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 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
549+ 2.18% |
$107K - $123K
|
25.8K
$7.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
548+ 0.28% |
$107K - $123K
|
194K
$54.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
546+ 0.89% |
$106K - $123K
|
61.8K
$17.5M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
545+ 5.02% |
$106K - $123K
|
11.4K
$3.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
545+ 2.02% |
$106K - $123K
|
27.5K
$7.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
544+ 22.86% |
$106K - $122K
|
2.92K
$828K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
542+ 6.56% |
$106K - $122K
|
8.8K
$2.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
542+ 9.92% |
$106K - $122K
|
6.01K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
541+ 33.83% |
$105K - $122K
|
2.14K
$606K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
538+ 1.0% |
$105K - $121K
|
54.3K
$15.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
536+ 0.05% |
$104K - $120K
|
1M
$284M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
529+ 9.13% |
$103K - $119K
|
6.32K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
523+ 5.57% |
$102K - $118K
|
9.91K
$2.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
522+ 1.05% |
$102K - $117K
|
50.3K
$14.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
518+ 5.94% |
$101K - $116K
|
9.24K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
518+ 3.71% |
$101K - $116K
|
14.5K
$4.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
BUY
|
- |
515+ 1.48% |
$100K - $116K
|
35.4K
$10M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
515+ 0.5% |
$100K - $116K
|
103K
$29.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
514+ 6.23% |
$100K - $116K
|
8.77K
$2.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
513+ 0.81% |
$100K - $115K
|
64K
$18.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
511+ 2.21% |
$99.6K - $115K
|
23.7K
$6.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
510+ 11.59% |
$99.4K - $115K
|
4.91K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
507+ 4.24% |
$98.8K - $114K
|
12.5K
$3.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
507+ 1.82% |
$98.8K - $114K
|
28.3K
$8.02M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
507+ 0.12% |
$98.8K - $114K
|
410K
$116M
|
|
|
Oct 09, 2024
Q3 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
506+ 2.41% |
$98.6K - $114K
|
21.5K
$6.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
502+ 7.43% |
$97.8K - $113K
|
7.26K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
502+ 4.14% |
$97.8K - $113K
|
12.6K
$3.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
500+ 2.6% |
$97.5K - $112K
|
19.8K
$5.6M
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
500+ 3.95% |
$97.5K - $112K
|
13.2K
$3.73M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
499+ 13.69% |
$97.3K - $112K
|
4.14K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
499+ 25.98% |
$97.3K - $112K
|
2.42K
$685K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
496+ 2.36% |
$96.7K - $112K
|
21.6K
$6.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
496+ 1.18% |
$96.7K - $112K
|
42.5K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
495+ 8.11% |
$96.5K - $111K
|
6.6K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
491+ 2.0% |
$95.7K - $110K
|
25.1K
$7.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
489+ 2.83% |
$95.3K - $110K
|
17.7K
$5.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
487+ 1.63% |
$94.9K - $109K
|
30.4K
$8.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
487+ 6.69% |
$94.9K - $109K
|
7.77K
$2.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
487+ 17.17% |
$94.9K - $109K
|
3.32K
$941K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
486+ 0.69% |
$94.7K - $109K
|
70.8K
$20M
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
485+ 0.74% |
$94.5K - $109K
|
65.9K
$18.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
485+ 12.49% |
$94.5K - $109K
|
4.37K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
485+ 6.35% |
$94.5K - $109K
|
8.13K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
484+ 109.01% |
$94.3K - $109K
|
928
$263K
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
480+ 9.09% |
$93.6K - $108K
|
5.76K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
479+ 37.36% |
$93.4K - $108K
|
1.76K
$499K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
479+ 0.35% |
$93.4K - $108K
|
137K
$38.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
475+ 1.75% |
$92.6K - $107K
|
27.6K
$7.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
474+ 4.33% |
$92.4K - $107K
|
11.4K
$3.23M
|