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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.17K+ 9.94% |
$1.59M - $1.84M
|
90.4K
$22.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8.13K+ 53.47% |
$1.58M - $1.83M
|
23.3K
$5.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
7.98K+ 78.1% |
$1.56M - $1.79M
|
18.2K
$4.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7.84K+ 324.59% |
$1.53M - $1.76M
|
10.3K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
7.82K+ 36.98% |
$1.52M - $1.76M
|
29K
$7.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
7.76K+ 201.43% |
$1.51M - $1.75M
|
11.6K
$2.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.72K+ 1.68% |
$1.5M - $1.74M
|
467K
$116M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.71K+ 15.12% |
$1.5M - $1.73M
|
58.7K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.62K+ 13.58% |
$1.49M - $1.71M
|
63.8K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
7.62K+ 14.78% |
$1.48M - $1.71M
|
59.1K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
7.5K+ 8.48% |
$1.46M - $1.69M
|
96K
$23.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
7.47K+ 5.44% |
$1.46M - $1.68M
|
145K
$36M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.45K+ 5.33% |
$1.45M - $1.68M
|
147K
$36.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
7.45KNew |
$1.45M - $1.67M
|
7.45K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
7.43KNew |
$1.45M - $1.67M
|
7.43K
$1.85M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
7.34KNew |
$1.43M - $1.65M
|
7.34K
$1.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.28K+ 99.13% |
$1.42M - $1.64M
|
14.6K
$3.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.25K+ 3.97% |
$1.41M - $1.63M
|
190K
$47.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.91KNew |
$1.35M - $1.55M
|
6.91K
$1.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
6.91KNew |
$1.35M - $1.55M
|
6.91K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.9K+ 43.15% |
$1.35M - $1.55M
|
22.9K
$5.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.82K+ 228.59% |
$1.33M - $1.53M
|
9.81K
$2.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
6.8K+ 84.4% |
$1.33M - $1.53M
|
14.9K
$3.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.72K+ 1.85% |
$1.31M - $1.51M
|
370K
$92M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
6.72K+ 81.16% |
$1.31M - $1.51M
|
15K
$3.73M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
6.71K+ 8.39% |
$1.31M - $1.51M
|
86.6K
$21.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.68K+ 7.74% |
$1.3M - $1.5M
|
92.9K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
6.52K+ 2.25% |
$1.27M - $1.47M
|
296K
$73.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6.52K+ 3.16% |
$1.27M - $1.47M
|
213K
$52.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
6.5K+ 2.95% |
$1.27M - $1.46M
|
227K
$56.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.4K+ 28.76% |
$1.25M - $1.44M
|
28.6K
$7.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.38K+ 2.08% |
$1.24M - $1.43M
|
314K
$78M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
6.38K+ 72.27% |
$1.24M - $1.43M
|
15.2K
$3.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.34K+ 24.72% |
$1.24M - $1.42M
|
32K
$7.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.31K+ 6.18% |
$1.23M - $1.42M
|
108K
$27M
|
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
BUY
|
- |
6.3K+ 8.68% |
$1.23M - $1.42M
|
78.9K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
6.21K+ 69.36% |
$1.21M - $1.4M
|
15.2K
$3.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.17K+ 80.39% |
$1.2M - $1.39M
|
13.9K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
6.15K+ 259.01% |
$1.2M - $1.38M
|
8.53K
$2.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.12K+ 155.31% |
$1.19M - $1.37M
|
10.1K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.1K+ 8.38% |
$1.19M - $1.37M
|
78.8K
$19.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.07K+ 2.68% |
$1.18M - $1.36M
|
233K
$57.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.01K+ 2.94% |
$1.17M - $1.35M
|
211K
$52.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.95K+ 13.45% |
$1.16M - $1.34M
|
50.1K
$12.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
5.93K+ 194.33% |
$1.16M - $1.33M
|
8.98K
$2.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.92K+ 17.4% |
$1.15M - $1.33M
|
40K
$9.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.9K+ 5.0% |
$1.15M - $1.33M
|
124K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.88K+ 9.21% |
$1.15M - $1.32M
|
69.7K
$17.3M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5.87K+ 131.94% |
$1.14M - $1.32M
|
10.3K
$2.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
5.85K+ 21.86% |
$1.14M - $1.32M
|
32.6K
$8.11M
|