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 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.11K+ 1.22% |
$43.7K - $254K
|
175K
$43.7M
|
|
|
Oct 13, 2022
Q3 2022
|
New Century Advisors, LLC
|
BUY
|
- |
2K+ 24.07% |
$41.5K - $241K
|
10.3K
$2.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Corvex Management LP
New York, NY |
BUY
|
- |
1.5K+ 13.75% |
$31.1K - $181K
|
12.4K
$3.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.33K+ 1.07% |
$27.6K - $161K
|
126K
$31.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.29K+ 5.98% |
$26.8K - $156K
|
22.9K
$5.71M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1.19K+ 12.81% |
$24.6K - $143K
|
10.5K
$2.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.04K+ 46.98% |
$21.6K - $126K
|
3.27K
$816K
|
|
|
Oct 26, 2022
Q3 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
1K+ 44.94% |
$20.7K - $121K
|
3.23K
$805K
|
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
PUT |
1KNew |
$20.7K - $121K
|
1K
$250K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
BUY
|
- |
522+ 0.49% |
$10.8K - $62.9K
|
107K
$26.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
400+ 18.34% |
$8.29K - $48.2K
|
2.58K
$645K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
BUY
|
- |
370+ 5.09% |
$7.67K - $44.6K
|
7.64K
$1.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
260New |
$5.39K - $31.4K
|
260
$64.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
CALL |
200New |
$4.15K - $24.1K
|
200
$49.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
184New |
$3.81K - $22.2K
|
184
$45.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
114New |
$2.36K - $13.7K
|
114
$28.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
105New |
$2.18K - $12.7K
|
105
$26.2K
|
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
BUY
|
- |
100+ 0.36% |
$2.07K - $12.1K
|
28.2K
$7.03M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
26+ 0.34% |
$539 - $3.14K
|
7.75K
$1.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
9+ 0.4% |
$187 - $1.09K
|
2.25K
$561K
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
2+ 0.78% |
$41.5 - $241
|
260
$64.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
1+ 0.01% |
$20.7 - $121
|
9.28K
$2.32M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
CALL |
212K+ 239.37% |
$23.8M - $28.8M
|
300K
$74.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
200KNew |
$22.5M - $27.2M
|
200K
$49.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Rpo LLC
Stamford, CT |
BUY
|
PUT |
66.2KNew |
$7.45M - $9M
|
66.2K
$16.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
58KNew |
$6.53M - $7.88M
|
58K
$14.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
51KNew |
$5.74M - $6.93M
|
51K
$12.7M
|
|
|
Dec 06, 2023
Q2 2022
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
50KNew |
$5.63M - $6.8M
|
50K
$12.5M
|
|
|
Aug 10, 2022
Q2 2022
|
First Washington Corp
Seattle, WA |
BUY
|
- |
40.2KNew |
$4.53M - $5.47M
|
40.2K
$10M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
24KNew |
$2.7M - $3.26M
|
24K
$5.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
15.1KNew |
$1.7M - $2.05M
|
15.1K
$3.77M
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
11.3KNew |
$1.27M - $1.53M
|
11.3K
$2.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
10KNew |
$1.13M - $1.36M
|
10K
$2.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
8.5KNew |
$957K - $1.16M
|
8.5K
$2.12M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
8.27KNew |
$931K - $1.12M
|
8.27K
$2.06M
|
|
|
Jul 14, 2022
Q2 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
7.14KNew |
$804K - $971K
|
7.14K
$1.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
6.57K+ 10.42% |
$740K - $893K
|
69.7K
$17.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
BUY
|
- |
4.84K+ 123.88% |
$545K - $658K
|
8.75K
$2.18M
|
|
|
Jul 18, 2022
Q2 2022
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
4.4K+ 24.44% |
$496K - $598K
|
22.4K
$5.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
3K+ 25.0% |
$338K - $408K
|
15K
$3.75M
|
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.88K+ 11.11% |
$324K - $391K
|
28.8K
$7.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
CALL |
2.5KNew |
$282K - $340K
|
2.5K
$624K
|
|
|
Aug 04, 2022
Q2 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
2.36KNew |
$266K - $321K
|
2.36K
$589K
|
|
|
Aug 15, 2022
Q2 2022
|
Taconic Capital Advisors LP
New York, NY |
BUY
|
- |
2.04K+ 24.0% |
$230K - $277K
|
10.5K
$2.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
2KNew |
$225K - $272K
|
2K
$499K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.83KNew |
$206K - $249K
|
1.83K
$458K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.5K+ 401.07% |
$169K - $204K
|
1.87K
$468K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.21KNew |
$136K - $164K
|
1.21K
$301K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.19K+ 1.91% |
$134K - $162K
|
63.3K
$15.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.05K+ 4.88% |
$118K - $143K
|
22.6K
$5.64M
|
|