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 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
357+ 2.38% |
$75.1K - $103K
|
15.3K
$4.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
357+ 2.13% |
$75.1K - $103K
|
17.1K
$5.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
356+ 0.83% |
$74.9K - $103K
|
43.2K
$13.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
356+ 2.89% |
$74.9K - $103K
|
12.7K
$3.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
355+ 1.02% |
$74.6K - $103K
|
35.3K
$10.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
352+ 1.25% |
$74K - $102K
|
28.6K
$8.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
351+ 2.42% |
$73.8K - $102K
|
14.8K
$4.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
349+ 3.04% |
$73.4K - $101K
|
11.8K
$3.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
348+ 17.33% |
$73.2K - $101K
|
2.36K
$725K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
348+ 0.75% |
$73.2K - $101K
|
46.9K
$14.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
347+ 2.29% |
$73K - $101K
|
15.5K
$4.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
346+ 6.96% |
$72.8K - $100K
|
5.32K
$1.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
346+ 4.44% |
$72.8K - $100K
|
8.13K
$2.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
344+ 36.75% |
$72.3K - $99.7K
|
1.28K
$394K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
344+ 0.68% |
$72.3K - $99.7K
|
51.1K
$15.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
343+ 18.9% |
$72.1K - $99.4K
|
2.16K
$664K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
342New |
$71.9K - $99.1K
|
342
$105K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
341+ 3.51% |
$71.7K - $98.9K
|
10.1K
$3.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Premier Fund Managers LTD
|
BUY
|
- |
340+ 0.37% |
$71.5K - $98.6K
|
91.1K
$28M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
339+ 0.83% |
$71.3K - $98.3K
|
41.2K
$12.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
337+ 14.42% |
$70.9K - $97.7K
|
2.67K
$822K
|
|
|
Jul 28, 2025
Q2 2025
|
Tuttle Capital Management, LLC
|
BUY
|
- |
336+ 14.88% |
$70.7K - $97.4K
|
2.59K
$798K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
336+ 3.39% |
$70.7K - $97.4K
|
10.2K
$3.15M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
334+ 0.84% |
$70.2K - $96.8K
|
40.3K
$12.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
333+ 0.35% |
$70K - $96.5K
|
96.6K
$29.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
331+ 17.18% |
$69.6K - $96K
|
2.26K
$694K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
331+ 3.31% |
$69.6K - $96K
|
10.3K
$3.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
329+ 0.86% |
$69.2K - $95.4K
|
38.5K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Motive Wealth Advisors
|
BUY
|
- |
328+ 10.3% |
$69K - $95.1K
|
3.51K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
327+ 4.82% |
$68.8K - $94.8K
|
7.11K
$2.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
326+ 21.81% |
$68.6K - $94.5K
|
1.82K
$560K
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
325+ 2.19% |
$68.3K - $94.2K
|
15.2K
$4.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
324+ 5.68% |
$68.1K - $93.9K
|
6.03K
$1.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
323+ 3.25% |
$67.9K - $93.6K
|
10.3K
$3.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
323+ 5.63% |
$67.9K - $93.6K
|
6.06K
$1.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
322+ 12.93% |
$67.7K - $93.4K
|
2.81K
$865K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
321+ 12.18% |
$67.5K - $93.1K
|
2.96K
$909K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
320+ 2.86% |
$67.3K - $92.8K
|
11.5K
$3.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
320+ 0.36% |
$67.3K - $92.8K
|
89K
$27.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
BUY
|
- |
319+ 13.02% |
$67.1K - $92.5K
|
2.77K
$852K
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
317+ 7.64% |
$66.7K - $91.9K
|
4.47K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
315+ 1.76% |
$66.2K - $91.3K
|
18.2K
$5.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
315+ 0.97% |
$66.2K - $91.3K
|
32.9K
$10.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
315+ 25.99% |
$66.2K - $91.3K
|
1.53K
$470K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
314+ 0.58% |
$66K - $91K
|
54.5K
$16.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
313+ 15.19% |
$65.8K - $90.7K
|
2.37K
$730K
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
313+ 3.2% |
$65.8K - $90.7K
|
10.1K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
313+ 0.47% |
$65.8K - $90.7K
|
66.3K
$20.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
312+ 10.57% |
$65.6K - $90.5K
|
3.27K
$1M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
311+ 22.1% |
$65.4K - $90.2K
|
1.72K
$528K
|