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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
P.A.W. Capital Corp
|
BUY
|
- |
1K+ 15.38% |
$113K - $136K
|
7.5K
$1.87M
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
1KNew |
$113K - $136K
|
1K
$250K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
872+ 16.27% |
$98.2K - $119K
|
6.23K
$1.56M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
700+ 84.03% |
$78.8K - $95.1K
|
1.53K
$383K
|
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
605+ 6.76% |
$68.1K - $82.2K
|
9.56K
$2.39M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
589+ 0.49% |
$66.3K - $80.1K
|
122K
$30.3M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
421+ 44.64% |
$47.4K - $57.2K
|
1.36K
$341K
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
417+ 16.47% |
$47K - $56.7K
|
2.95K
$736K
|
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
311+ 1.47% |
$35K - $42.3K
|
21.5K
$5.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
219+ 60.83% |
$24.7K - $29.8K
|
579
$145K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
155+ 2.24% |
$17.5K - $21.1K
|
7.07K
$1.76M
|
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
16+ 0.86% |
$1.8K - $2.17K
|
1.88K
$468K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 0.69% |
$338 - $408
|
438
$109K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.14% |
$113 - $136
|
703
$176K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
32KNew |
$4.11M - $5.39M
|
32K
$7.99M
|
|
|
May 16, 2022
Q1 2022
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
27.3KNew |
$3.5M - $4.6M
|
27.3K
$6.82M
|
|
|
Apr 21, 2022
Q1 2022
|
Bck Partners, Inc.
|
BUY
|
- |
18KNew |
$2.31M - $3.03M
|
18K
$4.5M
|
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
15KNew |
$1.92M - $2.53M
|
15K
$3.75M
|
|
|
May 13, 2022
Q1 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
7.5KNew |
$962K - $1.26M
|
7.5K
$1.87M
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
6.6K+ 19.56% |
$847K - $1.11M
|
40.4K
$10.1M
|
|
|
Sep 04, 2024
Q1 2022
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
4.32K+ 11.68% |
$554K - $728K
|
41.3K
$10.3M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
3.61K+ 7.87% |
$464K - $609K
|
49.5K
$12.4M
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
CALL |
2KNew |
$257K - $337K
|
2K
$499K
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
1.6K+ 88.89% |
$205K - $270K
|
3.4K
$849K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
463New |
$59.4K - $78K
|
463
$116K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$25.7K - $33.7K
|
200
$49.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
102New |
$13.1K - $17.2K
|
102
$25.5K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Mizuho Markets Americas LLC
|
BUY
|
CALL |
1.72MNew |
$265M - $296M
|
1.72M
$430M
|
|
|
Feb 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
1.03MNew |
$158M - $177M
|
1.03M
$257M
|
|
|
Jan 27, 2022
Q4 2021
|
Pacific Asset Management LLC
|
BUY
|
- |
17.3KNew |
$2.66M - $2.97M
|
17.3K
$4.31M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
4.24KNew |
$652K - $728K
|
4.24K
$1.06M
|
|
|
May 17, 2022
Q4 2021
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
1.5KNew |
$231K - $258K
|
1.5K
$375K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
CALL |
900+ 450.0% |
$139K - $155K
|
1.1K
$275K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
CALL |
300New |
$46.2K - $51.5K
|
300
$74.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
80New |
$12.3K - $13.7K
|
80
$20K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
48.2KNew |
$7.09M - $8.05M
|
48.2K
$12M
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.34KNew |
$1.37M - $1.56M
|
9.34K
$2.33M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
5.39K+ 3.32% |
$792K - $900K
|
168K
$41.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Provident Trust CO
|
BUY
|
- |
3.23KNew |
$475K - $540K
|
3.23K
$807K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
900+ 2.11% |
$132K - $150K
|
43.6K
$10.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
500+ 20.0% |
$73.5K - $83.5K
|
3K
$749K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
400New |
$58.8K - $66.8K
|
400
$99.9K
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
31.9KNew |
$4.7M - $5.31M
|
31.9K
$7.96M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
23.6KNew |
$3.48M - $3.93M
|
23.6K
$5.89M
|
|
|
Aug 16, 2021
Q2 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
CALL |
10KNew |
$1.47M - $1.66M
|
10K
$2.5M
|
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
PUT |
1.6KNew |
$236K - $266K
|
1.6K
$400K
|
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
1.1K+ 220.0% |
$162K - $183K
|
1.6K
$400K
|
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
234New |
$34.5K - $38.9K
|
234
$58.4K
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
44+ 0.83% |
$6.48K - $7.32K
|
5.36K
$1.34M
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Alleghany Corp
|
BUY
|
- |
406K+ 44.53% |
$51.1M - $64.1M
|
1.32M
$329M
|
|