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
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
151+ 0.66% |
$29.4K - $33.9K
|
23.1K
$5.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
150+ 2.28% |
$29.2K - $33.7K
|
6.73K
$1.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
150+ 0.36% |
$29.2K - $33.7K
|
42.4K
$10.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
150+ 7.33% |
$29.2K - $33.7K
|
2.2K
$549K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
146+ 5.5% |
$28.5K - $32.8K
|
2.8K
$700K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
146+ 5.58% |
$28.5K - $32.8K
|
2.76K
$690K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
145+ 0.61% |
$28.3K - $32.6K
|
23.9K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
144+ 6.2% |
$28.1K - $32.4K
|
2.47K
$617K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
144+ 2.75% |
$28.1K - $32.4K
|
5.38K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
143+ 1.71% |
$27.9K - $32.1K
|
8.51K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
143+ 3.15% |
$27.9K - $32.1K
|
4.68K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
142+ 5.01% |
$27.7K - $31.9K
|
2.98K
$745K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
141+ 2.96% |
$27.5K - $31.7K
|
4.91K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
140+ 9.07% |
$27.3K - $31.5K
|
1.68K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
139+ 0.69% |
$27.1K - $31.2K
|
20.2K
$5.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
139+ 0.35% |
$27.1K - $31.2K
|
39.4K
$9.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
138+ 3.05% |
$26.9K - $31K
|
4.66K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
137+ 0.59% |
$26.7K - $30.8K
|
23.3K
$5.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
137+ 10.89% |
$26.7K - $30.8K
|
1.4K
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
136+ 3.07% |
$26.5K - $30.6K
|
4.57K
$1.14M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
136+ 26.41% |
$26.5K - $30.6K
|
651
$163K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
135+ 0.96% |
$26.3K - $30.3K
|
14.3K
$3.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
133+ 3.95% |
$25.9K - $29.9K
|
3.5K
$874K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
133+ 3.86% |
$25.9K - $29.9K
|
3.58K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
132+ 4.93% |
$25.7K - $29.7K
|
2.81K
$703K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
131+ 2.25% |
$25.5K - $29.4K
|
5.96K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
131+ 12.28% |
$25.5K - $29.4K
|
1.2K
$299K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
129+ 9.91% |
$25.1K - $29K
|
1.43K
$358K
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
129+ 1.11% |
$25.1K - $29K
|
11.7K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
128+ 0.03% |
$24.9K - $28.8K
|
401K
$100M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
128+ 2.25% |
$24.9K - $28.8K
|
5.83K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
128+ 1.07% |
$24.9K - $28.8K
|
12.1K
$3.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
127+ 3.44% |
$24.8K - $28.5K
|
3.82K
$956K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
126+ 11.73% |
$24.6K - $28.3K
|
1.2K
$300K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
126New |
$24.6K - $28.3K
|
126
$31.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
126+ 0.21% |
$24.6K - $28.3K
|
59.3K
$14.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
125+ 2.6% |
$24.4K - $28.1K
|
4.93K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
124+ 0.62% |
$24.2K - $27.9K
|
20.3K
$5.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
124+ 1.0% |
$24.2K - $27.9K
|
12.5K
$3.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
124+ 6.52% |
$24.2K - $27.9K
|
2.03K
$506K
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
123+ 10.68% |
$24K - $27.7K
|
1.28K
$319K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
123+ 2.46% |
$24K - $27.7K
|
5.12K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
122+ 0.87% |
$23.8K - $27.4K
|
14.2K
$3.54M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
122+ 2.14% |
$23.8K - $27.4K
|
5.81K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
122+ 0.42% |
$23.8K - $27.4K
|
29.3K
$7.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
121+ 0.79% |
$23.6K - $27.2K
|
15.4K
$3.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
121+ 0.21% |
$23.6K - $27.2K
|
57.5K
$14.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
120+ 0.45% |
$23.4K - $27K
|
26.6K
$6.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
120+ 1.37% |
$23.4K - $27K
|
8.89K
$2.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
120New |
$23.4K - $27K
|
120
$30K
|