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
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
4+ 0.07% |
$1.13K - $1.26K
|
5.35K
$1.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
4+ 0.48% |
$1.13K - $1.26K
|
844
$254K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
4+ 0.13% |
$1.13K - $1.26K
|
3.06K
$920K
|
|
|
Oct 23, 2025
Q3 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4+ 0.2% |
$1.13K - $1.26K
|
2K
$602K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
4+ 3.15% |
$1.13K - $1.26K
|
131
$39.3K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
3+ 0.22% |
$848 - $948
|
1.4K
$419K
|
|
|
Nov 12, 2025
Q3 2025
|
ETF Store, Inc.
|
BUY
|
- |
3+ 0.35% |
$848 - $948
|
870
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
3+ 0.01% |
$848 - $948
|
23.9K
$7.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
3+ 0.43% |
$848 - $948
|
701
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
3+ 0.33% |
$848 - $948
|
926
$278K
|
|
|
Nov 06, 2025
Q3 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3+ 0.07% |
$848 - $948
|
4.43K
$1.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
3+ 0.07% |
$848 - $948
|
4.3K
$1.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3+ 0.32% |
$848 - $948
|
929
$279K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3+ 0.1% |
$848 - $948
|
3.01K
$903K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3+ 0.36% |
$848 - $948
|
836
$251K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3+ 0.17% |
$848 - $948
|
1.79K
$538K
|
|
|
Nov 14, 2025
Q3 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2+ 0.07% |
$566 - $632
|
3.02K
$907K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2+ 0.26% |
$566 - $632
|
769
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2+ 0.02% |
$566 - $632
|
11.2K
$3.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Garner Asset Management Corp
|
BUY
|
- |
2+ 0.12% |
$566 - $632
|
1.68K
$504K
|
|
|
Nov 10, 2025
Q3 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
2+ 0.01% |
$566 - $632
|
23K
$6.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
2+ 0.01% |
$566 - $632
|
16.7K
$5.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
2+ 0.16% |
$566 - $632
|
1.24K
$372K
|
|
|
Nov 03, 2025
Q3 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
2+ 0.17% |
$566 - $632
|
1.16K
$347K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2+ 0.06% |
$566 - $632
|
3.15K
$945K
|
|
|
Oct 29, 2025
Q3 2025
|
Birinyi Associates Inc
|
BUY
|
- |
2+ 0.02% |
$566 - $632
|
10.7K
$3.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
2+ 0.06% |
$566 - $632
|
3.15K
$945K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.17% |
$566 - $632
|
1.19K
$356K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.0% |
$566 - $632
|
43.7K
$13.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2+ 0.0% |
$566 - $632
|
124K
$37.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.16% |
$566 - $632
|
1.26K
$378K
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$566 - $632
|
3.22K
$967K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.16% |
$566 - $632
|
1.29K
$387K
|
|
|
Nov 17, 2025
Q3 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
1+ 0.01% |
$283 - $316
|
10.5K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.02% |
$283 - $316
|
5.68K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1+ 0.03% |
$283 - $316
|
3.72K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1+ 0.06% |
$283 - $316
|
1.72K
$516K
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.07% |
$283 - $316
|
1.34K
$403K
|
|
|
Nov 12, 2025
Q3 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
1+ 0.64% |
$283 - $316
|
158
$47.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.43% |
$283 - $316
|
235
$70.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
1+ 0.06% |
$283 - $316
|
1.75K
$525K
|
|
|
Nov 06, 2025
Q3 2025
|
Check Capital Management Inc
|
BUY
|
- |
1+ 0.1% |
$283 - $316
|
954
$287K
|
|
|
Nov 06, 2025
Q3 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
1+ 0.1% |
$283 - $316
|
974
$293K
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
1+ 0.05% |
$283 - $316
|
2.07K
$622K
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1+ 0.02% |
$283 - $316
|
4.26K
$1.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
1+ 0.53% |
$283 - $316
|
190
$57.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$283 - $316
|
2.21K
$663K
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.02% |
$283 - $316
|
4.6K
$1.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.32% |
$283 - $316
|
314
$94.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1+ 0.07% |
$283 - $316
|
1.49K
$448K
|
|