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
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
25.3K+ 2292.75% |
$4.93M - $5.68M
|
26.4K
$6.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
25.2K+ 25.87% |
$4.91M - $5.66M
|
122K
$29.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
25.1KNew |
$4.89M - $5.64M
|
25.1K
$6.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
25K+ 53.43% |
$4.88M - $5.63M
|
71.9K
$17.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
24.9K+ 8.34% |
$4.85M - $5.6M
|
323K
$77.9M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24.8K+ 5.25% |
$4.84M - $5.59M
|
498K
$120M
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
24.4K+ 72.63% |
$4.76M - $5.48M
|
58K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
24.4K+ 3.17% |
$4.75M - $5.48M
|
795K
$191M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.2K+ 0.41% |
$4.71M - $5.43M
|
5.86M
$1.41B
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
24.2KNew |
$4.71M - $5.43M
|
24.2K
$5.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
24.1K+ 3.09% |
$4.7M - $5.42M
|
806K
$194M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
24.1K+ 20.83% |
$4.69M - $5.41M
|
140K
$33.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
24KNew |
$4.68M - $5.4M
|
24K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
23.8KNew |
$4.64M - $5.35M
|
23.8K
$5.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
23.6K+ 5.09% |
$4.59M - $5.3M
|
486K
$117M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
23.3K+ 8.29% |
$4.54M - $5.24M
|
304K
$73.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
23.2K+ 40.88% |
$4.53M - $5.22M
|
80.1K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.8K+ 1.37% |
$4.44M - $5.12M
|
1.68M
$406M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
22.7K+ 6.66% |
$4.43M - $5.11M
|
364K
$87.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
22.3K+ 3.41% |
$4.34M - $5.01M
|
676K
$163M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
22.1K+ 11.26% |
$4.31M - $4.98M
|
219K
$52.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
21.9KNew |
$4.27M - $4.93M
|
21.9K
$5.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
21.8K+ 119.08% |
$4.25M - $4.9M
|
40.1K
$9.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
21.8K+ 34.28% |
$4.25M - $4.9M
|
85.4K
$20.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
21.4K+ 4.67% |
$4.16M - $4.8M
|
478K
$115M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.3K+ 14.72% |
$4.15M - $4.79M
|
166K
$40M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
21KNew |
$4.09M - $4.72M
|
21K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
20.8K+ 9.72% |
$4.05M - $4.67M
|
235K
$56.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
20.6K+ 4.59% |
$4.02M - $4.64M
|
470K
$113M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
20.6K+ 16.65% |
$4.01M - $4.62M
|
144K
$34.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20.3K+ 8.11% |
$3.95M - $4.56M
|
271K
$65.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
20.1K+ 992.73% |
$3.91M - $4.51M
|
22.1K
$5.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
20K+ 3.49% |
$3.9M - $4.5M
|
592K
$143M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
20KNew |
$3.89M - $4.49M
|
20K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
19.8KNew |
$3.86M - $4.45M
|
19.8K
$4.77M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
19.4K+ 15.58% |
$3.78M - $4.36M
|
144K
$34.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
19.3KNew |
$3.76M - $4.33M
|
19.3K
$4.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
19.2K+ 46.6% |
$3.74M - $4.32M
|
60.4K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
19.1K+ 29.15% |
$3.72M - $4.29M
|
84.5K
$20.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
18.9KNew |
$3.69M - $4.25M
|
18.9K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
18.9KNew |
$3.68M - $4.25M
|
18.9K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18.8K+ 56.94% |
$3.67M - $4.24M
|
51.9K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
18.8K+ 32.58% |
$3.66M - $4.23M
|
76.5K
$18.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
18.6KNew |
$3.63M - $4.19M
|
18.6K
$4.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.2K+ 19.11% |
$3.54M - $4.09M
|
113K
$27.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18.1K+ 53.72% |
$3.53M - $4.07M
|
51.8K
$12.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
18.1K+ 994.77% |
$3.52M - $4.06M
|
19.9K
$4.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
18K+ 3.33% |
$3.51M - $4.05M
|
558K
$134M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
18K+ 7.74% |
$3.5M - $4.04M
|
250K
$60.2M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
17.9K+ 36.87% |
$3.49M - $4.03M
|
66.6K
$16M
|