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
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
128+ 10.89% |
$36.2K - $40.5K
|
1.3K
$391K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
128+ 2.41% |
$36.2K - $40.5K
|
5.44K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
127+ 9.53% |
$35.9K - $40.1K
|
1.46K
$438K
|
|
|
Oct 14, 2025
Q3 2025
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
BUY
|
- |
127+ 2.37% |
$35.9K - $40.1K
|
5.48K
$1.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
127+ 5.95% |
$35.9K - $40.1K
|
2.26K
$679K
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
126+ 3.61% |
$35.6K - $39.8K
|
3.62K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
125+ 1.32% |
$35.3K - $39.5K
|
9.59K
$2.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Zevin Asset Management LLC
|
BUY
|
- |
125+ 11.39% |
$35.3K - $39.5K
|
1.22K
$367K
|
|
|
Nov 03, 2025
Q3 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
125+ 17.17% |
$35.3K - $39.5K
|
853
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
124+ 5.94% |
$35.1K - $39.2K
|
2.21K
$664K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
124+ 7.29% |
$35.1K - $39.2K
|
1.83K
$548K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
124+ 0.63% |
$35.1K - $39.2K
|
19.7K
$5.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
123+ 2.04% |
$34.8K - $38.9K
|
6.15K
$1.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
123+ 0.88% |
$34.8K - $38.9K
|
14.2K
$4.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
122+ 1.6% |
$34.5K - $38.6K
|
7.73K
$2.32M
|
|
|
Nov 04, 2025
Q3 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
121+ 2.14% |
$34.2K - $38.2K
|
5.77K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
121+ 4.2% |
$34.2K - $38.2K
|
3K
$902K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
120+ 1.86% |
$33.9K - $37.9K
|
6.57K
$1.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
120+ 4.7% |
$33.9K - $37.9K
|
2.68K
$803K
|
|
|
Nov 04, 2025
Q3 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
119+ 1.54% |
$33.7K - $37.6K
|
7.84K
$2.35M
|
|
|
Nov 07, 2025
Q3 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
118+ 3.96% |
$33.4K - $37.3K
|
3.1K
$931K
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
118+ 3.02% |
$33.4K - $37.3K
|
4.03K
$1.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
117+ 8.72% |
$33.1K - $37K
|
1.46K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
117+ 0.69% |
$33.1K - $37K
|
17.1K
$5.13M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
117+ 1.41% |
$33.1K - $37K
|
8.41K
$2.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
115+ 3.95% |
$32.5K - $36.3K
|
3.03K
$910K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
115+ 0.3% |
$32.5K - $36.3K
|
38.2K
$11.5M
|
|
|
Oct 03, 2025
Q3 2025
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
114+ 13.73% |
$32.2K - $36K
|
944
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
113+ 5.95% |
$32K - $35.7K
|
2.01K
$604K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
112New |
$31.7K - $35.4K
|
112
$33.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
112+ 10.13% |
$31.7K - $35.4K
|
1.22K
$366K
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
112+ 5.57% |
$31.7K - $35.4K
|
2.12K
$637K
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
111+ 2.3% |
$31.4K - $35.1K
|
4.94K
$1.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
111+ 7.88% |
$31.4K - $35.1K
|
1.52K
$457K
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
111+ 3.03% |
$31.4K - $35.1K
|
3.77K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
111+ 9.14% |
$31.4K - $35.1K
|
1.33K
$398K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
111+ 0.51% |
$31.4K - $35.1K
|
21.8K
$6.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
110+ 0.84% |
$31.1K - $34.8K
|
13.2K
$3.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
110+ 0.54% |
$31.1K - $34.8K
|
20.3K
$6.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
110+ 6.16% |
$31.1K - $34.8K
|
1.9K
$570K
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
BUY
|
- |
109+ 3.43% |
$30.8K - $34.5K
|
3.28K
$986K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
109+ 10.61% |
$30.8K - $34.5K
|
1.14K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
108+ 7.0% |
$30.5K - $34.1K
|
1.65K
$496K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
106+ 2.67% |
$30K - $33.5K
|
4.07K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
106+ 5.42% |
$30K - $33.5K
|
2.06K
$619K
|
|
|
Nov 13, 2025
Q3 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
105+ 2.66% |
$29.7K - $33.2K
|
4.05K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
105+ 0.17% |
$29.7K - $33.2K
|
61.4K
$18.4M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
105+ 1.71% |
$29.7K - $33.2K
|
6.25K
$1.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
105+ 2.03% |
$29.7K - $33.2K
|
5.28K
$1.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
105+ 6.52% |
$29.7K - $33.2K
|
1.72K
$515K
|
|