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
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
775+ 26.4% |
$151K - $174K
|
3.71K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
772+ 2.48% |
$150K - $174K
|
32K
$9.05M
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
768+ 8.24% |
$150K - $173K
|
10.1K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
764+ 2.33% |
$149K - $172K
|
33.5K
$9.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
762+ 3.61% |
$149K - $171K
|
21.9K
$6.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
760+ 0.75% |
$148K - $171K
|
102K
$28.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
753+ 1.76% |
$147K - $169K
|
43.6K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
749+ 0.72% |
$146K - $168K
|
105K
$29.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
746+ 7.56% |
$145K - $168K
|
10.6K
$3M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
743+ 1.52% |
$145K - $167K
|
49.6K
$14M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
740+ 3.73% |
$144K - $166K
|
20.6K
$5.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
734+ 2.43% |
$143K - $165K
|
31K
$8.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
733+ 1.06% |
$143K - $165K
|
70.1K
$19.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
733+ 4.75% |
$143K - $165K
|
16.2K
$4.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
732+ 1.97% |
$143K - $165K
|
37.9K
$10.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
730+ 6.55% |
$142K - $164K
|
11.9K
$3.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
728+ 1.41% |
$142K - $164K
|
52.5K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
725+ 6.11% |
$141K - $163K
|
12.6K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
722+ 1.15% |
$141K - $162K
|
63.7K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
719+ 3.15% |
$140K - $162K
|
23.5K
$6.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
717+ 11.03% |
$140K - $161K
|
7.22K
$2.04M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
712+ 2.36% |
$139K - $160K
|
30.9K
$8.75M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
710+ 47.33% |
$138K - $160K
|
2.21K
$626K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
709+ 2.93% |
$138K - $159K
|
24.9K
$7.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
705+ 34.16% |
$137K - $158K
|
2.77K
$784K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
700+ 36.34% |
$136K - $157K
|
2.63K
$744K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
699+ 0.3% |
$136K - $157K
|
230K
$65.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
699+ 0.91% |
$136K - $157K
|
77.7K
$22M
|
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
695+ 2.58% |
$135K - $156K
|
27.7K
$7.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
691+ 29.67% |
$135K - $155K
|
3.02K
$855K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
682+ 3.91% |
$133K - $153K
|
18.1K
$5.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
678+ 1.77% |
$132K - $152K
|
38.9K
$11M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
676+ 8.67% |
$132K - $152K
|
8.48K
$2.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
676+ 49.16% |
$132K - $152K
|
2.05K
$581K
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
676+ 371.43% |
$132K - $152K
|
858
$243K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
675+ 32.81% |
$132K - $152K
|
2.73K
$774K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
673+ 1.46% |
$131K - $151K
|
46.9K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
673+ 43.2% |
$131K - $151K
|
2.23K
$632K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
669+ 1.24% |
$130K - $150K
|
54.5K
$15.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
669+ 2.24% |
$130K - $150K
|
30.5K
$8.63M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
668+ 9.51% |
$130K - $150K
|
7.7K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
666+ 5.89% |
$130K - $150K
|
12K
$3.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
662+ 0.61% |
$129K - $149K
|
109K
$31M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
659+ 22.19% |
$128K - $148K
|
3.63K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
657+ 1.79% |
$128K - $148K
|
37.4K
$10.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
656+ 4.66% |
$128K - $147K
|
14.7K
$4.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
655+ 4.43% |
$128K - $147K
|
15.4K
$4.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
650+ 33.37% |
$127K - $146K
|
2.6K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
650+ 4.79% |
$127K - $146K
|
14.2K
$4.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
650+ 17.69% |
$127K - $146K
|
4.33K
$1.22M
|