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 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
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
800New |
$168K - $232K
|
800
$246K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
799New |
$168K - $232K
|
799
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
798+ 5.72% |
$168K - $231K
|
14.8K
$4.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Schaeffer Financial LLC
|
BUY
|
- |
798New |
$168K - $231K
|
798
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
798New |
$168K - $231K
|
798
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Elefante Mark B
Boston, MA |
BUY
|
- |
797New |
$168K - $231K
|
797
$245K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
794+ 2.6% |
$167K - $230K
|
31.3K
$9.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
793+ 10.18% |
$167K - $230K
|
8.58K
$2.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
793+ 33.74% |
$167K - $230K
|
3.14K
$967K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
793+ 2.13% |
$167K - $230K
|
38K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
792+ 37.18% |
$167K - $230K
|
2.92K
$899K
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
791New |
$166K - $229K
|
791
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
789New |
$166K - $229K
|
789
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
788New |
$166K - $228K
|
788
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
786+ 14.33% |
$165K - $228K
|
6.27K
$1.93M
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
784New |
$165K - $227K
|
784
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
783+ 34.45% |
$165K - $227K
|
3.06K
$940K
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
781New |
$164K - $226K
|
781
$240K
|
|
|
Sep 02, 2025
Q2 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
780New |
$164K - $226K
|
780
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
779New |
$164K - $226K
|
779
$240K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
779New |
$164K - $226K
|
779
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
778+ 1.78% |
$164K - $226K
|
44.5K
$13.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
773New |
$163K - $224K
|
773
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Teramo Advisors, LLC
Naples, FL |
BUY
|
- |
772New |
$162K - $224K
|
772
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
771New |
$162K - $224K
|
771
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
768New |
$161K - $223K
|
768
$236K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
766+ 7.56% |
$161K - $222K
|
10.9K
$3.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
764New |
$161K - $221K
|
764
$235K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
764+ 12.29% |
$161K - $221K
|
6.98K
$2.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
764New |
$161K - $221K
|
764
$235K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
764New |
$161K - $221K
|
764
$235K
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
761+ 10.76% |
$160K - $221K
|
7.84K
$2.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
759+ 2.6% |
$160K - $220K
|
30K
$9.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
758+ 341.44% |
$159K - $220K
|
980
$301K
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
756New |
$159K - $219K
|
756
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
753+ 30.45% |
$158K - $218K
|
3.23K
$992K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
753+ 12.62% |
$158K - $218K
|
6.72K
$2.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
752+ 18.15% |
$158K - $218K
|
4.9K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Clark Estates Inc
New York, NY |
BUY
|
- |
750New |
$158K - $217K
|
750
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
750+ 2.33% |
$158K - $217K
|
33K
$10.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
749+ 31.35% |
$157K - $217K
|
3.14K
$965K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
748+ 37.33% |
$157K - $217K
|
2.75K
$846K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
744+ 1.65% |
$156K - $216K
|
45.7K
$14.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
743New |
$156K - $215K
|
743
$229K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
743+ 66.94% |
$156K - $215K
|
1.85K
$570K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
743New |
$156K - $215K
|
743
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
741New |
$156K - $215K
|
741
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
737New |
$155K - $214K
|
737
$227K
|