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 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
437+ 3.56% |
$85.2K - $98.2K
|
12.7K
$3.05M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
436+ 0.97% |
$85K - $98K
|
45.2K
$10.8M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
436+ 6.3% |
$85K - $98K
|
7.36K
$1.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
435+ 1.59% |
$84.8K - $97.8K
|
27.8K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
435+ 4.52% |
$84.8K - $97.8K
|
10.1K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
433+ 1.03% |
$84.4K - $97.3K
|
42.3K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
431+ 1.15% |
$84K - $96.9K
|
37.9K
$9.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
430+ 0.88% |
$83.8K - $96.7K
|
49.2K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
429+ 0.49% |
$83.6K - $96.4K
|
87.6K
$21M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
427+ 4.47% |
$83.2K - $96K
|
9.98K
$2.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
425+ 4.43% |
$82.8K - $95.5K
|
10K
$2.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
424+ 2.28% |
$82.6K - $95.3K
|
19K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
424+ 1.79% |
$82.6K - $95.3K
|
24.2K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
423+ 2.56% |
$82.4K - $95.1K
|
16.9K
$4.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
422+ 4.52% |
$82.2K - $94.9K
|
9.77K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
422+ 2.46% |
$82.2K - $94.9K
|
17.5K
$4.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
421+ 0.4% |
$82.1K - $94.6K
|
107K
$25.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
421+ 1.51% |
$82.1K - $94.6K
|
28.4K
$6.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
421+ 1.44% |
$82.1K - $94.6K
|
29.6K
$7.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
419+ 0.94% |
$81.7K - $94.2K
|
44.8K
$10.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
419+ 20.69% |
$81.7K - $94.2K
|
2.44K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
415+ 17.37% |
$80.9K - $93.3K
|
2.8K
$673K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
414+ 152.21% |
$80.7K - $93.1K
|
686
$165K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
406+ 4.81% |
$79.1K - $91.3K
|
8.85K
$2.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
406+ 10.43% |
$79.1K - $91.3K
|
4.3K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
405+ 6.36% |
$78.9K - $91K
|
6.77K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
402+ 7.65% |
$78.3K - $90.4K
|
5.66K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
402+ 2.18% |
$78.3K - $90.4K
|
18.8K
$4.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
400+ 17.29% |
$78K - $89.9K
|
2.71K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
400+ 2.64% |
$78K - $89.9K
|
15.5K
$3.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
399+ 17.49% |
$77.8K - $89.7K
|
2.68K
$643K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
399+ 2.3% |
$77.8K - $89.7K
|
17.8K
$4.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
395+ 3.48% |
$77K - $88.8K
|
11.7K
$2.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
394+ 37.0% |
$76.8K - $88.6K
|
1.46K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
393+ 4.91% |
$76.6K - $88.3K
|
8.39K
$2.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
392+ 0.88% |
$76.4K - $88.1K
|
44.9K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
392+ 13.26% |
$76.4K - $88.1K
|
3.35K
$803K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
391+ 19.84% |
$76.2K - $87.9K
|
2.36K
$567K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
388+ 19.25% |
$75.6K - $87.2K
|
2.4K
$577K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
385+ 29.37% |
$75K - $86.5K
|
1.7K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
385+ 2.55% |
$75K - $86.5K
|
15.5K
$3.71M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
384+ 3.59% |
$74.8K - $86.3K
|
11.1K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
384+ 0.88% |
$74.8K - $86.3K
|
44K
$10.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
383+ 0.49% |
$74.6K - $86.1K
|
79.2K
$19M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
383+ 1.2% |
$74.6K - $86.1K
|
32.3K
$7.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
383+ 11.08% |
$74.6K - $86.1K
|
3.84K
$921K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
380+ 11.72% |
$74.1K - $85.4K
|
3.62K
$869K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
379+ 6.09% |
$73.9K - $85.2K
|
6.61K
$1.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
376+ 0.88% |
$73.3K - $84.5K
|
42.9K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
376+ 8.57% |
$73.3K - $84.5K
|
4.76K
$1.14M
|