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 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
13.5K+ 2.87% |
$2.83M - $3.9M
|
482K
$148M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.4K+ 7.11% |
$2.83M - $3.9M
|
203K
$62.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
13.4K+ 49.19% |
$2.81M - $3.88M
|
40.6K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
13.3KNew |
$2.81M - $3.87M
|
13.3K
$4.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.3K+ 9.15% |
$2.8M - $3.86M
|
159K
$48.9M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
13.2K+ 95.61% |
$2.77M - $3.81M
|
26.9K
$8.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
13K+ 2.48% |
$2.72M - $3.76M
|
536K
$165M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
12.8K+ 3.14% |
$2.7M - $3.72M
|
422K
$130M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
12.8K+ 79.13% |
$2.69M - $3.7M
|
28.9K
$8.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 7.72% |
$2.66M - $3.67M
|
177K
$54.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
12.6K+ 31.05% |
$2.66M - $3.66M
|
53.3K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
12.6KNew |
$2.65M - $3.65M
|
12.6K
$3.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
12.5K+ 8.31% |
$2.64M - $3.63M
|
163K
$50.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
12.4K+ 91.67% |
$2.62M - $3.61M
|
26K
$8M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
12.4KNew |
$2.61M - $3.6M
|
12.4K
$3.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12.4K+ 14.46% |
$2.6M - $3.59M
|
98K
$30.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.3K+ 2.14% |
$2.58M - $3.56M
|
588K
$181M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.3K+ 80.8% |
$2.58M - $3.56M
|
27.5K
$8.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
12.3K+ 4.85% |
$2.58M - $3.56M
|
266K
$81.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.2K+ 4.05% |
$2.57M - $3.55M
|
314K
$96.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
12.1K+ 65.66% |
$2.54M - $3.51M
|
30.5K
$9.38M
|
|
|
Aug 18, 2025
Q2 2025
|
Kp Management LLC
Edina, MN |
BUY
|
- |
12K+ 267.27% |
$2.53M - $3.49M
|
16.5K
$5.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
12KNew |
$2.52M - $3.48M
|
12K
$3.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
12K+ 1.86% |
$2.52M - $3.48M
|
655K
$202M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12K+ 1.59% |
$2.52M - $3.48M
|
767K
$236M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.9K+ 10.27% |
$2.51M - $3.46M
|
128K
$39.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
PUT |
11.9KNew |
$2.5M - $3.45M
|
11.9K
$3.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
BUY
|
- |
11.9K+ 358.87% |
$2.5M - $3.45M
|
15.2K
$4.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
11.7K+ 28.79% |
$2.45M - $3.38M
|
52.2K
$16.1M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
11.6K+ 33.23% |
$2.44M - $3.37M
|
46.6K
$14.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
11.5K+ 242.32% |
$2.42M - $3.33M
|
16.2K
$4.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
11.5K+ 100.19% |
$2.41M - $3.33M
|
22.9K
$7.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
11.4K+ 20.69% |
$2.4M - $3.31M
|
66.6K
$20.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.4K+ 4.52% |
$2.4M - $3.31M
|
264K
$81.3M
|
|
|
Aug 20, 2025
Q2 2025
|
North Dallas Bank & Trust CO
Dallas, TX |
BUY
|
- |
11.4KNew |
$2.39M - $3.29M
|
11.4K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11.3K+ 10.41% |
$2.37M - $3.27M
|
120K
$36.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
11.2K+ 3.69% |
$2.35M - $3.24M
|
314K
$96.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
11.1K+ 396.43% |
$2.33M - $3.22M
|
13.9K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11.1K+ 9.01% |
$2.33M - $3.21M
|
134K
$41.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
10.9K+ 0.35% |
$2.3M - $3.17M
|
3.13M
$964M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
10.9K+ 1.08% |
$2.29M - $3.16M
|
1.02M
$314M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
10.8K+ 155.66% |
$2.27M - $3.12M
|
17.7K
$5.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.7K+ 13.79% |
$2.25M - $3.1M
|
88.2K
$27.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
10.7K+ 10.98% |
$2.24M - $3.1M
|
108K
$33.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.7K+ 258.75% |
$2.24M - $3.09M
|
14.8K
$4.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.6K+ 0.46% |
$2.23M - $3.08M
|
2.33M
$717M
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
10.5K+ 5.72% |
$2.21M - $3.05M
|
195K
$59.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
10.5K+ 2.52% |
$2.21M - $3.04M
|
427K
$131M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
10.3K+ 10.92% |
$2.17M - $3M
|
105K
$32.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.2K+ 2.25% |
$2.14M - $2.95M
|
462K
$142M
|