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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
5.7KNew |
$1.03M - $1.17M
|
5.7K
$1.65M
|
|
Aug 06, 2024
Q2 2024
|
Gemsstock Ltd.
London, X0 |
BUY
|
- |
4.5K+ 3.42% |
$810K - $922K
|
136K
$39.4M
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.91K+ 16.04% |
$704K - $801K
|
28.3K
$8.2M
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
3.7KNew |
$666K - $758K
|
3.7K
$1.07M
|
|
Jul 16, 2024
Q2 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
3.5KNew |
$630K - $716K
|
3.5K
$1.01M
|
|
Jul 30, 2024
Q2 2024
|
Bender Robert & Associates
|
BUY
|
PUT |
3.12KNew |
$562K - $639K
|
3.12K
$905K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.92K+ 2.73% |
$526K - $598K
|
110K
$31.8M
|
|
Aug 14, 2024
Q2 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.65KNew |
$477K - $543K
|
2.65K
$768K
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.61KNew |
$470K - $535K
|
2.61K
$757K
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2.46KNew |
$442K - $503K
|
2.46K
$712K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2KNew |
$360K - $410K
|
2K
$580K
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$360K - $410K
|
2K
$580K
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
BUY
|
CALL |
2KNew |
$360K - $410K
|
2K
$580K
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
2KNew |
$360K - $410K
|
2K
$580K
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
PUT |
2KNew |
$360K - $410K
|
2K
$580K
|
|
Aug 01, 2024
Q2 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
1.87KNew |
$337K - $383K
|
1.87K
$542K
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
CALL |
1.8KNew |
$324K - $369K
|
1.8K
$522K
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
1.62KNew |
$291K - $331K
|
1.62K
$468K
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.18KNew |
$212K - $241K
|
1.18K
$341K
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.1KNew |
$198K - $225K
|
1.1K
$319K
|
|
Aug 13, 2024
Q2 2024
|
Libra Wealth LLC
|
BUY
|
- |
1.01KNew |
$182K - $207K
|
1.01K
$293K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
988+ 69.43% |
$178K - $202K
|
2.41K
$699K
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
920New |
$166K - $188K
|
920
$267K
|
|
Jul 15, 2025
Q2 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
559+ 17.74% |
$101K - $114K
|
3.71K
$1.08M
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
459New |
$82.7K - $94K
|
459
$133K
|
|
Jul 26, 2024
Q2 2024
|
Emfo, LLC
|
BUY
|
- |
375+ 2.48% |
$67.5K - $76.8K
|
15.5K
$4.49M
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
297+ 2.51% |
$53.5K - $60.8K
|
12.1K
$3.52M
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
291+ 7.32% |
$52.4K - $59.6K
|
4.27K
$1.24M
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
286+ 6.43% |
$51.5K - $58.6K
|
4.73K
$1.37M
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
268+ 5.78% |
$48.3K - $54.9K
|
4.9K
$1.42M
|
|
Jul 09, 2024
Q2 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
250+ 7.52% |
$45K - $51.2K
|
3.58K
$1.04M
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
247New |
$44.5K - $50.6K
|
247
$71.6K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
215+ 430.0% |
$38.7K - $44K
|
265
$76.8K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$36K - $41K
|
200
$58K
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$36K - $41K
|
200
$58K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
193+ 6.16% |
$34.8K - $39.5K
|
3.33K
$964K
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
164+ 13.29% |
$29.5K - $33.6K
|
1.4K
$405K
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
160+ 2.89% |
$28.8K - $32.8K
|
5.69K
$1.65M
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
139+ 1.68% |
$25K - $28.5K
|
8.42K
$2.44M
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
132+ 4.49% |
$23.8K - $27K
|
3.07K
$890K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
127+ 4.7% |
$22.9K - $26K
|
2.83K
$820K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
125New |
$22.5K - $25.6K
|
125
$36.2K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
116+ 5.62% |
$20.9K - $23.8K
|
2.18K
$632K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
CALL |
100New |
$18K - $20.5K
|
100
$29K
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
90+ 8.07% |
$16.2K - $18.4K
|
1.21K
$349K
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
83+ 8.93% |
$14.9K - $17K
|
1.01K
$293K
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
51+ 4.11% |
$9.18K - $10.4K
|
1.29K
$374K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
50New |
$9K - $10.2K
|
50
$14.5K
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
45New |
$8.1K - $9.22K
|
45
$13K
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
40+ 0.25% |
$7.2K - $8.19K
|
16K
$4.63M
|