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 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.1K+ 0.44% |
$409K - $472K
|
474K
$134M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.1K+ 3.77% |
$408K - $471K
|
57.6K
$16.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
2.09K+ 672.99% |
$408K - $471K
|
2.4K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.08K+ 1.45% |
$406K - $468K
|
145K
$41.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.07K+ 17.85% |
$403K - $465K
|
13.7K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
2.07K+ 6.93% |
$403K - $464K
|
31.9K
$9.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
2.06K+ 29.6% |
$401K - $463K
|
9.02K
$2.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.04K+ 5.23% |
$398K - $459K
|
41.1K
$11.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.03K+ 31.48% |
$396K - $456K
|
8.48K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 104.69% |
$396K - $456K
|
3.97K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.01K+ 6.04% |
$392K - $452K
|
35.3K
$9.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
2K+ 7.69% |
$390K - $450K
|
28K
$7.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2K+ 92.76% |
$390K - $450K
|
4.16K
$1.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 0.57% |
$389K - $449K
|
352K
$99.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.99K+ 2.12% |
$387K - $447K
|
95.7K
$27.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.98K+ 17.91% |
$386K - $445K
|
13K
$3.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.97K+ 34.37% |
$384K - $442K
|
7.69K
$2.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.97K+ 2.76% |
$383K - $442K
|
73.3K
$20.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.96K+ 24.1% |
$383K - $442K
|
10.1K
$2.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.96K+ 20.43% |
$383K - $441K
|
11.6K
$3.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.96KNew |
$382K - $441K
|
1.96K
$555K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.96K+ 3.89% |
$382K - $441K
|
52.3K
$14.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.95K+ 0.92% |
$380K - $439K
|
214K
$60.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.91K+ 18.09% |
$373K - $430K
|
12.5K
$3.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.91K+ 6.32% |
$372K - $429K
|
32.1K
$9.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.9K+ 57.56% |
$370K - $427K
|
5.2K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.89K+ 6.82% |
$368K - $425K
|
29.6K
$8.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.89K+ 728.96% |
$368K - $424K
|
2.15K
$608K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.89K+ 2.04% |
$368K - $424K
|
94.6K
$26.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.88K+ 18.32% |
$366K - $423K
|
12.1K
$3.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.86K+ 0.46% |
$362K - $417K
|
408K
$116M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.85K+ 48.12% |
$361K - $416K
|
5.7K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.85K+ 0.86% |
$360K - $415K
|
218K
$61.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.85K+ 8.03% |
$360K - $415K
|
24.8K
$7.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.83K+ 20.61% |
$356K - $410K
|
10.7K
$3.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.8KNew |
$351K - $405K
|
1.8K
$510K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.8K+ 54.81% |
$351K - $405K
|
5.09K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.8K+ 6.14% |
$350K - $404K
|
31K
$8.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.78KNew |
$348K - $401K
|
1.78K
$505K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.78K+ 1.35% |
$346K - $399K
|
133K
$37.7M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.77K+ 31.84% |
$345K - $398K
|
7.33K
$2.08M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.77K+ 19.69% |
$344K - $397K
|
10.7K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.76K+ 2.96% |
$342K - $395K
|
61.2K
$17.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.76K+ 13.02% |
$342K - $395K
|
15.2K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.75K+ 1.23% |
$342K - $394K
|
144K
$40.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.74K+ 46.28% |
$338K - $390K
|
5.48K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.73K+ 3.37% |
$337K - $388K
|
53K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$334K - $386K
|
1.72K
$486K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
1.71K+ 80.07% |
$334K - $385K
|
3.85K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 72.38% |
$332K - $384K
|
4.06K
$1.15M
|