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 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
949+ 111.78% |
$200K - $275K
|
1.8K
$519K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
946+ 1.81% |
$199K - $274K
|
53.3K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
946+ 14.38% |
$199K - $274K
|
7.53K
$2.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
944+ 49.14% |
$199K - $274K
|
2.87K
$827K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
892+ 7.3% |
$188K - $259K
|
13.1K
$3.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
868+ 11.87% |
$183K - $252K
|
8.18K
$2.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
840+ 4.36% |
$177K - $244K
|
20.1K
$5.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
837New |
$176K - $243K
|
837
$242K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
828+ 33.27% |
$174K - $240K
|
3.32K
$958K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
815New |
$171K - $236K
|
815
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
804New |
$169K - $233K
|
804
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
801New |
$168K - $232K
|
801
$231K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
798New |
$168K - $231K
|
798
$230K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
794+ 2.6% |
$167K - $230K
|
31.3K
$9.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
789New |
$166K - $229K
|
789
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
783+ 34.45% |
$165K - $227K
|
3.06K
$882K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
779New |
$164K - $226K
|
779
$225K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
768New |
$161K - $223K
|
768
$222K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
764New |
$161K - $221K
|
764
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
764New |
$161K - $221K
|
764
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
753+ 12.62% |
$158K - $218K
|
6.72K
$1.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
750+ 2.33% |
$158K - $217K
|
33K
$9.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
749+ 31.35% |
$157K - $217K
|
3.14K
$906K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
743New |
$156K - $215K
|
743
$215K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
735+ 3.89% |
$155K - $213K
|
19.6K
$5.66M
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
731+ 0.93% |
$154K - $212K
|
79.5K
$22.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
727+ 18.23% |
$153K - $211K
|
4.72K
$1.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Renaissance Investment Group LLC
|
BUY
|
- |
716New |
$151K - $208K
|
716
$207K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
695New |
$146K - $201K
|
695
$201K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
693New |
$146K - $201K
|
693
$200K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
692+ 1.88% |
$146K - $201K
|
37.5K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
628+ 1.09% |
$132K - $182K
|
58.2K
$16.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
624+ 0.85% |
$131K - $181K
|
74.3K
$21.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
619+ 2.02% |
$130K - $179K
|
31.2K
$9.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
614+ 2.36% |
$129K - $178K
|
26.6K
$7.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
600New |
$126K - $174K
|
600
$173K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
599New |
$126K - $174K
|
599
$173K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
591+ 3.7% |
$124K - $171K
|
16.6K
$4.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
587+ 17.7% |
$123K - $170K
|
3.9K
$1.13M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
540+ 2.01% |
$114K - $157K
|
27.4K
$7.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
535+ 22.24% |
$112K - $155K
|
2.94K
$849K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
521+ 1.93% |
$110K - $151K
|
27.5K
$7.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
512+ 0.69% |
$108K - $148K
|
74.9K
$21.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
500+ 10.58% |
$105K - $145K
|
5.23K
$1.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
478+ 2.91% |
$101K - $139K
|
16.9K
$4.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
470+ 1.45% |
$98.8K - $136K
|
32.8K
$9.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
456+ 20.03% |
$95.9K - $132K
|
2.73K
$789K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
455+ 7.92% |
$95.7K - $132K
|
6.2K
$1.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
454+ 2.26% |
$95.5K - $132K
|
20.5K
$5.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
443+ 0.19% |
$93.2K - $128K
|
230K
$66.4M
|