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
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
176+ 3.37% |
$34.3K - $39.6K
|
5.4K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
176+ 2.03% |
$34.3K - $39.6K
|
8.84K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
175+ 4.13% |
$34.1K - $39.3K
|
4.42K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
175+ 2.01% |
$34.1K - $39.3K
|
8.9K
$2.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
175+ 0.53% |
$34.1K - $39.3K
|
33.2K
$8.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
175+ 11.8% |
$34.1K - $39.3K
|
1.66K
$414K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
175New |
$34.1K - $39.3K
|
175
$43.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
173+ 3.53% |
$33.7K - $38.9K
|
5.07K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
172+ 0.95% |
$33.5K - $38.7K
|
18.3K
$4.56M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
171+ 2.05% |
$33.3K - $38.4K
|
8.53K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
171+ 17.27% |
$33.3K - $38.4K
|
1.16K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
170+ 0.74% |
$33.1K - $38.2K
|
23.2K
$5.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
170+ 7.32% |
$33.1K - $38.2K
|
2.49K
$623K
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
BUY
|
- |
170+ 0.58% |
$33.1K - $38.2K
|
29.6K
$7.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
170+ 0.95% |
$33.1K - $38.2K
|
18K
$4.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
170+ 0.78% |
$33.1K - $38.2K
|
21.8K
$5.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
168+ 2.13% |
$32.7K - $37.8K
|
8.07K
$2.01M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
168+ 1.99% |
$32.7K - $37.8K
|
8.6K
$2.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
168+ 0.59% |
$32.7K - $37.8K
|
28.7K
$7.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
167+ 1.08% |
$32.5K - $37.5K
|
15.7K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
166+ 4.71% |
$32.4K - $37.3K
|
3.69K
$921K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
166+ 1.36% |
$32.4K - $37.3K
|
12.4K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
165+ 15.43% |
$32.2K - $37.1K
|
1.23K
$308K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
165+ 16.58% |
$32.2K - $37.1K
|
1.16K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
164+ 0.1% |
$32K - $36.9K
|
157K
$39.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
164+ 3.32% |
$32K - $36.9K
|
5.1K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
164+ 1.8% |
$32K - $36.9K
|
9.28K
$2.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
164+ 2.57% |
$32K - $36.9K
|
6.54K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
163+ 4.94% |
$31.8K - $36.6K
|
3.46K
$864K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
162+ 0.5% |
$31.6K - $36.4K
|
32.7K
$8.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
162+ 0.67% |
$31.6K - $36.4K
|
24.4K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
161+ 0.38% |
$31.4K - $36.2K
|
42.8K
$10.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
161+ 7.6% |
$31.4K - $36.2K
|
2.28K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
160+ 2.48% |
$31.2K - $36K
|
6.62K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
159+ 2.88% |
$31K - $35.7K
|
5.69K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
157+ 6.2% |
$30.6K - $35.3K
|
2.69K
$671K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
157+ 15.02% |
$30.6K - $35.3K
|
1.2K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
156+ 2.6% |
$30.4K - $35.1K
|
6.16K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
156+ 0.45% |
$30.4K - $35.1K
|
34.9K
$8.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
156+ 4.81% |
$30.4K - $35.1K
|
3.4K
$850K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
156+ 5.23% |
$30.4K - $35.1K
|
3.14K
$783K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
155+ 3.11% |
$30.2K - $34.8K
|
5.15K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
155+ 1.25% |
$30.2K - $34.8K
|
12.6K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
155+ 8.15% |
$30.2K - $34.8K
|
2.06K
$514K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
155+ 12.21% |
$30.2K - $34.8K
|
1.42K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
154+ 13.16% |
$30K - $34.6K
|
1.32K
$331K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
152+ 2.87% |
$29.6K - $34.2K
|
5.44K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
151+ 0.93% |
$29.4K - $33.9K
|
16.3K
$4.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
151+ 1.36% |
$29.4K - $33.9K
|
11.3K
$2.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
151+ 0.47% |
$29.4K - $33.9K
|
32.4K
$8.1M
|