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 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.22K+ 7.77% |
$468K - $645K
|
30.8K
$9.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.22K+ 7.26% |
$468K - $645K
|
32.8K
$10.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.22K+ 5.83% |
$466K - $642K
|
40.2K
$12.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.21K+ 14.4% |
$465K - $641K
|
17.6K
$5.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.21K+ 3.95% |
$464K - $640K
|
58.1K
$17.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.2K+ 12.76% |
$463K - $638K
|
19.5K
$5.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
2.19KNew |
$461K - $635K
|
2.19K
$674K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.18K+ 16.41% |
$458K - $632K
|
15.5K
$4.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
2.18K+ 20.01% |
$458K - $631K
|
13.1K
$4.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
2.17KNew |
$457K - $630K
|
2.17K
$668K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.17K+ 11.41% |
$456K - $629K
|
21.2K
$6.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
2.16K+ 1.1% |
$455K - $627K
|
199K
$61.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
2.16KNew |
$453K - $625K
|
2.16K
$663K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.15KNew |
$453K - $624K
|
2.15K
$662K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.14K+ 49.76% |
$450K - $621K
|
6.45K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.14K+ 6.56% |
$449K - $619K
|
34.7K
$10.7M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.13K+ 13.58% |
$448K - $618K
|
17.8K
$5.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.12K+ 15.7% |
$446K - $615K
|
15.6K
$4.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.12K+ 37.84% |
$445K - $613K
|
7.71K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2.11K+ 90.44% |
$443K - $611K
|
4.44K
$1.37M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
2.11KNew |
$443K - $611K
|
2.11K
$648K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.11K+ 19.0% |
$443K - $610K
|
13.2K
$4.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Freemont Management S.A.
|
BUY
|
- |
2.1K+ 30.43% |
$442K - $609K
|
9K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.09K+ 12.46% |
$440K - $606K
|
18.9K
$5.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
2.09KNew |
$440K - $606K
|
2.09K
$643K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.07K+ 1.59% |
$435K - $600K
|
132K
$40.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.06KNew |
$434K - $598K
|
2.06K
$634K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.06K+ 4.07% |
$433K - $597K
|
52.7K
$16.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.06K+ 0.17% |
$433K - $597K
|
1.22M
$376M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.05K+ 13.75% |
$432K - $595K
|
17K
$5.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.05K+ 100.24% |
$431K - $595K
|
4.1K
$1.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.05K+ 2.65% |
$431K - $595K
|
79.4K
$24.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
2.04K+ 10.86% |
$428K - $590K
|
20.8K
$6.39M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2.03K+ 3.86% |
$427K - $589K
|
54.7K
$16.8M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.02K+ 110.8% |
$425K - $586K
|
3.85K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
2.02KNew |
$425K - $586K
|
2.02K
$622K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.02KNew |
$425K - $586K
|
2.02K
$622K
|
|
|
Aug 05, 2025
Q2 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.02KNew |
$424K - $584K
|
2.02K
$620K
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
2.01KNew |
$423K - $583K
|
2.01K
$619K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2K+ 3.75% |
$421K - $581K
|
55.4K
$17M
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2K+ 111.11% |
$421K - $580K
|
3.8K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Brooktree Capital Management
|
BUY
|
- |
2KNew |
$421K - $580K
|
2K
$615K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
PUT |
2KNew |
$421K - $580K
|
2K
$615K
|
|
|
Jul 18, 2025
Q2 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2K+ 200.0% |
$421K - $580K
|
3K
$923K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.99K+ 39.03% |
$418K - $576K
|
7.08K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.96K+ 24.29% |
$412K - $569K
|
10K
$3.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.96K+ 4.67% |
$412K - $568K
|
44K
$13.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.96K+ 56.58% |
$412K - $567K
|
5.42K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
1.94K+ 11.39% |
$408K - $563K
|
19K
$5.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.94K+ 1.56% |
$407K - $561K
|
126K
$38.8M
|