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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.69K+ 11.78% |
$1.04M - $1.17M
|
35K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
3.69KNew |
$1.04M - $1.17M
|
3.69K
$1.11M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.67K+ 24.47% |
$1.04M - $1.16M
|
18.6K
$5.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.63K+ 2.09% |
$1.03M - $1.15M
|
177K
$53.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.57K+ 63.88% |
$1.01M - $1.13M
|
9.17K
$2.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.56K+ 2.64% |
$1.01M - $1.12M
|
138K
$41.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.53KNew |
$998K - $1.12M
|
3.53K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.5K+ 0.83% |
$990K - $1.11M
|
426K
$128M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.5K+ 26.13% |
$989K - $1.1M
|
16.9K
$5.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.49K+ 2.8% |
$986K - $1.1M
|
128K
$38.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.48K+ 6.45% |
$983K - $1.1M
|
57.4K
$17.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.43K+ 12.78% |
$970K - $1.08M
|
30.3K
$9.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.4K+ 6.47% |
$962K - $1.07M
|
56K
$16.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
3.39K+ 6.59% |
$959K - $1.07M
|
54.9K
$16.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Truxt Investmentos Ltda.
|
BUY
|
- |
3.38KNew |
$956K - $1.07M
|
3.38K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
3.37KNew |
$954K - $1.07M
|
3.37K
$1.01M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.33K+ 16.97% |
$942K - $1.05M
|
23K
$6.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
3.3K+ 427.17% |
$934K - $1.04M
|
4.08K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
3.3K+ 3.16% |
$933K - $1.04M
|
108K
$32.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
3.3K+ 206.25% |
$933K - $1.04M
|
4.9K
$1.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.29K+ 0.52% |
$931K - $1.04M
|
637K
$191M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.27K+ 11.9% |
$923K - $1.03M
|
30.7K
$9.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.27K+ 5.89% |
$923K - $1.03M
|
58.7K
$17.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.22K+ 10.76% |
$910K - $1.02M
|
33.1K
$9.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
PUT |
3.2KNew |
$905K - $1.01M
|
3.2K
$961K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3.19K+ 14.1% |
$902K - $1.01M
|
25.8K
$7.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
3.17K+ 36.65% |
$896K - $1M
|
11.8K
$3.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Bank
|
BUY
|
- |
3.15K+ 31.92% |
$891K - $996K
|
13K
$3.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.15K+ 1.55% |
$890K - $995K
|
206K
$61.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.14KNew |
$888K - $993K
|
3.14K
$943K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.13K+ 10.92% |
$886K - $990K
|
31.8K
$9.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
3.11K+ 20.88% |
$881K - $984K
|
18K
$5.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
3.1K+ 0.14% |
$878K - $981K
|
2.27M
$682M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.1K+ 42.58% |
$877K - $981K
|
10.4K
$3.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.07K+ 4.19% |
$869K - $971K
|
76.4K
$22.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.07K+ 24.74% |
$868K - $970K
|
15.5K
$4.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.04K+ 25.67% |
$859K - $960K
|
14.9K
$4.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.04K+ 38.15% |
$858K - $959K
|
11K
$3.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
3.03K+ 149.43% |
$857K - $957K
|
5.06K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.02K+ 11.69% |
$855K - $956K
|
28.9K
$8.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
3.01K+ 35.98% |
$851K - $951K
|
11.4K
$3.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3KNew |
$849K - $949K
|
3K
$902K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
2.99K+ 2.27% |
$845K - $944K
|
135K
$40.4M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.96K+ 16.49% |
$837K - $935K
|
20.9K
$6.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.96K+ 11.55% |
$836K - $935K
|
28.6K
$8.58M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2.95K+ 247.73% |
$835K - $933K
|
4.15K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.95K+ 0.24% |
$833K - $931K
|
1.23M
$369M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.94K+ 8.13% |
$832K - $930K
|
39.1K
$11.8M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
2.94KNew |
$831K - $929K
|
2.94K
$882K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.94K+ 5.9% |
$830K - $928K
|
52.7K
$15.8M
|
|