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 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
891+ 6.9% |
$187K - $258K
|
13.8K
$4.24M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
890+ 10.79% |
$187K - $258K
|
9.14K
$2.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
885+ 0.71% |
$186K - $257K
|
125K
$38.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
883+ 31.82% |
$186K - $256K
|
3.66K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
882New |
$185K - $256K
|
882
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
878+ 2.65% |
$185K - $255K
|
34K
$10.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
876+ 5.09% |
$184K - $254K
|
18.1K
$5.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
873+ 3.85% |
$184K - $253K
|
23.6K
$7.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
871New |
$183K - $253K
|
871
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
870+ 9.79% |
$183K - $252K
|
9.76K
$3M
|
|
|
Aug 05, 2025
Q2 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
868+ 14.04% |
$183K - $252K
|
7.05K
$2.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
868+ 11.87% |
$183K - $252K
|
8.18K
$2.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
866+ 31.14% |
$182K - $251K
|
3.65K
$1.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
866+ 94.13% |
$182K - $251K
|
1.79K
$549K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
861+ 0.25% |
$181K - $250K
|
345K
$106M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
856+ 38.23% |
$180K - $248K
|
3.1K
$952K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
854+ 38.82% |
$180K - $248K
|
3.05K
$939K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
853+ 27.51% |
$179K - $247K
|
3.95K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
849New |
$179K - $246K
|
849
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
846+ 24.66% |
$178K - $245K
|
4.28K
$1.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
845+ 34.59% |
$178K - $245K
|
3.29K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
842+ 11.7% |
$177K - $244K
|
8.04K
$2.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
840+ 17.86% |
$177K - $244K
|
5.54K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
840+ 4.36% |
$177K - $244K
|
20.1K
$6.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
838+ 72.81% |
$176K - $243K
|
1.99K
$612K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
837New |
$176K - $243K
|
837
$257K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
834+ 10.71% |
$175K - $242K
|
8.62K
$2.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
830+ 6.17% |
$175K - $241K
|
14.3K
$4.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
830+ 7.7% |
$175K - $241K
|
11.6K
$3.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
828+ 33.27% |
$174K - $240K
|
3.32K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
827New |
$174K - $240K
|
827
$254K
|
|
|
Aug 01, 2025
Q2 2025
|
Pavion Blue Capital, LLC
|
BUY
|
- |
827+ 3.61% |
$174K - $240K
|
23.7K
$7.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
821New |
$173K - $238K
|
821
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
820+ 23.77% |
$172K - $238K
|
4.27K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
820New |
$172K - $238K
|
820
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
818+ 2.92% |
$172K - $237K
|
28.9K
$8.88M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
817+ 9.63% |
$172K - $237K
|
9.3K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
817+ 6.49% |
$172K - $237K
|
13.4K
$4.12M
|
|
|
Aug 13, 2025
Q2 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
815New |
$171K - $236K
|
815
$251K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
815New |
$171K - $236K
|
815
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
BUY
|
- |
811New |
$171K - $235K
|
811
$249K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
810+ 36.94% |
$170K - $235K
|
3K
$924K
|
|
|
Aug 13, 2025
Q2 2025
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
809New |
$170K - $235K
|
809
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Miramar Capital, LLC
|
BUY
|
- |
807+ 1.6% |
$170K - $234K
|
51.3K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
804New |
$169K - $233K
|
804
$247K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
804New |
$169K - $233K
|
804
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
803New |
$169K - $233K
|
803
$247K
|
|
|
Aug 05, 2025
Q2 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
801New |
$168K - $232K
|
801
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
801New |
$168K - $232K
|
801
$246K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
800+ 5.92% |
$168K - $232K
|
14.3K
$4.4M
|