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
|
Advisory Alpha, LLC
|
BUY
|
- |
730+ 6.55% |
$142K - $164K
|
11.9K
$2.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
728+ 1.41% |
$142K - $164K
|
52.5K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
725+ 6.11% |
$141K - $163K
|
12.6K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
722+ 1.15% |
$141K - $162K
|
63.7K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
719+ 3.15% |
$140K - $162K
|
23.5K
$5.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
717+ 11.03% |
$140K - $161K
|
7.22K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
712+ 2.36% |
$139K - $160K
|
30.9K
$7.41M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
710+ 47.33% |
$138K - $160K
|
2.21K
$530K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
709+ 2.93% |
$138K - $159K
|
24.9K
$5.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
CALL |
700+ 140.0% |
$136K - $157K
|
1.2K
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
700+ 36.34% |
$136K - $157K
|
2.63K
$630K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
699+ 0.91% |
$136K - $157K
|
77.7K
$18.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
699+ 0.3% |
$136K - $157K
|
230K
$55.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
695+ 2.58% |
$135K - $156K
|
27.7K
$6.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
691+ 29.67% |
$135K - $155K
|
3.02K
$724K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
682+ 3.91% |
$133K - $153K
|
18.1K
$4.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
678+ 1.77% |
$132K - $152K
|
38.9K
$9.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
676+ 371.43% |
$132K - $152K
|
858
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
676+ 49.16% |
$132K - $152K
|
2.05K
$492K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
676+ 8.67% |
$132K - $152K
|
8.48K
$2.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
675+ 32.81% |
$132K - $152K
|
2.73K
$655K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
673+ 43.2% |
$131K - $151K
|
2.23K
$535K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
673+ 1.46% |
$131K - $151K
|
46.9K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
669+ 2.24% |
$130K - $150K
|
30.5K
$7.31M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
669+ 1.24% |
$130K - $150K
|
54.5K
$13.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
668+ 9.51% |
$130K - $150K
|
7.7K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
666+ 5.89% |
$130K - $150K
|
12K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
662+ 0.61% |
$129K - $149K
|
109K
$26.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
659+ 22.19% |
$128K - $148K
|
3.63K
$870K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
657+ 1.79% |
$128K - $148K
|
37.4K
$8.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
656+ 4.66% |
$128K - $147K
|
14.7K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
655+ 4.43% |
$128K - $147K
|
15.4K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
650+ 17.69% |
$127K - $146K
|
4.33K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
650+ 4.79% |
$127K - $146K
|
14.2K
$3.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
650+ 33.37% |
$127K - $146K
|
2.6K
$623K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
649+ 1.27% |
$126K - $146K
|
51.8K
$12.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
648+ 6.53% |
$126K - $146K
|
10.6K
$2.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
646+ 3.0% |
$126K - $145K
|
22.2K
$5.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
644+ 46.5% |
$126K - $145K
|
2.03K
$487K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
642+ 2.61% |
$125K - $144K
|
25.2K
$6.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
642+ 7.17% |
$125K - $144K
|
9.6K
$2.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
636+ 3.94% |
$124K - $143K
|
16.8K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
634+ 28.33% |
$124K - $143K
|
2.87K
$689K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
632+ 6.09% |
$123K - $142K
|
11K
$2.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
628+ 12.98% |
$122K - $141K
|
5.47K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
627+ 21.15% |
$122K - $141K
|
3.59K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
625+ 5.7% |
$122K - $141K
|
11.6K
$2.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
623+ 0.78% |
$121K - $140K
|
80.4K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
619+ 42.9% |
$121K - $139K
|
2.06K
$495K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
615+ 7.82% |
$120K - $138K
|
8.48K
$2.03M
|