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 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.73K+ 38.35% |
$574K - $792K
|
9.85K
$3.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.73K+ 2.98% |
$574K - $791K
|
94.1K
$29.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.72K+ 4.99% |
$573K - $790K
|
57.3K
$18.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.72K+ 8.34% |
$572K - $788K
|
35.3K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Roberts Capital Advisors, LLC
Denver, CO |
BUY
|
- |
2.69K+ 47.38% |
$565K - $779K
|
8.36K
$2.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.68K+ 4.18% |
$564K - $778K
|
66.8K
$21.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.67K+ 3.51% |
$561K - $773K
|
78.8K
$24.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.66K+ 9.08% |
$560K - $772K
|
32K
$10.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.66K+ 60.91% |
$559K - $771K
|
7.02K
$2.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.64K+ 250.43% |
$556K - $766K
|
3.7K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
2.64K+ 6.63% |
$555K - $765K
|
42.4K
$13.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
2.63K+ 23.34% |
$552K - $761K
|
13.9K
$4.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.62K+ 24.65% |
$552K - $760K
|
13.3K
$4.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.57K+ 38.04% |
$540K - $744K
|
9.31K
$2.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.57K+ 0.74% |
$539K - $744K
|
349K
$110M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.55K+ 65.38% |
$536K - $740K
|
6.45K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.54K+ 1.25% |
$534K - $737K
|
206K
$65M
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
2.5K+ 20.0% |
$526K - $725K
|
15K
$4.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.5K+ 41.14% |
$525K - $724K
|
8.56K
$2.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.48K+ 98.57% |
$522K - $720K
|
5K
$1.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.46K+ 49.07% |
$517K - $712K
|
7.46K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
2.45K+ 5.25% |
$516K - $711K
|
49.1K
$15.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
2.45K+ 44.12% |
$515K - $710K
|
8K
$2.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
2.45K+ 10.8% |
$514K - $709K
|
25.1K
$7.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.44KNew |
$513K - $708K
|
2.44K
$770K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.43K+ 2.87% |
$512K - $705K
|
87.1K
$27.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.43K+ 11.06% |
$511K - $705K
|
24.4K
$7.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.41K+ 12.11% |
$508K - $700K
|
22.4K
$7.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.41K+ 0.28% |
$506K - $698K
|
861K
$271M
|
|
|
Aug 14, 2025
Q2 2025
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
2.4K+ 18.18% |
$505K - $696K
|
15.6K
$4.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2.4K+ 140.55% |
$504K - $694K
|
4.1K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.39K+ 2.98% |
$502K - $693K
|
82.6K
$26M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.38K+ 8.89% |
$500K - $690K
|
29.1K
$9.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.37K+ 126.92% |
$498K - $686K
|
4.23K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
2.35K+ 23.99% |
$495K - $682K
|
12.2K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.35K+ 4.11% |
$494K - $682K
|
59.6K
$18.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.35K+ 30.07% |
$493K - $680K
|
10.1K
$3.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.34K+ 4.54% |
$493K - $679K
|
53.9K
$17M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.34K+ 53.21% |
$491K - $677K
|
6.73K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.32K+ 241.56% |
$488K - $672K
|
3.28K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.31K+ 82.59% |
$485K - $669K
|
5.1K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.28K+ 12.73% |
$480K - $662K
|
20.2K
$6.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.26KNew |
$476K - $656K
|
2.26K
$714K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.26K+ 6.22% |
$475K - $654K
|
38.5K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.25K+ 7.9% |
$473K - $652K
|
30.7K
$9.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.25KNew |
$472K - $651K
|
2.25K
$709K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.23K+ 69.92% |
$469K - $646K
|
5.42K
$1.71M
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.23K+ 9.32% |
$468K - $646K
|
26.1K
$8.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.22K+ 7.77% |
$468K - $645K
|
30.8K
$9.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.22K+ 7.26% |
$468K - $645K
|
32.8K
$10.4M
|