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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
CALL |
27.5KNew |
$3.44M - $3.95M
|
27.5K
$6.87M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
27.4KNew |
$3.42M - $3.93M
|
27.4K
$6.83M
|
|
|
May 12, 2023
Q1 2023
|
Cobalt Capital Management, Inc.
Short Hills, NJ |
BUY
|
- |
19.6KNew |
$2.45M - $2.82M
|
19.6K
$4.9M
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
10KNew |
$1.25M - $1.44M
|
10K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
BUY
|
- |
10KNew |
$1.25M - $1.44M
|
10K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
9.38KNew |
$1.17M - $1.35M
|
9.38K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
7.49K+ 109.59% |
$936K - $1.08M
|
14.3K
$3.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.44KNew |
$929K - $1.07M
|
7.44K
$1.86M
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
7.2KNew |
$899K - $1.04M
|
7.2K
$1.8M
|
|
|
May 02, 2023
Q1 2023
|
Xr Securities LLC
|
BUY
|
- |
7.09KNew |
$885K - $1.02M
|
7.09K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.51K+ 62.85% |
$813K - $935K
|
16.9K
$4.21M
|
|
|
May 04, 2023
Q1 2023
|
Massachusetts Institute Of Technology
Cambridge, MA |
BUY
|
- |
3.96KNew |
$495K - $569K
|
3.96K
$989K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
PUT |
3.3KNew |
$412K - $475K
|
3.3K
$824K
|
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
3.12KNew |
$389K - $448K
|
3.12K
$778K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.83KNew |
$229K - $263K
|
1.83K
$457K
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.74KNew |
$217K - $250K
|
1.74K
$434K
|
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
1.43K+ 0.31% |
$179K - $206K
|
458K
$114M
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 39.9% |
$154K - $177K
|
4.32K
$1.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
869+ 1.6% |
$109K - $125K
|
55.3K
$13.8M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
624+ 14.55% |
$77.9K - $89.7K
|
4.91K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
612+ 1.85% |
$76.4K - $88K
|
33.7K
$8.41M
|
|
|
May 11, 2023
Q1 2023
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
600+ 2.94% |
$74.9K - $86.3K
|
21K
$5.24M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
536New |
$67K - $77.1K
|
536
$134K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
429+ 20.43% |
$53.6K - $61.7K
|
2.53K
$632K
|
|
|
May 15, 2023
Q1 2023
|
One68 Global Capital, LLC
New York, NY |
BUY
|
- |
400New |
$50K - $57.5K
|
400
$99.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
334+ 6.46% |
$41.7K - $48K
|
5.5K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
300New |
$37.5K - $43.1K
|
300
$74.9K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
201+ 1.49% |
$25.1K - $28.9K
|
13.6K
$3.41M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
182+ 7.49% |
$22.7K - $26.2K
|
2.61K
$652K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
154+ 0.4% |
$19.2K - $22.1K
|
38.6K
$9.63M
|
|
|
May 10, 2023
Q1 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
150New |
$18.7K - $21.6K
|
150
$37.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
115New |
$14.4K - $16.5K
|
115
$28.7K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
110+ 23.97% |
$13.7K - $15.8K
|
569
$142K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
106+ 2.87% |
$13.2K - $15.2K
|
3.79K
$947K
|
|
|
Jul 28, 2023
Q1 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
105+ 1.02% |
$13.1K - $15.1K
|
10.4K
$2.59M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
100New |
$12.5K - $14.4K
|
100
$25K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
100New |
$12.5K - $14.4K
|
100
$25K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
100New |
$12.5K - $14.4K
|
100
$25K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$12.5K - $14.4K
|
100
$25K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
54+ 3.87% |
$6.75K - $7.77K
|
1.45K
$362K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
53New |
$6.62K - $7.62K
|
53
$13.2K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
35+ 0.08% |
$4.37K - $5.03K
|
43.3K
$10.8M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
2+ 0.11% |
$250 - $288
|
1.9K
$474K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
30.9MNew |
$3.15B - $4.26B
|
30.9M
$7.71B
|
|
|
Feb 13, 2023
Q4 2022
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
BUY
|
- |
1.4MNew |
$143M - $193M
|
1.4M
$349M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
692KNew |
$70.6M - $95.4M
|
692K
$173M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
125KNew |
$12.7M - $17.2M
|
125K
$31.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
83.2K+ 8.42% |
$8.49M - $11.5M
|
1.07M
$268M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
73K+ 405.56% |
$7.44M - $10.1M
|
91K
$22.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
33.4KNew |
$3.41M - $4.6M
|
33.4K
$8.34M
|
|