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 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
210+ 4.51% |
$40.9K - $47.2K
|
4.86K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
210+ 0.84% |
$40.9K - $47.2K
|
25.1K
$6.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
209+ 4.91% |
$40.7K - $47K
|
4.47K
$1.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
209+ 4.23% |
$40.7K - $47K
|
5.15K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
209+ 0.76% |
$40.7K - $47K
|
27.8K
$6.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
208+ 8.77% |
$40.5K - $46.8K
|
2.58K
$645K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
208+ 4.07% |
$40.5K - $46.8K
|
5.32K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
208+ 0.64% |
$40.5K - $46.8K
|
32.9K
$8.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
207+ 0.55% |
$40.3K - $46.5K
|
37.7K
$9.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
207+ 5.47% |
$40.3K - $46.5K
|
3.99K
$997K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
207+ 1.07% |
$40.3K - $46.5K
|
19.5K
$4.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
206+ 9.38% |
$40.1K - $46.3K
|
2.4K
$600K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
204+ 1.38% |
$39.8K - $45.9K
|
15K
$3.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
204+ 3.17% |
$39.8K - $45.9K
|
6.64K
$1.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
203+ 1.83% |
$39.6K - $45.6K
|
11.3K
$2.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
203+ 1.84% |
$39.6K - $45.6K
|
11.3K
$2.81M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
203+ 3.75% |
$39.6K - $45.6K
|
5.62K
$1.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
203+ 0.9% |
$39.6K - $45.6K
|
22.7K
$5.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
202+ 17.25% |
$39.4K - $45.4K
|
1.37K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
202+ 3.97% |
$39.4K - $45.4K
|
5.29K
$1.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
202+ 0.3% |
$39.4K - $45.4K
|
68.5K
$17.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
201+ 4.39% |
$39.2K - $45.2K
|
4.78K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
201+ 1.95% |
$39.2K - $45.2K
|
10.5K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
200+ 1.53% |
$39K - $45K
|
13.3K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
PUT |
200New |
$39K - $45K
|
200
$50K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$39K - $45K
|
200
$50K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
200+ 3.98% |
$39K - $45K
|
5.22K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
196+ 0.76% |
$38.2K - $44.1K
|
26K
$6.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
194+ 2.9% |
$37.8K - $43.6K
|
6.89K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
192+ 1.24% |
$37.4K - $43.2K
|
15.7K
$3.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
192+ 0.35% |
$37.4K - $43.2K
|
55.7K
$13.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
192+ 0.69% |
$37.4K - $43.2K
|
28K
$6.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
192+ 14.86% |
$37.4K - $43.2K
|
1.48K
$371K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
192+ 3.43% |
$37.4K - $43.2K
|
5.79K
$1.45M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
191+ 0.89% |
$37.2K - $42.9K
|
21.6K
$5.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
190+ 0.75% |
$37K - $42.7K
|
25.4K
$6.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
189+ 0.42% |
$36.8K - $42.5K
|
45.4K
$11.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
189+ 2.29% |
$36.8K - $42.5K
|
8.44K
$2.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
185+ 11.16% |
$36.1K - $41.6K
|
1.84K
$461K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
185+ 1.54% |
$36.1K - $41.6K
|
12.2K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
185+ 13.63% |
$36.1K - $41.6K
|
1.54K
$385K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
184+ 2.2% |
$35.9K - $41.4K
|
8.55K
$2.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
183+ 0.51% |
$35.7K - $41.1K
|
36K
$9M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
182+ 7.76% |
$35.5K - $40.9K
|
2.53K
$632K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
182+ 1.0% |
$35.5K - $40.9K
|
18.4K
$4.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
181+ 3.73% |
$35.3K - $40.7K
|
5.04K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
180+ 13.0% |
$35.1K - $40.5K
|
1.57K
$391K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
180+ 0.73% |
$35.1K - $40.5K
|
24.9K
$6.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
179+ 1.47% |
$34.9K - $40.2K
|
12.4K
$3.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
178+ 6.84% |
$34.7K - $40K
|
2.78K
$695K
|