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 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.41K+ 15.05% |
$274K - $316K
|
10.8K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.4K+ 18.17% |
$273K - $315K
|
9.11K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 13.41% |
$273K - $314K
|
11.8K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.39K+ 1.48% |
$272K - $313K
|
95.9K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.39K+ 20.26% |
$272K - $313K
|
8.28K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.39KNew |
$270K - $312K
|
1.39K
$392K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.38K+ 0.31% |
$270K - $311K
|
442K
$125M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 4.31% |
$269K - $310K
|
33.4K
$9.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.37K+ 8.01% |
$267K - $308K
|
18.5K
$5.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.37K+ 19.56% |
$266K - $307K
|
8.35K
$2.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.36K+ 6.21% |
$264K - $305K
|
23.2K
$6.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
1.35K+ 21.81% |
$263K - $303K
|
7.54K
$2.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.35K+ 21.68% |
$263K - $303K
|
7.57K
$2.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.35K+ 7.49% |
$263K - $303K
|
19.3K
$5.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.35K+ 10.78% |
$262K - $303K
|
13.8K
$3.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.34K+ 40.52% |
$262K - $302K
|
4.66K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.34K+ 2.24% |
$261K - $301K
|
60.9K
$17.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.33K+ 2.97% |
$259K - $299K
|
46.1K
$13.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.32K+ 4.71% |
$258K - $297K
|
29.4K
$8.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.32K+ 373.94% |
$257K - $297K
|
1.67K
$474K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.32K+ 16.95% |
$257K - $297K
|
9.11K
$2.58M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.31K+ 1.64% |
$256K - $295K
|
81.4K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.31K+ 130.48% |
$255K - $294K
|
2.31K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.3K+ 17.38% |
$254K - $293K
|
8.81K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.3KNew |
$254K - $293K
|
1.3K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.3K+ 2.9% |
$253K - $292K
|
46.1K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.29KNew |
$252K - $290K
|
1.29K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.29K+ 34.85% |
$251K - $290K
|
4.99K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Ns Partners LTD
|
BUY
|
- |
1.29K+ 0.74% |
$251K - $290K
|
177K
$50M
|
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.28K+ 34.99% |
$249K - $288K
|
4.93K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.28K+ 0.12% |
$249K - $287K
|
1.06M
$299M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.27K+ 7.41% |
$248K - $286K
|
18.4K
$5.22M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.27K+ 38.24% |
$248K - $286K
|
4.6K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.27K+ 5.24% |
$247K - $284K
|
25.4K
$7.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.26K+ 6.36% |
$246K - $284K
|
21.1K
$5.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.26K+ 7.43% |
$245K - $282K
|
18.2K
$5.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.25KNew |
$244K - $281K
|
1.25K
$355K
|
|
|
Nov 05, 2024
Q3 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
1.25K+ 4.58% |
$244K - $281K
|
28.5K
$8.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.24K+ 22.17% |
$242K - $279K
|
6.84K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.24K+ 34.44% |
$242K - $279K
|
4.84K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.24K+ 3.07% |
$242K - $279K
|
41.6K
$11.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.21K+ 0.61% |
$237K - $273K
|
199K
$56.4M
|
|
|
Apr 30, 2025
Q3 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
1.21K+ 11.61% |
$236K - $273K
|
11.7K
$3.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.21K+ 12.15% |
$236K - $272K
|
11.2K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.21K+ 75.78% |
$235K - $272K
|
2.8K
$793K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.2K+ 15.47% |
$234K - $270K
|
8.96K
$2.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.2K+ 4.58% |
$234K - $270K
|
27.4K
$7.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.19K+ 2.29% |
$233K - $268K
|
53.3K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.19KNew |
$232K - $268K
|
1.19K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.19K+ 122.12% |
$231K - $267K
|
2.16K
$611K
|