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 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
40+ 0.89% |
$7.8K - $8.99K
|
4.54K
$1.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
40+ 0.56% |
$7.8K - $8.99K
|
7.12K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
40+ 0.12% |
$7.8K - $8.99K
|
33.6K
$8.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
39+ 0.96% |
$7.6K - $8.77K
|
4.1K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
38+ 1.46% |
$7.41K - $8.54K
|
2.64K
$699K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
38+ 2.77% |
$7.41K - $8.54K
|
1.41K
$373K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
38+ 0.73% |
$7.41K - $8.54K
|
5.21K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
37+ 0.26% |
$7.21K - $8.32K
|
14.1K
$3.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
37+ 1.94% |
$7.21K - $8.32K
|
1.94K
$515K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
36+ 124.14% |
$7.02K - $8.09K
|
65
$17.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
36+ 2.06% |
$7.02K - $8.09K
|
1.79K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
36+ 2.29% |
$7.02K - $8.09K
|
1.61K
$426K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
35New |
$6.82K - $7.87K
|
35
$9.27K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
35+ 1.37% |
$6.82K - $7.87K
|
2.6K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
34+ 1.5% |
$6.63K - $7.64K
|
2.3K
$610K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
34+ 0.82% |
$6.63K - $7.64K
|
4.19K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
34New |
$6.63K - $7.64K
|
34
$9K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
34+ 106.25% |
$6.63K - $7.64K
|
66
$17.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
34+ 3.09% |
$6.63K - $7.64K
|
1.14K
$301K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
33+ 0.01% |
$6.43K - $7.42K
|
253K
$66.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
33+ 0.14% |
$6.43K - $7.42K
|
23K
$6.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
32+ 0.21% |
$6.24K - $7.19K
|
15K
$3.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
32+ 1.48% |
$6.24K - $7.19K
|
2.2K
$583K
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
31+ 0.14% |
$6.04K - $6.97K
|
22.4K
$5.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
30+ 0.38% |
$5.85K - $6.74K
|
7.95K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
30+ 0.59% |
$5.85K - $6.74K
|
5.12K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
30New |
$5.85K - $6.74K
|
30
$7.95K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30+ 0.36% |
$5.85K - $6.74K
|
8.33K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
30+ 4.66% |
$5.85K - $6.74K
|
674
$179K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
30+ 1.51% |
$5.85K - $6.74K
|
2.02K
$536K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
29+ 2.82% |
$5.65K - $6.52K
|
1.06K
$280K
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
28+ 0.83% |
$5.46K - $6.29K
|
3.41K
$902K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
28+ 0.06% |
$5.46K - $6.29K
|
43.8K
$11.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
28+ 1.55% |
$5.46K - $6.29K
|
1.83K
$486K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
27+ 0.23% |
$5.26K - $6.07K
|
11.8K
$3.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
27+ 1.73% |
$5.26K - $6.07K
|
1.59K
$420K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
27+ 0.37% |
$5.26K - $6.07K
|
7.26K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
26+ 1.56% |
$5.07K - $5.84K
|
1.69K
$447K
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
25+ 0.58% |
$4.87K - $5.62K
|
4.33K
$1.15M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
25New |
$4.87K - $5.62K
|
25
$6.62K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
24+ 0.19% |
$4.68K - $5.4K
|
12.9K
$3.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
23+ 0.2% |
$4.48K - $5.17K
|
11.4K
$3.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
22+ 0.06% |
$4.29K - $4.95K
|
39.2K
$10.4M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
21+ 0.67% |
$4.09K - $4.72K
|
3.13K
$830K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
21+ 0.02% |
$4.09K - $4.72K
|
104K
$27.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
21+ 0.21% |
$4.09K - $4.72K
|
10.1K
$2.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
21+ 1.09% |
$4.09K - $4.72K
|
1.95K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
20+ 1.45% |
$3.9K - $4.5K
|
1.4K
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
20+ 0.8% |
$3.9K - $4.5K
|
2.52K
$666K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18+ 1.68% |
$3.51K - $4.05K
|
1.09K
$289K
|