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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
69.7K+ 1.95% |
$9.46M - $11.9M
|
3.64M
$1.05B
|
|
|
Mar 13, 2024
Q4 2023
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
40K+ 11.8% |
$5.43M - $6.81M
|
379K
$110M
|
|
|
Feb 13, 2024
Q4 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
30KNew |
$4.07M - $5.11M
|
30K
$8.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
27.1K+ 208.53% |
$3.68M - $4.62M
|
40.2K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
17.5K+ 118.24% |
$2.37M - $2.98M
|
32.3K
$9.36M
|
|
|
May 08, 2024
Q4 2023
|
M&G Investments (Usa) Inc.
Chicago, IL |
BUY
|
- |
16.6KNew |
$2.25M - $2.83M
|
16.6K
$4.82M
|
|
|
Sep 19, 2024
Q4 2023
|
Kp Management LLC
Edina, MN |
BUY
|
- |
16.5KNew |
$2.24M - $2.81M
|
16.5K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
16.2K+ 209.62% |
$2.19M - $2.75M
|
23.9K
$6.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
BUY
|
- |
11K+ 4.55% |
$1.49M - $1.87M
|
253K
$73.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
10.8KNew |
$1.47M - $1.84M
|
10.8K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
PUT |
7.5KNew |
$1.02M - $1.28M
|
7.5K
$2.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.32K+ 13.97% |
$857K - $1.08M
|
51.5K
$14.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.06K+ 2.37% |
$686K - $861K
|
218K
$63.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
4.69KNew |
$636K - $798K
|
4.69K
$1.36M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
4.19KNew |
$569K - $714K
|
4.19K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
3.09KNew |
$420K - $527K
|
3.09K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
2.88KNew |
$391K - $490K
|
2.88K
$835K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.54K+ 2.71% |
$344K - $432K
|
96.1K
$27.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.43K+ 0.3% |
$329K - $413K
|
821K
$238M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.09K+ 9.59% |
$283K - $355K
|
23.8K
$6.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2KNew |
$272K - $341K
|
2K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Archon Partners LLC
Princeton Junction, NJ |
BUY
|
- |
2K+ 2.56% |
$271K - $341K
|
80K
$23.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
2K+ 6.08% |
$271K - $341K
|
34.9K
$10.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
CALL |
2K+ 83.33% |
$271K - $341K
|
4.4K
$1.28M
|
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.83KNew |
$248K - $312K
|
1.83K
$531K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.59K+ 19.53% |
$215K - $270K
|
9.7K
$2.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
1.56K+ 1.9% |
$212K - $266K
|
83.8K
$24.3M
|
|
|
Jan 17, 2024
Q4 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
1.36KNew |
$185K - $232K
|
1.36K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
1.29KNew |
$175K - $220K
|
1.29K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
707New |
$95.9K - $120K
|
707
$205K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
506+ 5.09% |
$68.7K - $86.2K
|
10.5K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
CALL |
500New |
$67.8K - $85.2K
|
500
$145K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
449New |
$60.9K - $76.5K
|
449
$130K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
434New |
$58.9K - $73.9K
|
434
$126K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
400New |
$54.3K - $68.1K
|
400
$116K
|
|
|
Jan 12, 2024
Q4 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
384+ 9.96% |
$52.1K - $65.4K
|
4.24K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
274+ 4.02% |
$37.2K - $46.7K
|
7.08K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
262+ 18.12% |
$35.6K - $44.6K
|
1.71K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
234New |
$31.8K - $39.9K
|
234
$67.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
207New |
$28.1K - $35.3K
|
207
$60K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
164+ 0.39% |
$22.3K - $27.9K
|
42K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
157+ 0.77% |
$21.3K - $26.7K
|
20.6K
$5.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
111+ 2.41% |
$15.1K - $18.9K
|
4.72K
$1.37M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
110+ 1.05% |
$14.9K - $18.7K
|
10.6K
$3.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
100+ 5.44% |
$13.6K - $17K
|
1.94K
$562K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
81+ 1.27% |
$11K - $13.8K
|
6.46K
$1.87M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
30+ 8.31% |
$4.07K - $5.11K
|
391
$113K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
24+ 0.03% |
$3.26K - $4.09K
|
90.5K
$26.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$136 - $170
|
1.44K
$417K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.75MNew |
$250M - $276M
|
1.75M
$506M
|
|