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
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$231K - $266K
|
1.18K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.18KNew |
$230K - $265K
|
1.18K
$334K
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.17KNew |
$228K - $263K
|
1.17K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.17K+ 1.88% |
$228K - $263K
|
63.2K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.17K+ 2.51% |
$227K - $262K
|
47.6K
$13.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.15K+ 21.74% |
$225K - $259K
|
6.46K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.15KNew |
$224K - $259K
|
1.15K
$326K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.15K+ 2.92% |
$223K - $258K
|
40.5K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.14KNew |
$222K - $256K
|
1.14K
$323K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
1.14KNew |
$222K - $256K
|
1.14K
$323K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
1.14K+ 19.26% |
$222K - $256K
|
7.06K
$2M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.14K+ 18.32% |
$222K - $256K
|
7.36K
$2.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
1.14KNew |
$222K - $256K
|
1.14K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.14KNew |
$222K - $256K
|
1.14K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.14K+ 11.02% |
$221K - $255K
|
11.4K
$3.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
1.13KNew |
$221K - $255K
|
1.13K
$321K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.13KNew |
$221K - $255K
|
1.13K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.13K+ 85.37% |
$221K - $254K
|
2.46K
$696K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.13K+ 57.27% |
$220K - $254K
|
3.11K
$879K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.13KNew |
$220K - $254K
|
1.13K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.13K+ 12.12% |
$219K - $253K
|
10.4K
$2.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
1.12K+ 22.08% |
$219K - $253K
|
6.21K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
1.12K+ 1.04% |
$218K - $252K
|
109K
$30.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
1.11KNew |
$216K - $250K
|
1.11K
$314K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.11KNew |
$216K - $249K
|
1.11K
$314K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.11KNew |
$216K - $249K
|
1.11K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
1.11KNew |
$216K - $249K
|
1.11K
$314K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.11K+ 16.46% |
$215K - $248K
|
7.82K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1.1K+ 91.67% |
$214K - $247K
|
2.3K
$651K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
1.1KNew |
$214K - $247K
|
1.1K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.1K+ 5.39% |
$214K - $246K
|
21.4K
$6.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.1K+ 10.15% |
$213K - $246K
|
11.9K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.09K+ 10.94% |
$213K - $246K
|
11.1K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
1.09KNew |
$212K - $245K
|
1.09K
$308K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.09KNew |
$212K - $244K
|
1.09K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.08K+ 3.06% |
$211K - $243K
|
36.4K
$10.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.08K+ 13.13% |
$211K - $243K
|
9.31K
$2.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
1.08K+ 385.71% |
$210K - $243K
|
1.36K
$385K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.08KNew |
$210K - $242K
|
1.08K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.08K+ 1.71% |
$210K - $242K
|
64K
$18.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.07KNew |
$209K - $241K
|
1.07K
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.07K+ 1.35% |
$208K - $240K
|
80.1K
$22.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.06K+ 13.73% |
$207K - $239K
|
8.8K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.06K+ 23.94% |
$207K - $239K
|
5.5K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
1.06K+ 40.58% |
$207K - $238K
|
3.67K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.06KNew |
$206K - $238K
|
1.06K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.06K+ 0.79% |
$206K - $238K
|
135K
$38.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.05KNew |
$205K - $237K
|
1.05K
$298K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
1.05K+ 1.48% |
$204K - $235K
|
71.8K
$20.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.05K+ 7.72% |
$204K - $235K
|
14.6K
$4.13M
|