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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.04KNew |
$203K - $234K
|
1.04K
$294K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
1.04K+ 1.14% |
$202K - $233K
|
92K
$26M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.04KNew |
$202K - $233K
|
1.04K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.04K+ 1.95% |
$202K - $233K
|
54.2K
$15.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.03KNew |
$201K - $232K
|
1.03K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.03KNew |
$201K - $232K
|
1.03K
$292K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 2.5% |
$201K - $231K
|
42.1K
$11.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.03K+ 11.77% |
$200K - $231K
|
9.76K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.03K+ 1.07% |
$200K - $231K
|
96.7K
$27.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.02K+ 25.87% |
$199K - $230K
|
4.98K
$1.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.02K+ 3.53% |
$199K - $230K
|
30K
$8.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$199K - $229K
|
1.02K
$289K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
1.02KNew |
$198K - $229K
|
1.02K
$288K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.01K+ 5.13% |
$197K - $227K
|
20.7K
$5.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.01K+ 20.4% |
$196K - $227K
|
5.95K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.01KNew |
$196K - $226K
|
1.01K
$285K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1K+ 8.61% |
$195K - $225K
|
12.7K
$3.58M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
1KNew |
$195K - $225K
|
1K
$283K
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1K+ 11.01% |
$195K - $225K
|
10.1K
$2.85M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1K+ 96.06% |
$195K - $225K
|
2.04K
$578K
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1KNew |
$195K - $225K
|
1K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1KNew |
$195K - $225K
|
1K
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1K+ 22.19% |
$195K - $225K
|
5.51K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
1K+ 8.33% |
$195K - $225K
|
13K
$3.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
999+ 10.48% |
$195K - $225K
|
10.5K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
997+ 0.89% |
$194K - $224K
|
113K
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
997+ 5.39% |
$194K - $224K
|
19.5K
$5.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
996New |
$194K - $224K
|
996
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
994+ 2.52% |
$194K - $223K
|
40.5K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
994+ 8.53% |
$194K - $223K
|
12.7K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
990+ 0.78% |
$193K - $223K
|
128K
$36.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
989New |
$193K - $222K
|
989
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
984+ 12.62% |
$192K - $221K
|
8.78K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
983New |
$192K - $221K
|
983
$278K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
975+ 1.68% |
$190K - $219K
|
59K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
975+ 1.44% |
$190K - $219K
|
68.7K
$19.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
974New |
$190K - $219K
|
974
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
973+ 9.11% |
$190K - $219K
|
11.7K
$3.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
972New |
$189K - $219K
|
972
$275K
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
971New |
$189K - $218K
|
971
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
970+ 3.57% |
$189K - $218K
|
28.2K
$7.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
969+ 2.38% |
$189K - $218K
|
41.7K
$11.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
968New |
$189K - $218K
|
968
$274K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
967New |
$188K - $217K
|
967
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
966+ 9.84% |
$188K - $217K
|
10.8K
$3.05M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
962+ 3.6% |
$187K - $216K
|
27.7K
$7.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Carroll Investors, Inc
|
BUY
|
- |
956New |
$186K - $215K
|
956
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
953New |
$186K - $214K
|
953
$270K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
951New |
$185K - $214K
|
951
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
951+ 30.63% |
$185K - $214K
|
4.06K
$1.15M
|