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 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.62K+ 3.91% |
$315K - $363K
|
42.9K
$10.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.61K+ 4.85% |
$315K - $363K
|
34.9K
$8.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.61KNew |
$314K - $362K
|
1.61K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.61K+ 3.19% |
$313K - $361K
|
52K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.61K+ 8.93% |
$313K - $361K
|
19.6K
$4.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.6K+ 2.16% |
$312K - $360K
|
75.9K
$18.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
1.6K+ 2.8% |
$311K - $359K
|
58.6K
$14M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.6K+ 5.61% |
$311K - $359K
|
30.1K
$7.21M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1.59KNew |
$310K - $358K
|
1.59K
$382K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.58K+ 12.06% |
$307K - $354K
|
14.6K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.58K+ 15.3% |
$307K - $354K
|
11.9K
$2.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 3.55% |
$307K - $354K
|
45.9K
$11M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.57K+ 10.37% |
$307K - $354K
|
16.7K
$4.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.57KNew |
$306K - $353K
|
1.57K
$377K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.55KNew |
$301K - $348K
|
1.55K
$371K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.54K+ 20.01% |
$301K - $347K
|
9.26K
$2.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.54K+ 76.31% |
$300K - $346K
|
3.56K
$853K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.54K+ 0.62% |
$300K - $346K
|
250K
$60.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.53K+ 30.98% |
$299K - $345K
|
6.49K
$1.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.53K+ 3.51% |
$299K - $345K
|
45.2K
$10.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.53K+ 3.45% |
$298K - $344K
|
45.9K
$11M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 11.99% |
$298K - $343K
|
14.3K
$3.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.52K+ 1.32% |
$297K - $342K
|
117K
$28M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.52KNew |
$296K - $342K
|
1.52K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.51K+ 7.27% |
$294K - $340K
|
22.3K
$5.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.51K+ 0.56% |
$294K - $339K
|
272K
$65.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.51K+ 3.61% |
$293K - $338K
|
43.2K
$10.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
1.49KNew |
$291K - $335K
|
1.49K
$358K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.49K+ 42.62% |
$290K - $335K
|
4.98K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.49K+ 1.68% |
$290K - $334K
|
89.9K
$21.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 2.64% |
$289K - $333K
|
57.7K
$13.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.48K+ 5.26% |
$289K - $333K
|
29.7K
$7.11M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.47K+ 30.52% |
$286K - $329K
|
6.27K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.45K+ 4.12% |
$282K - $326K
|
36.6K
$8.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.43K+ 17.27% |
$279K - $321K
|
9.71K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.43K+ 3.15% |
$279K - $321K
|
46.8K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.43K+ 20.45% |
$279K - $321K
|
8.42K
$2.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.41K+ 16.02% |
$275K - $317K
|
10.2K
$2.45M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.41K+ 15.05% |
$274K - $316K
|
10.8K
$2.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.4K+ 18.17% |
$273K - $315K
|
9.11K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 13.41% |
$273K - $314K
|
11.8K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.39K+ 1.48% |
$272K - $313K
|
95.9K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.39K+ 20.26% |
$272K - $313K
|
8.28K
$1.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.39KNew |
$270K - $312K
|
1.39K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.38K+ 0.31% |
$270K - $311K
|
442K
$106M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 4.31% |
$269K - $310K
|
33.4K
$8.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.37K+ 8.01% |
$267K - $308K
|
18.5K
$4.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.37K+ 19.56% |
$266K - $307K
|
8.35K
$2M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.36K+ 6.21% |
$264K - $305K
|
23.2K
$5.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
1.35K+ 21.81% |
$263K - $303K
|
7.54K
$1.81M
|