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
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17+ 0.57% |
$3.31K - $3.82K
|
2.98K
$743K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
17+ 0.17% |
$3.31K - $3.82K
|
10.2K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
17+ 0.37% |
$3.31K - $3.82K
|
4.64K
$1.16M
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
17+ 0.15% |
$3.31K - $3.82K
|
11.2K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
17+ 5.17% |
$3.31K - $3.82K
|
346
$86.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17+ 1.21% |
$3.31K - $3.82K
|
1.43K
$356K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
17+ 1.68% |
$3.31K - $3.82K
|
1.03K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
16+ 0.57% |
$3.12K - $3.6K
|
2.8K
$700K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
16+ 0.42% |
$3.12K - $3.6K
|
3.85K
$962K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
16+ 0.06% |
$3.12K - $3.6K
|
24.9K
$6.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.44% |
$3.12K - $3.6K
|
3.69K
$920K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16+ 0.43% |
$3.12K - $3.6K
|
3.77K
$941K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
16+ 0.3% |
$3.12K - $3.6K
|
5.35K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
15+ 0.49% |
$2.92K - $3.37K
|
3.07K
$766K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
15+ 0.51% |
$2.92K - $3.37K
|
2.95K
$736K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
15+ 2.04% |
$2.92K - $3.37K
|
751
$188K
|
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
15+ 0.03% |
$2.92K - $3.37K
|
46.2K
$11.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
15+ 1.37% |
$2.92K - $3.37K
|
1.11K
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
15+ 0.51% |
$2.92K - $3.37K
|
2.96K
$738K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 0.47% |
$2.92K - $3.37K
|
3.18K
$795K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15+ 0.07% |
$2.92K - $3.37K
|
20.4K
$5.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
14+ 0.26% |
$2.73K - $3.15K
|
5.36K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
14+ 0.34% |
$2.73K - $3.15K
|
4.17K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
14+ 0.38% |
$2.73K - $3.15K
|
3.71K
$925K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$2.73K - $3.15K
|
16.3K
$4.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.17% |
$2.73K - $3.15K
|
8.25K
$2.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14+ 0.53% |
$2.73K - $3.15K
|
2.66K
$665K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
13+ 0.43% |
$2.53K - $2.92K
|
3.04K
$759K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13+ 0.48% |
$2.53K - $2.92K
|
2.73K
$681K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
13+ 0.23% |
$2.53K - $2.92K
|
5.63K
$1.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
13+ 0.6% |
$2.53K - $2.92K
|
2.16K
$540K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
12+ 0.12% |
$2.34K - $2.7K
|
9.73K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
12+ 0.08% |
$2.34K - $2.7K
|
16K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 0.73% |
$2.34K - $2.7K
|
1.65K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
12+ 0.88% |
$2.34K - $2.7K
|
1.37K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
12+ 0.03% |
$2.34K - $2.7K
|
37.1K
$9.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12+ 0.42% |
$2.34K - $2.7K
|
2.9K
$725K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 1.4% |
$2.34K - $2.7K
|
867
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 0.05% |
$2.34K - $2.7K
|
24.3K
$6.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.26% |
$2.34K - $2.7K
|
4.63K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
12+ 0.05% |
$2.34K - $2.7K
|
22.7K
$5.67M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
11+ 0.07% |
$2.14K - $2.47K
|
16.6K
$4.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
11+ 0.62% |
$2.14K - $2.47K
|
1.79K
$446K
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
11+ 0.06% |
$2.14K - $2.47K
|
19K
$4.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11+ 0.02% |
$2.14K - $2.47K
|
67.1K
$16.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
11+ 0.77% |
$2.14K - $2.47K
|
1.44K
$359K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11+ 0.22% |
$2.14K - $2.47K
|
4.94K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
10+ 0.5% |
$1.95K - $2.25K
|
2K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
10+ 0.23% |
$1.95K - $2.25K
|
4.39K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
10+ 0.32% |
$1.95K - $2.25K
|
3.11K
$776K
|