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 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.83K+ 20.61% |
$356K - $410K
|
10.7K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.8K+ 54.81% |
$351K - $405K
|
5.09K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.8KNew |
$351K - $405K
|
1.8K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.8K+ 6.14% |
$350K - $404K
|
31K
$7.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.78KNew |
$348K - $401K
|
1.78K
$446K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.78K+ 1.35% |
$346K - $399K
|
133K
$33.2M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.77K+ 31.84% |
$345K - $398K
|
7.33K
$1.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.77K+ 19.69% |
$344K - $397K
|
10.7K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.76K+ 2.96% |
$342K - $395K
|
61.2K
$15.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.76K+ 13.02% |
$342K - $395K
|
15.2K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.75K+ 1.23% |
$342K - $394K
|
144K
$36.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.74K+ 46.28% |
$338K - $390K
|
5.48K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.73K+ 3.37% |
$337K - $388K
|
53K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$334K - $386K
|
1.72K
$429K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
1.71K+ 80.07% |
$334K - $385K
|
3.85K
$962K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.71K+ 16.36% |
$332K - $384K
|
12.1K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 72.38% |
$332K - $384K
|
4.06K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1.7KNew |
$331K - $382K
|
1.7K
$425K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.7K+ 9.19% |
$331K - $382K
|
20.2K
$5.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.68K+ 14.28% |
$327K - $377K
|
13.4K
$3.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.68K+ 22.5% |
$327K - $377K
|
9.13K
$2.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.67KNew |
$325K - $375K
|
1.67K
$417K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.66K+ 0.19% |
$324K - $373K
|
882K
$220M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.65K+ 40.74% |
$322K - $371K
|
5.7K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.64K+ 0.76% |
$320K - $369K
|
218K
$54.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.63K+ 1.47% |
$317K - $366K
|
112K
$28M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.62K+ 3.91% |
$315K - $363K
|
42.9K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.61K+ 4.85% |
$315K - $363K
|
34.9K
$8.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.61KNew |
$314K - $362K
|
1.61K
$403K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.61K+ 3.19% |
$313K - $361K
|
52K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.61K+ 8.93% |
$313K - $361K
|
19.6K
$4.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.6K+ 2.16% |
$312K - $360K
|
75.9K
$19M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
1.6K+ 2.8% |
$311K - $359K
|
58.6K
$14.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.6K+ 5.61% |
$311K - $359K
|
30.1K
$7.52M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1.59KNew |
$310K - $358K
|
1.59K
$398K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.58K+ 12.06% |
$307K - $354K
|
14.6K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.58K+ 15.3% |
$307K - $354K
|
11.9K
$2.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 3.55% |
$307K - $354K
|
45.9K
$11.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.57K+ 10.37% |
$307K - $354K
|
16.7K
$4.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.57KNew |
$306K - $353K
|
1.57K
$392K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.55KNew |
$301K - $348K
|
1.55K
$386K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.54K+ 20.01% |
$301K - $347K
|
9.26K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.54K+ 76.31% |
$300K - $346K
|
3.56K
$889K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.54K+ 0.62% |
$300K - $346K
|
250K
$62.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.53K+ 30.98% |
$299K - $345K
|
6.49K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.53K+ 3.51% |
$299K - $345K
|
45.2K
$11.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.53K+ 3.45% |
$298K - $344K
|
45.9K
$11.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 11.99% |
$298K - $343K
|
14.3K
$3.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.52K+ 1.32% |
$297K - $342K
|
117K
$29.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.52KNew |
$296K - $342K
|
1.52K
$380K
|