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 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.06K+ 16.26% |
$301K - $336K
|
7.61K
$2.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.06K+ 5.39% |
$301K - $336K
|
20.8K
$6.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.06K+ 8.54% |
$299K - $335K
|
13.5K
$4.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of Nova Scotia
|
BUY
|
PUT |
1.05KNew |
$297K - $332K
|
1.05K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
1.05KNew |
$297K - $332K
|
1.05K
$315K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.04K+ 11.44% |
$294K - $328K
|
10.1K
$3.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.04K+ 6.63% |
$294K - $328K
|
16.7K
$5.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.04K+ 2.85% |
$293K - $328K
|
37.4K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
1.03KNew |
$291K - $326K
|
1.03K
$309K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.03K+ 60.77% |
$291K - $326K
|
2.73K
$819K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.03K+ 33.04% |
$291K - $325K
|
4.14K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
1.02K+ 11.09% |
$290K - $324K
|
10.3K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Ddd Partners, LLC
|
BUY
|
- |
1.02K+ 69.31% |
$289K - $323K
|
2.5K
$751K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.02K+ 1.06% |
$289K - $323K
|
97.7K
$29.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.02K+ 17.8% |
$288K - $322K
|
6.75K
$2.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.01K+ 17.99% |
$287K - $320K
|
6.65K
$2M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
1.01K+ 2.7% |
$286K - $320K
|
38.5K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.01K+ 64.72% |
$286K - $320K
|
2.57K
$773K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Street Capital Management, Inc.
|
BUY
|
- |
1K+ 102.67% |
$283K - $316K
|
1.97K
$593K
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1KNew |
$283K - $316K
|
1K
$300K
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1K+ 11.71% |
$283K - $316K
|
9.54K
$2.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Gruss & Co., LLC
|
BUY
|
- |
1K+ 100.0% |
$283K - $316K
|
2K
$601K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
999+ 41.61% |
$282K - $316K
|
3.4K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
997+ 8.28% |
$282K - $315K
|
13K
$3.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
994+ 0.46% |
$281K - $314K
|
218K
$65.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
990+ 27.21% |
$280K - $313K
|
4.63K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
981+ 17.68% |
$277K - $310K
|
6.53K
$1.96M
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
976+ 4.59% |
$276K - $308K
|
22.2K
$6.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
974+ 7.15% |
$275K - $308K
|
14.6K
$4.39M
|
|
|
Nov 05, 2025
Q3 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
974+ 8.2% |
$275K - $308K
|
12.9K
$3.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
973+ 72.56% |
$275K - $308K
|
2.31K
$695K
|
|
|
Nov 14, 2025
Q3 2025
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
970+ 33.41% |
$274K - $307K
|
3.87K
$1.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
968+ 1.87% |
$274K - $306K
|
52.9K
$15.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
968+ 7.36% |
$274K - $306K
|
14.1K
$4.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
961+ 0.38% |
$272K - $304K
|
251K
$75.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
960+ 29.37% |
$271K - $303K
|
4.23K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
957+ 8.84% |
$271K - $302K
|
11.8K
$3.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
956+ 6.18% |
$270K - $302K
|
16.4K
$4.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
947+ 20.14% |
$268K - $299K
|
5.65K
$1.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
941+ 17.5% |
$266K - $297K
|
6.32K
$1.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
940+ 3.77% |
$266K - $297K
|
25.9K
$7.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
938+ 18.54% |
$265K - $296K
|
6K
$1.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
937+ 2.43% |
$265K - $296K
|
39.5K
$11.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
936+ 10.22% |
$265K - $296K
|
10.1K
$3.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
927+ 8.92% |
$262K - $293K
|
11.3K
$3.4M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
926+ 1.11% |
$262K - $293K
|
84.1K
$25.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
925+ 7.48% |
$262K - $292K
|
13.3K
$3.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
923+ 0.41% |
$261K - $292K
|
226K
$67.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
922+ 20.8% |
$261K - $291K
|
5.36K
$1.61M
|
|
|
Nov 06, 2025
Q3 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
919+ 20.69% |
$260K - $290K
|
5.36K
$1.61M
|
|