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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Pacific Asset Management LLC
|
BUY
|
- |
17.3KNew |
$2.66M - $2.97M
|
17.3K
$3.89M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
4.24KNew |
$652K - $728K
|
4.24K
$954K
|
|
|
May 17, 2022
Q4 2021
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
1.5KNew |
$231K - $258K
|
1.5K
$338K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
CALL |
900+ 450.0% |
$139K - $155K
|
1.1K
$248K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
CALL |
300New |
$46.2K - $51.5K
|
300
$67.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
80New |
$12.3K - $13.7K
|
80
$18K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
48.2KNew |
$7.09M - $8.05M
|
48.2K
$10.9M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.34KNew |
$1.37M - $1.56M
|
9.34K
$2.1M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
5.39K+ 3.32% |
$792K - $900K
|
168K
$37.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Provident Trust CO
|
BUY
|
- |
3.23KNew |
$475K - $540K
|
3.23K
$728K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
900+ 2.11% |
$132K - $150K
|
43.6K
$9.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
500+ 20.0% |
$73.5K - $83.5K
|
3K
$676K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
400New |
$58.8K - $66.8K
|
400
$90.1K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
31.9KNew |
$4.7M - $5.31M
|
31.9K
$7.18M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
23.6KNew |
$3.48M - $3.93M
|
23.6K
$5.31M
|
|
|
Aug 16, 2021
Q2 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
CALL |
10KNew |
$1.47M - $1.66M
|
10K
$2.25M
|
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
PUT |
1.6KNew |
$236K - $266K
|
1.6K
$360K
|
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
1.1K+ 220.0% |
$162K - $183K
|
1.6K
$360K
|
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
234New |
$34.5K - $38.9K
|
234
$52.7K
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
44+ 0.83% |
$6.48K - $7.32K
|
5.36K
$1.21M
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Alleghany Corp
|
BUY
|
- |
406K+ 44.53% |
$51.1M - $64.1M
|
1.32M
$297M
|
|
|
May 17, 2021
Q1 2021
|
Stanley Druckenmiller
Duquesne Family Office LLC | New York, Ny
|
BUY
|
- |
258KNew |
$32.5M - $40.7M
|
258K
$58.2M
|
|
|
Apr 06, 2021
Q1 2021
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
1.5KNew |
$189K - $237K
|
1.5K
$338K
|
|
|
May 03, 2021
Q1 2021
|
Acg Wealth
|
BUY
|
CALL |
200New |
$25.1K - $31.5K
|
200
$45K
|
|
|
Apr 29, 2021
Q1 2021
|
Klingenstein Fields & CO LP
|
BUY
|
PUT |
200New |
$25.1K - $31.5K
|
200
$45K
|
|
|
Jul 26, 2021
Q1 2021
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
110New |
$13.8K - $17.3K
|
110
$24.8K
|
|
|
Apr 19, 2021
Q1 2021
|
Peterson Wealth Management
|
BUY
|
CALL |
100New |
$12.6K - $15.8K
|
100
$22.5K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Shelter Mutual Insurance CO
|
BUY
|
- |
29KNew |
$2.8M - $3.69M
|
29K
$6.53M
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
13KNew |
$1.25M - $1.65M
|
13K
$2.92M
|
|
|
Feb 12, 2021
Q4 2020
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.89K+ 17.98% |
$279K - $367K
|
18.9K
$4.26M
|
|
|
Feb 10, 2021
Q4 2020
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
PUT |
2KNew |
$193K - $254K
|
2K
$450K
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
1.4KNew |
$135K - $178K
|
1.4K
$315K
|
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.07K+ 0.9% |
$104K - $136K
|
121K
$27.2M
|
|
|
Feb 12, 2021
Q4 2020
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
PUT |
400New |
$38.6K - $50.8K
|
400
$90.1K
|
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
105+ 2625.0% |
$10.1K - $13.3K
|
109
$24.5K
|
|
|
Jun 23, 2021
Q4 2020
|
Invst, LLC
Indianapolis, IN |
BUY
|
CALL |
100New |
$9.65K - $12.7K
|
100
$22.5K
|
|
|
Feb 05, 2021
Q4 2020
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
50New |
$4.83K - $6.35K
|
50
$11.3K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
150KNew |
$13.7M - $15.6M
|
150K
$33.8M
|
|
|
Oct 30, 2020
Q3 2020
|
American Assets Investment Management, LLC
|
BUY
|
- |
15K+ 9.23% |
$1.37M - $1.56M
|
178K
$40M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
11.3KNew |
$1.04M - $1.18M
|
11.3K
$2.55M
|
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
BUY
|
CALL |
5KNew |
$456K - $519K
|
5K
$1.13M
|
|
|
Nov 12, 2020
Q3 2020
|
Tempus Wealth Planning, LLC
|
BUY
|
PUT |
1KNew |
$91.3K - $104K
|
1K
$225K
|
|
|
Nov 13, 2020
Q3 2020
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
CALL |
200New |
$18.3K - $20.8K
|
200
$45K
|
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
BUY
|
PUT |
200New |
$18.3K - $20.8K
|
200
$45K
|
|
|
Sep 05, 2023
Q3 2020
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
67New |
$6.12K - $6.96K
|
67
$15.1K
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
CALL |
2New |
$183 - $208
|
2
$450
|
|
|
Sep 10, 2021
Q3 2020
|
Veracity Capital LLC
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
PUT |
300KNew |
$25.2M - $34M
|
300K
$67.6M
|
|
|
Aug 14, 2020
Q2 2020
|
Shanda Asset Management Holdings LTD
Singapore, U0 |
BUY
|
- |
123K+ 69.28% |
$10.3M - $13.9M
|
300K
$67.6M
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
99KNew |
$8.32M - $11.2M
|
99K
$22.3M
|
|