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
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
350+ 5.15% |
$68.2K - $78.7K
|
7.15K
$1.79M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
346+ 10.25% |
$67.4K - $77.8K
|
3.72K
$930K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
343+ 3.21% |
$66.9K - $77.1K
|
11K
$2.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
343+ 11.49% |
$66.9K - $77.1K
|
3.33K
$832K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
343+ 4.64% |
$66.9K - $77.1K
|
7.74K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
342+ 26.13% |
$66.7K - $76.9K
|
1.65K
$413K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
342+ 38.21% |
$66.7K - $76.9K
|
1.24K
$309K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
342+ 3.08% |
$66.7K - $76.9K
|
11.5K
$2.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
341+ 3.52% |
$66.5K - $76.7K
|
10K
$2.51M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
336+ 5.62% |
$65.5K - $75.5K
|
6.32K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
332+ 0.78% |
$64.7K - $74.6K
|
42.7K
$10.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
332+ 3.08% |
$64.7K - $74.6K
|
11.1K
$2.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
331+ 10.45% |
$64.5K - $74.4K
|
3.5K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
330+ 11.98% |
$64.3K - $74.2K
|
3.09K
$771K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
330+ 0.93% |
$64.3K - $74.2K
|
35.9K
$8.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
330+ 31.07% |
$64.3K - $74.2K
|
1.39K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
328+ 3.64% |
$63.9K - $73.7K
|
9.35K
$2.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
326+ 1.28% |
$63.5K - $73.3K
|
25.7K
$6.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
326+ 23.1% |
$63.5K - $73.3K
|
1.74K
$434K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
325+ 12.96% |
$63.3K - $73.1K
|
2.83K
$708K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
325+ 0.58% |
$63.3K - $73.1K
|
56.5K
$14.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
325+ 12.85% |
$63.3K - $73.1K
|
2.85K
$713K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
322+ 10.7% |
$62.8K - $72.4K
|
3.33K
$833K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
321+ 24.01% |
$62.6K - $72.2K
|
1.66K
$414K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
320+ 8.12% |
$62.4K - $71.9K
|
4.26K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
319+ 0.34% |
$62.2K - $71.7K
|
93.3K
$23.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
319+ 0.32% |
$62.2K - $71.7K
|
101K
$25.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
318+ 9.95% |
$62K - $71.5K
|
3.51K
$878K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
317+ 0.75% |
$61.8K - $71.3K
|
42.5K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
317+ 21.52% |
$61.8K - $71.3K
|
1.79K
$447K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
316+ 0.53% |
$61.6K - $71K
|
59.5K
$14.9M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
314+ 0.26% |
$61.2K - $70.6K
|
121K
$30.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
313+ 19.86% |
$61K - $70.4K
|
1.89K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
311+ 0.44% |
$60.6K - $69.9K
|
71.7K
$17.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
311+ 20.84% |
$60.6K - $69.9K
|
1.8K
$451K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
311+ 1.5% |
$60.6K - $69.9K
|
21.1K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
310+ 5.49% |
$60.4K - $69.7K
|
5.96K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
309+ 1.15% |
$60.2K - $69.5K
|
27.1K
$6.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
309+ 12.03% |
$60.2K - $69.5K
|
2.88K
$719K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
308+ 0.35% |
$60K - $69.2K
|
87.5K
$21.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
307+ 1.53% |
$59.8K - $69K
|
20.4K
$5.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
305+ 0.9% |
$59.4K - $68.6K
|
34K
$8.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
304+ 0.76% |
$59.2K - $68.3K
|
40.1K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
303+ 1.04% |
$59.1K - $68.1K
|
29.5K
$7.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
303+ 3.34% |
$59.1K - $68.1K
|
9.37K
$2.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
301+ 29.34% |
$58.7K - $67.7K
|
1.33K
$332K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
300+ 14.12% |
$58.5K - $67.4K
|
2.42K
$606K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
298+ 0.96% |
$58.1K - $67K
|
31.2K
$7.81M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
297+ 5.58% |
$57.9K - $66.8K
|
5.62K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
296+ 0.51% |
$57.7K - $66.5K
|
58.7K
$14.7M
|