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 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
282+ 17.71% |
$79.7K - $89.1K
|
1.87K
$563K
|
|
|
Nov 14, 2025
Q3 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
281+ 8.14% |
$79.5K - $88.8K
|
3.73K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
281+ 6.97% |
$79.5K - $88.8K
|
4.31K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
BUY
|
- |
280+ 27.81% |
$79.2K - $88.5K
|
1.29K
$387K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
280+ 3.01% |
$79.2K - $88.5K
|
9.59K
$2.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
280+ 27.53% |
$79.2K - $88.5K
|
1.3K
$390K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
276+ 4.76% |
$78K - $87.2K
|
6.07K
$1.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
276+ 8.42% |
$78K - $87.2K
|
3.55K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
275+ 0.45% |
$77.8K - $86.9K
|
62K
$18.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
275+ 4.71% |
$77.8K - $86.9K
|
6.12K
$1.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
274+ 1.44% |
$77.5K - $86.6K
|
19.3K
$5.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
271+ 10.45% |
$76.6K - $85.7K
|
2.86K
$860K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
271+ 1.23% |
$76.6K - $85.7K
|
22.2K
$6.68M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
271+ 3.26% |
$76.6K - $85.7K
|
8.57K
$2.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
271+ 1.79% |
$76.6K - $85.7K
|
15.4K
$4.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
270+ 2.21% |
$76.4K - $85.3K
|
12.5K
$3.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
265+ 3.06% |
$74.9K - $83.8K
|
8.92K
$2.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
264+ 5.24% |
$74.7K - $83.4K
|
5.3K
$1.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
263+ 27.63% |
$74.4K - $83.1K
|
1.22K
$365K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
262+ 5.02% |
$74.1K - $82.8K
|
5.48K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
260+ 406.25% |
$73.5K - $82.2K
|
324
$97.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
260+ 1.53% |
$73.5K - $82.2K
|
17.3K
$5.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
258+ 88.05% |
$73K - $81.5K
|
551
$166K
|
|
|
Nov 03, 2025
Q3 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
255+ 0.75% |
$72.1K - $80.6K
|
34.3K
$10.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
255+ 8.06% |
$72.1K - $80.6K
|
3.42K
$1.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
254+ 1.78% |
$71.8K - $80.3K
|
14.5K
$4.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Oak Ridge Investments LLC
|
BUY
|
- |
253+ 18.53% |
$71.5K - $80K
|
1.62K
$486K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
251+ 2.57% |
$71K - $79.3K
|
10K
$3.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
250+ 10.75% |
$70.7K - $79K
|
2.58K
$774K
|
|
|
Oct 17, 2025
Q3 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
247+ 0.22% |
$69.8K - $78.1K
|
113K
$33.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
246+ 3.69% |
$69.6K - $77.8K
|
6.91K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
245+ 1.21% |
$69.3K - $77.4K
|
20.5K
$6.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
245+ 3.19% |
$69.3K - $77.4K
|
7.93K
$2.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
BUY
|
- |
243+ 13.9% |
$68.7K - $76.8K
|
1.99K
$598K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
241+ 7.28% |
$68.1K - $76.2K
|
3.55K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
240+ 27.87% |
$67.9K - $75.9K
|
1.1K
$331K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
240+ 4.93% |
$67.9K - $75.9K
|
5.11K
$1.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
240+ 4.81% |
$67.9K - $75.9K
|
5.23K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
240+ 4.37% |
$67.9K - $75.9K
|
5.73K
$1.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
239+ 1.12% |
$67.6K - $75.5K
|
21.6K
$6.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
239+ 3.32% |
$67.6K - $75.5K
|
7.44K
$2.23M
|
|
|
Oct 14, 2025
Q3 2025
|
M. Kraus & CO
|
BUY
|
- |
239+ 2.79% |
$67.6K - $75.5K
|
8.81K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
238+ 12.75% |
$67.3K - $75.2K
|
2.1K
$632K
|
|
|
Nov 05, 2025
Q3 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
238+ 0.5% |
$67.3K - $75.2K
|
47.5K
$14.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
238+ 1.35% |
$67.3K - $75.2K
|
17.8K
$5.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
235+ 1.77% |
$66.5K - $74.3K
|
13.5K
$4.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
235+ 0.77% |
$66.5K - $74.3K
|
30.9K
$9.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
234+ 25.05% |
$66.2K - $74K
|
1.17K
$351K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
233+ 99.57% |
$65.9K - $73.6K
|
467
$140K
|
|
|
Nov 12, 2025
Q3 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
233+ 1.53% |
$65.9K - $73.6K
|
15.4K
$4.63M
|
|