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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.04K+ 9.6% |
$187K - $212K
|
11.8K
$2.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.04KNew |
$187K - $212K
|
1.04K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1.02K+ 97.23% |
$183K - $208K
|
2.07K
$516K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
BUY
|
- |
1.02KNew |
$183K - $208K
|
1.02K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
1.01KNew |
$182K - $207K
|
1.01K
$253K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.01KNew |
$181K - $206K
|
1.01K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1KNew |
$180K - $205K
|
1K
$250K
|
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
BUY
|
- |
990+ 3.65% |
$178K - $203K
|
28.1K
$7.03M
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
989New |
$178K - $203K
|
989
$247K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
988+ 69.43% |
$178K - $202K
|
2.41K
$602K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
933+ 62.28% |
$168K - $191K
|
2.43K
$607K
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
920New |
$166K - $188K
|
920
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
912+ 50.22% |
$164K - $187K
|
2.73K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
772+ 2.14% |
$139K - $158K
|
36.8K
$9.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
700+ 66.04% |
$126K - $143K
|
1.76K
$440K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
682New |
$123K - $140K
|
682
$170K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
639+ 28.01% |
$115K - $131K
|
2.92K
$729K
|
|
|
Jul 02, 2024
Q2 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
629+ 2.29% |
$113K - $129K
|
28.1K
$7.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
626+ 1.14% |
$113K - $128K
|
55.6K
$13.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
620+ 26.19% |
$112K - $127K
|
2.99K
$746K
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
575+ 19.66% |
$104K - $118K
|
3.5K
$874K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
539+ 39.26% |
$97.1K - $110K
|
1.91K
$477K
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
520+ 35.62% |
$93.6K - $106K
|
1.98K
$494K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
500+ 6.68% |
$90K - $102K
|
7.98K
$1.99M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
459New |
$82.7K - $94K
|
459
$115K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
438+ 26.26% |
$78.9K - $89.7K
|
2.11K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
401+ 1.89% |
$72.2K - $82.1K
|
21.6K
$5.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
384+ 12.14% |
$69.2K - $78.6K
|
3.55K
$886K
|
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
375+ 2.48% |
$67.5K - $76.8K
|
15.5K
$3.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
308+ 1062.07% |
$55.5K - $63.1K
|
337
$84.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
308+ 12.44% |
$55.5K - $63.1K
|
2.78K
$695K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
307+ 4.85% |
$55.3K - $62.9K
|
6.64K
$1.66M
|
|
|
Aug 16, 2024
Q2 2024
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
304+ 1.4% |
$54.7K - $62.3K
|
22.1K
$5.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
297+ 2.51% |
$53.5K - $60.8K
|
12.1K
$3.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
291+ 7.32% |
$52.4K - $59.6K
|
4.27K
$1.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
286+ 6.43% |
$51.5K - $58.6K
|
4.73K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
275+ 6.32% |
$49.5K - $56.3K
|
4.63K
$1.16M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
271+ 1.37% |
$48.8K - $55.5K
|
20.1K
$5.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
268+ 5.78% |
$48.3K - $54.9K
|
4.9K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
252+ 11.31% |
$45.4K - $51.6K
|
2.48K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
250+ 2.94% |
$45K - $51.2K
|
8.76K
$2.19M
|
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
250+ 7.52% |
$45K - $51.2K
|
3.58K
$893K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
247New |
$44.5K - $50.6K
|
247
$61.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
246+ 21.71% |
$44.3K - $50.4K
|
1.38K
$344K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
223+ 0.78% |
$40.2K - $45.7K
|
28.8K
$7.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
217+ 5.28% |
$39.1K - $44.4K
|
4.32K
$1.08M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
215+ 430.0% |
$38.7K - $44K
|
265
$66.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$36K - $41K
|
200
$49.9K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$36K - $41K
|
200
$49.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
200+ 9.05% |
$36K - $41K
|
2.41K
$602K
|