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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
30KNew |
$3.06M - $4.14M
|
30K
$7.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
24.2K+ 1.89% |
$2.47M - $3.33M
|
1.3M
$325M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
22.1K+ 146.36% |
$2.25M - $3.05M
|
37.2K
$9.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
18.7KNew |
$1.91M - $2.58M
|
18.7K
$4.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
12.5K+ 167.87% |
$1.27M - $1.72M
|
19.9K
$4.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
11.9KNew |
$1.21M - $1.64M
|
11.9K
$2.97M
|
|
|
Feb 02, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
10.4KNew |
$1.06M - $1.43M
|
10.4K
$2.6M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
7.6KNew |
$775K - $1.05M
|
7.6K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.28K+ 35.89% |
$742K - $1M
|
27.6K
$6.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
6.82KNew |
$696K - $941K
|
6.82K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
5.83KNew |
$595K - $804K
|
5.83K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
5K+ 50.0% |
$510K - $689K
|
15K
$3.75M
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
4.73KNew |
$482K - $652K
|
4.73K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
4.59KNew |
$468K - $632K
|
4.59K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
3.92KNew |
$399K - $540K
|
3.92K
$978K
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.78KNew |
$385K - $521K
|
3.78K
$944K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.51K+ 14.32% |
$358K - $484K
|
28K
$7M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.42K+ 19.35% |
$349K - $472K
|
21.1K
$5.27M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.35KNew |
$342K - $462K
|
3.35K
$837K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.09KNew |
$315K - $426K
|
3.09K
$772K
|
|
|
Feb 14, 2023
Q4 2022
|
Continental Advisors LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$306K - $414K
|
3K
$749K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
2.7K+ 2.56% |
$275K - $372K
|
108K
$27M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.24KNew |
$228K - $308K
|
2.24K
$559K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.21K+ 86.49% |
$225K - $304K
|
4.76K
$1.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
1.96KNew |
$200K - $270K
|
1.96K
$489K
|
|
|
Feb 15, 2023
Q4 2022
|
Fithian, LLC
New York, NY |
BUY
|
- |
1.88KNew |
$192K - $259K
|
1.88K
$470K
|
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
1.87K+ 9.47% |
$191K - $258K
|
21.7K
$5.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.85KNew |
$188K - $254K
|
1.85K
$461K
|
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
1.81KNew |
$185K - $250K
|
1.81K
$453K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
1.62KNew |
$165K - $223K
|
1.62K
$403K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.58KNew |
$161K - $218K
|
1.58K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.57KNew |
$160K - $217K
|
1.57K
$393K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.56K+ 4.07% |
$159K - $215K
|
39.9K
$9.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.5K+ 3.76% |
$153K - $207K
|
41.5K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.43K+ 3.99% |
$146K - $198K
|
37.4K
$9.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.36K+ 1.23% |
$139K - $188K
|
112K
$27.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.25K+ 146.95% |
$128K - $173K
|
2.1K
$525K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
1.21K+ 26.08% |
$123K - $167K
|
5.84K
$1.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
CALL |
1KNew |
$102K - $138K
|
1K
$250K
|
|
|
Jan 30, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
850+ 13.05% |
$86.7K - $117K
|
7.36K
$1.84M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
750+ 30.86% |
$76.5K - $103K
|
3.18K
$794K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
714New |
$72.8K - $98.4K
|
714
$178K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
537+ 2.5% |
$54.8K - $74K
|
22K
$5.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$45.9K - $62K
|
450
$112K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
450New |
$45.9K - $62K
|
450
$112K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
377+ 0.82% |
$38.4K - $52K
|
46.3K
$11.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
327New |
$33.3K - $45.1K
|
327
$81.7K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
320New |
$32.6K - $44.1K
|
320
$79.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
300+ 12.62% |
$30.6K - $41.4K
|
2.68K
$669K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
204+ 7.42% |
$20.8K - $28.1K
|
2.96K
$738K
|