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 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
158+ 21.64% |
$44.7K - $49.9K
|
888
$267K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
158+ 2.86% |
$44.7K - $49.9K
|
5.69K
$1.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
158+ 5.47% |
$44.7K - $49.9K
|
3.05K
$916K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
157+ 1.43% |
$44.4K - $49.6K
|
11.1K
$3.34M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
157+ 0.51% |
$44.4K - $49.6K
|
31.2K
$9.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
156+ 1.06% |
$44.1K - $49.3K
|
14.9K
$4.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
155+ 16.15% |
$43.8K - $49K
|
1.12K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
154+ 0.8% |
$43.5K - $48.7K
|
19.5K
$5.86M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
153+ 1.9% |
$43.3K - $48.4K
|
8.19K
$2.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
152+ 0.98% |
$43K - $48K
|
15.7K
$4.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
151+ 4.88% |
$42.7K - $47.7K
|
3.25K
$975K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
151+ 3.43% |
$42.7K - $47.7K
|
4.56K
$1.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
150+ 2.72% |
$42.4K - $47.4K
|
5.67K
$1.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
150+ 2.1% |
$42.4K - $47.4K
|
7.29K
$2.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
150+ 11.98% |
$42.4K - $47.4K
|
1.4K
$421K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
148+ 6.98% |
$41.9K - $46.8K
|
2.27K
$681K
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
148+ 12.61% |
$41.9K - $46.8K
|
1.32K
$397K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
146+ 0.5% |
$41.3K - $46.1K
|
29.3K
$8.79M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
145+ 2.3% |
$41K - $45.8K
|
6.45K
$1.94M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
145+ 0.56% |
$41K - $45.8K
|
26K
$7.82M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
144+ 3.93% |
$40.7K - $45.5K
|
3.81K
$1.14M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
144+ 9.78% |
$40.7K - $45.5K
|
1.62K
$486K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
143+ 2.15% |
$40.4K - $45.2K
|
6.78K
$2.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
142+ 0.29% |
$40.2K - $44.9K
|
49.8K
$15M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
141+ 0.61% |
$39.9K - $44.6K
|
23.2K
$6.96M
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
141+ 0.73% |
$39.9K - $44.6K
|
19.5K
$5.87M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
141+ 1.29% |
$39.9K - $44.6K
|
11.1K
$3.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Gouws Capital LLC
|
BUY
|
- |
140+ 4.08% |
$39.6K - $44.2K
|
3.57K
$1.07M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
140+ 0.42% |
$39.6K - $44.2K
|
33.7K
$10.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Mayport, LLC
|
BUY
|
- |
138+ 3.58% |
$39K - $43.6K
|
3.99K
$1.2M
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
138+ 0.91% |
$39K - $43.6K
|
15.3K
$4.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Asio Capital, LLC
|
BUY
|
- |
138+ 1.48% |
$39K - $43.6K
|
9.47K
$2.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
137+ 5.4% |
$38.7K - $43.3K
|
2.68K
$804K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
136+ 2.58% |
$38.5K - $43K
|
5.41K
$1.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
136+ 1.69% |
$38.5K - $43K
|
8.17K
$2.45M
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
136+ 10.93% |
$38.5K - $43K
|
1.38K
$415K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
135+ 5.45% |
$38.2K - $42.7K
|
2.61K
$784K
|
|
|
Oct 24, 2025
Q3 2025
|
Westwood Wealth Management
|
BUY
|
- |
135+ 4.65% |
$38.2K - $42.7K
|
3.04K
$912K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
135+ 0.42% |
$38.2K - $42.7K
|
32.3K
$9.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
134+ 9.75% |
$37.9K - $42.4K
|
1.51K
$453K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
133+ 0.45% |
$37.6K - $42K
|
29.7K
$8.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
132+ 0.74% |
$37.3K - $41.7K
|
17.9K
$5.39M
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
131+ 1.14% |
$37K - $41.4K
|
11.6K
$3.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
131+ 1.68% |
$37K - $41.4K
|
7.92K
$2.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
131+ 2.54% |
$37K - $41.4K
|
5.28K
$1.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
130+ 0.33% |
$36.8K - $41.1K
|
39.9K
$12M
|
|
|
Oct 31, 2025
Q3 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
130+ 0.34% |
$36.8K - $41.1K
|
38.7K
$11.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
130+ 0.97% |
$36.8K - $41.1K
|
13.5K
$4.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Trevian Wealth Management LLC
|
BUY
|
- |
129+ 8.85% |
$36.5K - $40.8K
|
1.59K
$477K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
129+ 1.96% |
$36.5K - $40.8K
|
6.72K
$2.02M
|
|