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 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
669+ 1.24% |
$130K - $150K
|
54.5K
$13.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
668+ 9.51% |
$130K - $150K
|
7.7K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
666+ 5.89% |
$130K - $150K
|
12K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
662+ 0.61% |
$129K - $149K
|
109K
$27.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
659+ 22.19% |
$128K - $148K
|
3.63K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
657+ 1.79% |
$128K - $148K
|
37.4K
$9.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
656+ 4.66% |
$128K - $147K
|
14.7K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
655+ 4.43% |
$128K - $147K
|
15.4K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
650+ 17.69% |
$127K - $146K
|
4.33K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
650+ 4.79% |
$127K - $146K
|
14.2K
$3.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
650+ 33.37% |
$127K - $146K
|
2.6K
$649K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
649+ 1.27% |
$126K - $146K
|
51.8K
$12.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
648+ 6.53% |
$126K - $146K
|
10.6K
$2.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
646+ 3.0% |
$126K - $145K
|
22.2K
$5.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
644+ 46.5% |
$126K - $145K
|
2.03K
$507K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
642+ 2.61% |
$125K - $144K
|
25.2K
$6.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
642+ 7.17% |
$125K - $144K
|
9.6K
$2.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
636+ 3.94% |
$124K - $143K
|
16.8K
$4.19M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
635+ 13.89% |
$124K - $143K
|
5.21K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
634+ 28.33% |
$124K - $143K
|
2.87K
$718K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
632+ 6.09% |
$123K - $142K
|
11K
$2.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
628+ 12.98% |
$122K - $141K
|
5.47K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
627+ 21.15% |
$122K - $141K
|
3.59K
$898K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
625+ 5.7% |
$122K - $141K
|
11.6K
$2.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
623+ 0.78% |
$121K - $140K
|
80.4K
$20.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
619+ 42.9% |
$121K - $139K
|
2.06K
$515K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
615+ 7.82% |
$120K - $138K
|
8.48K
$2.12M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
614+ 2.48% |
$120K - $138K
|
25.4K
$6.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
614+ 1.71% |
$120K - $138K
|
36.4K
$9.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
612+ 1.63% |
$119K - $138K
|
38.1K
$9.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
611+ 2.61% |
$119K - $137K
|
24K
$6M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
611+ 15.45% |
$119K - $137K
|
4.57K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
610+ 9.75% |
$119K - $137K
|
6.87K
$1.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
600+ 0.33% |
$117K - $135K
|
184K
$46M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
600+ 2.83% |
$117K - $135K
|
21.8K
$5.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
600+ 3.22% |
$117K - $135K
|
19.2K
$4.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
600+ 17.55% |
$117K - $135K
|
4.02K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
599+ 16.9% |
$117K - $135K
|
4.14K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
599+ 25.44% |
$117K - $135K
|
2.95K
$738K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
597+ 13.36% |
$116K - $134K
|
5.07K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
591+ 10.49% |
$115K - $133K
|
6.23K
$1.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
587+ 2.11% |
$114K - $132K
|
28.5K
$7.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
587+ 1.99% |
$114K - $132K
|
30.1K
$7.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
582+ 2.02% |
$113K - $131K
|
29.4K
$7.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
580+ 1.28% |
$113K - $130K
|
45.8K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
579+ 0.99% |
$113K - $130K
|
58.9K
$14.7M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
569+ 2.7% |
$111K - $128K
|
21.7K
$5.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
568+ 8.82% |
$111K - $128K
|
7.01K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
567+ 24.63% |
$111K - $127K
|
2.87K
$717K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
565+ 11.49% |
$110K - $127K
|
5.48K
$1.37M
|