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
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
514+ 6.23% |
$100K - $116K
|
8.77K
$2.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
513+ 0.81% |
$100K - $115K
|
64K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
511+ 2.21% |
$99.6K - $115K
|
23.7K
$5.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
510+ 11.59% |
$99.4K - $115K
|
4.91K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
507+ 4.24% |
$98.8K - $114K
|
12.5K
$2.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
507+ 1.82% |
$98.8K - $114K
|
28.3K
$6.79M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
507+ 0.12% |
$98.8K - $114K
|
410K
$98.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
506+ 2.41% |
$98.6K - $114K
|
21.5K
$5.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
502+ 7.43% |
$97.8K - $113K
|
7.26K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
502+ 4.14% |
$97.8K - $113K
|
12.6K
$3.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
500+ 2.6% |
$97.5K - $112K
|
19.8K
$4.74M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
500+ 3.95% |
$97.5K - $112K
|
13.2K
$3.16M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
499+ 13.69% |
$97.3K - $112K
|
4.14K
$994K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
499+ 25.98% |
$97.3K - $112K
|
2.42K
$580K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
496+ 2.36% |
$96.7K - $112K
|
21.6K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
496+ 1.18% |
$96.7K - $112K
|
42.5K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
495+ 8.11% |
$96.5K - $111K
|
6.6K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
491+ 2.0% |
$95.7K - $110K
|
25.1K
$6.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
489+ 2.83% |
$95.3K - $110K
|
17.7K
$4.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
487+ 1.63% |
$94.9K - $109K
|
30.4K
$7.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
487+ 6.69% |
$94.9K - $109K
|
7.77K
$1.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
487+ 17.17% |
$94.9K - $109K
|
3.32K
$797K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
486+ 0.69% |
$94.7K - $109K
|
70.8K
$17M
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
485+ 0.74% |
$94.5K - $109K
|
65.9K
$15.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
485+ 12.49% |
$94.5K - $109K
|
4.37K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
485+ 6.35% |
$94.5K - $109K
|
8.13K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
484+ 109.01% |
$94.3K - $109K
|
928
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
479+ 37.36% |
$93.4K - $108K
|
1.76K
$422K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
479+ 0.35% |
$93.4K - $108K
|
137K
$32.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
475+ 1.75% |
$92.6K - $107K
|
27.6K
$6.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
474+ 4.33% |
$92.4K - $107K
|
11.4K
$2.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
471+ 11.62% |
$91.8K - $106K
|
4.52K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
470+ 10.05% |
$91.6K - $106K
|
5.15K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
462+ 6.37% |
$90K - $104K
|
7.71K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
456+ 1.13% |
$88.9K - $103K
|
41K
$9.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
454+ 4.03% |
$88.5K - $102K
|
11.7K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
454+ 4.45% |
$88.5K - $102K
|
10.7K
$2.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
453+ 4.66% |
$88.3K - $102K
|
10.2K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
453+ 2.45% |
$88.3K - $102K
|
18.9K
$4.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
450+ 7.81% |
$87.7K - $101K
|
6.21K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
447+ 0.42% |
$87.1K - $100K
|
106K
$25.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
447+ 4.71% |
$87.1K - $100K
|
9.94K
$2.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
447+ 25.2% |
$87.1K - $100K
|
2.22K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
445+ 7.48% |
$86.7K - $100K
|
6.39K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
444+ 25.8% |
$86.5K - $99.8K
|
2.17K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
444+ 0.68% |
$86.5K - $99.8K
|
65.4K
$15.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
443+ 3.83% |
$86.3K - $99.6K
|
12K
$2.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
442+ 0.53% |
$86.1K - $99.4K
|
84.4K
$20.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
441+ 5.17% |
$86K - $99.1K
|
8.97K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
437+ 0.77% |
$85.2K - $98.2K
|
57.5K
$13.8M
|