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 19, 2023
Q3 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
12.2K+ 83.56% |
$1.75M - $1.93M
|
26.8K
$6.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.2KNew |
$1.74M - $1.92M
|
12.2K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
10.6KNew |
$1.52M - $1.68M
|
10.6K
$2.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
9.7KNew |
$1.39M - $1.53M
|
9.7K
$2.42M
|
|
|
Oct 16, 2023
Q3 2023
|
Everence Capital Management Inc
|
BUY
|
- |
8.28K+ 10.98% |
$1.19M - $1.31M
|
83.7K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.98K+ 34.06% |
$1.14M - $1.26M
|
31.4K
$7.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.9K+ 153.33% |
$988K - $1.09M
|
11.4K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Karani Asset Management LLC
New York, NY |
BUY
|
- |
4KNew |
$573K - $632K
|
4K
$999K
|
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
3.8K+ 100.0% |
$544K - $600K
|
7.6K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.52K+ 9.24% |
$504K - $556K
|
41.6K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
3.4K+ 5.46% |
$487K - $538K
|
65.7K
$16.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.31KNew |
$474K - $523K
|
3.31K
$826K
|
|
|
Nov 14, 2023
Q3 2023
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
3KNew |
$430K - $474K
|
3K
$749K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.61KNew |
$374K - $413K
|
2.61K
$653K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.61KNew |
$374K - $412K
|
2.61K
$652K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.57K+ 1.58% |
$368K - $406K
|
165K
$41.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.01K+ 27.5% |
$288K - $317K
|
9.31K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.6KNew |
$229K - $253K
|
1.6K
$400K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.4KNew |
$201K - $222K
|
1.4K
$350K
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.38KNew |
$198K - $218K
|
1.38K
$345K
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.24K+ 22.32% |
$177K - $195K
|
6.78K
$1.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.05K+ 8.52% |
$151K - $167K
|
13.4K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
738+ 7.34% |
$106K - $117K
|
10.8K
$2.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
400New |
$57.3K - $63.2K
|
400
$99.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
367+ 10.76% |
$52.6K - $58K
|
3.78K
$943K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
361+ 2.4% |
$51.7K - $57K
|
15.4K
$3.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
354+ 0.24% |
$50.7K - $55.9K
|
147K
$36.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
BUY
|
- |
240+ 0.75% |
$34.4K - $37.9K
|
32.4K
$8.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
209+ 90.87% |
$29.9K - $33K
|
439
$110K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
152+ 1.82% |
$21.8K - $24K
|
8.53K
$2.13M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
60+ 1.78% |
$8.59K - $9.48K
|
3.44K
$859K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
59+ 0.3% |
$8.45K - $9.32K
|
19.7K
$4.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
58+ 1.49% |
$8.31K - $9.16K
|
3.94K
$984K
|
|
|
Dec 01, 2023
Q3 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
50New |
$7.16K - $7.9K
|
50
$12.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
40+ 1.63% |
$5.73K - $6.32K
|
2.49K
$622K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
33+ 0.26% |
$4.73K - $5.21K
|
12.7K
$3.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
29New |
$4.15K - $4.58K
|
29
$7.24K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.55% |
$1.15K - $1.26K
|
1.47K
$366K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
8+ 0.29% |
$1.15K - $1.26K
|
2.78K
$694K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$1.15K - $1.26K
|
3.12K
$780K
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
2+ 0.09% |
$286 - $316
|
2.31K
$576K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 1.03% |
$143 - $158
|
98
$24.5K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
833K+ 10349.6% |
$106M - $121M
|
841K
$210M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
350KNew |
$44.6M - $50.9M
|
350K
$87.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
CALL |
206K+ 2055.0% |
$26.2M - $29.9M
|
216K
$53.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
100KNew |
$12.7M - $14.5M
|
100K
$25M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
94.8KNew |
$12.1M - $13.8M
|
94.8K
$23.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
49.9KNew |
$6.37M - $7.26M
|
49.9K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
43.2KNew |
$5.51M - $6.28M
|
43.2K
$10.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Mint Tower Capital Management B.V.
|
BUY
|
PUT |
29.1K+ 108.99% |
$3.71M - $4.23M
|
55.8K
$13.9M
|
|