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 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
274+ 4.55% |
$57.6K - $79.4K
|
6.3K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
274+ 1.49% |
$57.6K - $79.4K
|
18.7K
$5.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
271+ 1.73% |
$57K - $78.6K
|
16K
$4.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
270+ 1.14% |
$56.8K - $78.3K
|
24K
$7.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
269+ 0.66% |
$56.6K - $78K
|
41K
$12.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
269+ 4.31% |
$56.6K - $78K
|
6.51K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
268+ 3.74% |
$56.4K - $77.7K
|
7.43K
$2.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
268+ 1.28% |
$56.4K - $77.7K
|
21.3K
$6.54M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
265New |
$55.7K - $76.8K
|
265
$81.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
265+ 28.87% |
$55.7K - $76.8K
|
1.18K
$364K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
265+ 3.31% |
$55.7K - $76.8K
|
8.28K
$2.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
259+ 1.35% |
$54.5K - $75.1K
|
19.4K
$5.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
258+ 0.5% |
$54.3K - $74.8K
|
52.1K
$16M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
258+ 10.95% |
$54.3K - $74.8K
|
2.62K
$804K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
258+ 1.21% |
$54.3K - $74.8K
|
21.5K
$6.61M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
257+ 16.7% |
$54K - $74.5K
|
1.8K
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Dnca Finance
Paris, I0 |
BUY
|
- |
256+ 0.31% |
$53.8K - $74.2K
|
83.7K
$25.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
256+ 21.9% |
$53.8K - $74.2K
|
1.43K
$438K
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
255+ 22.87% |
$53.6K - $73.9K
|
1.37K
$421K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
255+ 0.99% |
$53.6K - $73.9K
|
26.1K
$8.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
253+ 1.32% |
$53.2K - $73.3K
|
19.4K
$5.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
253+ 2.12% |
$53.2K - $73.3K
|
12.2K
$3.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
252+ 32.52% |
$53K - $73.1K
|
1.03K
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
252+ 1.47% |
$53K - $73.1K
|
17.4K
$5.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
252+ 25.2% |
$53K - $73.1K
|
1.25K
$385K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
249+ 16.92% |
$52.4K - $72.2K
|
1.72K
$529K
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
248+ 5.15% |
$52.1K - $71.9K
|
5.06K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
246+ 0.57% |
$51.7K - $71.3K
|
43.5K
$13.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
246+ 1.62% |
$51.7K - $71.3K
|
15.5K
$4.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
246+ 5.02% |
$51.7K - $71.3K
|
5.14K
$1.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
245+ 1.02% |
$51.5K - $71K
|
24.3K
$7.47M
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
244+ 0.78% |
$51.3K - $70.7K
|
31.7K
$9.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
243+ 2.43% |
$51.1K - $70.4K
|
10.2K
$3.15M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
242+ 6.47% |
$50.9K - $70.2K
|
3.98K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
241+ 1.63% |
$50.7K - $69.9K
|
15K
$4.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
241+ 5.62% |
$50.7K - $69.9K
|
4.53K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
240+ 13.8% |
$50.5K - $69.6K
|
1.98K
$609K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
239+ 12.18% |
$50.3K - $69.3K
|
2.2K
$677K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
239+ 8.21% |
$50.3K - $69.3K
|
3.15K
$969K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
237+ 7.58% |
$49.8K - $68.7K
|
3.36K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
236+ 1.84% |
$49.6K - $68.4K
|
13K
$4.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
236+ 17.2% |
$49.6K - $68.4K
|
1.61K
$495K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
233+ 0.42% |
$49K - $67.5K
|
55.2K
$17M
|
|
|
Jul 18, 2025
Q2 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
232+ 11.13% |
$48.8K - $67.3K
|
2.32K
$713K
|
|
|
Aug 13, 2025
Q2 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
230+ 0.39% |
$48.4K - $66.7K
|
59.6K
$18.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
230+ 6.09% |
$48.4K - $66.7K
|
4.01K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
230+ 0.86% |
$48.4K - $66.7K
|
26.8K
$8.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
230+ 0.18% |
$48.4K - $66.7K
|
125K
$38.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
230+ 11.04% |
$48.4K - $66.7K
|
2.31K
$712K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
229+ 3.26% |
$48.2K - $66.4K
|
7.25K
$2.23M
|