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 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
370+ 14.9% |
$72.1K - $83.2K
|
2.85K
$685K
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
369+ 2.32% |
$71.9K - $83K
|
16.3K
$3.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
368+ 3.25% |
$71.7K - $82.7K
|
11.7K
$2.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
367+ 0.42% |
$71.5K - $82.5K
|
87.4K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
362+ 4.6% |
$70.6K - $81.4K
|
8.23K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
362+ 99.45% |
$70.6K - $81.4K
|
726
$174K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
361+ 35.5% |
$70.4K - $81.2K
|
1.38K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
360+ 5.87% |
$70.2K - $80.9K
|
6.49K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
359+ 6.23% |
$70K - $80.7K
|
6.13K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
358+ 3.39% |
$69.8K - $80.5K
|
10.9K
$2.62M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
357+ 0.96% |
$69.6K - $80.3K
|
37.7K
$9.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
357+ 1.93% |
$69.6K - $80.3K
|
18.8K
$4.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
355+ 5.78% |
$69.2K - $79.8K
|
6.49K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
354+ 3.79% |
$69K - $79.6K
|
9.68K
$2.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
354+ 28.3% |
$69K - $79.6K
|
1.61K
$385K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
353+ 6.45% |
$68.8K - $79.4K
|
5.83K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
353+ 2.42% |
$68.8K - $79.4K
|
14.9K
$3.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
351+ 1.52% |
$68.4K - $78.9K
|
23.5K
$5.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
351+ 20.29% |
$68.4K - $78.9K
|
2.08K
$499K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
350+ 9.86% |
$68.2K - $78.7K
|
3.9K
$935K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
350+ 8.37% |
$68.2K - $78.7K
|
4.53K
$1.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
350+ 5.15% |
$68.2K - $78.7K
|
7.15K
$1.72M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
346+ 10.25% |
$67.4K - $77.8K
|
3.72K
$893K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
343+ 3.21% |
$66.9K - $77.1K
|
11K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
343+ 11.49% |
$66.9K - $77.1K
|
3.33K
$799K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
343+ 4.64% |
$66.9K - $77.1K
|
7.74K
$1.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
342+ 26.13% |
$66.7K - $76.9K
|
1.65K
$396K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
342+ 38.21% |
$66.7K - $76.9K
|
1.24K
$297K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
342+ 3.08% |
$66.7K - $76.9K
|
11.5K
$2.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
341+ 3.52% |
$66.5K - $76.7K
|
10K
$2.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
336+ 5.62% |
$65.5K - $75.5K
|
6.32K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
332+ 0.78% |
$64.7K - $74.6K
|
42.7K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
332+ 3.08% |
$64.7K - $74.6K
|
11.1K
$2.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
331+ 10.45% |
$64.5K - $74.4K
|
3.5K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
330+ 11.98% |
$64.3K - $74.2K
|
3.09K
$740K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
330+ 0.93% |
$64.3K - $74.2K
|
35.9K
$8.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
330+ 31.07% |
$64.3K - $74.2K
|
1.39K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
328+ 3.64% |
$63.9K - $73.7K
|
9.35K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
326+ 1.28% |
$63.5K - $73.3K
|
25.7K
$6.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
326+ 23.1% |
$63.5K - $73.3K
|
1.74K
$417K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
325+ 12.96% |
$63.3K - $73.1K
|
2.83K
$680K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
325+ 0.58% |
$63.3K - $73.1K
|
56.5K
$13.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
325+ 12.85% |
$63.3K - $73.1K
|
2.85K
$685K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
322+ 10.7% |
$62.8K - $72.4K
|
3.33K
$799K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
321+ 24.01% |
$62.6K - $72.2K
|
1.66K
$398K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
320+ 8.12% |
$62.4K - $71.9K
|
4.26K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
319+ 0.34% |
$62.2K - $71.7K
|
93.3K
$22.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
319+ 0.32% |
$62.2K - $71.7K
|
101K
$24.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
318+ 9.95% |
$62K - $71.5K
|
3.51K
$843K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
317+ 0.75% |
$61.8K - $71.3K
|
42.5K
$10.2M
|