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 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
192+ 0.69% |
$37.4K - $43.2K
|
28K
$6.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
192+ 14.86% |
$37.4K - $43.2K
|
1.48K
$356K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
192+ 3.43% |
$37.4K - $43.2K
|
5.79K
$1.39M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
191+ 0.89% |
$37.2K - $42.9K
|
21.6K
$5.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
190+ 0.75% |
$37K - $42.7K
|
25.4K
$6.09M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
189+ 0.42% |
$36.8K - $42.5K
|
45.4K
$10.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
189+ 2.29% |
$36.8K - $42.5K
|
8.44K
$2.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
185+ 11.16% |
$36.1K - $41.6K
|
1.84K
$442K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
185+ 1.54% |
$36.1K - $41.6K
|
12.2K
$2.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
185+ 13.63% |
$36.1K - $41.6K
|
1.54K
$370K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
184+ 2.2% |
$35.9K - $41.4K
|
8.55K
$2.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
183+ 0.51% |
$35.7K - $41.1K
|
36K
$8.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
182+ 7.76% |
$35.5K - $40.9K
|
2.53K
$606K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
182+ 1.0% |
$35.5K - $40.9K
|
18.4K
$4.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
181+ 3.73% |
$35.3K - $40.7K
|
5.04K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
180+ 13.0% |
$35.1K - $40.5K
|
1.57K
$375K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
180+ 0.73% |
$35.1K - $40.5K
|
24.9K
$5.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
179+ 1.47% |
$34.9K - $40.2K
|
12.4K
$2.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
178+ 6.84% |
$34.7K - $40K
|
2.78K
$667K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
177+ 13.79% |
$34.5K - $39.8K
|
1.46K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
176+ 3.37% |
$34.3K - $39.6K
|
5.4K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
176+ 2.03% |
$34.3K - $39.6K
|
8.84K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
175+ 4.13% |
$34.1K - $39.3K
|
4.42K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
175+ 2.01% |
$34.1K - $39.3K
|
8.9K
$2.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
175+ 0.53% |
$34.1K - $39.3K
|
33.2K
$7.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
175+ 11.8% |
$34.1K - $39.3K
|
1.66K
$398K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
175New |
$34.1K - $39.3K
|
175
$42K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
173+ 3.53% |
$33.7K - $38.9K
|
5.07K
$1.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
172+ 0.95% |
$33.5K - $38.7K
|
18.3K
$4.38M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
171+ 2.05% |
$33.3K - $38.4K
|
8.53K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
171+ 17.27% |
$33.3K - $38.4K
|
1.16K
$278K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
170+ 0.74% |
$33.1K - $38.2K
|
23.2K
$5.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
170+ 7.32% |
$33.1K - $38.2K
|
2.49K
$598K
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
BUY
|
- |
170+ 0.58% |
$33.1K - $38.2K
|
29.6K
$7.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
170+ 0.95% |
$33.1K - $38.2K
|
18K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
168+ 2.13% |
$32.7K - $37.8K
|
8.07K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
168+ 1.99% |
$32.7K - $37.8K
|
8.6K
$2.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
168+ 0.59% |
$32.7K - $37.8K
|
28.7K
$6.89M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
167+ 1.08% |
$32.5K - $37.5K
|
15.7K
$3.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
166+ 4.71% |
$32.4K - $37.3K
|
3.69K
$885K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
165+ 15.43% |
$32.2K - $37.1K
|
1.23K
$296K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
165+ 16.58% |
$32.2K - $37.1K
|
1.16K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
164+ 0.1% |
$32K - $36.9K
|
157K
$37.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
164+ 3.32% |
$32K - $36.9K
|
5.1K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
164+ 1.8% |
$32K - $36.9K
|
9.28K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
164+ 2.57% |
$32K - $36.9K
|
6.54K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
163+ 4.94% |
$31.8K - $36.6K
|
3.46K
$830K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
162+ 0.5% |
$31.6K - $36.4K
|
32.7K
$7.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
162+ 0.67% |
$31.6K - $36.4K
|
24.4K
$5.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
161+ 0.38% |
$31.4K - $36.2K
|
42.8K
$10.3M
|