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 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
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.14K+ 0.86% |
$322K - $359K
|
133K
$40M
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.1K+ 7.47% |
$312K - $348K
|
15.9K
$4.76M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
PUT |
1.1KNew |
$311K - $348K
|
1.1K
$330K
|
|
|
Nov 14, 2025
Q3 2025
|
Ehrenkranz Partners L.P.
New York, NY |
BUY
|
- |
1.1KNew |
$311K - $348K
|
1.1K
$330K
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 16.55% |
$308K - $344K
|
7.67K
$2.3M
|
|
|
Oct 03, 2025
Q3 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
1.09KNew |
$308K - $344K
|
1.09K
$327K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.09K+ 3.08% |
$307K - $343K
|
36.3K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
1.09K+ 25.02% |
$307K - $343K
|
5.42K
$1.63M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.09K+ 21.93% |
$307K - $343K
|
6.03K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.08K+ 3.8% |
$307K - $343K
|
29.6K
$8.89M
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
1.08K+ 7.77% |
$306K - $342K
|
15K
$4.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.08K+ 2.62% |
$306K - $342K
|
42.3K
$12.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
BUY
|
- |
1.08K+ 3.5% |
$306K - $342K
|
32K
$9.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
1.08K+ 5.22% |
$306K - $342K
|
21.8K
$6.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.08K+ 17.26% |
$304K - $340K
|
7.31K
$2.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.07K+ 15.46% |
$302K - $338K
|
7.99K
$2.4M
|
|
|
Nov 20, 2025
Q3 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.07K+ 23.61% |
$301K - $337K
|
5.58K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.07K+ 20.89% |
$301K - $337K
|
6.16K
$1.85M
|
|
|
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
|
|