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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6.22M+ 223495.97% |
$1.83B - $1.99B
|
6.22M
$1.87B
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
221K+ 6.59% |
$64.9M - $70.7M
|
3.57M
$1.07B
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
186K+ 19.44% |
$54.7M - $59.6M
|
1.14M
$343M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
92.4KNew |
$27.2M - $29.6M
|
92.4K
$27.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
83.4K+ 15.2% |
$24.5M - $26.7M
|
632K
$190M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
71.1K+ 450.6% |
$20.9M - $22.8M
|
86.9K
$26.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Clear Trail Advisors, LLC
Houston, TX |
BUY
|
- |
54.7KNew |
$16.1M - $17.5M
|
54.7K
$16.4M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
35.3K+ 43.11% |
$10.4M - $11.3M
|
117K
$35.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Nat West Group PLC
|
BUY
|
- |
31.2K+ 97.23% |
$9.16M - $9.98M
|
63.2K
$19M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
21.1KNew |
$6.21M - $6.76M
|
21.1K
$6.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
19.4K+ 2.78% |
$5.72M - $6.23M
|
718K
$216M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
16.8K+ 560.22% |
$4.94M - $5.38M
|
19.8K
$5.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
16.8K+ 62.1% |
$4.94M - $5.38M
|
43.9K
$13.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14K+ 25.05% |
$4.13M - $4.49M
|
70K
$21M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12.4K+ 5.43% |
$3.65M - $3.98M
|
241K
$72.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
10.5KNew |
$3.09M - $3.37M
|
10.5K
$3.16M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
10.2K+ 5.14% |
$3.01M - $3.28M
|
209K
$62.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
9.54KNew |
$2.81M - $3.06M
|
9.54K
$2.87M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
9.37K+ 18.47% |
$2.76M - $3M
|
60.1K
$18M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
9.12K+ 5.46% |
$2.68M - $2.92M
|
176K
$52.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
9.12KNew |
$2.68M - $2.92M
|
9.12K
$2.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
8.42K+ 19.91% |
$2.48M - $2.7M
|
50.7K
$15.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.57K+ 68.13% |
$2.23M - $2.43M
|
18.7K
$5.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
6.48K+ 1.16% |
$1.91M - $2.08M
|
567K
$170M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
6.45K+ 30.17% |
$1.9M - $2.07M
|
27.8K
$8.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.71K+ 7.55% |
$1.68M - $1.83M
|
81.4K
$24.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.23K+ 5.1% |
$1.54M - $1.67M
|
108K
$32.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
5.16K+ 19.86% |
$1.52M - $1.65M
|
31.1K
$9.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.06K+ 2.68% |
$1.49M - $1.62M
|
193K
$58.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.91K+ 2.06% |
$1.44M - $1.57M
|
244K
$73.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.87K+ 16.36% |
$1.43M - $1.56M
|
34.7K
$10.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
4.8K+ 1.59% |
$1.41M - $1.54M
|
306K
$91.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
4.77KNew |
$1.4M - $1.53M
|
4.77K
$1.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
4.72K+ 501.6% |
$1.39M - $1.51M
|
5.66K
$1.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
4.67K+ 0.2% |
$1.37M - $1.49M
|
2.31M
$695M
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
4.65KNew |
$1.37M - $1.49M
|
4.65K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.52K+ 0.28% |
$1.33M - $1.45M
|
1.65M
$494M
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
4.48KNew |
$1.32M - $1.44M
|
4.48K
$1.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Geremia Financial Services, LLC
Edison, NJ |
BUY
|
- |
4.45KNew |
$1.31M - $1.43M
|
4.45K
$1.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.27K+ 0.58% |
$1.25M - $1.37M
|
746K
$224M
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
BUY
|
- |
4.16K+ 22.07% |
$1.22M - $1.33M
|
23K
$6.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.96K+ 27.26% |
$1.16M - $1.27M
|
18.5K
$5.55M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.48K+ 0.54% |
$1.02M - $1.11M
|
644K
$193M
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
3.45K+ 416.79% |
$1.01M - $1.11M
|
4.28K
$1.29M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
3.41K+ 0.78% |
$1M - $1.09M
|
440K
$132M
|
|
|
Jan 15, 2026
Q4 2025
|
Meyer Handelman CO
|
BUY
|
- |
3.35K+ 1.11% |
$986K - $1.07M
|
306K
$91.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
3.25KNew |
$957K - $1.04M
|
3.25K
$977K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.23K+ 4.34% |
$951K - $1.04M
|
77.8K
$23.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
3.23K+ 3.49% |
$950K - $1.03M
|
95.8K
$28.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.19K+ 2.5% |
$939K - $1.02M
|
131K
$39.4M
|
|