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 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
193+ 6.16% |
$34.8K - $39.5K
|
3.33K
$968K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
164+ 13.29% |
$29.5K - $33.6K
|
1.4K
$407K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
160+ 2.89% |
$28.8K - $32.8K
|
5.69K
$1.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
139+ 1.68% |
$25K - $28.5K
|
8.42K
$2.45M
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
132+ 4.49% |
$23.8K - $27K
|
3.07K
$893K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
127+ 4.7% |
$22.9K - $26K
|
2.83K
$823K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
125New |
$22.5K - $25.6K
|
125
$36.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
116+ 5.62% |
$20.9K - $23.8K
|
2.18K
$634K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$18K - $20.5K
|
100
$29.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
90+ 8.07% |
$16.2K - $18.4K
|
1.21K
$351K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
83+ 8.93% |
$14.9K - $17K
|
1.01K
$294K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
51+ 4.11% |
$9.18K - $10.4K
|
1.29K
$376K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
50New |
$9K - $10.2K
|
50
$14.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
45New |
$8.1K - $9.22K
|
45
$13.1K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
40+ 0.25% |
$7.2K - $8.19K
|
16K
$4.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
36+ 0.19% |
$6.48K - $7.37K
|
18.7K
$5.44M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
35+ 0.46% |
$6.3K - $7.17K
|
7.67K
$2.23M
|
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
28+ 2.6% |
$5.04K - $5.73K
|
1.11K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19New |
$3.42K - $3.89K
|
19
$5.53K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
15+ 1.42% |
$2.7K - $3.07K
|
1.07K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
14+ 0.91% |
$2.52K - $2.87K
|
1.55K
$450K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 2.1% |
$1.98K - $2.25K
|
536
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
PUT |
10New |
$1.8K - $2.05K
|
10
$2.91K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9+ 0.21% |
$1.62K - $1.84K
|
4.2K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$180 - $205
|
9.13K
$2.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 10.0% |
$180 - $205
|
11
$3.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
36.7MNew |
$6.14B - $7.36B
|
36.7M
$10.7B
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
2.33M+ 216.22% |
$390M - $467M
|
3.41M
$993M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
383KNew |
$63.9M - $76.6M
|
383K
$111M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
206K+ 82.38% |
$34.4M - $41.2M
|
455K
$132M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
200KNew |
$33.4M - $40.1M
|
200K
$58.2M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
137K+ 175.92% |
$22.8M - $27.4M
|
214K
$62.3M
|
|
|
May 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
125KNew |
$20.9M - $25.1M
|
125K
$36.4M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
64K+ 464.45% |
$10.7M - $12.8M
|
77.8K
$22.6M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
49.3KNew |
$8.24M - $9.88M
|
49.3K
$14.4M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
41.8KNew |
$6.99M - $8.38M
|
41.8K
$12.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
40KNew |
$6.68M - $8.01M
|
40K
$11.6M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
29.2K+ 416.91% |
$4.87M - $5.84M
|
36.2K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
PUT |
29KNew |
$4.85M - $5.81M
|
29K
$8.44M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
27.5KNew |
$4.59M - $5.51M
|
27.5K
$8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
27.2K+ 114.3% |
$4.55M - $5.46M
|
51.1K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
- |
25KNew |
$4.18M - $5.01M
|
25K
$7.27M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
21.6K+ 172.44% |
$3.61M - $4.33M
|
34.1K
$9.93M
|
|
|
May 07, 2024
Q1 2024
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
17.7K+ 536.36% |
$2.96M - $3.55M
|
21K
$6.11M
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
17.7KNew |
$2.96M - $3.54M
|
17.7K
$5.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.93K+ 2.39% |
$1.49M - $1.79M
|
383K
$111M
|
|
|
May 15, 2024
Q1 2024
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
8.4KNew |
$1.4M - $1.68M
|
8.4K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
8.17KNew |
$1.37M - $1.64M
|
8.17K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
6.91KNew |
$1.15M - $1.38M
|
6.91K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.9KNew |
$1.15M - $1.38M
|
6.9K
$2.01M
|
|