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 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.38K+ 104.25% |
$464K - $535K
|
4.66K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
2.38K+ 2.67% |
$463K - $534K
|
91.5K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.37K+ 100.59% |
$463K - $534K
|
4.73K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.37K+ 21.36% |
$462K - $533K
|
13.5K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.37K+ 26.74% |
$461K - $532K
|
11.2K
$2.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
2.35K+ 1.18% |
$458K - $529K
|
202K
$48.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2.35KNew |
$457K - $527K
|
2.35K
$562K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.34K+ 10.68% |
$455K - $525K
|
24.2K
$5.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.32K+ 11.01% |
$453K - $522K
|
23.4K
$5.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.3K+ 94.89% |
$448K - $517K
|
4.73K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.3K+ 5.03% |
$448K - $516K
|
48K
$11.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.29K+ 80.71% |
$447K - $515K
|
5.13K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.28K+ 22.45% |
$445K - $513K
|
12.5K
$2.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
2.28K+ 6.48% |
$444K - $512K
|
37.5K
$8.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.26K+ 3.67% |
$440K - $508K
|
63.8K
$15.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.25K+ 2.11% |
$439K - $507K
|
109K
$26.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.24K+ 3.49% |
$437K - $504K
|
66.5K
$16M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.24K+ 125.25% |
$436K - $503K
|
4.02K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.24K+ 87.14% |
$436K - $503K
|
4.8K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.24K+ 1.36% |
$436K - $503K
|
167K
$40M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.24K+ 6.32% |
$436K - $502K
|
37.6K
$9.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.23KNew |
$435K - $502K
|
2.23K
$535K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.23K+ 108.22% |
$434K - $500K
|
4.28K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.2K+ 4.63% |
$428K - $494K
|
49.7K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
2.19K+ 0.75% |
$428K - $493K
|
294K
$70.5M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
2.19K+ 12.81% |
$427K - $493K
|
19.3K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.19K+ 1.52% |
$427K - $492K
|
146K
$35.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
2.17K+ 1.28% |
$423K - $488K
|
171K
$41.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
2.16K+ 9.3% |
$422K - $486K
|
25.4K
$6.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.16KNew |
$420K - $484K
|
2.16K
$517K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.15K+ 2.17% |
$420K - $484K
|
101K
$24.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.15KNew |
$420K - $484K
|
2.15K
$517K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.15K+ 3.94% |
$419K - $483K
|
56.7K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
2.14K+ 46.97% |
$417K - $482K
|
6.7K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
2.14K+ 2.64% |
$416K - $480K
|
83.1K
$19.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.13K+ 8.75% |
$415K - $479K
|
26.4K
$6.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.12K+ 0.72% |
$414K - $477K
|
299K
$71.7M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.12K+ 0.92% |
$412K - $476K
|
231K
$55.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
2.1K+ 7.89% |
$410K - $473K
|
28.8K
$6.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.1K+ 0.44% |
$409K - $472K
|
474K
$114M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.1K+ 3.77% |
$408K - $471K
|
57.6K
$13.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.09K+ 672.99% |
$408K - $471K
|
2.4K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.08K+ 1.45% |
$406K - $468K
|
145K
$34.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.07K+ 17.85% |
$403K - $465K
|
13.7K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
2.07K+ 6.93% |
$403K - $464K
|
31.9K
$7.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
2.06K+ 29.6% |
$401K - $463K
|
9.02K
$2.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.04K+ 5.23% |
$398K - $459K
|
41.1K
$9.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.03K+ 31.48% |
$396K - $456K
|
8.48K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 104.69% |
$396K - $456K
|
3.97K
$952K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.01K+ 6.04% |
$392K - $452K
|
35.3K
$8.47M
|