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 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
375+ 8.92% |
$73.1K - $84.3K
|
4.58K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
373+ 37.11% |
$72.7K - $83.9K
|
1.38K
$335K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
372+ 0.79% |
$72.5K - $83.6K
|
47.6K
$11.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
370+ 14.9% |
$72.1K - $83.2K
|
2.85K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
369+ 2.32% |
$71.9K - $83K
|
16.3K
$3.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
368+ 3.25% |
$71.7K - $82.7K
|
11.7K
$2.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
367+ 0.42% |
$71.5K - $82.5K
|
87.4K
$21.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
362+ 99.45% |
$70.6K - $81.4K
|
726
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
362+ 4.6% |
$70.6K - $81.4K
|
8.23K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
361+ 35.5% |
$70.4K - $81.2K
|
1.38K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
360+ 5.87% |
$70.2K - $80.9K
|
6.49K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
359+ 6.23% |
$70K - $80.7K
|
6.13K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
358+ 3.39% |
$69.8K - $80.5K
|
10.9K
$2.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
357+ 1.93% |
$69.6K - $80.3K
|
18.8K
$4.58M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
357+ 0.96% |
$69.6K - $80.3K
|
37.7K
$9.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
355+ 5.78% |
$69.2K - $79.8K
|
6.49K
$1.58M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
354+ 28.3% |
$69K - $79.6K
|
1.61K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
354+ 3.79% |
$69K - $79.6K
|
9.68K
$2.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
353+ 2.42% |
$68.8K - $79.4K
|
14.9K
$3.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
353+ 6.45% |
$68.8K - $79.4K
|
5.83K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
351+ 20.29% |
$68.4K - $78.9K
|
2.08K
$506K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
351+ 1.52% |
$68.4K - $78.9K
|
23.5K
$5.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
350+ 5.15% |
$68.2K - $78.7K
|
7.15K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
350+ 8.37% |
$68.2K - $78.7K
|
4.53K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
350+ 9.86% |
$68.2K - $78.7K
|
3.9K
$948K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
346+ 10.25% |
$67.4K - $77.8K
|
3.72K
$905K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
343+ 4.64% |
$66.9K - $77.1K
|
7.74K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
343+ 11.49% |
$66.9K - $77.1K
|
3.33K
$809K
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
343+ 3.21% |
$66.9K - $77.1K
|
11K
$2.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
342+ 3.08% |
$66.7K - $76.9K
|
11.5K
$2.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
342+ 38.21% |
$66.7K - $76.9K
|
1.24K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
342+ 26.13% |
$66.7K - $76.9K
|
1.65K
$401K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
341+ 3.52% |
$66.5K - $76.7K
|
10K
$2.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
336+ 5.62% |
$65.5K - $75.5K
|
6.32K
$1.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
332+ 3.08% |
$64.7K - $74.6K
|
11.1K
$2.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
332+ 0.78% |
$64.7K - $74.6K
|
42.7K
$10.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
331+ 10.45% |
$64.5K - $74.4K
|
3.5K
$851K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
330+ 31.07% |
$64.3K - $74.2K
|
1.39K
$338K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
330+ 0.93% |
$64.3K - $74.2K
|
35.9K
$8.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
330+ 11.98% |
$64.3K - $74.2K
|
3.09K
$750K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
328+ 3.64% |
$63.9K - $73.7K
|
9.35K
$2.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
326+ 23.1% |
$63.5K - $73.3K
|
1.74K
$422K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
326+ 1.28% |
$63.5K - $73.3K
|
25.7K
$6.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
325+ 12.85% |
$63.3K - $73.1K
|
2.85K
$694K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
325+ 0.58% |
$63.3K - $73.1K
|
56.5K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
325+ 12.96% |
$63.3K - $73.1K
|
2.83K
$689K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
322+ 10.7% |
$62.8K - $72.4K
|
3.33K
$810K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
321+ 24.01% |
$62.6K - $72.2K
|
1.66K
$403K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
320+ 8.12% |
$62.4K - $71.9K
|
4.26K
$1.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
319+ 0.32% |
$62.2K - $71.7K
|
101K
$24.6M
|