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 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
233+ 5.27% |
$65.9K - $73.6K
|
4.66K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
232+ 1.53% |
$65.6K - $73.3K
|
15.4K
$4.64M
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
230+ 0.64% |
$65K - $72.7K
|
36K
$10.8M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
230+ 7.81% |
$65K - $72.7K
|
3.17K
$953K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
227+ 66.57% |
$64.2K - $71.7K
|
568
$171K
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
227+ 20.84% |
$64.2K - $71.7K
|
1.32K
$395K
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
226+ 10.68% |
$63.9K - $71.4K
|
2.34K
$704K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
225+ 1.69% |
$63.6K - $71.1K
|
13.6K
$4.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Hedeker Wealth, LLC
|
BUY
|
- |
224+ 1.22% |
$63.3K - $70.8K
|
18.6K
$5.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
223+ 0.87% |
$63.1K - $70.5K
|
25.7K
$7.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
223+ 2.58% |
$63.1K - $70.5K
|
8.87K
$2.67M
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
222+ 0.79% |
$62.8K - $70.2K
|
28.3K
$8.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
222+ 13.63% |
$62.8K - $70.2K
|
1.85K
$556K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
222+ 5.6% |
$62.8K - $70.2K
|
4.18K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
220+ 2.43% |
$62.2K - $69.5K
|
9.28K
$2.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
219+ 12.32% |
$61.9K - $69.2K
|
2K
$600K
|
|
|
Nov 18, 2025
Q3 2025
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
218+ 2.19% |
$61.6K - $68.9K
|
10.2K
$3.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
215+ 1.62% |
$60.8K - $68K
|
13.5K
$4.06M
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
214+ 7.6% |
$60.5K - $67.6K
|
3.03K
$910K
|
|
|
Nov 13, 2025
Q3 2025
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
212+ 1.91% |
$59.9K - $67K
|
11.3K
$3.39M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
211+ 9.34% |
$59.7K - $66.7K
|
2.47K
$742K
|
|
|
Nov 07, 2025
Q3 2025
|
Mjp Associates Inc
|
BUY
|
- |
211+ 1.37% |
$59.7K - $66.7K
|
15.6K
$4.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
210+ 0.52% |
$59.4K - $66.4K
|
40.9K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
209+ 7.52% |
$59.1K - $66.1K
|
2.99K
$898K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
209+ 0.6% |
$59.1K - $66.1K
|
35.1K
$10.5M
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
208+ 7.58% |
$58.8K - $65.7K
|
2.95K
$887K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
208+ 3.46% |
$58.8K - $65.7K
|
6.22K
$1.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
207+ 3.82% |
$58.5K - $65.4K
|
5.62K
$1.69M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
206+ 5.6% |
$58.3K - $65.1K
|
3.88K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
205+ 3.14% |
$58K - $64.8K
|
6.73K
$2.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
205+ 0.05% |
$58K - $64.8K
|
401K
$120M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
204+ 0.31% |
$57.7K - $64.5K
|
66.7K
$20M
|
|
|
Oct 23, 2025
Q3 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
204+ 17.56% |
$57.7K - $64.5K
|
1.37K
$410K
|
|
|
Nov 14, 2025
Q3 2025
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
203+ 4.79% |
$57.4K - $64.2K
|
4.44K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
202+ 0.78% |
$57.1K - $63.8K
|
26.2K
$7.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
202+ 0.73% |
$57.1K - $63.8K
|
28K
$8.42M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
201+ 21.82% |
$56.8K - $63.5K
|
1.12K
$337K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
CALL |
200New |
$56.6K - $63.2K
|
200
$60.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$56.6K - $63.2K
|
200
$60.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
200+ 1.75% |
$56.6K - $63.2K
|
11.6K
$3.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
199+ 1.03% |
$56.3K - $62.9K
|
19.6K
$5.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Brickley Wealth Management
|
BUY
|
- |
199+ 24.54% |
$56.3K - $62.9K
|
1.01K
$303K
|
|
|
Nov 05, 2025
Q3 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
198+ 1.86% |
$56K - $62.6K
|
10.8K
$3.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
198+ 2.07% |
$56K - $62.6K
|
9.75K
$2.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
196+ 4.0% |
$55.4K - $61.9K
|
5.1K
$1.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Allen Investment Management LLC
|
BUY
|
- |
196+ 0.13% |
$55.4K - $61.9K
|
157K
$47M
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
195+ 12.88% |
$55.1K - $61.6K
|
1.71K
$513K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
195+ 5.53% |
$55.1K - $61.6K
|
3.72K
$1.12M
|
|
|
Nov 10, 2025
Q3 2025
|
X Square Capital, LLC
|
BUY
|
- |
193+ 0.87% |
$54.6K - $61K
|
22.3K
$6.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
193+ 7.7% |
$54.6K - $61K
|
2.7K
$811K
|
|