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 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
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
35+ 0.8% |
$9.9K - $11.1K
|
4.41K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
35+ 1.62% |
$9.9K - $11.1K
|
2.19K
$659K
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
35+ 1.38% |
$9.9K - $11.1K
|
2.58K
$773K
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
35+ 1.74% |
$9.9K - $11.1K
|
2.05K
$615K
|
|
|
Nov 04, 2025
Q3 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
35+ 1.07% |
$9.9K - $11.1K
|
3.3K
$990K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
35+ 0.28% |
$9.9K - $11.1K
|
12.4K
$3.72M
|
|
|
Dec 02, 2025
Q3 2025
|
Tevis Investment Management
|
BUY
|
- |
34+ 0.81% |
$9.61K - $10.7K
|
4.24K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
34+ 0.24% |
$9.61K - $10.7K
|
13.9K
$4.19M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
34+ 1.94% |
$9.61K - $10.7K
|
1.79K
$536K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
34+ 0.28% |
$9.61K - $10.7K
|
12.3K
$3.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
33+ 1.53% |
$9.33K - $10.4K
|
2.19K
$657K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
33+ 0.23% |
$9.33K - $10.4K
|
14.5K
$4.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
32+ 2.38% |
$9.05K - $10.1K
|
1.38K
$413K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
32+ 2.23% |
$9.05K - $10.1K
|
1.47K
$441K
|
|
|
Oct 30, 2025
Q3 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
32+ 0.29% |
$9.05K - $10.1K
|
11.1K
$3.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
32+ 0.95% |
$9.05K - $10.1K
|
3.4K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
32+ 0.78% |
$9.05K - $10.1K
|
4.13K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
31+ 3.28% |
$8.77K - $9.8K
|
977
$293K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
31+ 1.17% |
$8.77K - $9.8K
|
2.69K
$807K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
31+ 15.27% |
$8.77K - $9.8K
|
234
$70.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
31+ 0.44% |
$8.77K - $9.8K
|
7.1K
$2.13M
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
31+ 0.5% |
$8.77K - $9.8K
|
6.19K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
30+ 1.11% |
$8.48K - $9.48K
|
2.74K
$824K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
30+ 2.91% |
$8.48K - $9.48K
|
1.06K
$318K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
30+ 0.54% |
$8.48K - $9.48K
|
5.6K
$1.68M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
29+ 1.58% |
$8.2K - $9.17K
|
1.87K
$561K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
29+ 0.41% |
$8.2K - $9.17K
|
7.19K
$2.16M
|
|
|
Nov 25, 2025
Q3 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
28+ 3.89% |
$7.92K - $8.85K
|
747
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
28+ 0.05% |
$7.92K - $8.85K
|
54.7K
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
28+ 0.31% |
$7.92K - $8.85K
|
9.14K
$2.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
28+ 0.16% |
$7.92K - $8.85K
|
17.4K
$5.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
27+ 0.14% |
$7.64K - $8.53K
|
19K
$5.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
27+ 8.16% |
$7.64K - $8.53K
|
358
$108K
|
|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
27+ 1.56% |
$7.64K - $8.53K
|
1.76K
$528K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
27+ 0.99% |
$7.64K - $8.53K
|
2.76K
$829K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
27+ 22.31% |
$7.64K - $8.53K
|
148
$44.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
26+ 0.29% |
$7.35K - $8.22K
|
9.05K
$2.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
26+ 0.47% |
$7.35K - $8.22K
|
5.54K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
26+ 0.05% |
$7.35K - $8.22K
|
50.5K
$15.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
26+ 1.3% |
$7.35K - $8.22K
|
2.03K
$609K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
26+ 1.45% |
$7.35K - $8.22K
|
1.82K
$546K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
26+ 3.4% |
$7.35K - $8.22K
|
790
$237K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
26New |
$7.35K - $8.22K
|
26
$7.81K
|
|
|
Oct 21, 2025
Q3 2025
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
26+ 0.14% |
$7.35K - $8.22K
|
19K
$5.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
26+ 1.18% |
$7.35K - $8.22K
|
2.22K
$668K
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
25+ 1.69% |
$7.07K - $7.9K
|
1.5K
$451K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
25+ 2.71% |
$7.07K - $7.9K
|
946
$284K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
25+ 1.99% |
$7.07K - $7.9K
|
1.28K
$385K
|
|