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 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
442+ 6.39% |
$92.9K - $128K
|
7.36K
$2.12M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
441+ 6.12% |
$92.7K - $128K
|
7.65K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
417+ 4.47% |
$87.7K - $121K
|
9.76K
$2.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
410+ 12.01% |
$86.2K - $119K
|
3.82K
$1.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
400+ 6.71% |
$84.1K - $116K
|
6.36K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
381+ 3.28% |
$80.1K - $110K
|
12K
$3.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
366+ 4.96% |
$77K - $106K
|
7.74K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
361+ 1.23% |
$75.9K - $105K
|
29.6K
$8.56M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
355+ 1.02% |
$74.6K - $103K
|
35.3K
$10.2M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
336+ 3.39% |
$70.7K - $97.4K
|
10.2K
$2.95M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
336+ 0.44% |
$70.7K - $97.4K
|
76.6K
$22.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
333+ 0.35% |
$70K - $96.5K
|
96.6K
$27.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
322+ 12.93% |
$67.7K - $93.4K
|
2.81K
$812K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
320+ 0.36% |
$67.3K - $92.8K
|
89K
$25.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
310+ 3.54% |
$65.2K - $89.9K
|
9.06K
$2.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
296+ 2.84% |
$62.2K - $85.8K
|
10.7K
$3.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
292+ 1.32% |
$61.4K - $84.7K
|
22.4K
$6.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
280+ 17.45% |
$58.9K - $81.2K
|
1.89K
$544K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
280+ 29.32% |
$58.9K - $81.2K
|
1.24K
$357K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
265+ 3.31% |
$55.7K - $76.8K
|
8.28K
$2.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
255+ 0.99% |
$53.6K - $73.9K
|
26.1K
$7.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
253+ 2.12% |
$53.2K - $73.3K
|
12.2K
$3.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
248+ 5.15% |
$52.1K - $71.9K
|
5.06K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
239+ 8.21% |
$50.3K - $69.3K
|
3.15K
$909K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
237+ 7.58% |
$49.8K - $68.7K
|
3.36K
$971K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
215+ 1.94% |
$45.2K - $62.3K
|
11.3K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
214+ 0.67% |
$45K - $62K
|
32.3K
$9.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
212+ 0.22% |
$44.6K - $61.5K
|
96.4K
$27.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
211+ 6.11% |
$44.4K - $61.2K
|
3.66K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
208+ 24.41% |
$43.7K - $60.3K
|
1.06K
$306K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
205+ 2.49% |
$43.1K - $59.4K
|
8.45K
$2.44M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
205+ 4.46% |
$43.1K - $59.4K
|
4.8K
$1.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
203+ 3.66% |
$42.7K - $58.9K
|
5.75K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
198+ 14.58% |
$41.6K - $57.4K
|
1.56K
$449K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
195+ 7.07% |
$41K - $56.5K
|
2.95K
$853K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
195+ 1.92% |
$41K - $56.5K
|
10.3K
$2.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
191+ 1.72% |
$40.2K - $55.4K
|
11.3K
$3.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
188+ 1.23% |
$39.5K - $54.5K
|
15.5K
$4.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
187+ 9.87% |
$39.3K - $54.2K
|
2.08K
$601K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
185+ 4.59% |
$38.9K - $53.6K
|
4.22K
$1.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
184+ 0.65% |
$38.7K - $53.3K
|
28.6K
$8.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
180+ 26.67% |
$37.9K - $52.2K
|
855
$247K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
180+ 6.41% |
$37.9K - $52.2K
|
2.99K
$863K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
175+ 2.15% |
$36.8K - $50.7K
|
8.3K
$2.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
175+ 1.33% |
$36.8K - $50.7K
|
13.3K
$3.85M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
164+ 2.27% |
$34.5K - $47.5K
|
7.39K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
163+ 3.51% |
$34.3K - $47.3K
|
4.81K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
162+ 4.9% |
$34.1K - $47K
|
3.47K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
161+ 3.4% |
$33.9K - $46.7K
|
4.9K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
159+ 1.8% |
$33.4K - $46.1K
|
8.98K
$2.59M
|