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 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
251+ 4.45% |
$48.9K - $56.4K
|
5.9K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
250+ 0.88% |
$48.7K - $56.2K
|
28.7K
$7.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
250+ 3.38% |
$48.7K - $56.2K
|
7.65K
$1.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
249+ 3.47% |
$48.5K - $56K
|
7.43K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
246+ 0.76% |
$47.9K - $55.3K
|
32.6K
$8.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
242+ 15.45% |
$47.2K - $54.4K
|
1.81K
$452K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
241+ 16.86% |
$47K - $54.2K
|
1.67K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
240+ 1.64% |
$46.8K - $54K
|
14.8K
$3.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
239+ 4.91% |
$46.6K - $53.7K
|
5.11K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
239+ 19.06% |
$46.6K - $53.7K
|
1.49K
$373K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
237+ 18.13% |
$46.2K - $53.3K
|
1.54K
$386K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
237+ 1.75% |
$46.2K - $53.3K
|
13.8K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
236+ 1.42% |
$46K - $53.1K
|
16.8K
$4.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
236+ 0.79% |
$46K - $53.1K
|
30K
$7.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
235+ 2.72% |
$45.8K - $52.8K
|
8.89K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
234+ 1.03% |
$45.6K - $52.6K
|
23K
$5.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
234+ 2.14% |
$45.6K - $52.6K
|
11.2K
$2.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
234+ 0.53% |
$45.6K - $52.6K
|
44.6K
$11.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
232+ 2.04% |
$45.2K - $52.2K
|
11.6K
$2.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
230+ 13.14% |
$44.8K - $51.7K
|
1.98K
$495K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
230+ 10.58% |
$44.8K - $51.7K
|
2.4K
$601K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
229+ 3.08% |
$44.6K - $51.5K
|
7.66K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
226+ 0.55% |
$44K - $50.8K
|
41.1K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
226+ 1.57% |
$44K - $50.8K
|
14.6K
$3.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
226+ 5.58% |
$44K - $50.8K
|
4.28K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
226+ 5.08% |
$44K - $50.8K
|
4.68K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
225+ 0.75% |
$43.9K - $50.6K
|
30.2K
$7.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
225+ 0.89% |
$43.9K - $50.6K
|
25.4K
$6.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
225+ 3.81% |
$43.9K - $50.6K
|
6.13K
$1.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
224+ 18.54% |
$43.7K - $50.4K
|
1.43K
$358K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
223+ 2.92% |
$43.5K - $50.1K
|
7.85K
$1.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
222+ 0.99% |
$43.3K - $49.9K
|
22.7K
$5.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
220+ 4.29% |
$42.9K - $49.5K
|
5.35K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
218+ 0.65% |
$42.5K - $49K
|
33.8K
$8.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
218+ 8.13% |
$42.5K - $49K
|
2.9K
$725K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
217+ 6.42% |
$42.3K - $48.8K
|
3.6K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
216+ 3.72% |
$42.1K - $48.6K
|
6.02K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
216+ 2.98% |
$42.1K - $48.6K
|
7.46K
$1.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
216+ 0.74% |
$42.1K - $48.6K
|
29.5K
$7.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
215+ 2.49% |
$41.9K - $48.3K
|
8.84K
$2.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
215New |
$41.9K - $48.3K
|
215
$53.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
215+ 11.26% |
$41.9K - $48.3K
|
2.12K
$531K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
215+ 16.21% |
$41.9K - $48.3K
|
1.54K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
214+ 2.59% |
$41.7K - $48.1K
|
8.47K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
214+ 1.96% |
$41.7K - $48.1K
|
11.1K
$2.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
213+ 2.06% |
$41.5K - $47.9K
|
10.5K
$2.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
212New |
$41.3K - $47.7K
|
212
$53K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
212New |
$41.3K - $47.7K
|
212
$53K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
211+ 7.45% |
$41.1K - $47.4K
|
3.04K
$761K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
210+ 1.03% |
$40.9K - $47.2K
|
20.5K
$5.13M
|