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 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
120+ 2.08% |
$23.4K - $27K
|
5.89K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
120+ 14.91% |
$23.4K - $27K
|
925
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
118+ 1.19% |
$23K - $26.5K
|
10.1K
$2.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
118+ 3.45% |
$23K - $26.5K
|
3.53K
$883K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
117+ 1.03% |
$22.8K - $26.3K
|
11.5K
$2.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
117+ 3.1% |
$22.8K - $26.3K
|
3.89K
$973K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
117+ 2.14% |
$22.8K - $26.3K
|
5.59K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
116+ 0.59% |
$22.6K - $26.1K
|
19.8K
$4.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
116+ 0.33% |
$22.6K - $26.1K
|
35.6K
$8.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
116+ 1.7% |
$22.6K - $26.1K
|
6.92K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
115+ 0.51% |
$22.4K - $25.9K
|
22.6K
$5.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.09% |
$22.4K - $25.9K
|
130K
$32.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
114+ 4.5% |
$22.2K - $25.6K
|
2.65K
$662K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
113+ 0.51% |
$22K - $25.4K
|
22.4K
$5.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
113+ 0.87% |
$22K - $25.4K
|
13K
$3.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
112+ 7.34% |
$21.8K - $25.2K
|
1.64K
$409K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
111+ 8.39% |
$21.6K - $25K
|
1.43K
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
111+ 1.34% |
$21.6K - $25K
|
8.37K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
110+ 2.14% |
$21.4K - $24.7K
|
5.26K
$1.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
108+ 2.64% |
$21K - $24.3K
|
4.2K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
108+ 3.43% |
$21K - $24.3K
|
3.26K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
106+ 1.84% |
$20.7K - $23.8K
|
5.86K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
105+ 0.94% |
$20.5K - $23.6K
|
11.3K
$2.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
105+ 0.67% |
$20.5K - $23.6K
|
15.9K
$3.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
104+ 0.97% |
$20.3K - $23.4K
|
10.8K
$2.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
104+ 0.8% |
$20.3K - $23.4K
|
13.1K
$3.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
104+ 3.01% |
$20.3K - $23.4K
|
3.56K
$890K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
103+ 7.75% |
$20.1K - $23.2K
|
1.43K
$358K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
103+ 4.22% |
$20.1K - $23.2K
|
2.55K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
102+ 4.79% |
$19.9K - $22.9K
|
2.23K
$558K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
102+ 2.56% |
$19.9K - $22.9K
|
4.08K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
101+ 1.18% |
$19.7K - $22.7K
|
8.67K
$2.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
100+ 1.26% |
$19.5K - $22.5K
|
8.07K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
100+ 0.13% |
$19.5K - $22.5K
|
76.5K
$19.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
100+ 2.38% |
$19.5K - $22.5K
|
4.3K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
100+ 0.17% |
$19.5K - $22.5K
|
60.6K
$15.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 1.28% |
$19.5K - $22.5K
|
7.9K
$1.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
100+ 5.19% |
$19.5K - $22.5K
|
2.03K
$506K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
100+ 0.44% |
$19.5K - $22.5K
|
23K
$5.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
100+ 8.47% |
$19.5K - $22.5K
|
1.28K
$320K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
100New |
$19.5K - $22.5K
|
100
$25K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
100+ 0.58% |
$19.5K - $22.5K
|
17.2K
$4.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
100+ 0.51% |
$19.5K - $22.5K
|
19.8K
$4.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
100+ 0.74% |
$19.5K - $22.5K
|
13.5K
$3.38M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
100+ 0.31% |
$19.5K - $22.5K
|
32.4K
$8.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
99+ 9.26% |
$19.3K - $22.3K
|
1.17K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
98+ 17.41% |
$19.1K - $22K
|
661
$165K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
97+ 2.23% |
$18.9K - $21.8K
|
4.45K
$1.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
97+ 2.32% |
$18.9K - $21.8K
|
4.28K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
96+ 2.35% |
$18.7K - $21.6K
|
4.19K
$1.05M
|