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 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
2.89K+ 57.51% |
$563K - $650K
|
7.92K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.87K+ 75.59% |
$560K - $645K
|
6.67K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.87K+ 11.02% |
$559K - $645K
|
28.9K
$6.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.87K+ 4.7% |
$559K - $645K
|
63.9K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
2.86K+ 158.03% |
$558K - $643K
|
4.67K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
2.85K+ 3.05% |
$556K - $641K
|
96.4K
$23.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Bender Robert & Associates
|
BUY
|
- |
2.85KNew |
$555K - $640K
|
2.85K
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.84K+ 2.46% |
$553K - $638K
|
118K
$28.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.84K+ 2.26% |
$553K - $638K
|
129K
$30.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.83K+ 1.23% |
$552K - $637K
|
233K
$56M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.83K+ 10.39% |
$552K - $636K
|
30.1K
$7.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.82K+ 4.55% |
$550K - $635K
|
64.9K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.78K+ 2.07% |
$541K - $624K
|
137K
$32.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 52.92% |
$538K - $621K
|
7.98K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.75K+ 19.11% |
$536K - $618K
|
17.1K
$4.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2.73K+ 11.11% |
$531K - $613K
|
27.3K
$6.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.72K+ 2.46% |
$531K - $612K
|
114K
$27.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.72K+ 25.32% |
$530K - $611K
|
13.4K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.71K+ 23.71% |
$529K - $610K
|
14.2K
$3.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.7K+ 2.08% |
$527K - $608K
|
133K
$31.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.69K+ 16.31% |
$524K - $604K
|
19.2K
$4.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.69KNew |
$524K - $604K
|
2.69K
$645K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.69K+ 1.68% |
$524K - $604K
|
163K
$39.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
2.68K+ 24.62% |
$522K - $602K
|
13.6K
$3.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.68K+ 13.34% |
$521K - $601K
|
22.7K
$5.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.67K+ 45.51% |
$521K - $601K
|
8.54K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.65K+ 12.01% |
$516K - $595K
|
24.7K
$5.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.65K+ 70.68% |
$516K - $595K
|
6.39K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
2.64K+ 3.13% |
$515K - $594K
|
87.2K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.62K+ 2.36% |
$510K - $588K
|
114K
$27.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.59K+ 3.0% |
$505K - $583K
|
89.1K
$21.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.56K+ 16.13% |
$500K - $576K
|
18.5K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
2.56K+ 52.89% |
$500K - $576K
|
7.41K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
2.56K+ 112.63% |
$499K - $575K
|
4.83K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.52K+ 10.25% |
$491K - $566K
|
27.1K
$6.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.5K+ 10.67% |
$487K - $562K
|
25.9K
$6.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
2.5K+ 4.34% |
$487K - $562K
|
60K
$14.4M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.49K+ 171.21% |
$485K - $559K
|
3.94K
$945K
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
2.48KNew |
$483K - $557K
|
2.48K
$594K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.48K+ 23.83% |
$482K - $556K
|
12.9K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.47K+ 32.92% |
$481K - $555K
|
9.97K
$2.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.46KNew |
$479K - $552K
|
2.46K
$589K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.44K+ 12.67% |
$476K - $549K
|
21.7K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.44K+ 4.8% |
$476K - $549K
|
53.3K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
2.43KNew |
$474K - $547K
|
2.43K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
2.42KNew |
$472K - $544K
|
2.42K
$581K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.41KNew |
$469K - $541K
|
2.41K
$578K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
2.4K+ 5.11% |
$468K - $540K
|
49.4K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
2.39K+ 20.38% |
$466K - $537K
|
14.1K
$3.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.38K+ 10.63% |
$464K - $536K
|
24.8K
$5.95M
|