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 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
399+ 2.3% |
$77.8K - $89.7K
|
17.8K
$5.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
395+ 3.48% |
$77K - $88.8K
|
11.7K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
394+ 37.0% |
$76.8K - $88.6K
|
1.46K
$413K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
393+ 4.91% |
$76.6K - $88.3K
|
8.39K
$2.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
392+ 0.88% |
$76.4K - $88.1K
|
44.9K
$12.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
392+ 13.26% |
$76.4K - $88.1K
|
3.35K
$948K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
391+ 19.84% |
$76.2K - $87.9K
|
2.36K
$669K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
388+ 19.25% |
$75.6K - $87.2K
|
2.4K
$681K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
385+ 29.37% |
$75K - $86.5K
|
1.7K
$480K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
385+ 2.55% |
$75K - $86.5K
|
15.5K
$4.38M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
384+ 3.59% |
$74.8K - $86.3K
|
11.1K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
384+ 0.88% |
$74.8K - $86.3K
|
44K
$12.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
383+ 0.49% |
$74.6K - $86.1K
|
79.2K
$22.4M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
383+ 1.2% |
$74.6K - $86.1K
|
32.3K
$9.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
383+ 11.08% |
$74.6K - $86.1K
|
3.84K
$1.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
380+ 11.72% |
$74.1K - $85.4K
|
3.62K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
379+ 6.09% |
$73.9K - $85.2K
|
6.61K
$1.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
376+ 0.88% |
$73.3K - $84.5K
|
42.9K
$12.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
376+ 8.57% |
$73.3K - $84.5K
|
4.76K
$1.35M
|
|
|
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
$1.3M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
375+ 3.2% |
$73.1K - $84.3K
|
12.1K
$3.43M
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
375+ 3.2% |
$73.1K - $84.3K
|
12.1K
$3.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
373+ 37.11% |
$72.7K - $83.9K
|
1.38K
$390K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
372+ 0.79% |
$72.5K - $83.6K
|
47.6K
$13.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
370+ 14.9% |
$72.1K - $83.2K
|
2.85K
$808K
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
370+ 1.91% |
$72.1K - $83.2K
|
19.7K
$5.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
369+ 2.32% |
$71.9K - $83K
|
16.3K
$4.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
368+ 3.25% |
$71.7K - $82.7K
|
11.7K
$3.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
367+ 0.42% |
$71.5K - $82.5K
|
87.4K
$24.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
362+ 99.45% |
$70.6K - $81.4K
|
726
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
362+ 4.6% |
$70.6K - $81.4K
|
8.23K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
361+ 35.5% |
$70.4K - $81.2K
|
1.38K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
360+ 5.87% |
$70.2K - $80.9K
|
6.49K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
359+ 6.23% |
$70K - $80.7K
|
6.13K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
358+ 3.39% |
$69.8K - $80.5K
|
10.9K
$3.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
357+ 1.93% |
$69.6K - $80.3K
|
18.8K
$5.34M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
357+ 0.96% |
$69.6K - $80.3K
|
37.7K
$10.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
355+ 5.78% |
$69.2K - $79.8K
|
6.49K
$1.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
354+ 28.3% |
$69K - $79.6K
|
1.61K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
354+ 3.79% |
$69K - $79.6K
|
9.68K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
353+ 2.42% |
$68.8K - $79.4K
|
14.9K
$4.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
353+ 6.45% |
$68.8K - $79.4K
|
5.83K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
351+ 20.29% |
$68.4K - $78.9K
|
2.08K
$589K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
351+ 1.52% |
$68.4K - $78.9K
|
23.5K
$6.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
350+ 5.15% |
$68.2K - $78.7K
|
7.15K
$2.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
350+ 8.37% |
$68.2K - $78.7K
|
4.53K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
350+ 9.86% |
$68.2K - $78.7K
|
3.9K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
346+ 10.25% |
$67.4K - $77.8K
|
3.72K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
343+ 4.64% |
$66.9K - $77.1K
|
7.74K
$2.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
343+ 11.49% |
$66.9K - $77.1K
|
3.33K
$943K
|