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 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
157+ 0.77% |
$21.3K - $26.7K
|
20.6K
$6.33M
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
111+ 2.41% |
$15.1K - $18.9K
|
4.72K
$1.45M
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
110+ 1.05% |
$14.9K - $18.7K
|
10.6K
$3.25M
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
100+ 5.44% |
$13.6K - $17K
|
1.94K
$596K
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
81+ 1.27% |
$11K - $13.8K
|
6.46K
$1.99M
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
30+ 8.31% |
$4.07K - $5.11K
|
391
$120K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
24+ 0.03% |
$3.26K - $4.09K
|
90.5K
$27.8M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$136 - $170
|
1.44K
$443K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.75MNew |
$250M - $276M
|
1.75M
$537M
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
50.4KNew |
$7.22M - $7.97M
|
50.4K
$15.5M
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
33.7K+ 20.12% |
$4.83M - $5.33M
|
201K
$61.9M
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
29.6KNew |
$4.24M - $4.68M
|
29.6K
$9.1M
|
|
Nov 06, 2023
Q3 2023
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
20.3KNew |
$2.9M - $3.2M
|
20.3K
$6.24M
|
|
Nov 13, 2023
Q3 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
18.7KNew |
$2.68M - $2.96M
|
18.7K
$5.75M
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
18.1K+ 424.38% |
$2.59M - $2.86M
|
22.4K
$6.88M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
13.3K+ 7.88% |
$1.91M - $2.11M
|
183K
$56.2M
|
|
Oct 19, 2023
Q3 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
12.2K+ 83.56% |
$1.75M - $1.93M
|
26.8K
$8.24M
|
|
Oct 17, 2023
Q3 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
9.7KNew |
$1.39M - $1.53M
|
9.7K
$2.98M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.98K+ 34.06% |
$1.14M - $1.26M
|
31.4K
$9.66M
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
6.9K+ 153.33% |
$988K - $1.09M
|
11.4K
$3.51M
|
|
Oct 23, 2023
Q3 2023
|
Community Capital Management, LLC
|
BUY
|
- |
3.8K+ 100.0% |
$544K - $600K
|
7.6K
$2.34M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.52K+ 9.24% |
$504K - $556K
|
41.6K
$12.8M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.31KNew |
$474K - $523K
|
3.31K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
3KNew |
$430K - $474K
|
3K
$923K
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
2.61KNew |
$374K - $413K
|
2.61K
$804K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.61KNew |
$374K - $412K
|
2.61K
$802K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.57K+ 1.58% |
$368K - $406K
|
165K
$50.8M
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
1.6KNew |
$229K - $253K
|
1.6K
$492K
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.38KNew |
$198K - $218K
|
1.38K
$424K
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.24K+ 22.32% |
$177K - $195K
|
6.78K
$2.09M
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.05K+ 8.52% |
$151K - $167K
|
13.4K
$4.13M
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
738+ 7.34% |
$106K - $117K
|
10.8K
$3.32M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
400New |
$57.3K - $63.2K
|
400
$123K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
367+ 10.76% |
$52.6K - $58K
|
3.78K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
361+ 2.4% |
$51.7K - $57K
|
15.4K
$4.74M
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
354+ 0.24% |
$50.7K - $55.9K
|
147K
$45.3M
|
|
Nov 14, 2023
Q3 2023
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
BUY
|
- |
240+ 0.75% |
$34.4K - $37.9K
|
32.4K
$9.96M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
152+ 1.82% |
$21.8K - $24K
|
8.53K
$2.62M
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
59+ 0.3% |
$8.45K - $9.32K
|
19.7K
$6.07M
|
|
Dec 01, 2023
Q3 2023
|
Gilfoyle & CO LLC
New York, NY |
BUY
|
- |
50New |
$7.16K - $7.9K
|
50
$15.4K
|
|
Oct 24, 2023
Q3 2023
|
Arnhold LLC
|
BUY
|
- |
40+ 1.63% |
$5.73K - $6.32K
|
2.49K
$766K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
33+ 0.26% |
$4.73K - $5.21K
|
12.7K
$3.91M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
8+ 0.29% |
$1.15K - $1.26K
|
2.78K
$854K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$1.15K - $1.26K
|
3.12K
$960K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 1.03% |
$143 - $158
|
98
$30.1K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
350KNew |
$44.6M - $50.9M
|
350K
$108M
|
|
Aug 11, 2023
Q2 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
CALL |
206K+ 2055.0% |
$26.2M - $29.9M
|
216K
$66.3M
|
|
Aug 14, 2023
Q2 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
100KNew |
$12.7M - $14.5M
|
100K
$30.8M
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
94.8KNew |
$12.1M - $13.8M
|
94.8K
$29.2M
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
49.9KNew |
$6.37M - $7.26M
|
49.9K
$15.4M
|