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 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.65K+ 40.74% |
$322K - $371K
|
5.7K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.64K+ 0.76% |
$320K - $369K
|
218K
$52.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.63K+ 1.47% |
$317K - $366K
|
112K
$26.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.62K+ 3.91% |
$315K - $363K
|
42.9K
$10.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.61K+ 4.85% |
$315K - $363K
|
34.9K
$8.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.61KNew |
$314K - $362K
|
1.61K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.61K+ 3.19% |
$313K - $361K
|
52K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.61K+ 8.93% |
$313K - $361K
|
19.6K
$4.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.6K+ 2.16% |
$312K - $360K
|
75.9K
$18.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
1.6K+ 2.8% |
$311K - $359K
|
58.6K
$14M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.6K+ 5.61% |
$311K - $359K
|
30.1K
$7.21M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1.59KNew |
$310K - $358K
|
1.59K
$382K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.58K+ 12.06% |
$307K - $354K
|
14.6K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.58K+ 15.3% |
$307K - $354K
|
11.9K
$2.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 3.55% |
$307K - $354K
|
45.9K
$11M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.57K+ 10.37% |
$307K - $354K
|
16.7K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.57KNew |
$306K - $353K
|
1.57K
$377K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.55KNew |
$301K - $348K
|
1.55K
$371K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.54K+ 20.01% |
$301K - $347K
|
9.26K
$2.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.54K+ 76.31% |
$300K - $346K
|
3.56K
$853K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.54K+ 0.62% |
$300K - $346K
|
250K
$60.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.53K+ 3.51% |
$299K - $345K
|
45.2K
$10.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.53K+ 3.45% |
$298K - $344K
|
45.9K
$11M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 11.99% |
$298K - $343K
|
14.3K
$3.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.52K+ 1.32% |
$297K - $342K
|
117K
$28M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.52KNew |
$296K - $342K
|
1.52K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.51K+ 7.27% |
$294K - $340K
|
22.3K
$5.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.51K+ 0.56% |
$294K - $339K
|
272K
$65.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.51K+ 3.61% |
$293K - $338K
|
43.2K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
CALL |
1.5K+ 26.32% |
$292K - $337K
|
7.2K
$1.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
1.49KNew |
$291K - $335K
|
1.49K
$358K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.49K+ 42.62% |
$290K - $335K
|
4.98K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.49K+ 1.68% |
$290K - $334K
|
89.9K
$21.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 2.64% |
$289K - $333K
|
57.7K
$13.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.48K+ 5.26% |
$289K - $333K
|
29.7K
$7.11M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.47K+ 30.52% |
$286K - $329K
|
6.27K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.45K+ 4.12% |
$282K - $326K
|
36.6K
$8.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.43K+ 17.27% |
$279K - $321K
|
9.71K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.43K+ 20.45% |
$279K - $321K
|
8.42K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.43K+ 3.15% |
$279K - $321K
|
46.8K
$11.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.41K+ 16.02% |
$275K - $317K
|
10.2K
$2.45M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.41K+ 15.05% |
$274K - $316K
|
10.8K
$2.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.4K+ 18.17% |
$273K - $315K
|
9.11K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 13.41% |
$273K - $314K
|
11.8K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.39K+ 1.48% |
$272K - $313K
|
95.9K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.39K+ 20.26% |
$272K - $313K
|
8.28K
$1.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.39KNew |
$270K - $312K
|
1.39K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.38K+ 0.31% |
$270K - $311K
|
442K
$106M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 4.31% |
$269K - $310K
|
33.4K
$8.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.37K+ 8.01% |
$267K - $308K
|
18.5K
$4.44M
|