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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.73K+ 17.44% |
$290K - $347K
|
11.7K
$3.38M
|
|
|
May 06, 2024
Q1 2024
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
1.61KNew |
$269K - $323K
|
1.61K
$467K
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
1.5KNew |
$251K - $300K
|
1.5K
$435K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.47KNew |
$245K - $294K
|
1.47K
$426K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.46K+ 1.26% |
$244K - $293K
|
117K
$33.9M
|
|
|
May 15, 2024
Q1 2024
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
1.31KNew |
$218K - $261K
|
1.31K
$378K
|
|
|
May 08, 2024
Q1 2024
|
Prospect Hill Management, LLC
|
BUY
|
- |
1.15KNew |
$192K - $230K
|
1.15K
$333K
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.13KNew |
$189K - $227K
|
1.13K
$328K
|
|
|
May 13, 2024
Q1 2024
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$185K - $222K
|
1.11K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
1.09KNew |
$182K - $218K
|
1.09K
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
1.07KNew |
$178K - $214K
|
1.07K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
1.07KNew |
$178K - $213K
|
1.07K
$309K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1.06KNew |
$178K - $213K
|
1.06K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
1.05KNew |
$176K - $211K
|
1.05K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.03KNew |
$171K - $205K
|
1.03K
$297K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.01K+ 0.32% |
$168K - $202K
|
312K
$90.3M
|
|
|
May 15, 2024
Q1 2024
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
1KNew |
$167K - $200K
|
1K
$290K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
896+ 14.25% |
$150K - $179K
|
7.19K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
PUT |
800New |
$134K - $160K
|
800
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
718+ 2.48% |
$120K - $144K
|
29.6K
$8.59M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
538+ 29.32% |
$89.9K - $108K
|
2.37K
$688K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
485+ 9.87% |
$81K - $97.1K
|
5.4K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
415New |
$69.3K - $83.1K
|
415
$120K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
400+ 66.67% |
$66.8K - $80.1K
|
1K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
250New |
$41.8K - $50.1K
|
250
$72.5K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
200New |
$33.4K - $40.1K
|
200
$58K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
200+ 11.32% |
$33.4K - $40.1K
|
1.97K
$570K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
200New |
$33.4K - $40.1K
|
200
$58K
|
|
|
May 06, 2024
Q1 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
186New |
$31.1K - $37.3K
|
186
$53.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
159+ 7.76% |
$26.6K - $31.8K
|
2.21K
$640K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
150+ 1.12% |
$25.1K - $30K
|
13.5K
$3.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
125+ 0.11% |
$20.9K - $25K
|
114K
$32.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
109+ 227.08% |
$18.2K - $21.8K
|
157
$45.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
105+ 4.58% |
$17.5K - $21K
|
2.4K
$695K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
PUT |
100New |
$16.7K - $20K
|
100
$29K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
80+ 3.2% |
$13.4K - $16K
|
2.58K
$748K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
68+ 5.11% |
$11.4K - $13.6K
|
1.4K
$405K
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
45New |
$7.52K - $9.01K
|
45
$13K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
43+ 1.11% |
$7.18K - $8.61K
|
3.9K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
38+ 2.08% |
$6.35K - $7.61K
|
1.86K
$540K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
31+ 0.47% |
$5.18K - $6.21K
|
6.57K
$1.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
30+ 0.1% |
$5.01K - $6.01K
|
31.4K
$9.1M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
18New |
$3.01K - $3.61K
|
18
$5.22K
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
14+ 0.17% |
$2.34K - $2.8K
|
8.22K
$2.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Roth Financial Partners LLC
|
BUY
|
- |
9+ 0.48% |
$1.5K - $1.8K
|
1.88K
$544K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5+ 31.25% |
$835 - $1K
|
21
$6.09K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
151KNew |
$20.5M - $25.7M
|
151K
$43.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
100KNew |
$13.6M - $17M
|
100K
$29M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
77.4KNew |
$10.5M - $13.2M
|
77.4K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
75.4KNew |
$10.2M - $12.8M
|
75.4K
$21.9M
|
|