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 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.01K+ 5.13% |
$197K - $227K
|
20.7K
$4.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.01K+ 20.4% |
$196K - $227K
|
5.95K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.01KNew |
$196K - $226K
|
1.01K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1K+ 8.61% |
$195K - $225K
|
12.7K
$3.03M
|
|
|
Oct 02, 2024
Q3 2024
|
Weybosset Research & Management LLC
|
BUY
|
- |
1KNew |
$195K - $225K
|
1K
$240K
|
|
|
Oct 08, 2024
Q3 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1K+ 11.01% |
$195K - $225K
|
10.1K
$2.42M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1K+ 96.06% |
$195K - $225K
|
2.04K
$490K
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1KNew |
$195K - $225K
|
1K
$240K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1KNew |
$195K - $225K
|
1K
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1K+ 22.19% |
$195K - $225K
|
5.51K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
1K+ 8.33% |
$195K - $225K
|
13K
$3.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
999+ 10.48% |
$195K - $225K
|
10.5K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
997+ 0.89% |
$194K - $224K
|
113K
$27.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
997+ 5.39% |
$194K - $224K
|
19.5K
$4.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
996New |
$194K - $224K
|
996
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
994+ 2.52% |
$194K - $223K
|
40.5K
$9.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
994+ 8.53% |
$194K - $223K
|
12.7K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
990+ 0.78% |
$193K - $223K
|
128K
$30.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
989New |
$193K - $222K
|
989
$237K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
984+ 12.62% |
$192K - $221K
|
8.78K
$2.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
983New |
$192K - $221K
|
983
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
975+ 1.68% |
$190K - $219K
|
59K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
975+ 1.44% |
$190K - $219K
|
68.7K
$16.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
974New |
$190K - $219K
|
974
$234K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
973+ 9.11% |
$190K - $219K
|
11.7K
$2.79M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
972New |
$189K - $219K
|
972
$233K
|
|
|
Nov 04, 2024
Q3 2024
|
Stack Financial Management, Inc
|
BUY
|
- |
971New |
$189K - $218K
|
971
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
970+ 3.57% |
$189K - $218K
|
28.2K
$6.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
969+ 2.38% |
$189K - $218K
|
41.7K
$10M
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
968New |
$189K - $218K
|
968
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
966+ 9.84% |
$188K - $217K
|
10.8K
$2.59M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
962+ 3.6% |
$187K - $216K
|
27.7K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Carroll Investors, Inc
|
BUY
|
- |
956New |
$186K - $215K
|
956
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
953New |
$186K - $214K
|
953
$229K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
951New |
$185K - $214K
|
951
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
951+ 30.63% |
$185K - $214K
|
4.06K
$973K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
950New |
$185K - $214K
|
950
$228K
|
|
|
Nov 07, 2024
Q3 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
949New |
$185K - $213K
|
949
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
944+ 4.74% |
$184K - $212K
|
20.9K
$5M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
943+ 14.89% |
$184K - $212K
|
7.28K
$1.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
943+ 1.41% |
$184K - $212K
|
67.9K
$16.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
942+ 4.55% |
$184K - $212K
|
21.7K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
937+ 7.0% |
$183K - $211K
|
14.3K
$3.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
936+ 63.07% |
$182K - $210K
|
2.42K
$580K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
928+ 2.93% |
$181K - $209K
|
32.6K
$7.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
921+ 2.32% |
$180K - $207K
|
40.7K
$9.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
921+ 17.23% |
$180K - $207K
|
6.27K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
914+ 14.98% |
$178K - $205K
|
7.02K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
913+ 55.81% |
$178K - $205K
|
2.55K
$611K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
904+ 12.31% |
$176K - $203K
|
8.25K
$1.98M
|