Purchases and Sales Made in Q3 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q3 2024. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$195 - $225
|
3.59K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1+ 0.2% |
$195 - $225
|
501
$146K
|
|
|
Oct 22, 2024
Q3 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1+ 0.06% |
$195 - $225
|
1.77K
$516K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.87% |
$195 - $225
|
116
$33.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
1+ 0.08% |
$195 - $225
|
1.3K
$379K
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1+ 0.05% |
$195 - $225
|
2.12K
$618K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1+ 0.07% |
$195 - $225
|
1.5K
$436K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.24% |
$195 - $225
|
411
$120K
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$195 - $225
|
1.75K
$511K
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$195 - $225
|
2.7K
$785K
|
|
|
Nov 04, 2024
Q3 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1+ 0.08% |
$195 - $225
|
1.25K
$363K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.03% |
$195 - $225
|
3.22K
$939K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
BUY
|
- |
1+ 0.03% |
$195 - $225
|
3.65K
$1.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.04% |
$195 - $225
|
2.28K
$664K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1+ 0.08% |
$195 - $225
|
1.26K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$195 - $225
|
2.57K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.02% |
$195 - $225
|
5.78K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1+ 0.2% |
$195 - $225
|
502
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1+ 0.02% |
$195 - $225
|
4.55K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-1- 0.09% |
$195 - $225
|
1.08K
$316K
|
|
|
Oct 17, 2024
Q3 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$195 - $225
|
3.31K
$965K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1- 0.05% |
$195 - $225
|
1.91K
$557K
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1- 0.06% |
$195 - $225
|
1.67K
$488K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1- -0.0% |
$195 - $225
|
28.9K
$8.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
SELL
|
- |
-1- 0.07% |
$195 - $225
|
1.51K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-1- -0.0% |
$195 - $225
|
31K
$9.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 0.46% |
$390 - $450
|
431
$126K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-2- 0.29% |
$390 - $450
|
676
$197K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2- 0.1% |
$390 - $450
|
1.96K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2- -0.0% |
$390 - $450
|
88.5K
$25.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3- 0.17% |
$585 - $674
|
1.8K
$524K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-3- 0.12% |
$585 - $674
|
2.58K
$752K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4- 0.06% |
$780 - $899
|
6.31K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-4- 0.37% |
$780 - $899
|
1.08K
$315K
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-4- 0.06% |
$780 - $899
|
6.98K
$2.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-4- 0.31% |
$780 - $899
|
1.3K
$378K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4- 0.11% |
$780 - $899
|
3.7K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-4- 0.18% |
$780 - $899
|
2.18K
$635K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4- 0.34% |
$780 - $899
|
1.19K
$346K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-4- 0.05% |
$780 - $899
|
7.88K
$2.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.04% |
$975 - $1.12K
|
12.5K
$3.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-5- 0.16% |
$975 - $1.12K
|
3.13K
$912K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-5- 0.06% |
$975 - $1.12K
|
8.54K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-5- 0.02% |
$975 - $1.12K
|
22.8K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-5- 0.03% |
$975 - $1.12K
|
17.4K
$5.06M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-5- 0.41% |
$975 - $1.12K
|
1.2K
$350K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6- 0.59% |
$1.17K - $1.35K
|
1.01K
$295K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 0.37% |
$1.17K - $1.35K
|
1.63K
$476K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-6- 0.04% |
$1.17K - $1.35K
|
17.1K
$4.99M
|
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-6- 0.5% |
$1.17K - $1.35K
|
1.2K
$351K
|