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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2024
Q4 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
40K+ 11.8% |
$5.43M - $6.81M
|
379K
$90.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Myriad Asset Management Us LP
|
BUY
|
- |
36.9KNew |
$5M - $6.28M
|
36.9K
$8.85M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
33.6KNew |
$4.56M - $5.73M
|
33.6K
$8.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
30KNew |
$4.07M - $5.11M
|
30K
$7.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
27.1K+ 208.53% |
$3.68M - $4.62M
|
40.2K
$9.63M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
18.4KNew |
$2.5M - $3.13M
|
18.4K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
17.5K+ 118.24% |
$2.37M - $2.98M
|
32.3K
$7.75M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
16.6KNew |
$2.25M - $2.83M
|
16.6K
$3.98M
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
16.5KNew |
$2.24M - $2.81M
|
16.5K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.2K+ 209.62% |
$2.19M - $2.75M
|
23.9K
$5.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
11K+ 4.55% |
$1.49M - $1.87M
|
253K
$60.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
10.8KNew |
$1.47M - $1.84M
|
10.8K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.7KNew |
$1.45M - $1.82M
|
10.7K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
7.5KNew |
$1.02M - $1.28M
|
7.5K
$1.8M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
6.42KNew |
$871K - $1.09M
|
6.42K
$1.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.32K+ 13.97% |
$857K - $1.08M
|
51.5K
$12.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.06K+ 2.37% |
$686K - $861K
|
218K
$52.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.69KNew |
$636K - $798K
|
4.69K
$1.12M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
4.19KNew |
$569K - $714K
|
4.19K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
3.59KNew |
$487K - $612K
|
3.59K
$862K
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
3.11KNew |
$422K - $530K
|
3.11K
$747K
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
3.09KNew |
$420K - $527K
|
3.09K
$742K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.88KNew |
$391K - $490K
|
2.88K
$691K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.54K+ 2.71% |
$344K - $432K
|
96.1K
$23.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.43K+ 0.3% |
$329K - $413K
|
821K
$197M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.39K+ 44.56% |
$324K - $406K
|
7.74K
$1.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.2KNew |
$299K - $375K
|
2.2K
$528K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.09K+ 9.59% |
$283K - $355K
|
23.8K
$5.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2KNew |
$272K - $341K
|
2K
$481K
|
|
|
Feb 14, 2024
Q4 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
2K+ 2.56% |
$271K - $341K
|
80K
$19.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
2K+ 6.08% |
$271K - $341K
|
34.9K
$8.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
CALL |
2K+ 83.33% |
$271K - $341K
|
4.4K
$1.06M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$248K - $312K
|
1.83K
$439K
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.7KNew |
$230K - $289K
|
1.7K
$407K
|
|
|
Jan 24, 2024
Q4 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
1.63KNew |
$221K - $277K
|
1.63K
$391K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.59K+ 19.53% |
$215K - $270K
|
9.7K
$2.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.57KNew |
$213K - $267K
|
1.57K
$377K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1.56K+ 1.9% |
$212K - $266K
|
83.8K
$20.1M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.39KNew |
$189K - $237K
|
1.39K
$334K
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.36KNew |
$185K - $232K
|
1.36K
$326K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.34KNew |
$182K - $228K
|
1.34K
$322K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.34KNew |
$182K - $228K
|
1.34K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.29KNew |
$175K - $220K
|
1.29K
$310K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
1.25KNew |
$170K - $213K
|
1.25K
$300K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.18KNew |
$161K - $202K
|
1.18K
$284K
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1KNew |
$136K - $170K
|
1K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
707New |
$95.9K - $120K
|
707
$170K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
643New |
$87.2K - $110K
|
643
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
Act Two Investors LLC
Santa Cruz, CA |
BUY
|
- |
559+ 2.01% |
$75.9K - $95.2K
|
28.3K
$6.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
506+ 5.09% |
$68.7K - $86.2K
|
10.5K
$2.51M
|