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 |
|---|---|---|---|---|---|---|---|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
1.58K+ 3.59% |
$332K - $458K
|
45.6K
$14M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.58K+ 4.69% |
$332K - $457K
|
35.2K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
1.58K+ 161.37% |
$331K - $457K
|
2.55K
$785K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.56K+ 15.71% |
$328K - $452K
|
11.5K
$3.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.55K+ 39.93% |
$326K - $450K
|
5.44K
$1.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.55K+ 0.78% |
$326K - $449K
|
200K
$61.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.55KNew |
$326K - $449K
|
1.55K
$477K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.55K+ 3.64% |
$326K - $449K
|
44K
$13.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 6.77% |
$324K - $447K
|
24.3K
$7.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.54K+ 51.75% |
$324K - $447K
|
4.52K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.54KNew |
$324K - $446K
|
1.54K
$474K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.53KNew |
$323K - $445K
|
1.53K
$472K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.53K+ 7.73% |
$323K - $445K
|
21.4K
$6.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.53K+ 33.54% |
$322K - $444K
|
6.1K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.53K+ 43.3% |
$322K - $443K
|
5.06K
$1.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.53K+ 4.38% |
$321K - $442K
|
36.4K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Qvr LLC
|
BUY
|
- |
1.52KNew |
$319K - $440K
|
1.52K
$467K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.52K+ 4.58% |
$319K - $440K
|
34.6K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
BUY
|
- |
1.52K+ 0.51% |
$319K - $439K
|
301K
$92.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.51K+ 24.21% |
$318K - $438K
|
7.76K
$2.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1.51K+ 9.21% |
$318K - $438K
|
17.9K
$5.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 45.41% |
$317K - $437K
|
4.83K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
1.5K+ 0.88% |
$315K - $435K
|
172K
$53M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 5.94% |
$315K - $434K
|
26.7K
$8.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.48K+ 9.08% |
$312K - $430K
|
17.8K
$5.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.47K+ 5.68% |
$310K - $427K
|
27.4K
$8.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
1.47K+ 19.14% |
$309K - $426K
|
9.16K
$2.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.46K+ 4.02% |
$308K - $424K
|
37.9K
$11.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.46K+ 19.34% |
$308K - $424K
|
9.03K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
1.46K+ 170.0% |
$307K - $424K
|
2.32K
$714K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.45K+ 4.22% |
$305K - $421K
|
35.9K
$11M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.45K+ 2.18% |
$305K - $421K
|
68.1K
$21M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.45K+ 3.69% |
$305K - $420K
|
40.7K
$12.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.45K+ 5.23% |
$304K - $420K
|
29.1K
$8.96M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.45K+ 8.08% |
$304K - $420K
|
19.4K
$5.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
1.44KNew |
$302K - $416K
|
1.44K
$441K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.43K+ 7.43% |
$302K - $416K
|
20.7K
$6.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.43K+ 10.84% |
$301K - $415K
|
14.6K
$4.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
1.43K+ 5.41% |
$300K - $414K
|
27.8K
$8.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1.43KNew |
$300K - $414K
|
1.43K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.43K+ 7.07% |
$300K - $414K
|
21.6K
$6.65M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.43K+ 1.88% |
$300K - $413K
|
77.1K
$23.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.42K+ 20.59% |
$298K - $411K
|
8.31K
$2.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
1.41K+ 12.88% |
$297K - $409K
|
12.4K
$3.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.41K+ 2.09% |
$295K - $407K
|
68.6K
$21.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.4K+ 0.57% |
$295K - $406K
|
248K
$76.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.4K+ 4.73% |
$294K - $406K
|
31K
$9.53M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
1.39K+ 5.23% |
$293K - $404K
|
28K
$8.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.39K+ 2.43% |
$292K - $403K
|
58.6K
$18M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
1.39K+ 0.49% |
$291K - $402K
|
286K
$87.8M
|