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 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
50+ 92.59% |
$14.1K - $15.8K
|
104
$31.2K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
49+ 1.79% |
$13.9K - $15.5K
|
2.78K
$836K
|
|
|
Nov 07, 2025
Q3 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
49+ 3.27% |
$13.9K - $15.5K
|
1.55K
$465K
|
|
|
Nov 06, 2025
Q3 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
49+ 2.99% |
$13.9K - $15.5K
|
1.69K
$507K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
49+ 0.54% |
$13.9K - $15.5K
|
9.1K
$2.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
48+ 3.43% |
$13.6K - $15.2K
|
1.45K
$435K
|
|
|
Oct 16, 2025
Q3 2025
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
48+ 2.93% |
$13.6K - $15.2K
|
1.69K
$507K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
47+ 1.53% |
$13.3K - $14.9K
|
3.12K
$938K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
47+ 0.16% |
$13.3K - $14.9K
|
29.7K
$8.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
47+ 7.72% |
$13.3K - $14.9K
|
656
$197K
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
46+ 0.47% |
$13K - $14.5K
|
9.88K
$2.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
46+ 0.32% |
$13K - $14.5K
|
14.2K
$4.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
46+ 0.16% |
$13K - $14.5K
|
28.9K
$8.67M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
46+ 0.53% |
$13K - $14.5K
|
8.65K
$2.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
45+ 6.2% |
$12.7K - $14.2K
|
771
$232K
|
|
|
Oct 09, 2025
Q3 2025
|
Baskin Financial Services Inc.
|
BUY
|
- |
44+ 2.9% |
$12.4K - $13.9K
|
1.56K
$469K
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
43+ 0.86% |
$12.2K - $13.6K
|
5.04K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
43+ 0.16% |
$12.2K - $13.6K
|
26.4K
$7.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
43+ 0.35% |
$12.2K - $13.6K
|
12.5K
$3.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
BUY
|
- |
42+ 0.46% |
$11.9K - $13.3K
|
9.13K
$2.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
42+ 0.16% |
$11.9K - $13.3K
|
26.9K
$8.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
42+ 4.0% |
$11.9K - $13.3K
|
1.09K
$328K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
42+ 0.53% |
$11.9K - $13.3K
|
7.9K
$2.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Tamar Securities, LLC
|
BUY
|
- |
41+ 1.77% |
$11.6K - $13K
|
2.36K
$710K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
41+ 3.16% |
$11.6K - $13K
|
1.34K
$402K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
41+ 0.7% |
$11.6K - $13K
|
5.92K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
40+ 0.88% |
$11.3K - $12.6K
|
4.6K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
40+ 0.42% |
$11.3K - $12.6K
|
9.55K
$2.87M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
40+ 1.19% |
$11.3K - $12.6K
|
3.41K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
40+ 5.55% |
$11.3K - $12.6K
|
761
$229K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
40+ 3.39% |
$11.3K - $12.6K
|
1.22K
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
39+ 0.49% |
$11K - $12.3K
|
8.07K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
39New |
$11K - $12.3K
|
39
$11.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
39+ 0.4% |
$11K - $12.3K
|
9.82K
$2.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
39+ 0.28% |
$11K - $12.3K
|
13.9K
$4.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
39+ 2.51% |
$11K - $12.3K
|
1.59K
$479K
|
|
|
Nov 14, 2025
Q3 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
38+ 1.25% |
$10.7K - $12K
|
3.09K
$927K
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
38+ 0.6% |
$10.7K - $12K
|
6.32K
$1.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
38+ 0.92% |
$10.7K - $12K
|
4.19K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
38+ 0.34% |
$10.7K - $12K
|
11.3K
$3.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
37+ 4.25% |
$10.5K - $11.7K
|
908
$273K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
37+ 1.88% |
$10.5K - $11.7K
|
2.01K
$603K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
37+ 1.0% |
$10.5K - $11.7K
|
3.76K
$1.13M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
36+ 1.57% |
$10.2K - $11.4K
|
2.32K
$698K
|
|
|
Nov 12, 2025
Q3 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
36+ 1.2% |
$10.2K - $11.4K
|
3.03K
$909K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
36+ 1.18% |
$10.2K - $11.4K
|
3.08K
$926K
|
|
|
Nov 06, 2025
Q3 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
36+ 1.17% |
$10.2K - $11.4K
|
3.12K
$938K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
36+ 0.52% |
$10.2K - $11.4K
|
6.92K
$2.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
BUY
|
- |
36+ 3.04% |
$10.2K - $11.4K
|
1.22K
$366K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
36+ 3.02% |
$10.2K - $11.4K
|
1.23K
$369K
|
|