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 06, 2025
Q2 2025
|
Washington Trust Bank
|
BUY
|
- |
1.38K+ 1.4% |
$290K - $400K
|
99.7K
$30.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1.37K+ 14.73% |
$289K - $398K
|
10.7K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 2.27% |
$289K - $398K
|
61.9K
$19M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.37K+ 2.22% |
$287K - $396K
|
62.8K
$19.3M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.37K+ 11.07% |
$287K - $396K
|
13.7K
$4.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1.36K+ 12.69% |
$286K - $395K
|
12.1K
$3.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.36K+ 1.19% |
$286K - $394K
|
116K
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.36K+ 4.89% |
$285K - $393K
|
29.1K
$8.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.35K+ 135.26% |
$285K - $393K
|
2.36K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
1.35KNew |
$284K - $391K
|
1.35K
$415K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.35K+ 2.79% |
$284K - $391K
|
49.7K
$15.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.35KNew |
$283K - $391K
|
1.35K
$415K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.34K+ 5.94% |
$282K - $389K
|
24K
$7.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.34K+ 2.15% |
$282K - $389K
|
63.8K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.34K+ 2.53% |
$282K - $389K
|
54.3K
$16.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.34KNew |
$282K - $389K
|
1.34K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.33K+ 21.6% |
$281K - $387K
|
7.51K
$2.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.33K+ 5.1% |
$281K - $387K
|
27.5K
$8.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.33K+ 36.15% |
$280K - $386K
|
5.01K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
1.33K+ 34.22% |
$279K - $384K
|
5.2K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 4.84% |
$277K - $382K
|
28.5K
$8.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.32K+ 27.41% |
$277K - $382K
|
6.12K
$1.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.32K+ 2.34% |
$277K - $382K
|
57.6K
$17.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.32K+ 6.8% |
$277K - $381K
|
20.7K
$6.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.31K+ 4.27% |
$276K - $381K
|
32K
$9.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.31K+ 69.41% |
$275K - $379K
|
3.19K
$981K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
CALL |
1.3KNew |
$273K - $377K
|
1.3K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
1.3KNew |
$273K - $377K
|
1.3K
$400K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
BUY
|
- |
1.3K+ 22.49% |
$273K - $376K
|
7.06K
$2.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.29K+ 32.19% |
$272K - $375K
|
5.31K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.29K+ 3.84% |
$272K - $375K
|
35K
$10.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.29K+ 51.6% |
$271K - $374K
|
3.79K
$1.17M
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.26K+ 7.84% |
$265K - $366K
|
17.3K
$5.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.26K+ 28.6% |
$265K - $365K
|
5.66K
$1.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
1.26K+ 3.07% |
$264K - $364K
|
42.2K
$13M
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
1.24K+ 7.06% |
$261K - $359K
|
18.8K
$5.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.24K+ 2.88% |
$261K - $359K
|
44.3K
$13.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 3.57% |
$259K - $357K
|
35.8K
$11M
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.22K+ 1.5% |
$257K - $355K
|
83K
$25.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.22K+ 2.65% |
$257K - $355K
|
47.3K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.22K+ 4.96% |
$257K - $354K
|
25.8K
$7.94M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 6.05% |
$256K - $353K
|
21.3K
$6.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.21K+ 23.07% |
$255K - $352K
|
6.47K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
BUY
|
- |
1.21K+ 7.08% |
$255K - $352K
|
18.3K
$5.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Close Asset Management LTD
|
BUY
|
- |
1.21K+ 1.84% |
$255K - $351K
|
66.9K
$20.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.21K+ 4.62% |
$255K - $351K
|
27.4K
$8.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.21K+ 2.0% |
$253K - $349K
|
61.6K
$18.9M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.2K+ 0.04% |
$253K - $348K
|
3.39M
$1.04B
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
1.2KNew |
$253K - $348K
|
1.2K
$370K
|
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
1.2KNew |
$253K - $348K
|
1.2K
$369K
|