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 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
994+ 63.68% |
$209K - $288K
|
2.56K
$786K
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
993+ 15.01% |
$209K - $288K
|
7.61K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
990+ 30.22% |
$208K - $287K
|
4.27K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
987+ 17.71% |
$208K - $286K
|
6.56K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
985+ 3.01% |
$207K - $286K
|
33.7K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
985+ 0.35% |
$207K - $286K
|
279K
$85.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
980+ 10.48% |
$206K - $284K
|
10.3K
$3.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
977+ 23.61% |
$205K - $283K
|
5.12K
$1.57M
|
|
|
Aug 27, 2025
Q2 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
971New |
$204K - $282K
|
971
$299K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
970+ 18.43% |
$204K - $281K
|
6.23K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
968+ 0.26% |
$204K - $281K
|
378K
$116M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
968+ 44.16% |
$204K - $281K
|
3.16K
$972K
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
967+ 2.45% |
$203K - $280K
|
40.5K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
964+ 3.44% |
$203K - $279K
|
29K
$8.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
963New |
$202K - $279K
|
963
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
963+ 4.45% |
$202K - $279K
|
22.6K
$6.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
952New |
$200K - $276K
|
952
$293K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
952New |
$200K - $276K
|
952
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
951+ 3.67% |
$200K - $276K
|
26.9K
$8.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
950+ 64.85% |
$200K - $275K
|
2.42K
$743K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
950+ 8.72% |
$200K - $275K
|
11.8K
$3.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
949+ 111.78% |
$200K - $275K
|
1.8K
$553K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
946+ 1.81% |
$199K - $274K
|
53.3K
$16.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
946+ 14.38% |
$199K - $274K
|
7.53K
$2.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
945New |
$199K - $274K
|
945
$291K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
944+ 46.27% |
$199K - $274K
|
2.98K
$918K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
944+ 49.14% |
$199K - $274K
|
2.87K
$881K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
935+ 9.31% |
$197K - $271K
|
11K
$3.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
931New |
$196K - $270K
|
931
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
929+ 4.01% |
$195K - $269K
|
24.1K
$7.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
BUY
|
- |
928+ 9.24% |
$195K - $269K
|
11K
$3.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
927+ 1.8% |
$195K - $269K
|
52.5K
$16.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
925New |
$195K - $268K
|
925
$284K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
922+ 0.84% |
$194K - $267K
|
111K
$34.2M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
921New |
$194K - $267K
|
921
$283K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
921New |
$194K - $267K
|
921
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
916+ 18.74% |
$193K - $266K
|
5.8K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
909+ 5.17% |
$191K - $264K
|
18.5K
$5.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Rochester Wealth Strategies, LLC
Rochester, MI |
BUY
|
- |
909New |
$191K - $264K
|
909
$280K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
908+ 2.5% |
$191K - $263K
|
37.3K
$11.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
907+ 13.36% |
$191K - $263K
|
7.7K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
907+ 8.31% |
$191K - $263K
|
11.8K
$3.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
906+ 11.62% |
$191K - $263K
|
8.7K
$2.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
902+ 3.0% |
$190K - $261K
|
31K
$9.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
902New |
$190K - $261K
|
902
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
900+ 1.55% |
$189K - $261K
|
58.9K
$18.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Leeward Financial Partners, LLC
|
BUY
|
- |
899+ 97.72% |
$189K - $261K
|
1.82K
$559K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
892+ 7.3% |
$188K - $259K
|
13.1K
$4.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
891+ 5.16% |
$187K - $258K
|
18.2K
$5.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
891+ 0.09% |
$187K - $258K
|
1M
$308M
|