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
|
American Financial Advisors, LLC
|
BUY
|
- |
10+ 0.56% |
$2.1K - $2.9K
|
1.79K
$517K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
10+ 0.53% |
$2.1K - $2.9K
|
1.91K
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9+ 0.14% |
$1.89K - $2.61K
|
6.62K
$1.91M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
9+ 0.0% |
$1.89K - $2.61K
|
187K
$54.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8+ 0.15% |
$1.68K - $2.32K
|
5.35K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
7+ 0.05% |
$1.47K - $2.03K
|
13K
$3.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
7+ 0.09% |
$1.47K - $2.03K
|
7.86K
$2.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6+ 0.15% |
$1.26K - $1.74K
|
4.06K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
5+ 0.14% |
$1.05K - $1.45K
|
3.6K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
4+ 0.05% |
$841 - $1.16K
|
8.46K
$2.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4+ 0.03% |
$841 - $1.16K
|
13.1K
$3.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
4+ 0.15% |
$841 - $1.16K
|
2.76K
$796K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
3+ 0.03% |
$631 - $870
|
11.2K
$3.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.09% |
$631 - $870
|
3.21K
$927K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$631 - $870
|
2.03K
$586K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.0% |
$421 - $580
|
266K
$76.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.98K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.99K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.05% |
$421 - $580
|
3.89K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
2+ 0.17% |
$421 - $580
|
1.18K
$340K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
2+ 0.11% |
$421 - $580
|
1.77K
$512K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
2+ 0.09% |
$421 - $580
|
2.35K
$678K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.16% |
$421 - $580
|
1.22K
$353K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.16% |
$421 - $580
|
1.29K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
1+ 0.08% |
$210 - $290
|
1.29K
$373K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
23.9MNew |
$5.37B - $6.68B
|
23.9M
$6.89B
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
16.2MNew |
$3.65B - $4.53B
|
16.2M
$4.68B
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.05M+ 50.6% |
$912M - $1.13B
|
12.1M
$3.48B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.01M+ 10.05% |
$452M - $561M
|
22M
$6.34B
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.61M+ 2.72% |
$362M - $450M
|
60.8M
$17.6B
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.39M+ 44.38% |
$313M - $389M
|
4.52M
$1.3B
|
|
|
May 15, 2025
Q1 2025
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
1.09MNew |
$244M - $304M
|
1.09M
$313M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.04M+ 136.98% |
$233M - $290M
|
1.79M
$517M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
968K+ 5.56% |
$218M - $271M
|
18.4M
$5.3B
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
964K+ 22.08% |
$217M - $270M
|
5.33M
$1.54B
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
891K+ 5.07% |
$201M - $249M
|
18.4M
$5.32B
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
808K+ 4942.3% |
$182M - $226M
|
824K
$238M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
789K+ 84.79% |
$178M - $221M
|
1.72M
$496M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
776KNew |
$175M - $217M
|
776K
$224M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
620K+ 414.72% |
$140M - $174M
|
770K
$222M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
595K+ 34.99% |
$134M - $167M
|
2.3M
$663M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
557KNew |
$125M - $156M
|
557K
$161M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
555K+ 26.49% |
$125M - $155M
|
2.65M
$765M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
547K+ 4.14% |
$123M - $153M
|
13.8M
$3.97B
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
519K+ 56.94% |
$117M - $145M
|
1.43M
$413M
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
515KNew |
$116M - $144M
|
515K
$149M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
510K+ 0.74% |
$115M - $143M
|
69.4M
$20B
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
465K+ 10.04% |
$105M - $130M
|
5.1M
$1.47B
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
BUY
|
- |
453K+ 8.52% |
$102M - $127M
|
5.77M
$1.66B
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
413K+ 0.15% |
$92.9M - $115M
|
273M
$78.8B
|
|