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 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
471+ 11.62% |
$91.8K - $106K
|
4.52K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
470+ 10.05% |
$91.6K - $106K
|
5.15K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
462+ 6.37% |
$90K - $104K
|
7.71K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
456+ 1.13% |
$88.9K - $103K
|
41K
$11.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
454+ 4.03% |
$88.5K - $102K
|
11.7K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
454+ 4.45% |
$88.5K - $102K
|
10.7K
$3.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
453+ 4.66% |
$88.3K - $102K
|
10.2K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
453+ 2.45% |
$88.3K - $102K
|
18.9K
$5.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
450+ 7.81% |
$87.7K - $101K
|
6.21K
$1.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
447+ 0.42% |
$87.1K - $100K
|
106K
$30M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
447+ 4.71% |
$87.1K - $100K
|
9.94K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
447+ 25.2% |
$87.1K - $100K
|
2.22K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
445+ 7.48% |
$86.7K - $100K
|
6.39K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
444+ 25.8% |
$86.5K - $99.8K
|
2.17K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
444+ 0.68% |
$86.5K - $99.8K
|
65.4K
$18.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
443+ 3.83% |
$86.3K - $99.6K
|
12K
$3.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
442+ 0.53% |
$86.1K - $99.4K
|
84.4K
$23.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
441+ 5.17% |
$86K - $99.1K
|
8.97K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
437+ 0.77% |
$85.2K - $98.2K
|
57.5K
$16.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
437+ 3.56% |
$85.2K - $98.2K
|
12.7K
$3.6M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
436+ 0.97% |
$85K - $98K
|
45.2K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
436+ 6.3% |
$85K - $98K
|
7.36K
$2.08M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
435+ 1.59% |
$84.8K - $97.8K
|
27.8K
$7.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
435+ 4.52% |
$84.8K - $97.8K
|
10.1K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
433+ 1.03% |
$84.4K - $97.3K
|
42.3K
$12M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
431+ 1.15% |
$84K - $96.9K
|
37.9K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
430+ 0.88% |
$83.8K - $96.7K
|
49.2K
$13.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
429+ 0.49% |
$83.6K - $96.4K
|
87.6K
$24.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
427+ 4.47% |
$83.2K - $96K
|
9.98K
$2.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
425+ 4.43% |
$82.8K - $95.5K
|
10K
$2.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
424+ 2.28% |
$82.6K - $95.3K
|
19K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
424+ 1.79% |
$82.6K - $95.3K
|
24.2K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
423+ 2.56% |
$82.4K - $95.1K
|
16.9K
$4.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
422+ 4.52% |
$82.2K - $94.9K
|
9.77K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
422+ 2.46% |
$82.2K - $94.9K
|
17.5K
$4.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
421+ 0.4% |
$82.1K - $94.6K
|
107K
$30.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
421+ 1.51% |
$82.1K - $94.6K
|
28.4K
$8.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
421+ 1.44% |
$82.1K - $94.6K
|
29.6K
$8.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
419+ 0.94% |
$81.7K - $94.2K
|
44.8K
$12.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
419+ 20.69% |
$81.7K - $94.2K
|
2.44K
$692K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
415+ 17.37% |
$80.9K - $93.3K
|
2.8K
$794K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
414+ 152.21% |
$80.7K - $93.1K
|
686
$194K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
406+ 4.81% |
$79.1K - $91.3K
|
8.85K
$2.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
406+ 10.43% |
$79.1K - $91.3K
|
4.3K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
405+ 6.36% |
$78.9K - $91K
|
6.77K
$1.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
402+ 7.65% |
$78.3K - $90.4K
|
5.66K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
402+ 2.18% |
$78.3K - $90.4K
|
18.8K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
400+ 17.29% |
$78K - $89.9K
|
2.71K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
400+ 2.64% |
$78K - $89.9K
|
15.5K
$4.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
399+ 17.49% |
$77.8K - $89.7K
|
2.68K
$759K
|