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 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
589+ 2.58% |
$124K - $171K
|
23.4K
$7.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
587+ 17.7% |
$123K - $170K
|
3.9K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
586+ 0.3% |
$123K - $170K
|
194K
$59.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
586+ 13.05% |
$123K - $170K
|
5.08K
$1.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
586+ 0.08% |
$123K - $170K
|
742K
$228M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
583+ 1.28% |
$123K - $169K
|
46.3K
$14.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
580+ 23.14% |
$122K - $168K
|
3.09K
$949K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
576+ 4.36% |
$121K - $167K
|
13.8K
$4.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
574+ 1.0% |
$121K - $166K
|
57.8K
$17.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
574+ 19.12% |
$121K - $166K
|
3.58K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
573+ 5.61% |
$120K - $166K
|
10.8K
$3.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
573New |
$120K - $166K
|
573
$176K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
572+ 7.01% |
$120K - $166K
|
8.74K
$2.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
570+ 3.54% |
$120K - $165K
|
16.7K
$5.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
565+ 0.94% |
$119K - $164K
|
60.7K
$18.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
563+ 11.2% |
$118K - $163K
|
5.59K
$1.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
562+ 7.52% |
$118K - $163K
|
8.04K
$2.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
562+ 34.35% |
$118K - $163K
|
2.2K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
557+ 0.66% |
$117K - $161K
|
84.7K
$26M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
555+ 12.79% |
$117K - $161K
|
4.9K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
553+ 3.74% |
$116K - $160K
|
15.4K
$4.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
551+ 1.21% |
$116K - $160K
|
46K
$14.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
545+ 21.37% |
$115K - $158K
|
3.1K
$952K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
544+ 28.92% |
$114K - $158K
|
2.43K
$746K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
542+ 0.99% |
$114K - $157K
|
55.4K
$17M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
541+ 3.79% |
$114K - $157K
|
14.8K
$4.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
541+ 9.61% |
$114K - $157K
|
6.17K
$1.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
540+ 52.63% |
$114K - $157K
|
1.57K
$482K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
540+ 2.01% |
$114K - $157K
|
27.4K
$8.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
537+ 62.15% |
$113K - $156K
|
1.4K
$431K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
535+ 22.24% |
$112K - $155K
|
2.94K
$905K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
533+ 8.41% |
$112K - $155K
|
6.87K
$2.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
532+ 20.23% |
$112K - $154K
|
3.16K
$972K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
529+ 0.56% |
$111K - $153K
|
95K
$29.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
527+ 0.8% |
$111K - $153K
|
66.4K
$20.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
526+ 6.13% |
$111K - $152K
|
9.1K
$2.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
526+ 1.46% |
$111K - $152K
|
36.6K
$11.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
524+ 3.12% |
$110K - $152K
|
17.3K
$5.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
524+ 1.96% |
$110K - $152K
|
27.2K
$8.36M
|
|
|
Aug 14, 2025
Q2 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
521+ 0.47% |
$110K - $151K
|
111K
$34M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
521+ 1.93% |
$110K - $151K
|
27.5K
$8.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Independent Family Office, LLC
|
BUY
|
- |
520+ 30.95% |
$109K - $151K
|
2.2K
$677K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
514+ 1.33% |
$108K - $149K
|
39.2K
$12.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
514+ 7.85% |
$108K - $149K
|
7.06K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
513+ 1.17% |
$108K - $149K
|
44.3K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
512+ 0.69% |
$108K - $148K
|
74.9K
$23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
505+ 13.67% |
$106K - $146K
|
4.2K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
505+ 1.55% |
$106K - $146K
|
33.1K
$10.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
504+ 4.32% |
$106K - $146K
|
12.2K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
503+ 76.1% |
$106K - $146K
|
1.16K
$358K
|