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 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.78K+ 2.07% |
$541K - $624K
|
137K
$36.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 52.92% |
$538K - $621K
|
7.98K
$2.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.73K+ 11.11% |
$531K - $613K
|
27.3K
$7.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.72K+ 25.32% |
$530K - $611K
|
13.4K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.71K+ 23.71% |
$529K - $610K
|
14.2K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.7K+ 2.08% |
$527K - $608K
|
133K
$35.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.69K+ 16.31% |
$524K - $604K
|
19.2K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
2.68K+ 24.62% |
$522K - $602K
|
13.6K
$3.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.67K+ 45.51% |
$521K - $601K
|
8.54K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.65K+ 12.01% |
$516K - $595K
|
24.7K
$6.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
2.64K+ 3.13% |
$515K - $594K
|
87.2K
$23.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.59K+ 3.0% |
$505K - $583K
|
89.1K
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
2.56K+ 112.63% |
$499K - $575K
|
4.83K
$1.28M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.49K+ 171.21% |
$485K - $559K
|
3.94K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.48KNew |
$483K - $557K
|
2.48K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.47K+ 32.92% |
$481K - $555K
|
9.97K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.44K+ 4.8% |
$476K - $549K
|
53.3K
$14.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.44K+ 12.67% |
$476K - $549K
|
21.7K
$5.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.43KNew |
$474K - $547K
|
2.43K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.42KNew |
$472K - $544K
|
2.42K
$641K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.4K+ 5.11% |
$468K - $540K
|
49.4K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.39K+ 20.38% |
$466K - $537K
|
14.1K
$3.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.38K+ 10.63% |
$464K - $536K
|
24.8K
$6.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.38K+ 104.25% |
$464K - $535K
|
4.66K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.37K+ 100.59% |
$463K - $534K
|
4.73K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.35K+ 1.18% |
$458K - $529K
|
202K
$53.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.34K+ 10.68% |
$455K - $525K
|
24.2K
$6.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.32K+ 11.01% |
$453K - $522K
|
23.4K
$6.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.3K+ 94.89% |
$448K - $517K
|
4.73K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.3K+ 5.03% |
$448K - $516K
|
48K
$12.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.29K+ 80.71% |
$447K - $515K
|
5.13K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.28K+ 22.45% |
$445K - $513K
|
12.5K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 6.48% |
$444K - $512K
|
37.5K
$9.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.24K+ 87.14% |
$436K - $503K
|
4.8K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.24K+ 1.36% |
$436K - $503K
|
167K
$44.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.24K+ 6.32% |
$436K - $502K
|
37.6K
$9.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.23KNew |
$435K - $502K
|
2.23K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.23K+ 108.22% |
$434K - $500K
|
4.28K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.2K+ 4.63% |
$428K - $494K
|
49.7K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
2.19K+ 0.75% |
$428K - $493K
|
294K
$77.9M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.19K+ 12.81% |
$427K - $493K
|
19.3K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.19K+ 1.52% |
$427K - $492K
|
146K
$38.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.15KNew |
$420K - $484K
|
2.15K
$570K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.15K+ 2.17% |
$420K - $484K
|
101K
$26.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.15K+ 3.94% |
$419K - $483K
|
56.7K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.14K+ 46.97% |
$417K - $482K
|
6.7K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
2.14K+ 2.64% |
$416K - $480K
|
83.1K
$22M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.12K+ 0.72% |
$414K - $477K
|
299K
$79.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.1K+ 0.44% |
$409K - $472K
|
474K
$126M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.1K+ 3.77% |
$408K - $471K
|
57.6K
$15.3M
|