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 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.2K+ 4.63% |
$428K - $494K
|
49.7K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
2.19K+ 0.75% |
$428K - $493K
|
294K
$73.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.19K+ 1.52% |
$427K - $492K
|
146K
$36.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.17K+ 1.28% |
$423K - $488K
|
171K
$42.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.16K+ 9.3% |
$422K - $486K
|
25.4K
$6.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.16KNew |
$420K - $484K
|
2.16K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.15KNew |
$420K - $484K
|
2.15K
$538K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.15K+ 2.17% |
$420K - $484K
|
101K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.15K+ 3.94% |
$419K - $483K
|
56.7K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.14K+ 46.97% |
$417K - $482K
|
6.7K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
2.14K+ 2.64% |
$416K - $480K
|
83.1K
$20.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.13K+ 8.75% |
$415K - $479K
|
26.4K
$6.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.12K+ 0.72% |
$414K - $477K
|
299K
$74.7M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.12K+ 0.92% |
$412K - $476K
|
231K
$57.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2.1K+ 7.89% |
$410K - $473K
|
28.8K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.1K+ 0.44% |
$409K - $472K
|
474K
$119M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
2.1KNew |
$409K - $472K
|
2.1K
$525K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.1K+ 3.77% |
$408K - $471K
|
57.6K
$14.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.09K+ 672.99% |
$408K - $471K
|
2.4K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.08K+ 1.45% |
$406K - $468K
|
145K
$36.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.07K+ 17.85% |
$403K - $465K
|
13.7K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
2.07K+ 6.93% |
$403K - $464K
|
31.9K
$7.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
2.06K+ 29.6% |
$401K - $463K
|
9.02K
$2.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.04K+ 5.23% |
$398K - $459K
|
41.1K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 104.69% |
$396K - $456K
|
3.97K
$992K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.03K+ 31.48% |
$396K - $456K
|
8.48K
$2.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.01K+ 6.04% |
$392K - $452K
|
35.3K
$8.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
2K+ 7.69% |
$390K - $450K
|
28K
$7M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2K+ 92.76% |
$390K - $450K
|
4.16K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 0.57% |
$389K - $449K
|
352K
$88M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.99K+ 2.12% |
$387K - $447K
|
95.7K
$23.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.98K+ 17.91% |
$386K - $445K
|
13K
$3.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.97K+ 34.37% |
$384K - $442K
|
7.69K
$1.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.97K+ 2.76% |
$383K - $442K
|
73.3K
$18.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.96K+ 24.1% |
$383K - $442K
|
10.1K
$2.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.96K+ 20.43% |
$383K - $441K
|
11.6K
$2.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.96K+ 3.89% |
$382K - $441K
|
52.3K
$13.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.96KNew |
$382K - $441K
|
1.96K
$490K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.95K+ 0.92% |
$380K - $439K
|
214K
$53.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.91K+ 18.09% |
$373K - $430K
|
12.5K
$3.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.91K+ 6.32% |
$372K - $429K
|
32.1K
$8.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.9K+ 57.56% |
$370K - $427K
|
5.2K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.89K+ 6.82% |
$368K - $425K
|
29.6K
$7.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.89K+ 728.96% |
$368K - $424K
|
2.15K
$537K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.89K+ 2.04% |
$368K - $424K
|
94.6K
$23.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.88K+ 18.32% |
$366K - $423K
|
12.1K
$3.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.86K+ 0.46% |
$362K - $417K
|
408K
$102M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.85K+ 48.12% |
$361K - $416K
|
5.7K
$1.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.85K+ 0.86% |
$360K - $415K
|
218K
$54.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.85K+ 8.03% |
$360K - $415K
|
24.8K
$6.2M
|