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
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
588+ 79.14% |
$166K - $186K
|
1.33K
$400K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
588+ 2.07% |
$166K - $186K
|
29K
$8.71M
|
|
|
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
|
|