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 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
197New |
$20.1K - $27.2K
|
197
$49.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
186+ 0.21% |
$19K - $25.6K
|
90.8K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
174New |
$17.7K - $24K
|
174
$43.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
100+ 5.31% |
$10.2K - $13.8K
|
1.98K
$495K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
CALL |
100New |
$10.2K - $13.8K
|
100
$25K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
73+ 2.35% |
$7.44K - $10.1K
|
3.18K
$793K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
23+ 2.53% |
$2.35K - $3.17K
|
931
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
20New |
$2.04K - $2.76K
|
20
$4.99K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
17+ 0.57% |
$1.73K - $2.34K
|
3.02K
$755K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
13+ 0.27% |
$1.33K - $1.79K
|
4.76K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.46% |
$1.12K - $1.52K
|
2.38K
$594K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
10+ 0.29% |
$1.02K - $1.38K
|
3.45K
$861K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 16.67% |
$1.02K - $1.38K
|
70
$17.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.56% |
$306 - $414
|
538
$134K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
3.85MNew |
$79.8M - $464M
|
3.85M
$962M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
336KNew |
$6.96M - $40.5M
|
336K
$83.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
201KNew |
$4.16M - $24.2M
|
201K
$50.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
196KNew |
$4.07M - $23.7M
|
196K
$49M
|
|
|
Nov 10, 2022
Q3 2022
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
193K+ 773.01% |
$4.01M - $23.3M
|
218K
$54.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
156K+ 18.55% |
$3.23M - $18.8M
|
997K
$249M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
PUT |
156KNew |
$3.23M - $18.8M
|
156K
$38.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
128KNew |
$2.64M - $15.4M
|
128K
$31.8M
|
|
|
Nov 18, 2022
Q3 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
58.8KNew |
$1.22M - $7.09M
|
58.8K
$14.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
54.6KNew |
$1.13M - $6.59M
|
54.6K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
52.4KNew |
$1.09M - $6.31M
|
52.4K
$13.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
50.9K+ 50.28% |
$1.06M - $6.14M
|
152K
$38M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
45.6KNew |
$946K - $5.5M
|
45.6K
$11.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Forager Funds Management Pty LTD
|
BUY
|
- |
45.4KNew |
$941K - $5.47M
|
45.4K
$11.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
35K+ 22.97% |
$725K - $4.22M
|
187K
$46.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
32.8KNew |
$681K - $3.96M
|
32.8K
$8.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
23.3KNew |
$483K - $2.81M
|
23.3K
$5.81M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
21.2K+ 29.0% |
$439K - $2.55M
|
94.2K
$23.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
20.9KNew |
$432K - $2.51M
|
20.9K
$5.21M
|
|
|
Nov 10, 2022
Q3 2022
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
15KNew |
$311K - $1.81M
|
15K
$3.75M
|
|
|
Nov 03, 2022
Q3 2022
|
Sea Town Holdings Pte. Ltd.
|
BUY
|
- |
12.5KNew |
$259K - $1.51M
|
12.5K
$3.12M
|
|
|
Nov 04, 2022
Q3 2022
|
Cm Management, LLC
|
BUY
|
- |
10KNew |
$207K - $1.21M
|
10K
$2.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Zenyatta Capital Management LP
|
BUY
|
- |
10KNew |
$207K - $1.21M
|
10K
$2.5M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
9.9K+ 79.9% |
$205K - $1.19M
|
22.3K
$5.56M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
8.13KNew |
$168K - $980K
|
8.13K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
5.8K+ 109.43% |
$120K - $699K
|
11.1K
$2.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
5.54KNew |
$115K - $668K
|
5.54K
$1.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Easterly Investment Partners LLC
|
BUY
|
CALL |
5KNew |
$104K - $603K
|
5K
$1.25M
|
|
|
Nov 03, 2022
Q3 2022
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
4.38KNew |
$90.8K - $528K
|
4.38K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
4.08KNew |
$84.5K - $491K
|
4.08K
$1.02M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.57K+ 5.67% |
$73.9K - $430K
|
66.5K
$16.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
3.4KNew |
$70.5K - $410K
|
3.4K
$849K
|
|
|
Oct 31, 2022
Q3 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
3.4K+ 154.55% |
$70.5K - $410K
|
5.6K
$1.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
3.09K+ 9.84% |
$64K - $372K
|
34.5K
$8.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Manteio Capital LLC
|
BUY
|
- |
2.54KNew |
$52.6K - $306K
|
2.54K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
2.25K+ 0.94% |
$46.7K - $272K
|
243K
$60.6M
|
|