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 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
485+ 0.74% |
$94.5K - $109K
|
65.9K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
484+ 109.01% |
$94.3K - $109K
|
928
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
479+ 0.35% |
$93.4K - $108K
|
137K
$34.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
479+ 37.36% |
$93.4K - $108K
|
1.76K
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
475+ 1.75% |
$92.6K - $107K
|
27.6K
$6.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
474+ 4.33% |
$92.4K - $107K
|
11.4K
$2.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
471+ 11.62% |
$91.8K - $106K
|
4.52K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
470+ 10.05% |
$91.6K - $106K
|
5.15K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
462+ 6.37% |
$90K - $104K
|
7.71K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
456+ 1.13% |
$88.9K - $103K
|
41K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
454+ 4.45% |
$88.5K - $102K
|
10.7K
$2.66M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
454+ 4.03% |
$88.5K - $102K
|
11.7K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
453+ 2.45% |
$88.3K - $102K
|
18.9K
$4.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
453+ 4.66% |
$88.3K - $102K
|
10.2K
$2.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
450+ 7.81% |
$87.7K - $101K
|
6.21K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
447+ 25.2% |
$87.1K - $100K
|
2.22K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
447+ 4.71% |
$87.1K - $100K
|
9.94K
$2.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
447+ 0.42% |
$87.1K - $100K
|
106K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
445+ 7.48% |
$86.7K - $100K
|
6.39K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
444+ 0.68% |
$86.5K - $99.8K
|
65.4K
$16.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
444+ 25.8% |
$86.5K - $99.8K
|
2.17K
$541K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
443+ 3.83% |
$86.3K - $99.6K
|
12K
$3M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
442+ 0.53% |
$86.1K - $99.4K
|
84.4K
$21.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
441+ 5.17% |
$86K - $99.1K
|
8.97K
$2.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
437+ 3.56% |
$85.2K - $98.2K
|
12.7K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
437+ 0.77% |
$85.2K - $98.2K
|
57.5K
$14.4M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
436+ 6.3% |
$85K - $98K
|
7.36K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
436+ 0.97% |
$85K - $98K
|
45.2K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
435+ 4.52% |
$84.8K - $97.8K
|
10.1K
$2.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
435+ 1.59% |
$84.8K - $97.8K
|
27.8K
$6.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
433+ 1.03% |
$84.4K - $97.3K
|
42.3K
$10.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
431+ 1.15% |
$84K - $96.9K
|
37.9K
$9.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
430+ 0.88% |
$83.8K - $96.7K
|
49.2K
$12.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
429+ 0.49% |
$83.6K - $96.4K
|
87.6K
$21.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
427+ 4.47% |
$83.2K - $96K
|
9.98K
$2.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
425+ 4.43% |
$82.8K - $95.5K
|
10K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
424+ 1.79% |
$82.6K - $95.3K
|
24.2K
$6.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
424+ 2.28% |
$82.6K - $95.3K
|
19K
$4.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
423+ 2.56% |
$82.4K - $95.1K
|
16.9K
$4.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
422+ 2.46% |
$82.2K - $94.9K
|
17.5K
$4.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
422+ 4.52% |
$82.2K - $94.9K
|
9.77K
$2.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
421+ 1.44% |
$82.1K - $94.6K
|
29.6K
$7.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
421+ 1.51% |
$82.1K - $94.6K
|
28.4K
$7.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
421+ 0.4% |
$82.1K - $94.6K
|
107K
$26.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
419+ 20.69% |
$81.7K - $94.2K
|
2.44K
$611K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
419+ 0.94% |
$81.7K - $94.2K
|
44.8K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
415+ 17.37% |
$80.9K - $93.3K
|
2.8K
$701K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
414+ 152.21% |
$80.7K - $93.1K
|
686
$171K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
406+ 10.43% |
$79.1K - $91.3K
|
4.3K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
406+ 4.81% |
$79.1K - $91.3K
|
8.85K
$2.21M
|