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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
10.8K+ 220.34% |
$2.1M - $2.42M
|
15.6K
$3.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
10.7K+ 22.35% |
$2.09M - $2.41M
|
58.6K
$14.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
10.7KNew |
$2.08M - $2.4M
|
10.7K
$2.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.3K+ 11.77% |
$2.02M - $2.33M
|
98.3K
$23.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.2K+ 7.46% |
$1.99M - $2.29M
|
147K
$35.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.2KNew |
$1.99M - $2.29M
|
10.2K
$2.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
10.2K+ 7.1% |
$1.98M - $2.29M
|
153K
$36.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10.1K+ 3.73% |
$1.97M - $2.27M
|
280K
$67.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
9.8K+ 10.02% |
$1.91M - $2.2M
|
108K
$25.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.78KNew |
$1.91M - $2.2M
|
9.78K
$2.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.77K+ 1.65% |
$1.9M - $2.2M
|
602K
$144M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
9.74K+ 6.25% |
$1.9M - $2.19M
|
166K
$39.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.67K+ 1.34% |
$1.88M - $2.17M
|
730K
$175M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
9.63K+ 0.92% |
$1.88M - $2.16M
|
1.05M
$253M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.62K+ 9.45% |
$1.88M - $2.16M
|
111K
$26.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
9.53K+ 142.4% |
$1.86M - $2.14M
|
16.2K
$3.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.49K+ 36.13% |
$1.85M - $2.13M
|
35.7K
$8.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
9.47K+ 3.27% |
$1.85M - $2.13M
|
299K
$71.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
9.45K+ 0.75% |
$1.84M - $2.12M
|
1.27M
$305M
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
9.44K+ 78.79% |
$1.84M - $2.12M
|
21.4K
$5.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.32K+ 93.31% |
$1.82M - $2.1M
|
19.3K
$4.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
9.15K+ 12.4% |
$1.78M - $2.06M
|
83K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
8.98KNew |
$1.75M - $2.02M
|
8.98K
$2.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
8.97KNew |
$1.75M - $2.02M
|
8.97K
$2.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.89K+ 8.7% |
$1.73M - $2M
|
111K
$26.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
8.89KNew |
$1.73M - $2M
|
8.89K
$2.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.86K+ 43.51% |
$1.73M - $1.99M
|
29.2K
$7.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
8.81K+ 9.66% |
$1.72M - $1.98M
|
99.9K
$24M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
8.72K+ 9.67% |
$1.7M - $1.96M
|
98.9K
$23.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.71K+ 4.49% |
$1.7M - $1.96M
|
203K
$48.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.65K+ 39.78% |
$1.69M - $1.95M
|
30.4K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
8.64KNew |
$1.68M - $1.94M
|
8.64K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
8.43K+ 66.34% |
$1.64M - $1.9M
|
21.1K
$5.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.38K+ 24.77% |
$1.63M - $1.88M
|
42.2K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
8.23KNew |
$1.6M - $1.85M
|
8.23K
$1.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
8.2KNew |
$1.6M - $1.84M
|
8.2K
$1.97M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.17K+ 9.94% |
$1.59M - $1.84M
|
90.4K
$21.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8.13K+ 53.47% |
$1.58M - $1.83M
|
23.3K
$5.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
7.98K+ 78.1% |
$1.56M - $1.79M
|
18.2K
$4.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7.84K+ 324.59% |
$1.53M - $1.76M
|
10.3K
$2.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
7.82K+ 36.98% |
$1.52M - $1.76M
|
29K
$6.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
7.76K+ 201.43% |
$1.51M - $1.75M
|
11.6K
$2.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.72K+ 1.68% |
$1.5M - $1.74M
|
467K
$112M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.71K+ 15.12% |
$1.5M - $1.73M
|
58.7K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.62K+ 13.58% |
$1.49M - $1.71M
|
63.8K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
7.62K+ 14.78% |
$1.48M - $1.71M
|
59.1K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
7.5K+ 8.48% |
$1.46M - $1.69M
|
96K
$23M
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
7.47K+ 5.44% |
$1.46M - $1.68M
|
145K
$34.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.45K+ 5.33% |
$1.45M - $1.68M
|
147K
$35.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
7.45KNew |
$1.45M - $1.67M
|
7.45K
$1.79M
|