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
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
671New |
$190K - $212K
|
671
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
668New |
$189K - $211K
|
668
$201K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
668+ 10.03% |
$189K - $211K
|
7.33K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
663New |
$187K - $210K
|
663
$199K
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
661New |
$187K - $209K
|
661
$199K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
661+ 4.75% |
$187K - $209K
|
14.6K
$4.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Penbrook Management LLC
|
BUY
|
- |
660New |
$187K - $209K
|
660
$198K
|
|
|
Nov 12, 2025
Q3 2025
|
First Long Island Investors, LLC
|
BUY
|
- |
659+ 0.56% |
$186K - $208K
|
119K
$35.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
658+ 2.05% |
$186K - $208K
|
32.7K
$9.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
658New |
$186K - $208K
|
658
$198K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
658New |
$186K - $208K
|
658
$198K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
657+ 0.46% |
$186K - $208K
|
144K
$43.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
656+ 1.68% |
$186K - $207K
|
39.6K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
655+ 31.1% |
$185K - $207K
|
2.76K
$829K
|
|
|
Oct 22, 2025
Q3 2025
|
Corbyn Investment Management Inc
|
BUY
|
- |
655New |
$185K - $207K
|
655
$197K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
655New |
$185K - $207K
|
655
$197K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
654+ 17.69% |
$185K - $207K
|
4.35K
$1.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
BUY
|
- |
654+ 1.2% |
$185K - $207K
|
55.3K
$16.6M
|
|
|
Nov 03, 2025
Q3 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
653+ 1.26% |
$185K - $206K
|
52.6K
$15.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
649+ 4.32% |
$184K - $205K
|
15.7K
$4.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
648New |
$183K - $205K
|
648
$195K
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
648New |
$183K - $205K
|
648
$195K
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
646+ 0.06% |
$183K - $204K
|
1.1M
$332M
|
|
|
Oct 24, 2025
Q3 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
645+ 2.69% |
$182K - $204K
|
24.7K
$7.41M
|
|
|
Nov 05, 2025
Q3 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
644New |
$182K - $204K
|
644
$193K
|
|
|
Nov 14, 2025
Q3 2025
|
Welch Capital Partners LLC
Brooklyn, NY |
BUY
|
- |
642New |
$182K - $203K
|
642
$193K
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
642+ 21.51% |
$182K - $203K
|
3.63K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
641New |
$181K - $203K
|
641
$193K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
640New |
$181K - $202K
|
640
$192K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
639+ 1638.46% |
$181K - $202K
|
678
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
639+ 8.36% |
$181K - $202K
|
8.29K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Torrey Growth & Income Advisors
Del Mar, CA |
BUY
|
- |
638New |
$180K - $202K
|
638
$192K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
637+ 0.68% |
$180K - $201K
|
93.9K
$28.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
635New |
$180K - $201K
|
635
$191K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
631+ 8.88% |
$178K - $199K
|
7.73K
$2.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
627+ 1.6% |
$177K - $198K
|
39.8K
$12M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
622+ 2.09% |
$176K - $197K
|
30.4K
$9.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
621+ 4.59% |
$176K - $196K
|
14.2K
$4.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
619+ 3.72% |
$175K - $196K
|
17.3K
$5.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
618+ 1.63% |
$175K - $195K
|
38.5K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
616+ 4.24% |
$174K - $195K
|
15.2K
$4.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
615+ 35.16% |
$174K - $194K
|
2.36K
$710K
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
614+ 3.92% |
$174K - $194K
|
16.3K
$4.89M
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
611+ 2.18% |
$173K - $193K
|
28.7K
$8.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
609+ 1.36% |
$172K - $192K
|
45.4K
$13.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
608+ 15.34% |
$172K - $192K
|
4.57K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
603+ 31.03% |
$171K - $191K
|
2.55K
$765K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
BUY
|
- |
600+ 3.04% |
$170K - $190K
|
20.4K
$6.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Connable Office Inc
|
BUY
|
- |
599+ 2.86% |
$169K - $189K
|
21.5K
$6.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
596+ 0.93% |
$169K - $188K
|
64.6K
$19.4M
|
|