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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q2 2022
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$5.63M - $6.8M
|
50K
$11.3M
|
|
|
Aug 10, 2022
Q2 2022
|
First Washington Corp
Seattle, WA |
BUY
|
- |
40.2KNew |
$4.53M - $5.47M
|
40.2K
$9.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
24KNew |
$2.7M - $3.26M
|
24K
$5.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
15.1KNew |
$1.7M - $2.05M
|
15.1K
$3.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
11.3KNew |
$1.27M - $1.53M
|
11.3K
$2.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
10KNew |
$1.13M - $1.36M
|
10K
$2.25M
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
8.5KNew |
$957K - $1.16M
|
8.5K
$1.91M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
8.27KNew |
$931K - $1.12M
|
8.27K
$1.86M
|
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
7.14KNew |
$804K - $971K
|
7.14K
$1.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
6.57K+ 10.42% |
$740K - $893K
|
69.7K
$15.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
4.84K+ 123.88% |
$545K - $658K
|
8.75K
$1.97M
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
4.4K+ 24.44% |
$496K - $598K
|
22.4K
$5.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
3K+ 25.0% |
$338K - $408K
|
15K
$3.38M
|
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.88K+ 11.11% |
$324K - $391K
|
28.8K
$6.49M
|
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$282K - $340K
|
2.5K
$563K
|
|
|
Aug 04, 2022
Q2 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
2.36KNew |
$266K - $321K
|
2.36K
$531K
|
|
|
Aug 15, 2022
Q2 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
2.04K+ 24.0% |
$230K - $277K
|
10.5K
$2.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
2KNew |
$225K - $272K
|
2K
$450K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.83KNew |
$206K - $249K
|
1.83K
$413K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.5K+ 401.07% |
$169K - $204K
|
1.87K
$422K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.21KNew |
$136K - $164K
|
1.21K
$271K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.19K+ 1.91% |
$134K - $162K
|
63.3K
$14.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.05K+ 4.88% |
$118K - $143K
|
22.6K
$5.09M
|
|
|
Jul 13, 2022
Q2 2022
|
P.A.W. Capital Corp
|
BUY
|
- |
1K+ 15.38% |
$113K - $136K
|
7.5K
$1.69M
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
1KNew |
$113K - $136K
|
1K
$225K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
872+ 16.27% |
$98.2K - $119K
|
6.23K
$1.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
700+ 84.03% |
$78.8K - $95.1K
|
1.53K
$345K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
605+ 6.76% |
$68.1K - $82.2K
|
9.56K
$2.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
589+ 0.49% |
$66.3K - $80.1K
|
122K
$27.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
421+ 44.64% |
$47.4K - $57.2K
|
1.36K
$307K
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
417+ 16.47% |
$47K - $56.7K
|
2.95K
$664K
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
311+ 1.47% |
$35K - $42.3K
|
21.5K
$4.84M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
219+ 60.83% |
$24.7K - $29.8K
|
579
$130K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
155+ 2.24% |
$17.5K - $21.1K
|
7.07K
$1.59M
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
16+ 0.86% |
$1.8K - $2.17K
|
1.88K
$422K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.14% |
$113 - $136
|
703
$158K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
32KNew |
$4.11M - $5.39M
|
32K
$7.21M
|
|
|
May 16, 2022
Q1 2022
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
27.3KNew |
$3.5M - $4.6M
|
27.3K
$6.15M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
18KNew |
$2.31M - $3.03M
|
18K
$4.06M
|
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
15KNew |
$1.92M - $2.53M
|
15K
$3.38M
|
|
|
May 13, 2022
Q1 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
7.5KNew |
$962K - $1.26M
|
7.5K
$1.69M
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
6.6K+ 19.56% |
$847K - $1.11M
|
40.4K
$9.09M
|
|
|
Sep 04, 2024
Q1 2022
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
4.32K+ 11.68% |
$554K - $728K
|
41.3K
$9.3M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
3.61K+ 7.87% |
$464K - $609K
|
49.5K
$11.2M
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
CALL |
2KNew |
$257K - $337K
|
2K
$450K
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
1.6K+ 88.89% |
$205K - $270K
|
3.4K
$766K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
463New |
$59.4K - $78K
|
463
$104K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$25.7K - $33.7K
|
200
$45K
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
102New |
$13.1K - $17.2K
|
102
$23K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Americas LLC
|
BUY
|
CALL |
1.72MNew |
$265M - $296M
|
1.72M
$387M
|
|