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 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
728+ 1.41% |
$142K - $164K
|
52.5K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
725+ 6.11% |
$141K - $163K
|
12.6K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
722+ 1.15% |
$141K - $162K
|
63.7K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
719+ 3.15% |
$140K - $162K
|
23.5K
$5.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
717+ 11.03% |
$140K - $161K
|
7.22K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
712+ 2.36% |
$139K - $160K
|
30.9K
$7.41M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
710+ 47.33% |
$138K - $160K
|
2.21K
$530K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
709+ 2.93% |
$138K - $159K
|
24.9K
$5.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
705+ 34.16% |
$137K - $158K
|
2.77K
$664K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
700+ 36.34% |
$136K - $157K
|
2.63K
$630K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
699+ 0.3% |
$136K - $157K
|
230K
$55.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
699+ 0.91% |
$136K - $157K
|
77.7K
$18.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
695+ 2.58% |
$135K - $156K
|
27.7K
$6.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
691+ 29.67% |
$135K - $155K
|
3.02K
$724K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
682+ 3.91% |
$133K - $153K
|
18.1K
$4.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
678+ 1.77% |
$132K - $152K
|
38.9K
$9.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
676+ 8.67% |
$132K - $152K
|
8.48K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
676+ 49.16% |
$132K - $152K
|
2.05K
$492K
|
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
676+ 371.43% |
$132K - $152K
|
858
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
675+ 32.81% |
$132K - $152K
|
2.73K
$655K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
673+ 1.46% |
$131K - $151K
|
46.9K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
673+ 43.2% |
$131K - $151K
|
2.23K
$535K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
669+ 1.24% |
$130K - $150K
|
54.5K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
669+ 2.24% |
$130K - $150K
|
30.5K
$7.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
668+ 9.51% |
$130K - $150K
|
7.7K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
666+ 5.89% |
$130K - $150K
|
12K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
662+ 0.61% |
$129K - $149K
|
109K
$26.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
659+ 22.19% |
$128K - $148K
|
3.63K
$870K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
657+ 1.79% |
$128K - $148K
|
37.4K
$8.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
656+ 4.66% |
$128K - $147K
|
14.7K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
655+ 4.43% |
$128K - $147K
|
15.4K
$3.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
650+ 33.37% |
$127K - $146K
|
2.6K
$623K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
650+ 4.79% |
$127K - $146K
|
14.2K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
650+ 17.69% |
$127K - $146K
|
4.33K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
649+ 1.27% |
$126K - $146K
|
51.8K
$12.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
648+ 6.53% |
$126K - $146K
|
10.6K
$2.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
646+ 3.0% |
$126K - $145K
|
22.2K
$5.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
644+ 46.5% |
$126K - $145K
|
2.03K
$487K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
643New |
$125K - $145K
|
643
$154K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
642+ 7.17% |
$125K - $144K
|
9.6K
$2.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
642+ 2.61% |
$125K - $144K
|
25.2K
$6.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
636+ 3.94% |
$124K - $143K
|
16.8K
$4.02M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
635+ 13.89% |
$124K - $143K
|
5.21K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
634+ 28.33% |
$124K - $143K
|
2.87K
$689K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
632+ 6.09% |
$123K - $142K
|
11K
$2.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
628+ 12.98% |
$122K - $141K
|
5.47K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
627+ 21.15% |
$122K - $141K
|
3.59K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
625+ 5.7% |
$122K - $141K
|
11.6K
$2.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
623+ 0.78% |
$121K - $140K
|
80.4K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
619+ 42.9% |
$121K - $139K
|
2.06K
$495K
|