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 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
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.98K+ 2.85% |
$560K - $626K
|
71.4K
$21.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.98K+ 37.16% |
$558K - $624K
|
7.29K
$2.19M
|
|
|
Oct 27, 2025
Q3 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.97K+ 11.4% |
$558K - $624K
|
19.3K
$5.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.97K+ 2.94% |
$557K - $623K
|
68.9K
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.97K+ 11.62% |
$556K - $621K
|
18.9K
$5.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.94K+ 2.29% |
$550K - $614K
|
86.7K
$26M
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 3.33% |
$544K - $608K
|
59.7K
$17.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Banyan Capital Management, Inc.
Atlanta, GA |
BUY
|
- |
1.92KNew |
$543K - $607K
|
1.92K
$577K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.9K+ 1.88% |
$538K - $601K
|
103K
$31M
|
|
|
Nov 14, 2025
Q3 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
1.9K+ 6.24% |
$537K - $600K
|
32.4K
$9.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.89KNew |
$534K - $597K
|
1.89K
$567K
|
|
|
Oct 07, 2025
Q3 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.87K+ 27.56% |
$529K - $591K
|
8.65K
$2.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.85K+ 56.35% |
$524K - $586K
|
5.14K
$1.55M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.85K+ 2.51% |
$524K - $585K
|
75.8K
$22.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.84K+ 5.7% |
$520K - $581K
|
34.1K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.83KNew |
$518K - $579K
|
1.83K
$551K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.83K+ 16.81% |
$518K - $579K
|
12.7K
$3.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.82K+ 7.74% |
$513K - $574K
|
25.3K
$7.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.81K+ 9.39% |
$513K - $573K
|
21.1K
$6.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.81K+ 13.27% |
$513K - $573K
|
15.5K
$4.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
1.8K+ 5.33% |
$508K - $568K
|
35.5K
$10.7M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.8K+ 26.88% |
$508K - $567K
|
8.47K
$2.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.79K+ 20.11% |
$506K - $565K
|
10.7K
$3.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.77K+ 26.29% |
$500K - $559K
|
8.49K
$2.55M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.77K+ 23.18% |
$499K - $558K
|
9.38K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.73K+ 4.51% |
$489K - $547K
|
40.1K
$12.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.72K+ 25.77% |
$486K - $544K
|
8.39K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.72K+ 3.1% |
$486K - $543K
|
57.2K
$17.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.7K+ 1.19% |
$481K - $537K
|
145K
$43.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.7K+ 84.27% |
$480K - $537K
|
3.71K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
1.69K+ 1.34% |
$478K - $534K
|
128K
$38.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.67K+ 2.45% |
$473K - $529K
|
70K
$21M
|
|
|
Nov 03, 2025
Q3 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
1.66K+ 2.42% |
$469K - $524K
|
70.3K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.65K+ 3.53% |
$467K - $522K
|
48.5K
$14.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.64KNew |
$465K - $520K
|
1.64K
$494K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.63K+ 36.67% |
$461K - $516K
|
6.08K
$1.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
1.61K+ 7.58% |
$455K - $509K
|
22.8K
$6.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.61K+ 5.88% |
$455K - $509K
|
29K
$8.71M
|
|