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 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
105+ 7.47% |
$29.7K - $33.2K
|
1.51K
$454K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
104+ 39.25% |
$29.4K - $32.9K
|
369
$111K
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
104+ 0.58% |
$29.4K - $32.9K
|
18K
$5.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
104+ 7.77% |
$29.4K - $32.9K
|
1.44K
$433K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
104+ 1.3% |
$29.4K - $32.9K
|
8.09K
$2.43M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
104+ 3.09% |
$29.4K - $32.9K
|
3.47K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
103+ 4.25% |
$29.1K - $32.6K
|
2.53K
$759K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
103+ 1.46% |
$29.1K - $32.6K
|
7.17K
$2.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
103+ 11.1% |
$29.1K - $32.6K
|
1.03K
$310K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
103+ 2.85% |
$29.1K - $32.6K
|
3.71K
$1.11M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
103+ 47.25% |
$29.1K - $32.6K
|
321
$96.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
101+ 5.62% |
$28.6K - $31.9K
|
1.9K
$570K
|
|
|
Nov 12, 2025
Q3 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
100+ 0.46% |
$28.3K - $31.6K
|
22.1K
$6.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
100+ 0.93% |
$28.3K - $31.6K
|
10.8K
$3.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
100+ 4.0% |
$28.3K - $31.6K
|
2.6K
$781K
|
|
|
Nov 07, 2025
Q3 2025
|
Colrain Capital LLC
Boston, MA |
BUY
|
- |
100+ 6.67% |
$28.3K - $31.6K
|
1.6K
$481K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
100New |
$28.3K - $31.6K
|
100
$30K
|
|
|
Oct 23, 2025
Q3 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
100+ 5.1% |
$28.3K - $31.6K
|
2.06K
$619K
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
100+ 4.37% |
$28.3K - $31.6K
|
2.39K
$717K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
100+ 0.93% |
$28.3K - $31.6K
|
10.8K
$3.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
99+ 6.29% |
$28K - $31.3K
|
1.67K
$503K
|
|
|
Oct 14, 2025
Q3 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
99+ 6.98% |
$28K - $31.3K
|
1.52K
$456K
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
98+ 3.0% |
$27.7K - $31K
|
3.36K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
98+ 6.88% |
$27.7K - $31K
|
1.52K
$457K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
98+ 0.97% |
$27.7K - $31K
|
10.2K
$3.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
97+ 0.27% |
$27.4K - $30.7K
|
35.7K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
97+ 3.76% |
$27.4K - $30.7K
|
2.68K
$804K
|
|
|
Nov 07, 2025
Q3 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
96+ 1.13% |
$27.1K - $30.3K
|
8.56K
$2.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
96+ 5.88% |
$27.1K - $30.3K
|
1.73K
$520K
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
95+ 9.09% |
$26.9K - $30K
|
1.14K
$342K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
94+ 3.27% |
$26.6K - $29.7K
|
2.97K
$891K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
BUY
|
- |
94+ 1.19% |
$26.6K - $29.7K
|
8.02K
$2.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
94+ 0.19% |
$26.6K - $29.7K
|
49.5K
$14.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
93+ 0.63% |
$26.3K - $29.4K
|
14.9K
$4.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
93+ 0.69% |
$26.3K - $29.4K
|
13.5K
$4.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
92+ 0.96% |
$26K - $29.1K
|
9.68K
$2.91M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
92+ 5.36% |
$26K - $29.1K
|
1.81K
$544K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
91+ 1.93% |
$25.7K - $28.8K
|
4.8K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
90+ 0.32% |
$25.5K - $28.4K
|
28.1K
$8.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
90+ 0.34% |
$25.5K - $28.4K
|
26.8K
$8.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
89+ 4.28% |
$25.2K - $28.1K
|
2.17K
$651K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
89+ 0.98% |
$25.2K - $28.1K
|
9.15K
$2.75M
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
88+ 0.92% |
$24.9K - $27.8K
|
9.67K
$2.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
88+ 0.45% |
$24.9K - $27.8K
|
19.8K
$5.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
88+ 0.83% |
$24.9K - $27.8K
|
10.6K
$3.19M
|
|
|
Nov 07, 2025
Q3 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
87+ 0.56% |
$24.6K - $27.5K
|
15.5K
$4.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
87+ 4.1% |
$24.6K - $27.5K
|
2.21K
$664K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
86+ 8.23% |
$24.3K - $27.2K
|
1.13K
$340K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
85+ 56.29% |
$24K - $26.9K
|
236
$70.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
85+ 2.07% |
$24K - $26.9K
|
4.18K
$1.26M
|
|