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
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.14KNew |
$222K - $256K
|
1.14K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.14K+ 11.02% |
$221K - $255K
|
11.4K
$2.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
1.13KNew |
$221K - $255K
|
1.13K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.13KNew |
$221K - $255K
|
1.13K
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.13K+ 85.37% |
$221K - $254K
|
2.46K
$590K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.13K+ 57.27% |
$220K - $254K
|
3.11K
$745K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.13KNew |
$220K - $254K
|
1.13K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.13K+ 12.12% |
$219K - $253K
|
10.4K
$2.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.12K+ 22.08% |
$219K - $253K
|
6.21K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.12K+ 1.04% |
$218K - $252K
|
109K
$26.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$216K - $250K
|
1.11K
$266K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.11KNew |
$216K - $249K
|
1.11K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.11KNew |
$216K - $249K
|
1.11K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.11KNew |
$216K - $249K
|
1.11K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.11K+ 16.46% |
$215K - $248K
|
7.82K
$1.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1.1K+ 91.67% |
$214K - $247K
|
2.3K
$552K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
1.1KNew |
$214K - $247K
|
1.1K
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 5.39% |
$214K - $246K
|
21.4K
$5.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.1K+ 10.15% |
$213K - $246K
|
11.9K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.09K+ 10.94% |
$213K - $246K
|
11.1K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.09KNew |
$212K - $245K
|
1.09K
$261K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.09KNew |
$212K - $244K
|
1.09K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.08K+ 3.06% |
$211K - $243K
|
36.4K
$8.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.08K+ 13.13% |
$211K - $243K
|
9.31K
$2.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
1.08K+ 385.71% |
$210K - $243K
|
1.36K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.08KNew |
$210K - $242K
|
1.08K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.08K+ 1.71% |
$210K - $242K
|
64K
$15.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.07KNew |
$209K - $241K
|
1.07K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.07K+ 1.35% |
$208K - $240K
|
80.1K
$19.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.06K+ 13.73% |
$207K - $239K
|
8.8K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.06K+ 23.94% |
$207K - $239K
|
5.5K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
1.06K+ 40.58% |
$207K - $238K
|
3.67K
$881K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.06KNew |
$206K - $238K
|
1.06K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.06K+ 0.79% |
$206K - $238K
|
135K
$32.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.05KNew |
$205K - $237K
|
1.05K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.05K+ 1.48% |
$204K - $235K
|
71.8K
$17.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.05K+ 7.72% |
$204K - $235K
|
14.6K
$3.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.04KNew |
$203K - $234K
|
1.04K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
1.04K+ 1.14% |
$202K - $233K
|
92K
$22.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.04KNew |
$202K - $233K
|
1.04K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.04K+ 1.95% |
$202K - $233K
|
54.2K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.03KNew |
$201K - $232K
|
1.03K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.03KNew |
$201K - $232K
|
1.03K
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 2.5% |
$201K - $231K
|
42.1K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.03K+ 11.77% |
$200K - $231K
|
9.76K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.03K+ 1.07% |
$200K - $231K
|
96.7K
$23.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.02K+ 25.87% |
$199K - $230K
|
4.98K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.02K+ 3.53% |
$199K - $230K
|
30K
$7.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$199K - $229K
|
1.02K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
1.02KNew |
$198K - $229K
|
1.02K
$244K
|