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 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
195+ 7.07% |
$41K - $56.5K
|
2.95K
$908K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
195+ 1.92% |
$41K - $56.5K
|
10.3K
$3.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
194+ 15.22% |
$40.8K - $56.2K
|
1.47K
$452K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
193+ 19.79% |
$40.6K - $56K
|
1.17K
$359K
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
193+ 1.46% |
$40.6K - $56K
|
13.4K
$4.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
191+ 0.27% |
$40.2K - $55.4K
|
71.5K
$22M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
191+ 1.72% |
$40.2K - $55.4K
|
11.3K
$3.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
190+ 6.69% |
$40K - $55.1K
|
3.03K
$932K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
189+ 1.57% |
$39.7K - $54.8K
|
12.2K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
188+ 11.83% |
$39.5K - $54.5K
|
1.78K
$547K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
188+ 1.23% |
$39.5K - $54.5K
|
15.5K
$4.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
187+ 14.77% |
$39.3K - $54.2K
|
1.45K
$447K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
187+ 6.05% |
$39.3K - $54.2K
|
3.28K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
187+ 2.71% |
$39.3K - $54.2K
|
7.08K
$2.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
187+ 9.87% |
$39.3K - $54.2K
|
2.08K
$640K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
186+ 0.56% |
$39.1K - $53.9K
|
33.7K
$10.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
186+ 3.04% |
$39.1K - $53.9K
|
6.31K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
185+ 0.74% |
$38.9K - $53.6K
|
25.2K
$7.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
185+ 14.53% |
$38.9K - $53.6K
|
1.46K
$448K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
185+ 4.59% |
$38.9K - $53.6K
|
4.22K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
184+ 2.38% |
$38.7K - $53.3K
|
7.91K
$2.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
184+ 0.65% |
$38.7K - $53.3K
|
28.6K
$8.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
183+ 16.19% |
$38.5K - $53.1K
|
1.31K
$404K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
183+ 10.55% |
$38.5K - $53.1K
|
1.92K
$590K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
183+ 0.05% |
$38.5K - $53.1K
|
389K
$120M
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
182+ 16.93% |
$38.3K - $52.8K
|
1.26K
$387K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
180+ 13.21% |
$37.9K - $52.2K
|
1.54K
$475K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
180+ 7.22% |
$37.9K - $52.2K
|
2.67K
$822K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
180+ 26.67% |
$37.9K - $52.2K
|
855
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
180+ 6.41% |
$37.9K - $52.2K
|
2.99K
$920K
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
179+ 10.41% |
$37.6K - $51.9K
|
1.9K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
178+ 12.85% |
$37.4K - $51.6K
|
1.56K
$481K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
178+ 6.46% |
$37.4K - $51.6K
|
2.93K
$902K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
177+ 0.45% |
$37.2K - $51.3K
|
39.7K
$12.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
177+ 2.77% |
$37.2K - $51.3K
|
6.56K
$2.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
177+ 13.27% |
$37.2K - $51.3K
|
1.51K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
176+ 9.05% |
$37K - $51K
|
2.12K
$652K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
175+ 0.91% |
$36.8K - $50.7K
|
19.4K
$5.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
175+ 11.95% |
$36.8K - $50.7K
|
1.64K
$504K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
175+ 1.92% |
$36.8K - $50.7K
|
9.31K
$2.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
175+ 2.15% |
$36.8K - $50.7K
|
8.3K
$2.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
175+ 1.33% |
$36.8K - $50.7K
|
13.3K
$4.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
174+ 2.04% |
$36.6K - $50.4K
|
8.7K
$2.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
174+ 4.41% |
$36.6K - $50.4K
|
4.12K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
174+ 5.0% |
$36.6K - $50.4K
|
3.66K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
172+ 12.79% |
$36.2K - $49.9K
|
1.52K
$467K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
172+ 1.82% |
$36.2K - $49.9K
|
9.61K
$2.96M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
172+ 13.83% |
$36.2K - $49.9K
|
1.42K
$435K
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
170+ 0.57% |
$35.7K - $49.3K
|
29.8K
$9.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
169+ 0.9% |
$35.5K - $49K
|
19K
$5.84M
|