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 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
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
500+ 0.04% |
$141K - $158K
|
1.12M
$338M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
498+ 51.71% |
$141K - $157K
|
1.46K
$439K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
496+ 5.3% |
$140K - $157K
|
9.86K
$2.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
493+ 12.09% |
$139K - $156K
|
4.57K
$1.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
492+ 2.18% |
$139K - $156K
|
23.1K
$6.94M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
491+ 1.49% |
$139K - $155K
|
33.4K
$10M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
488+ 3.43% |
$138K - $154K
|
14.7K
$4.42M
|
|
|
Nov 25, 2025
Q3 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
487+ 1.4% |
$138K - $154K
|
35.2K
$10.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
486+ 0.71% |
$137K - $154K
|
68.6K
$20.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
477+ 3.24% |
$135K - $151K
|
15.2K
$4.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
477+ 14.36% |
$135K - $151K
|
3.8K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
472+ 11.98% |
$133K - $149K
|
4.41K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
471+ 8.54% |
$133K - $149K
|
5.99K
$1.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
465+ 4.84% |
$131K - $147K
|
10.1K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
463+ 11.43% |
$131K - $146K
|
4.51K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
463+ 19.94% |
$131K - $146K
|
2.79K
$837K
|
|
|
Nov 20, 2025
Q3 2025
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
462+ 1.76% |
$131K - $146K
|
26.7K
$8.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Parthenon LLC
|
BUY
|
- |
462+ 1.08% |
$131K - $146K
|
43.4K
$13M
|
|
|
Nov 12, 2025
Q3 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
458+ 0.8% |
$130K - $145K
|
58K
$17.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
457+ 5.55% |
$129K - $144K
|
8.69K
$2.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
456+ 2.4% |
$129K - $144K
|
19.5K
$5.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
455+ 30.87% |
$129K - $144K
|
1.93K
$579K
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
454+ 7.98% |
$128K - $143K
|
6.15K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
448+ 0.89% |
$127K - $142K
|
50.6K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
441+ 31.28% |
$125K - $139K
|
1.85K
$556K
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
441+ 0.52% |
$125K - $139K
|
85.1K
$25.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
440+ 7.02% |
$124K - $139K
|
6.71K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
437+ 0.26% |
$124K - $138K
|
166K
$49.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
437+ 0.19% |
$124K - $138K
|
225K
$67.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
437+ 2.83% |
$124K - $138K
|
15.9K
$4.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
433+ 4.8% |
$122K - $137K
|
9.46K
$2.84M
|
|