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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.78K+ 0.16% |
$736K - $849K
|
2.41M
$682M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.73KNew |
$728K - $839K
|
3.73K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.72K+ 62.7% |
$726K - $837K
|
9.66K
$2.74M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.7KNew |
$721K - $832K
|
3.7K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.67K+ 1.13% |
$716K - $825K
|
330K
$93.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.65K+ 4.26% |
$712K - $821K
|
89.3K
$25.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
3.63KNew |
$708K - $817K
|
3.63K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.6K+ 8.94% |
$702K - $810K
|
43.9K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.6K+ 20.0% |
$702K - $809K
|
21.6K
$6.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.55K+ 82.31% |
$691K - $797K
|
7.85K
$2.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.53K+ 2.78% |
$689K - $794K
|
131K
$37M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.52K+ 7.62% |
$685K - $790K
|
49.6K
$14.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
3.5K+ 1.04% |
$681K - $786K
|
339K
$96.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.47K+ 0.27% |
$677K - $781K
|
1.29M
$365M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.45K+ 70.6% |
$672K - $775K
|
8.33K
$2.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
BUY
|
- |
3.42K+ 685.37% |
$667K - $769K
|
3.92K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.41K+ 28.47% |
$665K - $767K
|
15.4K
$4.36M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
3.39K+ 112.9% |
$660K - $761K
|
6.39K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.38K+ 7.74% |
$659K - $760K
|
47K
$13.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.37K+ 9.98% |
$657K - $758K
|
37.1K
$10.5M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.36K+ 0.83% |
$655K - $755K
|
406K
$115M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.32K+ 0.86% |
$646K - $745K
|
389K
$110M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3.3K+ 6.98% |
$643K - $742K
|
50.6K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.26K+ 16.28% |
$636K - $734K
|
23.3K
$6.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.25K+ 89.64% |
$634K - $731K
|
6.88K
$1.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.24K+ 2.49% |
$631K - $728K
|
134K
$37.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
3.23K+ 133.29% |
$629K - $725K
|
5.65K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.21K+ 71.37% |
$626K - $722K
|
7.72K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3.21K+ 6.57% |
$625K - $721K
|
52K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
3.18K+ 2.03% |
$621K - $716K
|
160K
$45.2M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
3.18KNew |
$619K - $714K
|
3.18K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
3.17KNew |
$618K - $713K
|
3.17K
$898K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.15K+ 5.35% |
$614K - $708K
|
62K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
3.14K+ 5.78% |
$613K - $707K
|
57.5K
$16.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
3.12K+ 3.76% |
$609K - $702K
|
86.1K
$24.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
3.12K+ 29.26% |
$608K - $701K
|
13.8K
$3.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
3.1K+ 7.7% |
$604K - $696K
|
43.3K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
3.09KNew |
$602K - $695K
|
3.09K
$875K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.06K+ 6.24% |
$597K - $689K
|
52.2K
$14.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3.06K+ 125.39% |
$597K - $688K
|
5.5K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.06K+ 4.14% |
$596K - $688K
|
76.9K
$21.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.05KNew |
$595K - $687K
|
3.05K
$865K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.05KNew |
$595K - $686K
|
3.05K
$864K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.05K+ 1.47% |
$595K - $686K
|
211K
$59.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
3.03KNew |
$590K - $680K
|
3.03K
$857K
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.02K+ 7.0% |
$589K - $679K
|
46.2K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
3.01K+ 2.7% |
$586K - $676K
|
115K
$32.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3K+ 5.79% |
$585K - $675K
|
54.8K
$15.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.98K+ 0.25% |
$581K - $670K
|
1.22M
$345M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.98K+ 40.24% |
$581K - $670K
|
10.4K
$2.94M
|