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 13, 2025
Q3 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
6.35K+ 77.23% |
$1.8M - $2.01M
|
14.6K
$4.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
6.33KNew |
$1.79M - $2M
|
6.33K
$1.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
6.33K+ 11.86% |
$1.79M - $2M
|
59.6K
$17.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
6.25K+ 22.32% |
$1.77M - $1.98M
|
34.3K
$10.3M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
6.18K+ 29.29% |
$1.75M - $1.95M
|
27.3K
$8.2M
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
6.18KNew |
$1.75M - $1.95M
|
6.18K
$1.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Liberty One Investment Management, LLC
|
BUY
|
- |
6.14K+ 30.66% |
$1.74M - $1.94M
|
26.1K
$7.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
6.12K+ 5.23% |
$1.73M - $1.93M
|
123K
$37M
|
|
|
Nov 05, 2025
Q3 2025
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
6.11K+ 3.2% |
$1.73M - $1.93M
|
197K
$59.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
6.1KNew |
$1.73M - $1.93M
|
6.1K
$1.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.04K+ 10.24% |
$1.71M - $1.91M
|
65K
$19.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.01K+ 75.07% |
$1.7M - $1.9M
|
14K
$4.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6K+ 79.32% |
$1.7M - $1.9M
|
13.6K
$4.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.97K+ 2.69% |
$1.69M - $1.89M
|
228K
$68.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
5.96K+ 27.88% |
$1.69M - $1.88M
|
27.4K
$8.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
5.92KNew |
$1.67M - $1.87M
|
5.92K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
5.88K+ 44.47% |
$1.66M - $1.86M
|
19.1K
$5.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.86KNew |
$1.66M - $1.85M
|
5.86K
$1.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
5.86KNew |
$1.66M - $1.85M
|
5.86K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
5.85KNew |
$1.65M - $1.85M
|
5.85K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
5.8KNew |
$1.64M - $1.83M
|
5.8K
$1.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.65K+ 4.11% |
$1.6M - $1.78M
|
143K
$43M
|
|
|
Nov 07, 2025
Q3 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
BUY
|
- |
5.63K+ 39.19% |
$1.59M - $1.78M
|
20K
$6.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
5.61K+ 0.81% |
$1.59M - $1.77M
|
695K
$209M
|
|
|
Nov 13, 2025
Q3 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
5.53K+ 9.56% |
$1.56M - $1.75M
|
63.3K
$19M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
5.51KNew |
$1.56M - $1.74M
|
5.51K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.49K+ 6.64% |
$1.55M - $1.73M
|
88.1K
$26.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtue Asset Management LLC
Barrington, IL |
BUY
|
- |
5.47KNew |
$1.55M - $1.73M
|
5.47K
$1.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
5.4K+ 2.65% |
$1.53M - $1.71M
|
209K
$62.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
5.38K+ 5.12% |
$1.52M - $1.7M
|
110K
$33.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.33K+ 147.36% |
$1.51M - $1.69M
|
8.95K
$2.69M
|
|
|
Nov 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
5.23KNew |
$1.48M - $1.65M
|
5.23K
$1.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.19K+ 260.77% |
$1.47M - $1.64M
|
7.18K
$2.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
5.07K+ 66.18% |
$1.43M - $1.6M
|
12.7K
$3.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.07K+ 2.74% |
$1.43M - $1.6M
|
190K
$57M
|
|
|
Oct 21, 2025
Q3 2025
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
5.05K+ 2.88% |
$1.43M - $1.6M
|
181K
$54.2M
|
|
|
Nov 10, 2025
Q3 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5K+ 21.9% |
$1.41M - $1.58M
|
27.8K
$8.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.94K+ 12.79% |
$1.4M - $1.56M
|
43.6K
$13.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.94KNew |
$1.4M - $1.56M
|
4.94K
$1.48M
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
4.88K+ 24.28% |
$1.38M - $1.54M
|
25K
$7.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.87K+ 34.77% |
$1.38M - $1.54M
|
18.9K
$5.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.8K+ 1.54% |
$1.36M - $1.52M
|
316K
$94.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
4.78K+ 78.87% |
$1.35M - $1.51M
|
10.8K
$3.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.76K+ 24.81% |
$1.35M - $1.5M
|
23.9K
$7.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.72K+ 7.11% |
$1.33M - $1.49M
|
71.1K
$21.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
4.7K+ 12.0% |
$1.33M - $1.49M
|
43.9K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
4.69K+ 15.49% |
$1.33M - $1.48M
|
34.9K
$10.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.68K+ 2.27% |
$1.32M - $1.48M
|
211K
$63.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.66K+ 11.39% |
$1.32M - $1.47M
|
45.5K
$13.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
4.65K+ 2.06% |
$1.31M - $1.47M
|
230K
$69.1M
|
|