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 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.14KNew |
$222K - $256K
|
1.14K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.14KNew |
$222K - $256K
|
1.14K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.14K+ 11.02% |
$221K - $255K
|
11.4K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.13KNew |
$221K - $255K
|
1.13K
$272K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
1.13KNew |
$221K - $255K
|
1.13K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.13K+ 85.37% |
$221K - $254K
|
2.46K
$590K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.13K+ 57.27% |
$220K - $254K
|
3.11K
$745K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.13KNew |
$220K - $254K
|
1.13K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.13K+ 12.12% |
$219K - $253K
|
10.4K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.12K+ 22.08% |
$219K - $253K
|
6.21K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.12K+ 1.04% |
$218K - $252K
|
109K
$26.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$216K - $250K
|
1.11K
$266K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.11KNew |
$216K - $249K
|
1.11K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.11KNew |
$216K - $249K
|
1.11K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.11KNew |
$216K - $249K
|
1.11K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.11K+ 16.46% |
$215K - $248K
|
7.82K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1.1K+ 91.67% |
$214K - $247K
|
2.3K
$552K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
1.1KNew |
$214K - $247K
|
1.1K
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 5.39% |
$214K - $246K
|
21.4K
$5.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.1K+ 10.15% |
$213K - $246K
|
11.9K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.09K+ 10.94% |
$213K - $246K
|
11.1K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.09KNew |
$212K - $245K
|
1.09K
$261K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.09KNew |
$212K - $244K
|
1.09K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.08K+ 3.06% |
$211K - $243K
|
36.4K
$8.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.08K+ 13.13% |
$211K - $243K
|
9.31K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
1.08K+ 385.71% |
$210K - $243K
|
1.36K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.08KNew |
$210K - $242K
|
1.08K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.08K+ 1.71% |
$210K - $242K
|
64K
$15.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.07KNew |
$209K - $241K
|
1.07K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.07K+ 1.35% |
$208K - $240K
|
80.1K
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.06K+ 23.94% |
$207K - $239K
|
5.5K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.06K+ 13.73% |
$207K - $239K
|
8.8K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
1.06K+ 40.58% |
$207K - $238K
|
3.67K
$881K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.06KNew |
$206K - $238K
|
1.06K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.06K+ 0.79% |
$206K - $238K
|
135K
$32.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.05KNew |
$205K - $237K
|
1.05K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.05K+ 1.48% |
$204K - $235K
|
71.8K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
1.05K+ 88.94% |
$204K - $235K
|
2.22K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.05K+ 7.72% |
$204K - $235K
|
14.6K
$3.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.04KNew |
$203K - $234K
|
1.04K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
1.04K+ 1.14% |
$202K - $233K
|
92K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.04K+ 1.95% |
$202K - $233K
|
54.2K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.04KNew |
$202K - $233K
|
1.04K
$248K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.03KNew |
$201K - $232K
|
1.03K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.03KNew |
$201K - $232K
|
1.03K
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 2.5% |
$201K - $231K
|
42.1K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.03K+ 11.77% |
$200K - $231K
|
9.76K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.03K+ 1.07% |
$200K - $231K
|
96.7K
$23.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.02K+ 25.87% |
$199K - $230K
|
4.98K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.02K+ 3.53% |
$199K - $230K
|
30K
$7.2M
|