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 12, 2025
Q3 2025
|
Miramar Capital, LLC
|
BUY
|
- |
909+ 1.77% |
$257K - $287K
|
52.2K
$15.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
905+ 0.87% |
$256K - $286K
|
105K
$31.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
903+ 14.1% |
$255K - $285K
|
7.31K
$2.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
897+ 0.61% |
$254K - $284K
|
149K
$44.8M
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
895+ 9.79% |
$253K - $283K
|
10K
$3.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
894New |
$253K - $283K
|
894
$269K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
892+ 6.65% |
$252K - $282K
|
14.3K
$4.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
888New |
$251K - $281K
|
888
$267K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
887+ 1.21% |
$251K - $280K
|
74K
$22.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
886+ 1.51% |
$251K - $280K
|
59.4K
$17.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
886+ 36.13% |
$251K - $280K
|
3.34K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
883+ 1.61% |
$250K - $279K
|
55.6K
$16.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
881+ 2.84% |
$249K - $278K
|
31.9K
$9.57M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
871+ 2.92% |
$246K - $275K
|
30.7K
$9.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
865+ 11.83% |
$245K - $273K
|
8.18K
$2.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
862+ 8.53% |
$244K - $272K
|
11K
$3.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
860+ 54.36% |
$243K - $272K
|
2.44K
$734K
|
|
|
Nov 07, 2025
Q3 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
857+ 28.29% |
$242K - $271K
|
3.89K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
857+ 4.28% |
$242K - $271K
|
20.9K
$6.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
849+ 1.26% |
$240K - $268K
|
68.1K
$20.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
840+ 18.76% |
$238K - $265K
|
5.32K
$1.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
834New |
$236K - $264K
|
834
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
834+ 1.42% |
$236K - $264K
|
59.4K
$17.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
829+ 2.76% |
$234K - $262K
|
30.8K
$9.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
829+ 0.57% |
$234K - $262K
|
147K
$44M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
827New |
$234K - $261K
|
827
$248K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
824+ 8.48% |
$233K - $260K
|
10.5K
$3.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
822+ 14.63% |
$232K - $260K
|
6.44K
$1.93M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
822+ 12.0% |
$232K - $260K
|
7.67K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
816+ 33.66% |
$231K - $258K
|
3.24K
$973K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
815New |
$230K - $258K
|
815
$245K
|
|
|
Nov 03, 2025
Q3 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
812+ 2.97% |
$230K - $257K
|
28.2K
$8.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
811+ 29.5% |
$229K - $256K
|
3.56K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
805+ 3.61% |
$228K - $254K
|
23.1K
$6.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
800+ 1.07% |
$226K - $253K
|
75.7K
$22.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
796+ 1.15% |
$225K - $252K
|
70.2K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
794+ 2.48% |
$225K - $251K
|
32.8K
$9.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
794New |
$225K - $251K
|
794
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
785New |
$222K - $248K
|
785
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
784+ 7.19% |
$222K - $248K
|
11.7K
$3.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
780+ 2.56% |
$221K - $247K
|
31.3K
$9.4M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
780New |
$221K - $247K
|
780
$234K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
776+ 14.16% |
$219K - $245K
|
6.26K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
776+ 1.92% |
$219K - $245K
|
41.2K
$12.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
774+ 8.09% |
$219K - $245K
|
10.3K
$3.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
768+ 2.63% |
$217K - $243K
|
29.9K
$8.99M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
766+ 1.95% |
$217K - $242K
|
40K
$12M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
765+ 80.53% |
$216K - $242K
|
1.72K
$515K
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
761+ 1.04% |
$215K - $241K
|
73.8K
$22.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
761+ 14.21% |
$215K - $241K
|
6.12K
$1.84M
|
|