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 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
161+ 7.6% |
$31.4K - $36.2K
|
2.28K
$547K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
160+ 2.48% |
$31.2K - $36K
|
6.62K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
159+ 2.88% |
$31K - $35.7K
|
5.69K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
157+ 6.2% |
$30.6K - $35.3K
|
2.69K
$645K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
157+ 15.02% |
$30.6K - $35.3K
|
1.2K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
156+ 2.6% |
$30.4K - $35.1K
|
6.16K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
156+ 0.45% |
$30.4K - $35.1K
|
34.9K
$8.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
156+ 4.81% |
$30.4K - $35.1K
|
3.4K
$816K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
156+ 5.23% |
$30.4K - $35.1K
|
3.14K
$752K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
155+ 3.11% |
$30.2K - $34.8K
|
5.15K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
155+ 1.25% |
$30.2K - $34.8K
|
12.6K
$3.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
155+ 8.15% |
$30.2K - $34.8K
|
2.06K
$494K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
155+ 12.21% |
$30.2K - $34.8K
|
1.42K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
154+ 13.16% |
$30K - $34.6K
|
1.32K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
152+ 2.87% |
$29.6K - $34.2K
|
5.44K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
151+ 0.93% |
$29.4K - $33.9K
|
16.3K
$3.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
151+ 1.36% |
$29.4K - $33.9K
|
11.3K
$2.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
151+ 0.47% |
$29.4K - $33.9K
|
32.4K
$7.78M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
151+ 0.66% |
$29.4K - $33.9K
|
23.1K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
150+ 2.28% |
$29.2K - $33.7K
|
6.73K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
150+ 0.36% |
$29.2K - $33.7K
|
42.4K
$10.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
150+ 7.33% |
$29.2K - $33.7K
|
2.2K
$527K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
146+ 5.5% |
$28.5K - $32.8K
|
2.8K
$671K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
146+ 5.58% |
$28.5K - $32.8K
|
2.76K
$662K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
145+ 0.61% |
$28.3K - $32.6K
|
23.9K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
144+ 6.2% |
$28.1K - $32.4K
|
2.47K
$592K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
144+ 2.75% |
$28.1K - $32.4K
|
5.38K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
143+ 1.71% |
$27.9K - $32.1K
|
8.51K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
143+ 3.15% |
$27.9K - $32.1K
|
4.68K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
142+ 5.01% |
$27.7K - $31.9K
|
2.98K
$715K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
141+ 2.96% |
$27.5K - $31.7K
|
4.91K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
140+ 9.07% |
$27.3K - $31.5K
|
1.68K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
139+ 0.69% |
$27.1K - $31.2K
|
20.2K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
139+ 0.35% |
$27.1K - $31.2K
|
39.4K
$9.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
138+ 3.05% |
$26.9K - $31K
|
4.66K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
137+ 0.59% |
$26.7K - $30.8K
|
23.3K
$5.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
137+ 10.89% |
$26.7K - $30.8K
|
1.4K
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
136+ 3.07% |
$26.5K - $30.6K
|
4.57K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
135+ 0.96% |
$26.3K - $30.3K
|
14.3K
$3.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
133+ 3.95% |
$25.9K - $29.9K
|
3.5K
$839K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
133+ 3.86% |
$25.9K - $29.9K
|
3.58K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
132+ 4.93% |
$25.7K - $29.7K
|
2.81K
$674K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
131+ 2.25% |
$25.5K - $29.4K
|
5.96K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
131+ 12.28% |
$25.5K - $29.4K
|
1.2K
$287K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
129+ 9.91% |
$25.1K - $29K
|
1.43K
$343K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
129+ 1.11% |
$25.1K - $29K
|
11.7K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
128+ 0.03% |
$24.9K - $28.8K
|
401K
$96.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
128+ 2.25% |
$24.9K - $28.8K
|
5.83K
$1.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
128+ 1.07% |
$24.9K - $28.8K
|
12.1K
$2.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
127+ 3.44% |
$24.8K - $28.5K
|
3.82K
$917K
|