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 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
649+ 1.27% |
$126K - $146K
|
51.8K
$14.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
648+ 6.53% |
$126K - $146K
|
10.6K
$2.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
646+ 3.0% |
$126K - $145K
|
22.2K
$6.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
644+ 46.5% |
$126K - $145K
|
2.03K
$575K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
643New |
$125K - $145K
|
643
$182K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
642+ 7.17% |
$125K - $144K
|
9.6K
$2.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
642+ 2.61% |
$125K - $144K
|
25.2K
$7.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
636+ 3.94% |
$124K - $143K
|
16.8K
$4.75M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
635+ 13.89% |
$124K - $143K
|
5.21K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
634+ 28.33% |
$124K - $143K
|
2.87K
$813K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
632+ 6.09% |
$123K - $142K
|
11K
$3.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
628+ 12.98% |
$122K - $141K
|
5.47K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
627+ 21.15% |
$122K - $141K
|
3.59K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
625+ 5.7% |
$122K - $141K
|
11.6K
$3.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
623+ 0.78% |
$121K - $140K
|
80.4K
$22.8M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
621+ 38.1% |
$121K - $140K
|
2.25K
$637K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
619+ 42.9% |
$121K - $139K
|
2.06K
$584K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
615+ 7.82% |
$120K - $138K
|
8.48K
$2.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
614+ 1.71% |
$120K - $138K
|
36.4K
$10.3M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
614+ 2.48% |
$120K - $138K
|
25.4K
$7.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
612+ 1.63% |
$119K - $138K
|
38.1K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
611+ 15.45% |
$119K - $137K
|
4.57K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
611+ 2.61% |
$119K - $137K
|
24K
$6.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
610+ 9.75% |
$119K - $137K
|
6.87K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
600+ 17.55% |
$117K - $135K
|
4.02K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
BUY
|
- |
600+ 3.22% |
$117K - $135K
|
19.2K
$5.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
600+ 2.83% |
$117K - $135K
|
21.8K
$6.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
600+ 0.33% |
$117K - $135K
|
184K
$52.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
599+ 25.44% |
$117K - $135K
|
2.95K
$836K
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
599+ 16.9% |
$117K - $135K
|
4.14K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
597+ 13.36% |
$116K - $134K
|
5.07K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
591+ 10.49% |
$115K - $133K
|
6.23K
$1.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
587+ 1.99% |
$114K - $132K
|
30.1K
$8.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
587+ 2.11% |
$114K - $132K
|
28.5K
$8.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
582+ 2.02% |
$113K - $131K
|
29.4K
$8.34M
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
581+ 1.3% |
$113K - $131K
|
45.4K
$12.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
580+ 1.28% |
$113K - $130K
|
45.8K
$13M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
579+ 0.99% |
$113K - $130K
|
58.9K
$16.7M
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
569+ 2.7% |
$111K - $128K
|
21.7K
$6.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
568+ 8.82% |
$111K - $128K
|
7.01K
$1.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
567+ 24.63% |
$111K - $127K
|
2.87K
$812K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
565+ 11.49% |
$110K - $127K
|
5.48K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
560+ 1.7% |
$109K - $126K
|
33.5K
$9.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
560+ 2.99% |
$109K - $126K
|
19.3K
$5.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Barings LLC
|
BUY
|
- |
559+ 37.07% |
$109K - $126K
|
2.07K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
559+ 4.11% |
$109K - $126K
|
14.2K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
558+ 6.9% |
$109K - $125K
|
8.64K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
557+ 7.26% |
$109K - $125K
|
8.22K
$2.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
554+ 4.06% |
$108K - $125K
|
14.2K
$4.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
550+ 4.53% |
$107K - $124K
|
12.7K
$3.6M
|