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, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
3.42K+ 19.35% |
$349K - $472K
|
21.1K
$6.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.09KNew |
$315K - $426K
|
3.09K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Continental Advisors LLC
Chicago, IL |
BUY
|
CALL |
3KNew |
$306K - $414K
|
3K
$870K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
BUY
|
- |
2.7K+ 2.56% |
$275K - $372K
|
108K
$31.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.21K+ 86.49% |
$225K - $304K
|
4.76K
$1.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
1.96KNew |
$200K - $270K
|
1.96K
$568K
|
|
|
Feb 15, 2023
Q4 2022
|
Fithian, LLC
New York, NY |
BUY
|
- |
1.88KNew |
$192K - $259K
|
1.88K
$546K
|
|
|
Feb 13, 2023
Q4 2022
|
George Kaiser Family Foundation
|
BUY
|
- |
1.87K+ 9.47% |
$191K - $258K
|
21.7K
$6.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Hall Private Wealth Advisors
|
BUY
|
- |
1.81KNew |
$185K - $250K
|
1.81K
$526K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
1.62KNew |
$165K - $223K
|
1.62K
$468K
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.58KNew |
$161K - $218K
|
1.58K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.57KNew |
$160K - $217K
|
1.57K
$456K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.56K+ 4.07% |
$159K - $215K
|
39.9K
$11.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.43K+ 3.99% |
$146K - $198K
|
37.4K
$10.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.36K+ 1.23% |
$139K - $188K
|
112K
$32.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.25K+ 146.95% |
$128K - $173K
|
2.1K
$610K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
1.21K+ 26.08% |
$123K - $167K
|
5.84K
$1.69M
|
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
CALL |
1KNew |
$102K - $138K
|
1K
$290K
|
|
|
Jan 30, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
850+ 13.05% |
$86.7K - $117K
|
7.36K
$2.13M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
750+ 30.86% |
$76.5K - $103K
|
3.18K
$922K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
714New |
$72.8K - $98.4K
|
714
$207K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
537+ 2.5% |
$54.8K - $74K
|
22K
$6.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
450New |
$45.9K - $62K
|
450
$130K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
377+ 0.82% |
$38.4K - $52K
|
46.3K
$13.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
327New |
$33.3K - $45.1K
|
327
$94.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
320New |
$32.6K - $44.1K
|
320
$92.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
300+ 12.62% |
$30.6K - $41.4K
|
2.68K
$776K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
204+ 7.42% |
$20.8K - $28.1K
|
2.96K
$857K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
197New |
$20.1K - $27.2K
|
197
$57.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
186+ 0.21% |
$19K - $25.6K
|
90.8K
$26.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
100+ 5.31% |
$10.2K - $13.8K
|
1.98K
$575K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
CALL |
100New |
$10.2K - $13.8K
|
100
$29K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
73+ 2.35% |
$7.44K - $10.1K
|
3.18K
$921K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
23+ 2.53% |
$2.35K - $3.17K
|
931
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
17+ 0.57% |
$1.73K - $2.34K
|
3.02K
$876K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
13+ 0.27% |
$1.33K - $1.79K
|
4.76K
$1.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.46% |
$1.12K - $1.52K
|
2.38K
$690K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
10+ 0.29% |
$1.02K - $1.38K
|
3.45K
$1M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
10+ 16.67% |
$1.02K - $1.38K
|
70
$20.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
3+ 0.56% |
$306 - $414
|
538
$156K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
3.85MNew |
$79.8M - $464M
|
3.85M
$1.12B
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
336KNew |
$6.96M - $40.5M
|
336K
$97.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
201KNew |
$4.16M - $24.2M
|
201K
$58.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
196KNew |
$4.07M - $23.7M
|
196K
$56.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
193K+ 773.01% |
$4.01M - $23.3M
|
218K
$63.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
156K+ 18.55% |
$3.23M - $18.8M
|
997K
$289M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
PUT |
156KNew |
$3.23M - $18.8M
|
156K
$45.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
128KNew |
$2.64M - $15.4M
|
128K
$37M
|
|
|
Nov 18, 2022
Q3 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
58.8KNew |
$1.22M - $7.09M
|
58.8K
$17M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
54.6KNew |
$1.13M - $6.59M
|
54.6K
$15.8M
|
|