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 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
45+ 1.33% |
$8.77K - $10.1K
|
3.44K
$859K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
44+ 0.36% |
$8.58K - $9.89K
|
12.2K
$3.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
44+ 2.73% |
$8.58K - $9.89K
|
1.65K
$413K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
43+ 5.21% |
$8.38K - $9.67K
|
868
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.34% |
$8.38K - $9.67K
|
3.25K
$813K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
43+ 9.77% |
$8.38K - $9.67K
|
483
$121K
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
43+ 0.23% |
$8.38K - $9.67K
|
18.4K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
42+ 1.75% |
$8.19K - $9.44K
|
2.44K
$611K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
41+ 0.1% |
$7.99K - $9.22K
|
40K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
41+ 0.75% |
$7.99K - $9.22K
|
5.52K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
41+ 0.5% |
$7.99K - $9.22K
|
8.22K
$2.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
41+ 3.52% |
$7.99K - $9.22K
|
1.21K
$301K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
40+ 0.89% |
$7.8K - $8.99K
|
4.54K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40+ 1.24% |
$7.8K - $8.99K
|
3.28K
$819K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
40+ 0.56% |
$7.8K - $8.99K
|
7.12K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
40+ 0.12% |
$7.8K - $8.99K
|
33.6K
$8.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
40+ 0.32% |
$7.8K - $8.99K
|
12.7K
$3.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
40+ 0.13% |
$7.8K - $8.99K
|
31.7K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
39+ 0.96% |
$7.6K - $8.77K
|
4.1K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
38+ 1.46% |
$7.41K - $8.54K
|
2.64K
$660K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
38+ 2.77% |
$7.41K - $8.54K
|
1.41K
$352K
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
38+ 0.77% |
$7.41K - $8.54K
|
5.01K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
38+ 0.73% |
$7.41K - $8.54K
|
5.21K
$1.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
37+ 0.26% |
$7.21K - $8.32K
|
14.1K
$3.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
37+ 1.94% |
$7.21K - $8.32K
|
1.94K
$486K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
37+ 0.09% |
$7.21K - $8.32K
|
43K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
37+ 1.14% |
$7.21K - $8.32K
|
3.29K
$822K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
36+ 124.14% |
$7.02K - $8.09K
|
65
$16.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
36+ 2.06% |
$7.02K - $8.09K
|
1.79K
$446K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
36+ 2.29% |
$7.02K - $8.09K
|
1.61K
$402K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
36+ 3.34% |
$7.02K - $8.09K
|
1.12K
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36+ 0.44% |
$7.02K - $8.09K
|
8.31K
$2.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 0.34% |
$7.02K - $8.09K
|
10.7K
$2.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
35New |
$6.82K - $7.87K
|
35
$8.75K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
35+ 0.27% |
$6.82K - $7.87K
|
12.9K
$3.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
35+ 1.37% |
$6.82K - $7.87K
|
2.6K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
34+ 1.5% |
$6.63K - $7.64K
|
2.3K
$575K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
34+ 0.82% |
$6.63K - $7.64K
|
4.19K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
34New |
$6.63K - $7.64K
|
34
$8.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
34+ 106.25% |
$6.63K - $7.64K
|
66
$16.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
34+ 2.64% |
$6.63K - $7.64K
|
1.32K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
34+ 3.42% |
$6.63K - $7.64K
|
1.03K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
34+ 3.09% |
$6.63K - $7.64K
|
1.14K
$284K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
33+ 0.01% |
$6.43K - $7.42K
|
253K
$63.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
33+ 0.14% |
$6.43K - $7.42K
|
23K
$5.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
33+ 0.77% |
$6.43K - $7.42K
|
4.33K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
33+ 0.6% |
$6.43K - $7.42K
|
5.51K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
33+ 0.61% |
$6.43K - $7.42K
|
5.47K
$1.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
33+ 0.1% |
$6.43K - $7.42K
|
34.4K
$8.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
32+ 0.21% |
$6.24K - $7.19K
|
15K
$3.75M
|