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 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.35K+ 21.68% |
$263K - $303K
|
7.57K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.35K+ 7.49% |
$263K - $303K
|
19.3K
$4.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.35K+ 10.78% |
$262K - $303K
|
13.8K
$3.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.34K+ 40.52% |
$262K - $302K
|
4.66K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.34K+ 2.24% |
$261K - $301K
|
60.9K
$14.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.33K+ 2.97% |
$259K - $299K
|
46.1K
$11.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.32K+ 4.71% |
$258K - $297K
|
29.4K
$7.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
1.32K+ 373.94% |
$257K - $297K
|
1.67K
$401K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.32K+ 16.95% |
$257K - $297K
|
9.11K
$2.18M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.31K+ 1.64% |
$256K - $295K
|
81.4K
$19.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
1.31K+ 130.48% |
$255K - $294K
|
2.31K
$555K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.3K+ 17.38% |
$254K - $293K
|
8.81K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.3KNew |
$254K - $293K
|
1.3K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.3K+ 2.9% |
$253K - $292K
|
46.1K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
1.29KNew |
$252K - $290K
|
1.29K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.29K+ 34.85% |
$251K - $290K
|
4.99K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Ns Partners LTD
|
BUY
|
- |
1.29K+ 0.74% |
$251K - $290K
|
177K
$42.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
1.28K+ 34.99% |
$249K - $288K
|
4.93K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.28K+ 0.12% |
$249K - $287K
|
1.06M
$254M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.27K+ 7.41% |
$248K - $286K
|
18.4K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.27K+ 38.24% |
$248K - $286K
|
4.6K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.27K+ 5.24% |
$247K - $284K
|
25.4K
$6.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.26K+ 6.36% |
$246K - $284K
|
21.1K
$5.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.26K+ 7.43% |
$245K - $282K
|
18.2K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.25KNew |
$244K - $281K
|
1.25K
$300K
|
|
|
Nov 05, 2024
Q3 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
1.25K+ 4.58% |
$244K - $281K
|
28.5K
$6.85M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
1.24K+ 22.17% |
$242K - $279K
|
6.84K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.24K+ 34.44% |
$242K - $279K
|
4.84K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.24K+ 3.07% |
$242K - $279K
|
41.6K
$9.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.21K+ 0.61% |
$237K - $273K
|
199K
$47.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.21K+ 12.15% |
$236K - $272K
|
11.2K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.21K+ 75.78% |
$235K - $272K
|
2.8K
$672K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.2K+ 15.47% |
$234K - $270K
|
8.96K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.2K+ 4.58% |
$234K - $270K
|
27.4K
$6.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.19K+ 2.29% |
$233K - $268K
|
53.3K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
1.19KNew |
$232K - $268K
|
1.19K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.19K+ 122.12% |
$231K - $267K
|
2.16K
$518K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$231K - $266K
|
1.18K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.18KNew |
$230K - $265K
|
1.18K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.17KNew |
$228K - $263K
|
1.17K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.17K+ 1.88% |
$228K - $263K
|
63.2K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.17K+ 2.51% |
$227K - $262K
|
47.6K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.15K+ 21.74% |
$225K - $259K
|
6.46K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.15KNew |
$224K - $259K
|
1.15K
$276K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 2.92% |
$223K - $258K
|
40.5K
$9.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.14KNew |
$222K - $256K
|
1.14K
$274K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
1.14KNew |
$222K - $256K
|
1.14K
$273K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
1.14K+ 19.26% |
$222K - $256K
|
7.06K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.14K+ 18.32% |
$222K - $256K
|
7.36K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.14KNew |
$222K - $256K
|
1.14K
$273K
|