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
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
127New |
$26.7K - $36.8K
|
127
$38.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
112+ 12.0% |
$23.6K - $32.5K
|
1.05K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
110+ 6.91% |
$23.1K - $31.9K
|
1.7K
$512K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
106+ 212.0% |
$22.3K - $30.7K
|
156
$46.9K
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
102+ 2.76% |
$21.4K - $29.6K
|
3.79K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
100+ 37.74% |
$21K - $29K
|
365
$110K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
100+ 5.35% |
$21K - $29K
|
1.97K
$591K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
100New |
$21K - $29K
|
100
$30K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
100+ 9.83% |
$21K - $29K
|
1.12K
$336K
|
|
|
Jul 09, 2025
Q2 2025
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
BUY
|
- |
100+ 7.97% |
$21K - $29K
|
1.35K
$407K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
99+ 2.02% |
$20.8K - $28.7K
|
5K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
95+ 9.21% |
$20K - $27.5K
|
1.13K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
91New |
$19.1K - $26.4K
|
91
$27.3K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Investment Advisors
|
BUY
|
- |
87+ 2.17% |
$18.3K - $25.2K
|
4.09K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
84+ 3.34% |
$17.7K - $24.4K
|
2.6K
$780K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
84+ 0.23% |
$17.7K - $24.4K
|
36.5K
$11M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
84+ 6.99% |
$17.7K - $24.4K
|
1.29K
$386K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
77+ 7.04% |
$16.2K - $22.3K
|
1.17K
$351K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
75+ 6.52% |
$15.8K - $21.7K
|
1.23K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
71+ 4.68% |
$14.9K - $20.6K
|
1.59K
$477K
|
|
|
Jul 25, 2025
Q2 2025
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
71+ 2.15% |
$14.9K - $20.6K
|
3.38K
$1.01M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
69+ 0.61% |
$14.5K - $20K
|
11.4K
$3.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
67+ 1.94% |
$14.1K - $19.4K
|
3.52K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
64+ 1.28% |
$13.5K - $18.6K
|
5.06K
$1.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
63+ 1.62% |
$13.2K - $18.3K
|
3.96K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
55+ 4.58% |
$11.6K - $15.9K
|
1.26K
$378K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
52+ 2.45% |
$10.9K - $15.1K
|
2.17K
$653K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
49+ 4.85% |
$10.3K - $14.2K
|
1.06K
$318K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 0.47% |
$10.3K - $14.2K
|
10.5K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
46+ 10.8% |
$9.67K - $13.3K
|
472
$142K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
46+ 1.86% |
$9.67K - $13.3K
|
2.52K
$758K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
45+ 9.96% |
$9.46K - $13K
|
497
$149K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
45+ 33.33% |
$9.46K - $13K
|
180
$54.1K
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
44+ 1.36% |
$9.25K - $12.8K
|
3.29K
$987K
|
|
|
Aug 11, 2025
Q2 2025
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
44+ 2.28% |
$9.25K - $12.8K
|
1.97K
$592K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
42+ 21.0% |
$8.83K - $12.2K
|
242
$72.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
40+ 0.61% |
$8.41K - $11.6K
|
6.58K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
40+ 1.67% |
$8.41K - $11.6K
|
2.44K
$732K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
39+ 1.35% |
$8.2K - $11.3K
|
2.93K
$880K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
36+ 0.94% |
$7.57K - $10.4K
|
3.85K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
35+ 0.76% |
$7.36K - $10.1K
|
4.64K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
33+ 1.91% |
$6.94K - $9.57K
|
1.76K
$530K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
33New |
$6.94K - $9.57K
|
33
$9.91K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
32+ 3.84% |
$6.73K - $9.28K
|
865
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
32+ 58.18% |
$6.73K - $9.28K
|
87
$26.1K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
31New |
$6.52K - $8.99K
|
31
$9.31K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
29+ 0.07% |
$6.1K - $8.41K
|
41.2K
$12.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
27+ 112.5% |
$5.68K - $7.83K
|
51
$15.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
24+ 3.93% |
$5.05K - $6.96K
|
634
$190K
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
24+ 2.25% |
$5.05K - $6.96K
|
1.09K
$327K
|
|