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 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
7.44KNew |
$1.56M - $2.16M
|
7.44K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.38K+ 81.54% |
$1.55M - $2.14M
|
16.4K
$5.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
7.38K+ 0.8% |
$1.55M - $2.14M
|
924K
$291M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
7.25K+ 11.81% |
$1.52M - $2.1M
|
68.6K
$21.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.21K+ 7.9% |
$1.52M - $2.09M
|
98.5K
$31.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.13K+ 99.54% |
$1.5M - $2.07M
|
14.3K
$4.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
7.12K+ 62.71% |
$1.5M - $2.06M
|
18.5K
$5.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
7.08K+ 156.5% |
$1.49M - $2.05M
|
11.6K
$3.66M
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
7.07K+ 46.08% |
$1.49M - $2.05M
|
22.4K
$7.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
7.02K+ 342.2% |
$1.48M - $2.03M
|
9.07K
$2.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.99K+ 10.44% |
$1.47M - $2.03M
|
73.9K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
6.93KNew |
$1.46M - $2.01M
|
6.93K
$2.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6.93K+ 21.48% |
$1.46M - $2.01M
|
39.2K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.91K+ 26.29% |
$1.45M - $2M
|
33.2K
$10.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.88K+ 11.18% |
$1.45M - $1.99M
|
68.4K
$21.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.79K+ 2.93% |
$1.43M - $1.97M
|
239K
$75.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.75KNew |
$1.42M - $1.96M
|
6.75K
$2.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
6.73K+ 231.41% |
$1.42M - $1.95M
|
9.64K
$3.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
6.68K+ 7.47% |
$1.4M - $1.94M
|
96.1K
$30.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.63K+ 2.67% |
$1.39M - $1.92M
|
255K
$80.5M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.58KNew |
$1.38M - $1.91M
|
6.58K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Argent Capital Management LLC
|
BUY
|
- |
6.56K+ 2.88% |
$1.38M - $1.9M
|
234K
$73.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
6.53K+ 5.95% |
$1.37M - $1.89M
|
116K
$36.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
6.48K+ 35.98% |
$1.36M - $1.88M
|
24.5K
$7.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Reik & Co., LLC
|
BUY
|
- |
6.48K+ 237.12% |
$1.36M - $1.88M
|
9.21K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
6.47K+ 14.54% |
$1.36M - $1.87M
|
51K
$16.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
6.39K+ 36.77% |
$1.34M - $1.85M
|
23.8K
$7.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
6.37KNew |
$1.34M - $1.85M
|
6.37K
$2.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
6.35K+ 8.53% |
$1.33M - $1.84M
|
80.8K
$25.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.34KNew |
$1.33M - $1.84M
|
6.34K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.24K+ 8.93% |
$1.31M - $1.81M
|
76.1K
$24M
|
|
|
Jul 31, 2025
Q2 2025
|
Shaker Investments LLC
|
BUY
|
- |
6.24K+ 45.55% |
$1.31M - $1.81M
|
19.9K
$6.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.23K+ 0.52% |
$1.31M - $1.81M
|
1.2M
$380M
|
|
|
Sep 24, 2025
Q2 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
6.1KNew |
$1.28M - $1.77M
|
6.1K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.09K+ 52.84% |
$1.28M - $1.76M
|
17.6K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6.08K+ 6.87% |
$1.28M - $1.76M
|
94.6K
$29.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
6.08K+ 7.62% |
$1.28M - $1.76M
|
85.8K
$27.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Amica Mutual Insurance CO
|
BUY
|
- |
6K+ 28.41% |
$1.26M - $1.74M
|
27.1K
$8.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
6KNew |
$1.26M - $1.74M
|
6K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
6K+ 7.54% |
$1.26M - $1.74M
|
85.6K
$27M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.93K+ 29.94% |
$1.25M - $1.72M
|
25.7K
$8.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.92K+ 3.05% |
$1.24M - $1.72M
|
200K
$63M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.88KNew |
$1.24M - $1.7M
|
5.88K
$1.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.85K+ 5.96% |
$1.23M - $1.7M
|
104K
$32.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.75K+ 261.55% |
$1.21M - $1.67M
|
7.95K
$2.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
CALL |
5.7KNew |
$1.2M - $1.65M
|
5.7K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
5.69KNew |
$1.2M - $1.65M
|
5.69K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
5.67K+ 441.36% |
$1.19M - $1.64M
|
6.95K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.64KNew |
$1.19M - $1.63M
|
5.64K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
5.63K+ 36.33% |
$1.18M - $1.63M
|
21.1K
$6.66M
|