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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.31KNew |
$369K - $412K
|
1.31K
$392K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.3K+ 23.48% |
$369K - $412K
|
6.86K
$2.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.3K+ 1.4% |
$368K - $411K
|
94K
$28.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.3K+ 10.92% |
$368K - $411K
|
13.2K
$3.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.3KNew |
$368K - $411K
|
1.3K
$390K
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.3K+ 3.64% |
$367K - $410K
|
36.9K
$11.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.29K+ 16.06% |
$365K - $408K
|
9.34K
$2.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.29K+ 6.4% |
$364K - $407K
|
21.4K
$6.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.29K+ 1.2% |
$364K - $407K
|
109K
$32.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
1.28KNew |
$361K - $403K
|
1.28K
$383K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.27K+ 4.4% |
$360K - $402K
|
30.2K
$9.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.27K+ 13.62% |
$359K - $401K
|
10.6K
$3.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
1.27KNew |
$359K - $401K
|
1.27K
$381K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.27K+ 3.57% |
$358K - $400K
|
36.7K
$11M
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.26K+ 25.9% |
$357K - $399K
|
6.15K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.26K+ 4.41% |
$357K - $399K
|
29.9K
$8.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.26K+ 3.13% |
$357K - $399K
|
41.6K
$12.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.26K+ 3.82% |
$357K - $399K
|
34.3K
$10.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
BUY
|
- |
1.26K+ 6.86% |
$355K - $397K
|
19.6K
$5.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
1.26K+ 25.01% |
$355K - $397K
|
6.28K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.25KNew |
$355K - $396K
|
1.25K
$377K
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.25KNew |
$352K - $393K
|
1.25K
$374K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
1.24KNew |
$351K - $393K
|
1.24K
$373K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.24K+ 0.94% |
$351K - $392K
|
134K
$40.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.24K+ 8.07% |
$350K - $392K
|
16.6K
$4.98M
|
|
|
Oct 16, 2025
Q3 2025
|
Meyer Handelman CO
|
BUY
|
- |
1.24K+ 0.41% |
$350K - $391K
|
302K
$90.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.23K+ 1.64% |
$347K - $388K
|
76.2K
$22.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.23K+ 22.59% |
$347K - $388K
|
6.67K
$2M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.23K+ 3.06% |
$347K - $388K
|
41.3K
$12.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.23KNew |
$347K - $388K
|
1.23K
$369K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
1.21K+ 2.83% |
$341K - $381K
|
43.9K
$13.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
1.21K+ 11.01% |
$341K - $381K
|
12.2K
$3.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.2K+ 10.84% |
$340K - $380K
|
12.3K
$3.69M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
PUT |
1.2KNew |
$339K - $379K
|
1.2K
$360K
|
|
|
Oct 27, 2025
Q3 2025
|
Qvr LLC
|
BUY
|
PUT |
1.2KNew |
$339K - $379K
|
1.2K
$360K
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
1.19KNew |
$336K - $375K
|
1.19K
$357K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.19K+ 3.85% |
$335K - $375K
|
32K
$9.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.18K+ 3.82% |
$333K - $372K
|
32K
$9.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.18K+ 4.51% |
$333K - $372K
|
27.3K
$8.2M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.18K+ 2.39% |
$332K - $371K
|
50.4K
$15.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Whelan Financial
|
BUY
|
- |
1.15K+ 32.97% |
$324K - $362K
|
4.62K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
1.14K+ 1.48% |
$323K - $361K
|
78.3K
$23.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.14K+ 2.09% |
$322K - $360K
|
55.6K
$16.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.14K+ 0.86% |
$322K - $359K
|
133K
$40M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.14K+ 5.43% |
$321K - $359K
|
22K
$6.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.13K+ 5.1% |
$320K - $358K
|
23.3K
$7.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.13K+ 29.08% |
$320K - $357K
|
5.02K
$1.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.12K+ 5.64% |
$316K - $354K
|
20.9K
$6.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.12K+ 64.64% |
$316K - $353K
|
2.85K
$855K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 10.88% |
$316K - $353K
|
11.4K
$3.42M
|
|