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 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
32+ 1.48% |
$6.24K - $7.19K
|
2.2K
$550K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
32+ 0.3% |
$6.24K - $7.19K
|
10.7K
$2.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
32+ 2.44% |
$6.24K - $7.19K
|
1.34K
$336K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
32+ 0.59% |
$6.24K - $7.19K
|
5.46K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
31+ 0.14% |
$6.04K - $6.97K
|
22.4K
$5.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
30+ 0.38% |
$5.85K - $6.74K
|
7.95K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
30+ 0.59% |
$5.85K - $6.74K
|
5.12K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
30New |
$5.85K - $6.74K
|
30
$7.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30+ 0.36% |
$5.85K - $6.74K
|
8.33K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
30+ 4.66% |
$5.85K - $6.74K
|
674
$168K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
30+ 0.33% |
$5.85K - $6.74K
|
9.06K
$2.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
30+ 1.51% |
$5.85K - $6.74K
|
2.02K
$506K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
29+ 1.09% |
$5.65K - $6.52K
|
2.68K
$670K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
29+ 0.38% |
$5.65K - $6.52K
|
7.69K
$1.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
29+ 2.82% |
$5.65K - $6.52K
|
1.06K
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
28+ 0.83% |
$5.46K - $6.29K
|
3.41K
$852K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
28+ 0.06% |
$5.46K - $6.29K
|
43.8K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
28+ 0.89% |
$5.46K - $6.29K
|
3.16K
$791K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
28+ 2.05% |
$5.46K - $6.29K
|
1.4K
$349K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
28+ 0.96% |
$5.46K - $6.29K
|
2.96K
$739K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
28+ 1.55% |
$5.46K - $6.29K
|
1.83K
$458K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
27+ 0.23% |
$5.26K - $6.07K
|
11.8K
$2.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
27+ 1.73% |
$5.26K - $6.07K
|
1.59K
$396K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
27+ 0.37% |
$5.26K - $6.07K
|
7.26K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
26+ 0.36% |
$5.07K - $5.84K
|
7.18K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
26+ 1.56% |
$5.07K - $5.84K
|
1.69K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
25+ 0.58% |
$4.87K - $5.62K
|
4.33K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
25New |
$4.87K - $5.62K
|
25
$6.25K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
25+ 0.07% |
$4.87K - $5.62K
|
34K
$8.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
25+ 1.84% |
$4.87K - $5.62K
|
1.38K
$346K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
24+ 0.19% |
$4.68K - $5.4K
|
12.9K
$3.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
24+ 0.96% |
$4.68K - $5.4K
|
2.53K
$632K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
23+ 0.2% |
$4.48K - $5.17K
|
11.4K
$2.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
23+ 1.62% |
$4.48K - $5.17K
|
1.44K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
22+ 1.33% |
$4.29K - $4.95K
|
1.67K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
22+ 0.06% |
$4.29K - $4.95K
|
39.2K
$9.81M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
21+ 0.67% |
$4.09K - $4.72K
|
3.13K
$783K
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
21+ 0.02% |
$4.09K - $4.72K
|
104K
$25.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
21+ 0.21% |
$4.09K - $4.72K
|
10.1K
$2.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
21+ 1.09% |
$4.09K - $4.72K
|
1.95K
$487K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
21+ 0.04% |
$4.09K - $4.72K
|
52.5K
$13.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
21+ 0.37% |
$4.09K - $4.72K
|
5.73K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
20+ 1.45% |
$3.9K - $4.5K
|
1.4K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
20+ 0.8% |
$3.9K - $4.5K
|
2.52K
$629K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
20+ 0.65% |
$3.9K - $4.5K
|
3.09K
$772K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
20+ 0.08% |
$3.9K - $4.5K
|
26.2K
$6.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.21% |
$3.9K - $4.5K
|
9.52K
$2.38M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
19+ 0.13% |
$3.7K - $4.27K
|
14.4K
$3.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18+ 1.68% |
$3.51K - $4.05K
|
1.09K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17+ 0.57% |
$3.31K - $3.82K
|
2.98K
$744K
|