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
|
Treasure Coast Financial Planning
|
BUY
|
- |
950New |
$185K - $214K
|
950
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
949New |
$185K - $213K
|
949
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
944+ 4.74% |
$184K - $212K
|
20.9K
$5.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
943+ 14.89% |
$184K - $212K
|
7.28K
$2.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
943+ 1.41% |
$184K - $212K
|
67.9K
$19.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
942+ 4.55% |
$184K - $212K
|
21.7K
$6.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
937+ 7.0% |
$183K - $211K
|
14.3K
$4.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
936+ 63.07% |
$182K - $210K
|
2.42K
$685K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
928+ 2.93% |
$181K - $209K
|
32.6K
$9.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
921+ 2.32% |
$180K - $207K
|
40.7K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
921+ 17.23% |
$180K - $207K
|
6.27K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
914+ 14.98% |
$178K - $205K
|
7.02K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
913+ 55.81% |
$178K - $205K
|
2.55K
$722K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
904+ 12.31% |
$176K - $203K
|
8.25K
$2.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
903+ 2.01% |
$176K - $203K
|
45.8K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
899+ 5.3% |
$175K - $202K
|
17.9K
$5.05M
|
|
|
Jun 23, 2025
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
895+ 7.44% |
$174K - $201K
|
12.9K
$3.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
890+ 2.92% |
$173K - $200K
|
31.4K
$8.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
889+ 4.17% |
$173K - $200K
|
22.2K
$6.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
889+ 1.17% |
$173K - $200K
|
76.9K
$21.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
882+ 1.1% |
$172K - $198K
|
81K
$22.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
880+ 10.69% |
$172K - $198K
|
9.12K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
880+ 10.07% |
$172K - $198K
|
9.62K
$2.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
879+ 20.6% |
$171K - $198K
|
5.15K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
877+ 7.92% |
$171K - $197K
|
12K
$3.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
874New |
$170K - $196K
|
874
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
874+ 4.33% |
$170K - $196K
|
21K
$5.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
872+ 32.98% |
$170K - $196K
|
3.52K
$996K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
869+ 4.68% |
$169K - $195K
|
19.4K
$5.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
869+ 1.88% |
$169K - $195K
|
47.2K
$13.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
866+ 0.35% |
$169K - $195K
|
246K
$69.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
866+ 31.25% |
$169K - $195K
|
3.64K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
859+ 3.54% |
$167K - $193K
|
25.1K
$7.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
858+ 3.78% |
$167K - $193K
|
23.5K
$6.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
857+ 0.89% |
$167K - $193K
|
97.3K
$27.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
852+ 1.18% |
$166K - $192K
|
73.1K
$20.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
836+ 80.62% |
$163K - $188K
|
1.87K
$530K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
824New |
$161K - $185K
|
824
$233K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
812+ 0.8% |
$158K - $183K
|
102K
$28.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
810+ 3.04% |
$158K - $182K
|
27.5K
$7.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
809+ 5.25% |
$158K - $182K
|
16.2K
$4.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
807+ 1.19% |
$157K - $181K
|
68.7K
$19.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
798+ 29.79% |
$156K - $179K
|
3.48K
$985K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
798+ 1.34% |
$156K - $179K
|
60.4K
$17.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
798+ 26.77% |
$156K - $179K
|
3.78K
$1.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
790+ 1.81% |
$154K - $178K
|
44.4K
$12.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
789+ 3.84% |
$154K - $177K
|
21.3K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
789+ 36.03% |
$154K - $177K
|
2.98K
$844K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
786+ 37.9% |
$153K - $177K
|
2.86K
$810K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
780+ 208.0% |
$152K - $175K
|
1.16K
$327K
|