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
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
BUY
|
- |
2K+ 7.69% |
$390K - $450K
|
28K
$6.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2K+ 92.76% |
$390K - $450K
|
4.16K
$997K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2K+ 0.57% |
$389K - $449K
|
352K
$84.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.99K+ 2.12% |
$387K - $447K
|
95.7K
$23M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.98K+ 17.91% |
$386K - $445K
|
13K
$3.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.97K+ 34.37% |
$384K - $442K
|
7.69K
$1.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.97K+ 2.76% |
$383K - $442K
|
73.3K
$17.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.96K+ 24.1% |
$383K - $442K
|
10.1K
$2.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.96K+ 20.43% |
$383K - $441K
|
11.6K
$2.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.96KNew |
$382K - $441K
|
1.96K
$470K
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.96K+ 3.89% |
$382K - $441K
|
52.3K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.95K+ 0.92% |
$380K - $439K
|
214K
$51.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.91K+ 18.09% |
$373K - $430K
|
12.5K
$2.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.91K+ 6.32% |
$372K - $429K
|
32.1K
$7.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.9K+ 57.56% |
$370K - $427K
|
5.2K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.89K+ 6.82% |
$368K - $425K
|
29.6K
$7.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.89K+ 728.96% |
$368K - $424K
|
2.15K
$515K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.89K+ 2.04% |
$368K - $424K
|
94.6K
$22.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
1.88K+ 18.32% |
$366K - $423K
|
12.1K
$2.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.86K+ 0.46% |
$362K - $417K
|
408K
$98M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.85K+ 48.12% |
$361K - $416K
|
5.7K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.85K+ 0.86% |
$360K - $415K
|
218K
$52.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.85K+ 8.03% |
$360K - $415K
|
24.8K
$5.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
1.83K+ 20.61% |
$356K - $410K
|
10.7K
$2.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
1.8KNew |
$351K - $405K
|
1.8K
$432K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.8K+ 54.81% |
$351K - $405K
|
5.09K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.8K+ 6.14% |
$350K - $404K
|
31K
$7.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
1.78KNew |
$348K - $401K
|
1.78K
$428K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.78K+ 1.35% |
$346K - $399K
|
133K
$31.9M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.77K+ 31.84% |
$345K - $398K
|
7.33K
$1.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.77K+ 19.69% |
$344K - $397K
|
10.7K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.76K+ 2.96% |
$342K - $395K
|
61.2K
$14.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.76K+ 13.02% |
$342K - $395K
|
15.2K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.75K+ 1.23% |
$342K - $394K
|
144K
$34.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.74K+ 46.28% |
$338K - $390K
|
5.48K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.73K+ 3.37% |
$337K - $388K
|
53K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.72KNew |
$334K - $386K
|
1.72K
$411K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
1.71K+ 80.07% |
$334K - $385K
|
3.85K
$923K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.71K+ 72.38% |
$332K - $384K
|
4.06K
$975K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.71K+ 16.36% |
$332K - $384K
|
12.1K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1.7KNew |
$331K - $382K
|
1.7K
$408K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.7K+ 9.19% |
$331K - $382K
|
20.2K
$4.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.69KNew |
$329K - $380K
|
1.69K
$405K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.68K+ 22.5% |
$327K - $377K
|
9.13K
$2.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.68K+ 14.28% |
$327K - $377K
|
13.4K
$3.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.67KNew |
$325K - $375K
|
1.67K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.66K+ 0.19% |
$324K - $373K
|
882K
$212M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.65K+ 40.74% |
$322K - $371K
|
5.7K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.64K+ 0.76% |
$320K - $369K
|
218K
$52.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.63K+ 1.47% |
$317K - $366K
|
112K
$26.9M
|