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 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
2.07K+ 6.93% |
$403K - $464K
|
31.9K
$7.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
2.06K+ 29.6% |
$401K - $463K
|
9.02K
$2.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.04K+ 5.23% |
$398K - $459K
|
41.1K
$9.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 104.69% |
$396K - $456K
|
3.97K
$952K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.03K+ 31.48% |
$396K - $456K
|
8.48K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.01K+ 6.04% |
$392K - $452K
|
35.3K
$8.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
2K+ 7.69% |
$390K - $450K
|
28K
$6.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2K+ 92.76% |
$390K - $450K
|
4.16K
$997K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 0.57% |
$389K - $449K
|
352K
$84.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.98K+ 17.91% |
$386K - $445K
|
13K
$3.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.97K+ 34.37% |
$384K - $442K
|
7.69K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.96K+ 24.1% |
$383K - $442K
|
10.1K
$2.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.96K+ 20.43% |
$383K - $441K
|
11.6K
$2.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.96K+ 3.89% |
$382K - $441K
|
52.3K
$12.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.96KNew |
$382K - $441K
|
1.96K
$470K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.95K+ 0.92% |
$380K - $439K
|
214K
$51.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.91K+ 18.09% |
$373K - $430K
|
12.5K
$2.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.91K+ 6.32% |
$372K - $429K
|
32.1K
$7.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.9K+ 57.56% |
$370K - $427K
|
5.2K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.89K+ 6.82% |
$368K - $425K
|
29.6K
$7.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.89K+ 728.96% |
$368K - $424K
|
2.15K
$515K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.89K+ 2.04% |
$368K - $424K
|
94.6K
$22.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.88K+ 18.32% |
$366K - $423K
|
12.1K
$2.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.86K+ 0.46% |
$362K - $417K
|
408K
$98M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.85K+ 48.12% |
$361K - $416K
|
5.7K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.85K+ 0.86% |
$360K - $415K
|
218K
$52.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.85K+ 8.03% |
$360K - $415K
|
24.8K
$5.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.83K+ 20.61% |
$356K - $410K
|
10.7K
$2.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.8K+ 54.81% |
$351K - $405K
|
5.09K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.8KNew |
$351K - $405K
|
1.8K
$432K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.8K+ 6.14% |
$350K - $404K
|
31K
$7.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.78KNew |
$348K - $401K
|
1.78K
$428K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.78K+ 1.35% |
$346K - $399K
|
133K
$31.9M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.77K+ 31.84% |
$345K - $398K
|
7.33K
$1.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.77K+ 19.69% |
$344K - $397K
|
10.7K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.76K+ 2.96% |
$342K - $395K
|
61.2K
$14.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.76K+ 13.02% |
$342K - $395K
|
15.2K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.75K+ 1.23% |
$342K - $394K
|
144K
$34.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.74K+ 46.28% |
$338K - $390K
|
5.48K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.73K+ 3.37% |
$337K - $388K
|
53K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$334K - $386K
|
1.72K
$411K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
1.71K+ 80.07% |
$334K - $385K
|
3.85K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.71K+ 16.36% |
$332K - $384K
|
12.1K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 72.38% |
$332K - $384K
|
4.06K
$975K
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1.7KNew |
$331K - $382K
|
1.7K
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.7K+ 9.19% |
$331K - $382K
|
20.2K
$4.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.68K+ 14.28% |
$327K - $377K
|
13.4K
$3.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.68K+ 22.5% |
$327K - $377K
|
9.13K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.67KNew |
$325K - $375K
|
1.67K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.66K+ 0.19% |
$324K - $373K
|
882K
$212M
|