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 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
100+ 0.13% |
$19.5K - $22.5K
|
76.5K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
100+ 2.38% |
$19.5K - $22.5K
|
4.3K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
100+ 0.17% |
$19.5K - $22.5K
|
60.6K
$14.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 1.28% |
$19.5K - $22.5K
|
7.9K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
100+ 5.19% |
$19.5K - $22.5K
|
2.03K
$486K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
100+ 0.44% |
$19.5K - $22.5K
|
23K
$5.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
100+ 8.47% |
$19.5K - $22.5K
|
1.28K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
100New |
$19.5K - $22.5K
|
100
$24K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
100+ 0.58% |
$19.5K - $22.5K
|
17.2K
$4.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
100+ 0.51% |
$19.5K - $22.5K
|
19.8K
$4.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
100+ 0.74% |
$19.5K - $22.5K
|
13.5K
$3.25M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
100+ 0.31% |
$19.5K - $22.5K
|
32.4K
$7.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
99+ 9.26% |
$19.3K - $22.3K
|
1.17K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
98+ 17.41% |
$19.1K - $22K
|
661
$159K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
97+ 2.32% |
$18.9K - $21.8K
|
4.28K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
96+ 2.35% |
$18.7K - $21.6K
|
4.19K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
96+ 2.11% |
$18.7K - $21.6K
|
4.65K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
95+ 8.04% |
$18.5K - $21.4K
|
1.28K
$306K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
95+ 3.81% |
$18.5K - $21.4K
|
2.59K
$621K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
95+ 1.25% |
$18.5K - $21.4K
|
7.69K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
95+ 5.13% |
$18.5K - $21.4K
|
1.95K
$467K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
95+ 9.67% |
$18.5K - $21.4K
|
1.08K
$258K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
94+ 0.89% |
$18.3K - $21.1K
|
10.7K
$2.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
94+ 0.67% |
$18.3K - $21.1K
|
14.1K
$3.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
93+ 1.74% |
$18.1K - $20.9K
|
5.45K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
93+ 1.05% |
$18.1K - $20.9K
|
8.93K
$2.14M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
91+ 1.91% |
$17.7K - $20.5K
|
4.87K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
90+ 1.2% |
$17.5K - $20.2K
|
7.58K
$1.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
90+ 1.0% |
$17.5K - $20.2K
|
9.06K
$2.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
90+ 5.33% |
$17.5K - $20.2K
|
1.78K
$426K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
90+ 0.34% |
$17.5K - $20.2K
|
26.8K
$6.44M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
89+ 0.85% |
$17.3K - $20K
|
10.6K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
89+ 0.52% |
$17.3K - $20K
|
17.3K
$4.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
89+ 0.55% |
$17.3K - $20K
|
16.3K
$3.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
88+ 1.99% |
$17.2K - $19.8K
|
4.5K
$1.08M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
88+ 18.84% |
$17.2K - $19.8K
|
555
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
87+ 0.94% |
$17K - $19.6K
|
9.34K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
87+ 1.93% |
$17K - $19.6K
|
4.59K
$1.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
87+ 8.42% |
$17K - $19.6K
|
1.12K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
86+ 1.32% |
$16.8K - $19.3K
|
6.61K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
86+ 2.02% |
$16.8K - $19.3K
|
4.35K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
86+ 4.65% |
$16.8K - $19.3K
|
1.94K
$464K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
86+ 2.82% |
$16.8K - $19.3K
|
3.13K
$752K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
86+ 2.78% |
$16.8K - $19.3K
|
3.18K
$763K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
85+ 50.0% |
$16.6K - $19.1K
|
255
$61.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
84+ 3.98% |
$16.4K - $18.9K
|
2.2K
$527K
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
82+ 0.68% |
$16K - $18.4K
|
12.2K
$2.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
82+ 0.66% |
$16K - $18.4K
|
12.6K
$3.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
82+ 1.7% |
$16K - $18.4K
|
4.91K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
82+ 0.09% |
$16K - $18.4K
|
92.6K
$22.2M
|