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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.18K+ 2.03% |
$621K - $716K
|
160K
$39.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.17KNew |
$618K - $713K
|
3.17K
$788K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.15K+ 5.35% |
$614K - $708K
|
62K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3.14K+ 5.78% |
$613K - $707K
|
57.5K
$14.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
3.12K+ 3.76% |
$609K - $702K
|
86.1K
$21.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
3.12K+ 29.26% |
$608K - $701K
|
13.8K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
3.1K+ 7.7% |
$604K - $696K
|
43.3K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.09KNew |
$602K - $695K
|
3.09K
$768K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.06K+ 6.24% |
$597K - $689K
|
52.2K
$13M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3.06K+ 125.39% |
$597K - $688K
|
5.5K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.06K+ 4.14% |
$596K - $688K
|
76.9K
$19.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.05KNew |
$595K - $687K
|
3.05K
$759K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.05KNew |
$595K - $686K
|
3.05K
$759K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.05K+ 1.47% |
$595K - $686K
|
211K
$52.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.03KNew |
$590K - $680K
|
3.03K
$752K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.02K+ 7.0% |
$589K - $679K
|
46.2K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.01K+ 2.7% |
$586K - $676K
|
115K
$28.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3K+ 5.79% |
$585K - $675K
|
54.8K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
3K+ 7.79% |
$585K - $674K
|
41.5K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.98K+ 0.25% |
$581K - $670K
|
1.22M
$303M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.98K+ 40.24% |
$581K - $670K
|
10.4K
$2.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.96K+ 2.46% |
$578K - $666K
|
124K
$30.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
2.95KNew |
$576K - $664K
|
2.95K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.94K+ 7.55% |
$574K - $662K
|
41.9K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.93K+ 0.97% |
$571K - $659K
|
304K
$75.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.92K+ 1.98% |
$568K - $656K
|
150K
$37.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
2.91K+ 3.27% |
$567K - $654K
|
91.9K
$22.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
CALL |
2.9K+ 60.42% |
$565K - $652K
|
7.7K
$1.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.9K+ 19.9% |
$565K - $652K
|
17.5K
$4.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.89K+ 10.22% |
$564K - $650K
|
31.2K
$7.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
2.89K+ 57.51% |
$563K - $650K
|
7.92K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.87K+ 75.59% |
$560K - $645K
|
6.67K
$1.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.87K+ 11.02% |
$559K - $645K
|
28.9K
$7.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.87K+ 4.7% |
$559K - $645K
|
63.9K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
2.86K+ 158.03% |
$558K - $643K
|
4.67K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.85K+ 3.05% |
$556K - $641K
|
96.4K
$24M
|
|
|
Oct 30, 2024
Q3 2024
|
Bender Robert & Associates
|
BUY
|
- |
2.85KNew |
$555K - $640K
|
2.85K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.84K+ 2.46% |
$553K - $638K
|
118K
$29.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.84K+ 2.26% |
$553K - $638K
|
129K
$32M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.83K+ 1.23% |
$552K - $637K
|
233K
$58M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.83K+ 10.39% |
$552K - $636K
|
30.1K
$7.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.82K+ 4.55% |
$550K - $635K
|
64.9K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.78K+ 2.07% |
$541K - $624K
|
137K
$34M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 52.92% |
$538K - $621K
|
7.98K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.75K+ 19.11% |
$536K - $618K
|
17.1K
$4.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.73K+ 11.11% |
$531K - $613K
|
27.3K
$6.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.72K+ 25.32% |
$530K - $611K
|
13.4K
$3.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.71K+ 23.71% |
$529K - $610K
|
14.2K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.7K+ 2.08% |
$527K - $608K
|
133K
$33M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.69K+ 16.31% |
$524K - $604K
|
19.2K
$4.77M
|