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 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
65+ 0.63% |
$13.7K - $18.8K
|
10.4K
$3M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
64+ 7.06% |
$13.5K - $18.6K
|
970
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
61+ 0.44% |
$12.8K - $17.7K
|
14K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
61+ 0.92% |
$12.8K - $17.7K
|
6.68K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
59+ 1.2% |
$12.4K - $17.1K
|
4.99K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
57+ 0.2% |
$12K - $16.5K
|
28.8K
$8.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
57+ 3.11% |
$12K - $16.5K
|
1.89K
$545K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
56+ 2.35% |
$11.8K - $16.2K
|
2.44K
$704K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
56+ 4.06% |
$11.8K - $16.2K
|
1.44K
$414K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
54New |
$11.4K - $15.7K
|
54
$15.6K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
53+ 0.2% |
$11.1K - $15.4K
|
26.8K
$7.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
53+ 0.57% |
$11.1K - $15.4K
|
9.37K
$2.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
52+ 0.46% |
$10.9K - $15.1K
|
11.3K
$3.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
49+ 0.17% |
$10.3K - $14.2K
|
28.7K
$8.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
48+ 0.91% |
$10.1K - $13.9K
|
5.34K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
48+ 0.24% |
$10.1K - $13.9K
|
20.2K
$5.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
48+ 0.81% |
$10.1K - $13.9K
|
5.99K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
46+ 1.02% |
$9.67K - $13.3K
|
4.54K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
43+ 0.14% |
$9.04K - $12.5K
|
31.3K
$9.02M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
42+ 3.93% |
$8.83K - $12.2K
|
1.11K
$320K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
41+ 1.98% |
$8.62K - $11.9K
|
2.11K
$608K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
37+ 0.44% |
$7.78K - $10.7K
|
8.42K
$2.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
36+ 0.94% |
$7.57K - $10.4K
|
3.85K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
34+ 0.7% |
$7.15K - $9.86K
|
4.9K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
33+ 32.35% |
$6.94K - $9.57K
|
135
$39K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
31+ 0.97% |
$6.52K - $8.99K
|
3.22K
$928K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
27+ 0.14% |
$5.68K - $7.83K
|
19.5K
$5.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
26+ 1.28% |
$5.47K - $7.54K
|
2.06K
$594K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
24+ 2.25% |
$5.05K - $6.96K
|
1.09K
$314K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
23+ 0.56% |
$4.84K - $6.67K
|
4.1K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
22+ 0.88% |
$4.63K - $6.38K
|
2.52K
$729K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
22+ 0.16% |
$4.63K - $6.38K
|
13.9K
$4.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
21+ 0.15% |
$4.42K - $6.09K
|
14.2K
$4.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
21+ 0.42% |
$4.42K - $6.09K
|
5.01K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
20+ 2.02% |
$4.21K - $5.8K
|
1.01K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
20+ 1.42% |
$4.21K - $5.8K
|
1.43K
$413K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
19+ 0.54% |
$4K - $5.51K
|
3.52K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Ttp Investments, Inc.
|
BUY
|
- |
18+ 0.1% |
$3.79K - $5.22K
|
18.7K
$5.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.46% |
$3.57K - $4.93K
|
3.74K
$1.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
15+ 0.57% |
$3.15K - $4.35K
|
2.65K
$766K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
15+ 0.24% |
$3.15K - $4.35K
|
6.35K
$1.83M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
15+ 0.06% |
$3.15K - $4.35K
|
25.1K
$7.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
14+ 1.11% |
$2.94K - $4.06K
|
1.28K
$369K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.12% |
$2.73K - $3.77K
|
10.6K
$3.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
13+ 0.91% |
$2.73K - $3.77K
|
1.44K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
11+ 1.1% |
$2.31K - $3.19K
|
1.01K
$292K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
11+ 0.99% |
$2.31K - $3.19K
|
1.13K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
11+ 0.93% |
$2.31K - $3.19K
|
1.19K
$344K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
10+ 0.27% |
$2.1K - $2.9K
|
3.68K
$1.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
10+ 0.18% |
$2.1K - $2.9K
|
5.49K
$1.58M
|