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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
221K+ 6.59% |
$64.9M - $70.7M
|
3.57M
$1.07B
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
10.5KNew |
$3.09M - $3.37M
|
10.5K
$3.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
9.54KNew |
$2.81M - $3.06M
|
9.54K
$2.87M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
9.37K+ 18.47% |
$2.76M - $3M
|
60.1K
$18M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
6.45K+ 30.17% |
$1.9M - $2.07M
|
27.8K
$8.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
5.06K+ 2.68% |
$1.49M - $1.62M
|
193K
$58.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
4.87K+ 16.36% |
$1.43M - $1.56M
|
34.7K
$10.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.52K+ 0.28% |
$1.33M - $1.45M
|
1.65M
$494M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.48K+ 0.54% |
$1.02M - $1.11M
|
644K
$193M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
3.25KNew |
$957K - $1.04M
|
3.25K
$977K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.23K+ 4.34% |
$951K - $1.04M
|
77.8K
$23.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
3.23K+ 3.49% |
$950K - $1.03M
|
95.8K
$28.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.81K+ 1.8% |
$827K - $901K
|
159K
$47.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
2.23K+ 63.99% |
$654K - $713K
|
5.7K
$1.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.18K+ 7.09% |
$640K - $698K
|
32.9K
$9.88M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2.18K+ 145.1% |
$640K - $697K
|
3.67K
$1.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 70.76% |
$606K - $661K
|
4.98K
$1.49M
|
|
|
Jan 06, 2026
Q4 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.03K+ 11.01% |
$597K - $650K
|
20.5K
$6.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.98K+ 3.72% |
$584K - $636K
|
55.3K
$16.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.71K+ 15.77% |
$503K - $548K
|
12.5K
$3.77M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.69K+ 3.67% |
$498K - $543K
|
47.8K
$14.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.35K+ 2.41% |
$396K - $431K
|
57.2K
$17.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
1.29KNew |
$381K - $415K
|
1.29K
$389K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
1.22K+ 1.23% |
$360K - $392K
|
100K
$30.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.22K+ 17.19% |
$359K - $391K
|
8.32K
$2.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.2K+ 18.88% |
$354K - $385K
|
7.58K
$2.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 0.99% |
$340K - $370K
|
118K
$35.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
1.15K+ 2.53% |
$337K - $368K
|
46.5K
$14M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.14K+ 0.53% |
$336K - $366K
|
216K
$65M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
1.13K+ 12.3% |
$333K - $362K
|
10.3K
$3.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.12K+ 1.74% |
$329K - $358K
|
65.2K
$19.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
906+ 2.75% |
$266K - $290K
|
33.9K
$10.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
891+ 10.36% |
$262K - $285K
|
9.5K
$2.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
BUY
|
- |
877+ 3.97% |
$258K - $281K
|
23K
$6.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
822+ 7.95% |
$242K - $263K
|
11.2K
$3.35M
|
|
|
Jan 08, 2026
Q4 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
795+ 14.55% |
$234K - $255K
|
6.26K
$1.88M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
774+ 1.02% |
$228K - $248K
|
76.5K
$23M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
607+ 0.88% |
$179K - $194K
|
69.2K
$20.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
526+ 7.07% |
$155K - $169K
|
7.96K
$2.39M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
480+ 29.83% |
$141K - $154K
|
2.09K
$627K
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
436+ 20.23% |
$128K - $140K
|
2.59K
$778K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
372+ 2.51% |
$109K - $119K
|
15.2K
$4.57M
|
|
|
Jan 08, 2026
Q4 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
323+ 3.3% |
$95K - $103K
|
10.1K
$3.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
282+ 1.41% |
$82.9K - $90.4K
|
20.3K
$6.11M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
261+ 2.46% |
$76.8K - $83.6K
|
10.9K
$3.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
248+ 25.73% |
$72.9K - $79.5K
|
1.21K
$364K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
227+ 0.73% |
$66.8K - $72.7K
|
31.3K
$9.4M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
219+ 1.2% |
$64.4K - $70.2K
|
18.4K
$5.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
212+ 5.37% |
$62.4K - $67.9K
|
4.16K
$1.25M
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
205+ 11.83% |
$60.3K - $65.7K
|
1.94K
$582K
|
|