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
|
Mitchell Capital Management CO
|
BUY
|
- |
2.46K+ 4.2% |
$694K - $776K
|
60.9K
$18.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.43K+ 236.54% |
$688K - $769K
|
3.46K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
2.4KNew |
$678K - $758K
|
2.4K
$720K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
2.39KNew |
$677K - $756K
|
2.39K
$719K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.39K+ 128.93% |
$677K - $756K
|
4.25K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
2.35K+ 0.42% |
$664K - $742K
|
566K
$170M
|
|
|
Oct 28, 2025
Q3 2025
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.34K+ 155.41% |
$662K - $740K
|
3.85K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
2.32K+ 2.79% |
$657K - $735K
|
85.7K
$25.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
2.31K+ 20.91% |
$652K - $729K
|
13.3K
$4M
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
2.3K+ 5.74% |
$651K - $728K
|
42.4K
$12.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.3K+ 25.58% |
$651K - $728K
|
11.3K
$3.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
2.3K+ 136.86% |
$651K - $728K
|
3.98K
$1.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
- |
2.3K+ 151.35% |
$650K - $727K
|
3.82K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.3K+ 12.32% |
$650K - $726K
|
20.9K
$6.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
2.29K+ 3.08% |
$649K - $725K
|
76.9K
$23.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
2.28KNew |
$644K - $720K
|
2.28K
$684K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.26K+ 12.59% |
$638K - $713K
|
20.2K
$6.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Permanens Capital L.P.
New York, NY |
BUY
|
- |
2.25K+ 11.89% |
$635K - $710K
|
21.1K
$6.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.24K+ 5.37% |
$634K - $709K
|
44K
$13.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.24K+ 4.12% |
$634K - $708K
|
56.6K
$17M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
2.21KNew |
$626K - $700K
|
2.21K
$665K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.21K+ 14.44% |
$626K - $699K
|
17.5K
$5.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.2K+ 5.99% |
$622K - $696K
|
38.9K
$11.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Stonegate Management LLC
Lake Forest, IL |
BUY
|
- |
2.2KNew |
$622K - $695K
|
2.2K
$661K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.19K+ 47.69% |
$619K - $692K
|
6.78K
$2.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.18K+ 182.66% |
$617K - $689K
|
3.38K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.17K+ 10.82% |
$614K - $686K
|
22.2K
$6.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.16KNew |
$611K - $683K
|
2.16K
$649K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
2.15KNew |
$608K - $680K
|
2.15K
$646K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.15K+ 0.16% |
$608K - $679K
|
1.37M
$411M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.15K+ 2.62% |
$607K - $679K
|
84.2K
$25.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.14K+ 26.23% |
$606K - $678K
|
10.3K
$3.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.12K+ 14.79% |
$598K - $668K
|
16.4K
$4.93M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.1KNew |
$594K - $664K
|
2.1K
$631K
|
|
|
Nov 14, 2025
Q3 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
2.1K+ 161.54% |
$594K - $664K
|
3.4K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Limestone Investment Advisors LP
New York, NY |
BUY
|
PUT |
2.1K+ 4.16% |
$594K - $664K
|
52.6K
$15.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
2.09K+ 38.67% |
$591K - $660K
|
7.49K
$2.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.09K+ 0.69% |
$590K - $659K
|
302K
$90.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
2.08K+ 47.93% |
$589K - $658K
|
6.43K
$1.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.08K+ 2.64% |
$589K - $658K
|
80.9K
$24.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.07K+ 45.81% |
$585K - $654K
|
6.59K
$1.98M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.07K+ 4.7% |
$585K - $654K
|
46.1K
$13.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.07K+ 222.13% |
$585K - $654K
|
3K
$901K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.06K+ 0.9% |
$583K - $651K
|
231K
$69.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
2.03KNew |
$575K - $643K
|
2.03K
$611K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.02K+ 22.94% |
$571K - $638K
|
10.8K
$3.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2K+ 0.86% |
$566K - $632K
|
234K
$70.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Violich Capital Management, Inc.
|
BUY
|
- |
2K+ 10.43% |
$566K - $632K
|
21.2K
$6.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2K+ 7.02% |
$564K - $631K
|
30.4K
$9.13M
|
|
|
Nov 12, 2025
Q3 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
1.99KNew |
$564K - $630K
|
1.99K
$599K
|
|