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 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
615+ 7.82% |
$120K - $138K
|
8.48K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
614+ 1.71% |
$120K - $138K
|
36.4K
$8.74M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
614+ 2.48% |
$120K - $138K
|
25.4K
$6.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
612+ 1.63% |
$119K - $138K
|
38.1K
$9.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
611+ 15.45% |
$119K - $137K
|
4.57K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
611+ 2.61% |
$119K - $137K
|
24K
$5.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
610+ 9.75% |
$119K - $137K
|
6.87K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
600+ 17.55% |
$117K - $135K
|
4.02K
$964K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
600+ 3.22% |
$117K - $135K
|
19.2K
$4.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
600+ 2.83% |
$117K - $135K
|
21.8K
$5.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
600+ 0.33% |
$117K - $135K
|
184K
$44.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
599+ 25.44% |
$117K - $135K
|
2.95K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
599+ 16.9% |
$117K - $135K
|
4.14K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
597+ 13.36% |
$116K - $134K
|
5.07K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
591+ 10.49% |
$115K - $133K
|
6.23K
$1.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
587+ 1.99% |
$114K - $132K
|
30.1K
$7.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
587+ 2.11% |
$114K - $132K
|
28.5K
$6.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
582+ 2.02% |
$113K - $131K
|
29.4K
$7.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
580+ 1.28% |
$113K - $130K
|
45.8K
$11M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
579+ 0.99% |
$113K - $130K
|
58.9K
$14.1M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
569+ 2.7% |
$111K - $128K
|
21.7K
$5.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
568+ 8.82% |
$111K - $128K
|
7.01K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
567+ 24.63% |
$111K - $127K
|
2.87K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
565+ 11.49% |
$110K - $127K
|
5.48K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
560+ 1.7% |
$109K - $126K
|
33.5K
$8.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
560+ 2.99% |
$109K - $126K
|
19.3K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
559+ 37.07% |
$109K - $126K
|
2.07K
$496K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
559+ 4.11% |
$109K - $126K
|
14.2K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
558+ 6.9% |
$109K - $125K
|
8.64K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
557+ 7.26% |
$109K - $125K
|
8.22K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
554+ 4.06% |
$108K - $125K
|
14.2K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
550+ 4.53% |
$107K - $124K
|
12.7K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
549+ 2.18% |
$107K - $123K
|
25.8K
$6.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
548+ 0.28% |
$107K - $123K
|
194K
$46.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
546+ 0.89% |
$106K - $123K
|
61.8K
$14.8M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
545+ 5.02% |
$106K - $123K
|
11.4K
$2.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
545+ 2.02% |
$106K - $123K
|
27.5K
$6.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
544+ 22.86% |
$106K - $122K
|
2.92K
$701K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
542+ 6.56% |
$106K - $122K
|
8.8K
$2.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
542+ 9.92% |
$106K - $122K
|
6.01K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
541+ 33.83% |
$105K - $122K
|
2.14K
$513K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
538+ 1.0% |
$105K - $121K
|
54.3K
$13M
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
536+ 0.05% |
$104K - $120K
|
1M
$241M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
529+ 9.13% |
$103K - $119K
|
6.32K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
523+ 5.57% |
$102K - $118K
|
9.91K
$2.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
522+ 1.05% |
$102K - $117K
|
50.3K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
518+ 5.94% |
$101K - $116K
|
9.24K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
518+ 3.71% |
$101K - $116K
|
14.5K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
515+ 1.48% |
$100K - $116K
|
35.4K
$8.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
515+ 0.5% |
$100K - $116K
|
103K
$24.7M
|