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 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.46K+ 49.07% |
$517K - $712K
|
7.46K
$2.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.43K+ 11.06% |
$511K - $705K
|
24.4K
$7.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
2.25KNew |
$472K - $651K
|
2.25K
$649K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
2.22K+ 5.83% |
$466K - $642K
|
40.2K
$11.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.17K+ 11.41% |
$456K - $629K
|
21.2K
$6.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.14K+ 6.56% |
$449K - $619K
|
34.7K
$10M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.11K+ 19.0% |
$443K - $610K
|
13.2K
$3.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.07K+ 1.59% |
$435K - $600K
|
132K
$38.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
BUY
|
- |
2.04K+ 10.86% |
$428K - $590K
|
20.8K
$6M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
2.02KNew |
$425K - $586K
|
2.02K
$583K
|
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
2K+ 3.75% |
$421K - $581K
|
55.4K
$16M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.96K+ 56.58% |
$412K - $567K
|
5.42K
$1.56M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
1.88KNew |
$395K - $544K
|
1.88K
$542K
|
|
|
Jul 10, 2025
Q2 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.81K+ 3.78% |
$380K - $523K
|
49.5K
$14.3M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.78K+ 1.75% |
$373K - $515K
|
103K
$29.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1.71K+ 3.18% |
$359K - $495K
|
55.3K
$16M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.66K+ 12.29% |
$349K - $481K
|
15.2K
$4.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.63K+ 74.18% |
$343K - $473K
|
3.83K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.61K+ 1.69% |
$339K - $468K
|
97.1K
$28M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.58K+ 4.69% |
$332K - $457K
|
35.2K
$10.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.55KNew |
$326K - $449K
|
1.55K
$447K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.55K+ 3.64% |
$326K - $449K
|
44K
$12.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.54K+ 6.77% |
$324K - $447K
|
24.3K
$7.03M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.53K+ 7.73% |
$323K - $445K
|
21.4K
$6.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 45.41% |
$317K - $437K
|
4.83K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 5.94% |
$315K - $434K
|
26.7K
$7.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.46K+ 19.34% |
$308K - $424K
|
9.03K
$2.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1.43KNew |
$300K - $414K
|
1.43K
$413K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.43K+ 7.07% |
$300K - $414K
|
21.6K
$6.24M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.42K+ 20.59% |
$298K - $411K
|
8.31K
$2.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.41K+ 2.09% |
$295K - $407K
|
68.6K
$19.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.4K+ 4.73% |
$294K - $406K
|
31K
$8.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.35K+ 2.79% |
$284K - $391K
|
49.7K
$14.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.32K+ 2.34% |
$277K - $382K
|
57.6K
$16.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.31K+ 69.41% |
$275K - $379K
|
3.19K
$921K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.29K+ 32.19% |
$272K - $375K
|
5.31K
$1.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.26K+ 28.6% |
$265K - $365K
|
5.66K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.22K+ 2.65% |
$257K - $355K
|
47.3K
$13.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.22K+ 4.96% |
$257K - $354K
|
25.8K
$7.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.21K+ 4.62% |
$255K - $351K
|
27.4K
$7.92M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
1.2K+ 120.0% |
$252K - $348K
|
2.2K
$635K
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.19K+ 13.25% |
$249K - $344K
|
10.1K
$2.93M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.17K+ 0.54% |
$247K - $340K
|
220K
$63.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1.15K+ 15.09% |
$241K - $332K
|
8.73K
$2.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
1.14K+ 22.71% |
$240K - $330K
|
6.15K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.11K+ 45.03% |
$232K - $320K
|
3.56K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
1.07KNew |
$226K - $311K
|
1.07K
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.03K+ 95.55% |
$217K - $299K
|
2.11K
$609K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.03KNew |
$217K - $299K
|
1.03K
$297K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.01K+ 3.24% |
$212K - $293K
|
32.1K
$9.28M
|