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 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
903+ 2.01% |
$176K - $203K
|
45.8K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
899+ 5.3% |
$175K - $202K
|
17.9K
$4.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
890+ 2.92% |
$173K - $200K
|
31.4K
$7.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
889+ 4.17% |
$173K - $200K
|
22.2K
$5.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
889+ 1.17% |
$173K - $200K
|
76.9K
$18.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
882+ 1.1% |
$172K - $198K
|
81K
$19.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
880+ 10.69% |
$172K - $198K
|
9.12K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
880+ 10.07% |
$172K - $198K
|
9.62K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
879+ 20.6% |
$171K - $198K
|
5.15K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
877+ 7.92% |
$171K - $197K
|
12K
$2.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
874New |
$170K - $196K
|
874
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
874+ 4.33% |
$170K - $196K
|
21K
$5.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
872+ 32.98% |
$170K - $196K
|
3.52K
$843K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
869+ 4.68% |
$169K - $195K
|
19.4K
$4.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
869+ 1.88% |
$169K - $195K
|
47.2K
$11.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
866+ 0.35% |
$169K - $195K
|
246K
$59M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
866+ 31.25% |
$169K - $195K
|
3.64K
$872K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
859+ 3.54% |
$167K - $193K
|
25.1K
$6.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
858+ 3.78% |
$167K - $193K
|
23.5K
$5.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
857+ 0.89% |
$167K - $193K
|
97.3K
$23.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
852+ 1.18% |
$166K - $192K
|
73.1K
$17.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
836+ 80.62% |
$163K - $188K
|
1.87K
$449K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
824New |
$161K - $185K
|
824
$198K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
812+ 0.8% |
$158K - $183K
|
102K
$24.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
810+ 3.04% |
$158K - $182K
|
27.5K
$6.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
809+ 5.25% |
$158K - $182K
|
16.2K
$3.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
807+ 1.19% |
$157K - $181K
|
68.7K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
798+ 29.79% |
$156K - $179K
|
3.48K
$834K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
798+ 1.34% |
$156K - $179K
|
60.4K
$14.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
798+ 26.77% |
$156K - $179K
|
3.78K
$906K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
790+ 1.81% |
$154K - $178K
|
44.4K
$10.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
789+ 3.84% |
$154K - $177K
|
21.3K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
789+ 36.03% |
$154K - $177K
|
2.98K
$715K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
786+ 37.9% |
$153K - $177K
|
2.86K
$686K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
780+ 208.0% |
$152K - $175K
|
1.16K
$277K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
775+ 26.4% |
$151K - $174K
|
3.71K
$890K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
772+ 2.48% |
$150K - $174K
|
32K
$7.67M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
768+ 8.24% |
$150K - $173K
|
10.1K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
764+ 2.33% |
$149K - $172K
|
33.5K
$8.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
762+ 3.61% |
$149K - $171K
|
21.9K
$5.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
760+ 0.75% |
$148K - $171K
|
102K
$24.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
753+ 1.76% |
$147K - $169K
|
43.6K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
749+ 0.72% |
$146K - $168K
|
105K
$25.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
746+ 7.56% |
$145K - $168K
|
10.6K
$2.55M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
740+ 3.73% |
$144K - $166K
|
20.6K
$4.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
734+ 2.43% |
$143K - $165K
|
31K
$7.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
733+ 1.06% |
$143K - $165K
|
70.1K
$16.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
733+ 4.75% |
$143K - $165K
|
16.2K
$3.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
732+ 1.97% |
$143K - $165K
|
37.9K
$9.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
730+ 6.55% |
$142K - $164K
|
11.9K
$2.85M
|