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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
435+ 1.59% |
$84.8K - $97.8K
|
27.8K
$6.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
433+ 1.03% |
$84.4K - $97.3K
|
42.3K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
431+ 1.15% |
$84K - $96.9K
|
37.9K
$9.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
430+ 0.88% |
$83.8K - $96.7K
|
49.2K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
429+ 0.49% |
$83.6K - $96.4K
|
87.6K
$21M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
427+ 4.47% |
$83.2K - $96K
|
9.98K
$2.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
425+ 4.43% |
$82.8K - $95.5K
|
10K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
424+ 1.79% |
$82.6K - $95.3K
|
24.2K
$5.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
424+ 2.28% |
$82.6K - $95.3K
|
19K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
423+ 2.56% |
$82.4K - $95.1K
|
16.9K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
422+ 2.46% |
$82.2K - $94.9K
|
17.5K
$4.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
422+ 4.52% |
$82.2K - $94.9K
|
9.77K
$2.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
421+ 1.44% |
$82.1K - $94.6K
|
29.6K
$7.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
421+ 1.51% |
$82.1K - $94.6K
|
28.4K
$6.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
421+ 0.4% |
$82.1K - $94.6K
|
107K
$25.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
419+ 20.69% |
$81.7K - $94.2K
|
2.44K
$586K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
419+ 0.94% |
$81.7K - $94.2K
|
44.8K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
415+ 17.37% |
$80.9K - $93.3K
|
2.8K
$673K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
414+ 152.21% |
$80.7K - $93.1K
|
686
$165K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
406+ 10.43% |
$79.1K - $91.3K
|
4.3K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
406+ 4.81% |
$79.1K - $91.3K
|
8.85K
$2.12M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
405+ 6.36% |
$78.9K - $91K
|
6.77K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
402+ 2.18% |
$78.3K - $90.4K
|
18.8K
$4.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
402+ 7.65% |
$78.3K - $90.4K
|
5.66K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
400+ 17.29% |
$78K - $89.9K
|
2.71K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
400+ 2.64% |
$78K - $89.9K
|
15.5K
$3.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
400+ 40.0% |
$78K - $89.9K
|
1.4K
$336K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
399+ 2.3% |
$77.8K - $89.7K
|
17.8K
$4.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
399+ 17.49% |
$77.8K - $89.7K
|
2.68K
$643K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
395+ 3.48% |
$77K - $88.8K
|
11.7K
$2.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
394+ 37.0% |
$76.8K - $88.6K
|
1.46K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
393+ 4.91% |
$76.6K - $88.3K
|
8.39K
$2.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
392+ 13.26% |
$76.4K - $88.1K
|
3.35K
$803K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
392+ 0.88% |
$76.4K - $88.1K
|
44.9K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
391+ 19.84% |
$76.2K - $87.9K
|
2.36K
$567K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
388+ 19.25% |
$75.6K - $87.2K
|
2.4K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
385+ 2.55% |
$75K - $86.5K
|
15.5K
$3.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
385+ 29.37% |
$75K - $86.5K
|
1.7K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
384+ 0.88% |
$74.8K - $86.3K
|
44K
$10.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
384+ 3.59% |
$74.8K - $86.3K
|
11.1K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
383+ 11.08% |
$74.6K - $86.1K
|
3.84K
$921K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
383+ 1.2% |
$74.6K - $86.1K
|
32.3K
$7.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
383+ 0.49% |
$74.6K - $86.1K
|
79.2K
$19M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
380+ 11.72% |
$74.1K - $85.4K
|
3.62K
$869K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
379+ 6.09% |
$73.9K - $85.2K
|
6.61K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
376+ 8.57% |
$73.3K - $84.5K
|
4.76K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
376+ 0.88% |
$73.3K - $84.5K
|
42.9K
$10.3M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
375+ 8.92% |
$73.1K - $84.3K
|
4.58K
$1.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
373+ 37.11% |
$72.7K - $83.9K
|
1.38K
$331K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
372+ 0.79% |
$72.5K - $83.6K
|
47.6K
$11.4M
|