.31% |
$950K - $1.31M
|
11.5K
$3.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.5K+ 66.42% |
$947K - $1.31M
|
11.3K
$3.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
4.5K+ 4.5% |
$946K - $1.3M
|
104K
$32.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.49K+ 4.69% |
$944K - $1.3M
|
100K
$30.8M
|