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
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.71K+ 16.36% |
$332K - $384K
|
12.1K
$3.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
1.7KNew |
$331K - $382K
|
1.7K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.7K+ 9.19% |
$331K - $382K
|
20.2K
$5.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.69KNew |
$329K - $380K
|
1.69K
$478K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.68K+ 22.5% |
$327K - $377K
|
9.13K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.68K+ 14.28% |
$327K - $377K
|
13.4K
$3.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.67KNew |
$325K - $375K
|
1.67K
$472K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.66K+ 0.19% |
$324K - $373K
|
882K
$250M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.65K+ 40.74% |
$322K - $371K
|
5.7K
$1.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.64K+ 0.76% |
$320K - $369K
|
218K
$61.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.63K+ 1.47% |
$317K - $366K
|
112K
$31.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.62K+ 3.91% |
$315K - $363K
|
42.9K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.61K+ 4.85% |
$315K - $363K
|
34.9K
$9.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.61KNew |
$314K - $362K
|
1.61K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.61K+ 3.19% |
$313K - $361K
|
52K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.61K+ 8.93% |
$313K - $361K
|
19.6K
$5.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.6K+ 2.16% |
$312K - $360K
|
75.9K
$21.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
1.6K+ 2.8% |
$311K - $359K
|
58.6K
$16.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.6K+ 5.61% |
$311K - $359K
|
30.1K
$8.51M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1.59KNew |
$310K - $358K
|
1.59K
$451K
|
|
|
Feb 12, 2025
Q3 2024
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
1.59K+ 38.82% |
$310K - $358K
|
5.69K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.58K+ 12.06% |
$307K - $354K
|
14.6K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.58K+ 15.3% |
$307K - $354K
|
11.9K
$3.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.57K+ 3.55% |
$307K - $354K
|
45.9K
$13M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.57K+ 10.37% |
$307K - $354K
|
16.7K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.57KNew |
$306K - $353K
|
1.57K
$445K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.55KNew |
$301K - $348K
|
1.55K
$438K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.54K+ 20.01% |
$301K - $347K
|
9.26K
$2.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.54K+ 76.31% |
$300K - $346K
|
3.56K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.54K+ 0.62% |
$300K - $346K
|
250K
$70.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.53K+ 30.98% |
$299K - $345K
|
6.49K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.53K+ 3.51% |
$299K - $345K
|
45.2K
$12.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
1.53K+ 3.45% |
$298K - $344K
|
45.9K
$13M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 11.99% |
$298K - $343K
|
14.3K
$4.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.52K+ 1.32% |
$297K - $342K
|
117K
$33M
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.52KNew |
$296K - $342K
|
1.52K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.51K+ 7.27% |
$294K - $340K
|
22.3K
$6.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.51K+ 0.56% |
$294K - $339K
|
272K
$77.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.51K+ 3.61% |
$293K - $338K
|
43.2K
$12.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
1.49KNew |
$291K - $335K
|
1.49K
$422K
|
|
|
Oct 22, 2024
Q3 2024
|
Wallington Asset Management, LLC
|
BUY
|
- |
1.49K+ 42.62% |
$290K - $335K
|
4.98K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.49K+ 1.68% |
$290K - $334K
|
89.9K
$25.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 2.64% |
$289K - $333K
|
57.7K
$16.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.48K+ 5.26% |
$289K - $333K
|
29.7K
$8.4M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.47K+ 30.52% |
$286K - $329K
|
6.27K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.45K+ 4.12% |
$282K - $326K
|
36.6K
$10.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Sather Financial Group Inc
|
BUY
|
- |
1.43K+ 17.27% |
$279K - $321K
|
9.71K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.43K+ 3.15% |
$279K - $321K
|
46.8K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.43K+ 20.45% |
$279K - $321K
|
8.42K
$2.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.41K+ 16.02% |
$275K - $317K
|
10.2K
$2.89M
|