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 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3K+ 5.79% |
$585K - $675K
|
54.8K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
3K+ 7.79% |
$585K - $674K
|
41.5K
$9.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.98K+ 0.25% |
$581K - $670K
|
1.22M
$293M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.96K+ 2.46% |
$578K - $666K
|
124K
$29.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
2.95KNew |
$576K - $664K
|
2.95K
$709K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.94K+ 7.55% |
$574K - $662K
|
41.9K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.93K+ 0.97% |
$571K - $659K
|
304K
$72.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.92K+ 1.98% |
$568K - $656K
|
150K
$36M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2.91K+ 3.27% |
$567K - $654K
|
91.9K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
2.9K+ 60.42% |
$565K - $652K
|
7.7K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.89K+ 10.22% |
$564K - $650K
|
31.2K
$7.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
2.89K+ 57.51% |
$563K - $650K
|
7.92K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.87K+ 75.59% |
$560K - $645K
|
6.67K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.87K+ 11.02% |
$559K - $645K
|
28.9K
$6.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.87K+ 4.7% |
$559K - $645K
|
63.9K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
2.86K+ 158.03% |
$558K - $643K
|
4.67K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.85K+ 3.05% |
$556K - $641K
|
96.4K
$23.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Bender Robert & Associates
|
BUY
|
- |
2.85KNew |
$555K - $640K
|
2.85K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.84K+ 2.46% |
$553K - $638K
|
118K
$28.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.84K+ 2.26% |
$553K - $638K
|
129K
$30.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.83K+ 1.23% |
$552K - $637K
|
233K
$56M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.83K+ 10.39% |
$552K - $636K
|
30.1K
$7.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.82K+ 4.55% |
$550K - $635K
|
64.9K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.78K+ 2.07% |
$541K - $624K
|
137K
$32.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 52.92% |
$538K - $621K
|
7.98K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.75K+ 19.11% |
$536K - $618K
|
17.1K
$4.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.73K+ 11.11% |
$531K - $613K
|
27.3K
$6.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.72K+ 25.32% |
$530K - $611K
|
13.4K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.71K+ 23.71% |
$529K - $610K
|
14.2K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.7K+ 2.08% |
$527K - $608K
|
133K
$31.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.69K+ 16.31% |
$524K - $604K
|
19.2K
$4.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.69K+ 1.68% |
$524K - $604K
|
163K
$39.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
2.68K+ 24.62% |
$522K - $602K
|
13.6K
$3.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.68K+ 13.34% |
$521K - $601K
|
22.7K
$5.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.67K+ 45.51% |
$521K - $601K
|
8.54K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.65K+ 12.01% |
$516K - $595K
|
24.7K
$5.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.65K+ 70.68% |
$516K - $595K
|
6.39K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
2.64K+ 3.13% |
$515K - $594K
|
87.2K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.62K+ 2.36% |
$510K - $588K
|
114K
$27.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.59K+ 3.0% |
$505K - $583K
|
89.1K
$21.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
2.56K+ 52.89% |
$500K - $576K
|
7.41K
$1.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.56K+ 16.13% |
$500K - $576K
|
18.5K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
2.56K+ 112.63% |
$499K - $575K
|
4.83K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.52K+ 10.25% |
$491K - $566K
|
27.1K
$6.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.5K+ 10.67% |
$487K - $562K
|
25.9K
$6.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.5K+ 4.34% |
$487K - $562K
|
60K
$14.4M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.49K+ 171.21% |
$485K - $559K
|
3.94K
$945K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.48KNew |
$483K - $557K
|
2.48K
$594K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.48K+ 23.83% |
$482K - $556K
|
12.9K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.47K+ 32.92% |
$481K - $555K
|
9.97K
$2.39M
|