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 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.92K+ 3.91% |
$403K - $555K
|
50.9K
$15.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.91K+ 8.88% |
$401K - $553K
|
23.4K
$7.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.9K+ 23.53% |
$400K - $551K
|
9.98K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
1.9KNew |
$400K - $551K
|
1.9K
$584K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.9KNew |
$399K - $550K
|
1.9K
$583K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
1.9K+ 16.94% |
$398K - $549K
|
13.1K
$4.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.89K+ 11.01% |
$397K - $547K
|
19K
$5.85M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.88KNew |
$395K - $544K
|
1.88K
$577K
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
BUY
|
- |
1.88K+ 0.73% |
$394K - $544K
|
259K
$79.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.87K+ 182.36% |
$393K - $542K
|
2.9K
$891K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
1.86K+ 1.19% |
$392K - $540K
|
159K
$48.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
1.85K+ 4.6% |
$389K - $536K
|
42.1K
$13M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1.84KNew |
$387K - $534K
|
1.84K
$567K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.84K+ 1.97% |
$386K - $533K
|
94.9K
$29.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.83K+ 42.29% |
$384K - $530K
|
6.15K
$1.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.83K+ 12.85% |
$384K - $530K
|
16K
$4.93M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.81K+ 13.07% |
$381K - $525K
|
15.7K
$4.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.81K+ 3.78% |
$380K - $523K
|
49.5K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.8K+ 0.69% |
$379K - $522K
|
263K
$80.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.8K+ 5.58% |
$378K - $521K
|
34K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.78K+ 0.58% |
$374K - $516K
|
310K
$95.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.78K+ 33.35% |
$373K - $515K
|
7.1K
$2.18M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.78K+ 1.75% |
$373K - $515K
|
103K
$31.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.75K+ 3.27% |
$368K - $508K
|
55.4K
$17M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.75K+ 85.57% |
$368K - $507K
|
3.8K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.73K+ 22.15% |
$365K - $503K
|
9.56K
$2.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.72K+ 12.36% |
$362K - $499K
|
15.6K
$4.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.71K+ 13.68% |
$360K - $496K
|
14.2K
$4.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.71K+ 3.18% |
$359K - $495K
|
55.3K
$17M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.69K+ 19.65% |
$356K - $491K
|
10.3K
$3.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.69K+ 2.31% |
$356K - $490K
|
74.9K
$23M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.69K+ 43.68% |
$355K - $490K
|
5.56K
$1.71M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.68K+ 64.82% |
$354K - $488K
|
4.28K
$1.32M
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.68K+ 18.07% |
$353K - $486K
|
11K
$3.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.68K+ 3.8% |
$352K - $486K
|
45.8K
$14.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.66K+ 2.07% |
$349K - $482K
|
82K
$25.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
1.66K+ 54.62% |
$349K - $482K
|
4.7K
$1.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.66K+ 12.29% |
$349K - $481K
|
15.2K
$4.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.64K+ 52.71% |
$345K - $476K
|
4.75K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.64K+ 9.18% |
$344K - $475K
|
19.5K
$5.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.63K+ 74.18% |
$343K - $473K
|
3.83K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.63KNew |
$343K - $473K
|
1.63K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
1.62KNew |
$341K - $470K
|
1.62K
$499K
|
|
|
Jul 22, 2025
Q2 2025
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.62K+ 1.02% |
$340K - $468K
|
160K
$49.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.61K+ 1.69% |
$339K - $468K
|
97.1K
$29.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.61K+ 3.34% |
$339K - $467K
|
49.8K
$15.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.6K+ 4.73% |
$337K - $465K
|
35.5K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
1.6KNew |
$336K - $464K
|
1.6K
$492K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.6K+ 18.5% |
$336K - $463K
|
10.2K
$3.14M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.6K+ 4.98% |
$336K - $463K
|
33.7K
$10.3M
|