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 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.94K+ 12.79% |
$1.4M - $1.56M
|
43.6K
$13.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.94KNew |
$1.4M - $1.56M
|
4.94K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.87K+ 34.77% |
$1.38M - $1.54M
|
18.9K
$5.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.8K+ 1.54% |
$1.36M - $1.52M
|
316K
$94.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.78K+ 78.87% |
$1.35M - $1.51M
|
10.8K
$3.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.76K+ 24.81% |
$1.35M - $1.5M
|
23.9K
$7.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.72K+ 7.11% |
$1.33M - $1.49M
|
71.1K
$21.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.7K+ 12.0% |
$1.33M - $1.49M
|
43.9K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
4.69K+ 15.49% |
$1.33M - $1.48M
|
34.9K
$10.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.68K+ 2.27% |
$1.32M - $1.48M
|
211K
$63.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.66K+ 11.39% |
$1.32M - $1.47M
|
45.5K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
4.65K+ 2.06% |
$1.31M - $1.47M
|
230K
$69.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.65K+ 15.13% |
$1.31M - $1.47M
|
35.4K
$10.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.6K+ 3.79% |
$1.3M - $1.45M
|
126K
$37.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.56K+ 43.76% |
$1.29M - $1.44M
|
15K
$4.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.56K+ 3.92% |
$1.29M - $1.44M
|
121K
$36.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Parnassus Investments, LLC
|
BUY
|
- |
4.51K+ 0.87% |
$1.28M - $1.43M
|
524K
$157M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.49K+ 5.18% |
$1.27M - $1.42M
|
91.3K
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
4.48K+ 2.52% |
$1.27M - $1.41M
|
182K
$54.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.47K+ 4.49% |
$1.26M - $1.41M
|
104K
$31.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
4.46K+ 121.77% |
$1.26M - $1.41M
|
8.13K
$2.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.41K+ 7.69% |
$1.25M - $1.39M
|
61.7K
$18.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
4.41K+ 10.86% |
$1.25M - $1.39M
|
45K
$13.5M
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
4.4K+ 2.22% |
$1.24M - $1.39M
|
203K
$60.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.36K+ 33.39% |
$1.23M - $1.38M
|
17.4K
$5.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
4.26K+ 11.26% |
$1.21M - $1.35M
|
42.1K
$12.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.24K+ 4.46% |
$1.2M - $1.34M
|
99.3K
$29.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.24K+ 17.92% |
$1.2M - $1.34M
|
27.9K
$8.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
4.23K+ 56.12% |
$1.2M - $1.34M
|
11.8K
$3.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.21K+ 40.79% |
$1.19M - $1.33M
|
14.5K
$4.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.2K+ 2.65% |
$1.19M - $1.33M
|
163K
$48.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.1K+ 0.89% |
$1.16M - $1.3M
|
466K
$140M
|
|
|
Nov 05, 2025
Q3 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
4.1KNew |
$1.16M - $1.3M
|
4.1K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.02K+ 26.83% |
$1.14M - $1.27M
|
19K
$5.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
PUT |
4KNew |
$1.13M - $1.26M
|
4K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
BUY
|
PUT |
4KNew |
$1.13M - $1.26M
|
4K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
3.91KNew |
$1.11M - $1.24M
|
3.91K
$1.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
3.9K+ 2.34% |
$1.1M - $1.23M
|
171K
$51.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
3.9KNew |
$1.1M - $1.23M
|
3.9K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
BUY
|
- |
3.88K+ 188.66% |
$1.1M - $1.23M
|
5.93K
$1.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.84K+ 6.11% |
$1.09M - $1.21M
|
66.7K
$20M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
3.77K+ 0.59% |
$1.07M - $1.19M
|
645K
$194M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.76K+ 2.7% |
$1.06M - $1.19M
|
143K
$42.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.75K+ 4.25% |
$1.06M - $1.19M
|
92K
$27.6M
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
3.75K+ 5.48% |
$1.06M - $1.19M
|
72.1K
$21.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
3.75K+ 11.19% |
$1.06M - $1.19M
|
37.3K
$11.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
3.72K+ 23.98% |
$1.05M - $1.18M
|
19.2K
$5.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.71K+ 5.8% |
$1.05M - $1.17M
|
67.7K
$20.3M
|
|
|
Nov 05, 2025
Q3 2025
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
- |
3.7KNew |
$1.05M - $1.17M
|
3.7K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
3.69KNew |
$1.04M - $1.17M
|
3.69K
$1.11M
|
|