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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Genesis Financial Group, LLC
Paramus, NJ |
BUY
|
- |
3.17KNew |
$931K - $1.01M
|
3.17K
$951K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3.07K+ 49.13% |
$904K - $984K
|
9.33K
$2.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.96K+ 7.69% |
$871K - $949K
|
41.5K
$12.5M
|
|
|
Jan 14, 2026
Q4 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.96K+ 142.69% |
$870K - $948K
|
5.03K
$1.51M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.81K+ 1.8% |
$827K - $901K
|
159K
$47.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
2.79K+ 1.39% |
$820K - $894K
|
203K
$61M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.77K+ 13.07% |
$815K - $888K
|
24K
$7.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.56K+ 11.63% |
$754K - $821K
|
24.6K
$7.39M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
2.4K+ 42.15% |
$706K - $769K
|
8.1K
$2.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.23K+ 63.99% |
$654K - $713K
|
5.7K
$1.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.2K+ 21.65% |
$648K - $706K
|
12.4K
$3.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.18K+ 7.09% |
$640K - $698K
|
32.9K
$9.88M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2.18K+ 145.1% |
$640K - $697K
|
3.67K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.1K+ 50.22% |
$618K - $674K
|
6.29K
$1.89M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.08K+ 0.61% |
$612K - $666K
|
346K
$104M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 70.76% |
$606K - $661K
|
4.98K
$1.49M
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.03K+ 11.01% |
$597K - $650K
|
20.5K
$6.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 3.72% |
$584K - $636K
|
55.3K
$16.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Auctus Advisors LLC
Charlotte, NC |
BUY
|
- |
1.97KNew |
$580K - $632K
|
1.97K
$592K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.96K+ 0.84% |
$575K - $626K
|
233K
$70.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.9K+ 3.63% |
$557K - $607K
|
54.1K
$16.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.86K+ 14.64% |
$547K - $596K
|
14.6K
$4.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Defender Capital, Llc.
|
BUY
|
- |
1.72KNew |
$505K - $550K
|
1.72K
$515K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.71K+ 15.77% |
$503K - $548K
|
12.5K
$3.77M
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
1.71K+ 117.55% |
$502K - $547K
|
3.16K
$949K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.69K+ 3.67% |
$498K - $543K
|
47.8K
$14.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 6.58% |
$496K - $541K
|
27.3K
$8.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.68K+ 22.02% |
$494K - $538K
|
9.31K
$2.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.58K+ 24.59% |
$466K - $508K
|
8.03K
$2.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.55K+ 18.8% |
$456K - $496K
|
9.79K
$2.94M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.51K+ 2.7% |
$444K - $483K
|
57.5K
$17.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
1.45K+ 1.99% |
$426K - $465K
|
74.5K
$22.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.36K+ 2.35% |
$401K - $437K
|
59.4K
$17.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.35K+ 2.41% |
$396K - $431K
|
57.2K
$17.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.32K+ 16.22% |
$388K - $423K
|
9.45K
$2.84M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.3K+ 16.09% |
$383K - $417K
|
9.4K
$2.82M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.3K+ 4.85% |
$382K - $416K
|
28.1K
$8.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
1.29KNew |
$381K - $415K
|
1.29K
$389K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.28K+ 2.55% |
$375K - $409K
|
51.2K
$15.4M
|
|
|
Jan 15, 2026
Q4 2025
|
James Hambro & Partners
|
BUY
|
- |
1.26K+ 0.18% |
$371K - $404K
|
691K
$208M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.25K+ 65.74% |
$367K - $400K
|
3.14K
$944K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
1.22K+ 1.23% |
$360K - $392K
|
100K
$30.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.22K+ 17.19% |
$359K - $391K
|
8.32K
$2.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.2K+ 18.88% |
$354K - $385K
|
7.58K
$2.28M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.19K+ 2.78% |
$349K - $381K
|
44K
$13.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.19K+ 73.15% |
$349K - $381K
|
2.81K
$845K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 0.9% |
$346K - $377K
|
132K
$39.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.16K+ 12.49% |
$341K - $371K
|
10.4K
$3.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 0.99% |
$340K - $370K
|
118K
$35.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.15K+ 2.53% |
$337K - $368K
|
46.5K
$14M
|
|