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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.07KNew |
$392K - $447K
|
3.07K
$737K
|
|
|
Aug 11, 2023
Q2 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
3KNew |
$382K - $436K
|
3K
$720K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.92KNew |
$244K - $279K
|
1.92K
$460K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.88K+ 163.04% |
$239K - $273K
|
3.03K
$726K
|
|
|
Jul 24, 2023
Q2 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
1.58KNew |
$201K - $229K
|
1.58K
$378K
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
1.53KNew |
$195K - $223K
|
1.53K
$368K
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
1.5KNew |
$192K - $219K
|
1.5K
$361K
|
|
|
Jul 26, 2023
Q2 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
1.5KNew |
$191K - $218K
|
1.5K
$359K
|
|
|
Jul 28, 2023
Q2 2023
|
Sicart Associates LLC
|
BUY
|
- |
1.39KNew |
$177K - $201K
|
1.39K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Linker Capital Management Inc.
|
BUY
|
- |
1.32KNew |
$168K - $192K
|
1.32K
$316K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
800New |
$102K - $116K
|
800
$192K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
775+ 0.46% |
$98.8K - $113K
|
169K
$40.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
674+ 3.59% |
$85.9K - $98K
|
19.4K
$4.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
477+ 5.37% |
$60.8K - $69.4K
|
9.36K
$2.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
446+ 8.86% |
$56.9K - $64.9K
|
5.48K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
346+ 1.68% |
$44.1K - $50.3K
|
20.9K
$5.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
292+ 0.64% |
$37.2K - $42.5K
|
46.2K
$11.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
275+ 4.85% |
$35.1K - $40K
|
5.95K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
230+ 7.69% |
$29.3K - $33.5K
|
3.22K
$773K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
225+ 5.72% |
$28.7K - $32.7K
|
4.16K
$998K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
218+ 3.14% |
$27.8K - $31.7K
|
7.15K
$1.72M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
218+ 3.14% |
$27.8K - $31.7K
|
7.15K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
200+ 2.12% |
$25.5K - $29.1K
|
9.61K
$2.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
188+ 1.12% |
$24K - $27.3K
|
17K
$4.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$12.7K - $14.5K
|
100
$24K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
12New |
$1.53K - $1.75K
|
12
$2.88K
|
|
|
Jul 31, 2023
Q2 2023
|
Reik & Co., LLC
|
BUY
|
- |
10+ 0.37% |
$1.27K - $1.45K
|
2.73K
$655K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.28% |
$382 - $436
|
1.09K
$262K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.07% |
$255 - $291
|
2.68K
$643K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
306KNew |
$38.2M - $44M
|
306K
$73.4M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
152K+ 9.62% |
$19M - $21.9M
|
1.73M
$416M
|
|
|
May 15, 2023
Q1 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
147KNew |
$18.4M - $21.1M
|
147K
$35.3M
|
|
|
May 15, 2023
Q1 2023
|
Empyrean Capital Partners, LP
Los Angeles, CA |
BUY
|
- |
128KNew |
$16M - $18.4M
|
128K
$30.7M
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
100KNew |
$12.5M - $14.4M
|
100K
$24M
|
|
|
May 15, 2023
Q1 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
84KNew |
$10.5M - $12.1M
|
84K
$20.1M
|
|
|
May 11, 2023
Q1 2023
|
Goldentree Asset Management LP
New York, NY |
BUY
|
- |
76.9KNew |
$9.6M - $11.1M
|
76.9K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
65.2KNew |
$8.14M - $9.38M
|
65.2K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
52.7KNew |
$6.59M - $7.58M
|
52.7K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Pentwater Capital Management LP
Naples, FL |
BUY
|
CALL |
50KNew |
$6.25M - $7.19M
|
50K
$12M
|
|
|
May 04, 2023
Q1 2023
|
Salzhauer Michael
|
BUY
|
CALL |
43K+ 1869.57% |
$5.37M - $6.18M
|
45.3K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
31.2K+ 99.75% |
$3.89M - $4.48M
|
62.4K
$15M
|
|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
27.5KNew |
$3.44M - $3.95M
|
27.5K
$6.6M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
27.4KNew |
$3.42M - $3.93M
|
27.4K
$6.56M
|
|
|
May 12, 2023
Q1 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
19.6KNew |
$2.45M - $2.82M
|
19.6K
$4.71M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
19.4K+ 1.73% |
$2.42M - $2.79M
|
1.14M
$273M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$1.25M - $1.44M
|
10K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
10KNew |
$1.25M - $1.44M
|
10K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
9.38KNew |
$1.17M - $1.35M
|
9.38K
$2.25M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
7.49K+ 109.59% |
$936K - $1.08M
|
14.3K
$3.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.44KNew |
$929K - $1.07M
|
7.44K
$1.78M
|
|