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 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.12% |
$1.95K - $2.25K
|
8.03K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
10+ 0.2% |
$1.95K - $2.25K
|
4.97K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.51% |
$1.95K - $2.25K
|
1.97K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.45% |
$1.95K - $2.25K
|
2.22K
$555K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
10+ 0.3% |
$1.95K - $2.25K
|
3.3K
$824K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
10+ 0.53% |
$1.95K - $2.25K
|
1.88K
$471K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10+ 0.95% |
$1.95K - $2.25K
|
1.06K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.04% |
$1.75K - $2.02K
|
24.2K
$6.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
9+ 0.19% |
$1.75K - $2.02K
|
4.77K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.53% |
$1.75K - $2.02K
|
1.71K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
9+ 0.08% |
$1.75K - $2.02K
|
11.9K
$2.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.08% |
$1.75K - $2.02K
|
11.1K
$2.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.36% |
$1.75K - $2.02K
|
2.53K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
8+ 6.15% |
$1.56K - $1.8K
|
138
$34.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8+ 0.11% |
$1.56K - $1.8K
|
7.36K
$1.84M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
8+ 0.45% |
$1.56K - $1.8K
|
1.8K
$449K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8+ 0.43% |
$1.56K - $1.8K
|
1.85K
$462K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8+ 0.4% |
$1.56K - $1.8K
|
1.99K
$497K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 0.75% |
$1.56K - $1.8K
|
1.08K
$269K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
8+ 0.08% |
$1.56K - $1.8K
|
9.81K
$2.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
8+ 0.05% |
$1.56K - $1.8K
|
15.9K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
7+ 0.1% |
$1.36K - $1.57K
|
6.72K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7+ 0.27% |
$1.36K - $1.57K
|
2.55K
$638K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.39% |
$1.36K - $1.57K
|
1.8K
$451K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$1.36K - $1.57K
|
3.09K
$773K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.09% |
$1.36K - $1.57K
|
8.16K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
BUY
|
- |
6+ 0.02% |
$1.17K - $1.35K
|
27.6K
$6.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$1.17K - $1.35K
|
2.58K
$645K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.21% |
$1.17K - $1.35K
|
2.9K
$726K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 0.01% |
$1.17K - $1.35K
|
45.9K
$11.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.57% |
$1.17K - $1.35K
|
1.06K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
6+ 0.42% |
$1.17K - $1.35K
|
1.45K
$362K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5+ 0.3% |
$975 - $1.12K
|
1.66K
$415K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.47% |
$975 - $1.12K
|
1.06K
$264K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
5+ 0.09% |
$975 - $1.12K
|
5.31K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.57% |
$780 - $899
|
711
$178K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4+ 0.2% |
$780 - $899
|
1.99K
$498K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$780 - $899
|
12.9K
$3.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4+ 0.34% |
$780 - $899
|
1.19K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.08% |
$780 - $899
|
5.33K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4+ 0.09% |
$780 - $899
|
4.42K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4+ 0.07% |
$780 - $899
|
5.86K
$1.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 1.01% |
$780 - $899
|
402
$100K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3+ 0.12% |
$585 - $674
|
2.44K
$610K
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3+ 0.02% |
$585 - $674
|
13.6K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3+ 0.26% |
$585 - $674
|
1.16K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
3+ 0.03% |
$585 - $674
|
11.9K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3+ 0.04% |
$585 - $674
|
8.57K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3New |
$585 - $674
|
3
$750
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$585 - $674
|
48.4K
$12.1M
|