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 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
405+ 6.36% |
$78.9K - $91K
|
6.77K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
402+ 2.18% |
$78.3K - $90.4K
|
18.8K
$4.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
402+ 7.65% |
$78.3K - $90.4K
|
5.66K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
400+ 17.29% |
$78K - $89.9K
|
2.71K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
400+ 2.64% |
$78K - $89.9K
|
15.5K
$3.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
400+ 40.0% |
$78K - $89.9K
|
1.4K
$350K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
399+ 2.3% |
$77.8K - $89.7K
|
17.8K
$4.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
399+ 17.49% |
$77.8K - $89.7K
|
2.68K
$670K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
395+ 3.48% |
$77K - $88.8K
|
11.7K
$2.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
394+ 37.0% |
$76.8K - $88.6K
|
1.46K
$365K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
393+ 4.91% |
$76.6K - $88.3K
|
8.39K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
392+ 13.26% |
$76.4K - $88.1K
|
3.35K
$837K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
392+ 0.88% |
$76.4K - $88.1K
|
44.9K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
391+ 19.84% |
$76.2K - $87.9K
|
2.36K
$590K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
388+ 19.25% |
$75.6K - $87.2K
|
2.4K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
385+ 2.55% |
$75K - $86.5K
|
15.5K
$3.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
385+ 29.37% |
$75K - $86.5K
|
1.7K
$424K
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
384+ 0.88% |
$74.8K - $86.3K
|
44K
$11M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
384+ 3.59% |
$74.8K - $86.3K
|
11.1K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
383+ 11.08% |
$74.6K - $86.1K
|
3.84K
$960K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
383+ 1.2% |
$74.6K - $86.1K
|
32.3K
$8.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
383+ 0.49% |
$74.6K - $86.1K
|
79.2K
$19.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
380+ 11.72% |
$74.1K - $85.4K
|
3.62K
$906K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
379+ 6.09% |
$73.9K - $85.2K
|
6.61K
$1.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
376+ 8.57% |
$73.3K - $84.5K
|
4.76K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
376+ 0.88% |
$73.3K - $84.5K
|
42.9K
$10.7M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
375+ 8.92% |
$73.1K - $84.3K
|
4.58K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
373+ 37.11% |
$72.7K - $83.9K
|
1.38K
$344K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
372+ 0.79% |
$72.5K - $83.6K
|
47.6K
$11.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
370+ 14.9% |
$72.1K - $83.2K
|
2.85K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
369+ 2.32% |
$71.9K - $83K
|
16.3K
$4.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
368+ 3.25% |
$71.7K - $82.7K
|
11.7K
$2.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
367+ 0.42% |
$71.5K - $82.5K
|
87.4K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
362+ 4.6% |
$70.6K - $81.4K
|
8.23K
$2.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
362+ 99.45% |
$70.6K - $81.4K
|
726
$181K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
361+ 35.5% |
$70.4K - $81.2K
|
1.38K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
360+ 5.87% |
$70.2K - $80.9K
|
6.49K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
359+ 6.23% |
$70K - $80.7K
|
6.13K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
358+ 3.39% |
$69.8K - $80.5K
|
10.9K
$2.73M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
357+ 0.96% |
$69.6K - $80.3K
|
37.7K
$9.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
357+ 1.93% |
$69.6K - $80.3K
|
18.8K
$4.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
355+ 5.78% |
$69.2K - $79.8K
|
6.49K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
354+ 3.79% |
$69K - $79.6K
|
9.68K
$2.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
354+ 28.3% |
$69K - $79.6K
|
1.61K
$401K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
353+ 6.45% |
$68.8K - $79.4K
|
5.83K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
353+ 2.42% |
$68.8K - $79.4K
|
14.9K
$3.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
351+ 1.52% |
$68.4K - $78.9K
|
23.5K
$5.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
351+ 20.29% |
$68.4K - $78.9K
|
2.08K
$520K
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
350+ 9.86% |
$68.2K - $78.7K
|
3.9K
$975K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
350+ 8.37% |
$68.2K - $78.7K
|
4.53K
$1.13M
|