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 14, 2025
Q3 2025
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
580+ 6.59% |
$164K - $183K
|
9.39K
$2.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
BUY
|
- |
579+ 1.9% |
$164K - $183K
|
31K
$9.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
574+ 0.61% |
$162K - $181K
|
95.1K
$28.6M
|
|
|
Nov 13, 2025
Q3 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
560+ 9.11% |
$158K - $177K
|
6.71K
$2.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
560+ 9.1% |
$158K - $177K
|
6.71K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Asset Management LLC
|
BUY
|
- |
556+ 1.36% |
$157K - $176K
|
41.4K
$12.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
554+ 0.84% |
$157K - $175K
|
66.3K
$19.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
552+ 2.07% |
$156K - $174K
|
27.2K
$8.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
551+ 79.51% |
$156K - $174K
|
1.24K
$374K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
548+ 18.63% |
$155K - $173K
|
3.49K
$1.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
547+ 12.65% |
$155K - $173K
|
4.87K
$1.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
547+ 23.77% |
$155K - $173K
|
2.85K
$855K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
546+ 2.49% |
$154K - $173K
|
22.5K
$6.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
545+ 2.87% |
$154K - $172K
|
19.5K
$5.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
540+ 22.27% |
$153K - $171K
|
2.97K
$891K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
539+ 8.89% |
$152K - $170K
|
6.6K
$1.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
538+ 38.02% |
$152K - $170K
|
1.95K
$587K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
536+ 3.09% |
$152K - $169K
|
17.9K
$5.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
534+ 2.95% |
$151K - $169K
|
18.6K
$5.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
532+ 1.58% |
$150K - $168K
|
34.2K
$10.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
529+ 9.64% |
$150K - $167K
|
6.02K
$1.81M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
526+ 17.62% |
$149K - $166K
|
3.51K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
526+ 2.71% |
$149K - $166K
|
20K
$6M
|
|
|
Nov 14, 2025
Q3 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
525+ 0.37% |
$148K - $166K
|
142K
$42.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
524+ 1.84% |
$148K - $166K
|
28.9K
$8.69M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
524+ 2.69% |
$148K - $166K
|
20K
$6.01M
|
|
|
Nov 17, 2025
Q3 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
523+ 8.08% |
$148K - $165K
|
7K
$2.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
521+ 0.54% |
$147K - $165K
|
96.6K
$29M
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
520+ 4.4% |
$147K - $164K
|
12.3K
$3.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
520+ 3.51% |
$147K - $164K
|
15.3K
$4.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
519+ 4.3% |
$147K - $164K
|
12.6K
$3.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
518+ 17.54% |
$146K - $164K
|
3.47K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
515+ 4.24% |
$146K - $163K
|
12.7K
$3.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
515+ 5.66% |
$146K - $163K
|
9.62K
$2.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
515+ 6.51% |
$146K - $163K
|
8.42K
$2.53M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
515+ 3.23% |
$146K - $163K
|
16.5K
$4.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
515+ 2.02% |
$146K - $163K
|
26K
$7.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
513+ 2.36% |
$145K - $162K
|
22.2K
$6.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
513+ 1.81% |
$145K - $162K
|
28.8K
$8.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
512+ 7.69% |
$145K - $162K
|
7.17K
$2.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
512+ 8.18% |
$145K - $162K
|
6.77K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
512+ 1.32% |
$145K - $162K
|
39.4K
$11.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
508+ 1.8% |
$144K - $161K
|
28.8K
$8.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
506+ 16.98% |
$143K - $160K
|
3.49K
$1.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
504+ 6.2% |
$143K - $159K
|
8.64K
$2.59M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
504+ 11.8% |
$143K - $159K
|
4.77K
$1.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
503+ 4.99% |
$142K - $159K
|
10.6K
$3.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
501+ 2.76% |
$142K - $158K
|
18.7K
$5.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
501+ 5.93% |
$142K - $158K
|
8.95K
$2.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
500+ 11.18% |
$141K - $158K
|
4.97K
$1.49M
|
|