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 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.47K+ 5.07% |
$941K - $1.3M
|
92.7K
$28.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
4.47K+ 2.02% |
$940K - $1.3M
|
225K
$69.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
4.45K+ 1.6% |
$936K - $1.29M
|
282K
$86.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Cardinal Capital Management
|
BUY
|
- |
4.4K+ 7.95% |
$926K - $1.28M
|
59.8K
$18.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.4K+ 1.89% |
$925K - $1.27M
|
237K
$73M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4.36K+ 741.33% |
$917K - $1.26M
|
4.95K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.36K+ 80.78% |
$916K - $1.26M
|
9.75K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.33K+ 7.41% |
$911K - $1.26M
|
62.9K
$19.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.3KNew |
$904K - $1.25M
|
4.3K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
4.3K+ 3.38% |
$903K - $1.25M
|
132K
$40.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.29K+ 212.7% |
$901K - $1.24M
|
6.3K
$1.94M
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
4.27K+ 8.95% |
$897K - $1.24M
|
51.9K
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4.22K+ 2.41% |
$888K - $1.22M
|
179K
$55.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.21K+ 2.11% |
$885K - $1.22M
|
204K
$62.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.21K+ 4.55% |
$885K - $1.22M
|
96.7K
$29.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
4.13K+ 273.46% |
$869K - $1.2M
|
5.64K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
4.11K+ 4.07% |
$865K - $1.19M
|
105K
$32.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
4.04K+ 2.02% |
$849K - $1.17M
|
204K
$62.6M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.03K+ 1.08% |
$846K - $1.17M
|
378K
$116M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.02K+ 3.57% |
$845K - $1.16M
|
117K
$35.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.01K+ 3.19% |
$842K - $1.16M
|
129K
$39.8M
|
|
|
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
$6.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 6.24% |
$837K - $1.15M
|
67.8K
$20.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
3.97K+ 5.77% |
$834K - $1.15M
|
72.7K
$22.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.95K+ 13.64% |
$830K - $1.14M
|
32.9K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
3.95K+ 423.28% |
$830K - $1.14M
|
4.88K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.93K+ 26.66% |
$825K - $1.14M
|
18.6K
$5.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.91KNew |
$822K - $1.13M
|
3.91K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
3.91K+ 2.36% |
$822K - $1.13M
|
169K
$52.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
3.88K+ 62.4% |
$817K - $1.13M
|
10.1K
$3.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3.88K+ 2.51% |
$816K - $1.13M
|
159K
$48.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.85K+ 11.4% |
$810K - $1.12M
|
37.6K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.82K+ 22.63% |
$803K - $1.11M
|
20.7K
$6.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.8K+ 16.25% |
$798K - $1.1M
|
27.2K
$8.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.78K+ 14.8% |
$795K - $1.1M
|
29.3K
$9.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.76K+ 2.22% |
$791K - $1.09M
|
173K
$53.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
3.76K+ 28.71% |
$791K - $1.09M
|
16.9K
$5.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.75K+ 10.74% |
$788K - $1.09M
|
38.6K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
3.73KNew |
$785K - $1.08M
|
3.73K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.73K+ 5.94% |
$783K - $1.08M
|
66.4K
$20.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.72K+ 46.31% |
$782K - $1.08M
|
11.8K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
3.72K+ 172.42% |
$782K - $1.08M
|
5.88K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
3.72K+ 3.2% |
$781K - $1.08M
|
120K
$36.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.71K+ 1.05% |
$780K - $1.07M
|
356K
$109M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
3.69K+ 3.26% |
$777K - $1.07M
|
117K
$36M
|
|
|
Jul 22, 2025
Q2 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
3.69KNew |
$776K - $1.07M
|
3.69K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.69KNew |
$776K - $1.07M
|
3.69K
$1.13M
|
|
|
Jul 25, 2025
Q2 2025
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
3.68K+ 527.83% |
$774K - $1.07M
|
4.38K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.66K+ 1.68% |
$770K - $1.06M
|
222K
$68.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.66K+ 0.86% |
$769K - $1.06M
|
431K
$133M
|