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
|
New Square Capital LLC
|
BUY
|
- |
3.62K+ 4.21% |
$761K - $1.05M
|
89.5K
$27.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.62K+ 13.46% |
$761K - $1.05M
|
30.5K
$9.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
3.62K+ 3.58% |
$760K - $1.05M
|
105K
$32.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
3.6KNew |
$757K - $1.04M
|
3.6K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.52K+ 2.46% |
$739K - $1.02M
|
146K
$45M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.48K+ 6.23% |
$731K - $1.01M
|
59.2K
$18.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.46K+ 3.31% |
$728K - $1M
|
108K
$33.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
3.43KNew |
$722K - $995K
|
3.43K
$1.06M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.42K+ 57.91% |
$719K - $991K
|
9.32K
$2.87M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.42K+ 1.78% |
$718K - $990K
|
195K
$60.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.4K+ 4.86% |
$714K - $985K
|
73.3K
$22.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.38K+ 12.15% |
$711K - $981K
|
31.2K
$9.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
3.37KNew |
$708K - $977K
|
3.37K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
3.35K+ 2.42% |
$703K - $970K
|
142K
$43.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.33K+ 1.05% |
$701K - $966K
|
319K
$98.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
3.32KNew |
$698K - $963K
|
3.32K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.26K+ 32.97% |
$686K - $945K
|
13.1K
$4.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Crystal Rock Capital Management
|
BUY
|
- |
3.25K+ 12.66% |
$683K - $942K
|
28.9K
$8.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.18K+ 42.91% |
$668K - $921K
|
10.6K
$3.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.17K+ 6.35% |
$666K - $918K
|
53K
$16.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.14K+ 13.98% |
$661K - $911K
|
25.6K
$7.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.14K+ 11.26% |
$659K - $909K
|
31K
$9.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.13K+ 18.99% |
$659K - $908K
|
19.6K
$6.04M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.13K+ 4.91% |
$658K - $907K
|
66.9K
$20.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.12K+ 2.39% |
$657K - $905K
|
134K
$41.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.11K+ 11.55% |
$653K - $900K
|
30K
$9.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
3.1K+ 15.2% |
$652K - $899K
|
23.5K
$7.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.1K+ 31.16% |
$652K - $899K
|
13.1K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.1K+ 3.47% |
$651K - $897K
|
92.2K
$28.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.08K+ 5.88% |
$648K - $893K
|
55.5K
$17.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.05K+ 2.32% |
$642K - $885K
|
135K
$41.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.05K+ 12.88% |
$641K - $884K
|
26.7K
$8.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.02K+ 4.94% |
$634K - $874K
|
64.1K
$19.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.94KNew |
$619K - $853K
|
2.94K
$905K
|
|
|
Aug 14, 2025
Q2 2025
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.92K+ 10.18% |
$614K - $846K
|
31.6K
$9.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.91K+ 3.89% |
$611K - $842K
|
77.6K
$23.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.9K+ 10.21% |
$610K - $841K
|
31.3K
$9.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
2.9K+ 29.02% |
$609K - $840K
|
12.9K
$3.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.87K+ 6.51% |
$603K - $831K
|
46.9K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.84KNew |
$597K - $823K
|
2.84K
$873K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.83K+ 4.77% |
$596K - $821K
|
62.2K
$19.1M
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
2.83KNew |
$595K - $821K
|
2.83K
$871K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
2.83KNew |
$594K - $819K
|
2.83K
$869K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.81K+ 9.51% |
$590K - $814K
|
32.3K
$9.94M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.8KNew |
$589K - $811K
|
2.8K
$861K
|
|
|
Jul 14, 2025
Q2 2025
|
Iron Oak Wealth Llc.
Cedar Park, TX |
BUY
|
- |
2.79K+ 82.57% |
$587K - $809K
|
6.17K
$1.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.77K+ 2.33% |
$583K - $804K
|
122K
$37.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.77K+ 7.65% |
$582K - $803K
|
39K
$12M
|
|
|
Aug 12, 2025
Q2 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
2.75KNew |
$578K - $797K
|
2.75K
$845K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.74K+ 5.2% |
$577K - $795K
|
55.4K
$17M
|