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 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
343+ 3.21% |
$66.9K - $77.1K
|
11K
$3.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
342+ 3.08% |
$66.7K - $76.9K
|
11.5K
$3.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
342+ 38.21% |
$66.7K - $76.9K
|
1.24K
$350K
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
342+ 26.13% |
$66.7K - $76.9K
|
1.65K
$467K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
341+ 3.52% |
$66.5K - $76.7K
|
10K
$2.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
336+ 5.62% |
$65.5K - $75.5K
|
6.32K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
332+ 3.08% |
$64.7K - $74.6K
|
11.1K
$3.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
332+ 0.78% |
$64.7K - $74.6K
|
42.7K
$12.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
331+ 10.45% |
$64.5K - $74.4K
|
3.5K
$991K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
330+ 31.07% |
$64.3K - $74.2K
|
1.39K
$394K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
330+ 0.93% |
$64.3K - $74.2K
|
35.9K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
330+ 11.98% |
$64.3K - $74.2K
|
3.09K
$874K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
328+ 3.64% |
$63.9K - $73.7K
|
9.35K
$2.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
326+ 23.1% |
$63.5K - $73.3K
|
1.74K
$492K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
326+ 1.28% |
$63.5K - $73.3K
|
25.7K
$7.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
325+ 12.85% |
$63.3K - $73.1K
|
2.85K
$808K
|
|
|
Nov 05, 2024
Q3 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
325+ 0.58% |
$63.3K - $73.1K
|
56.5K
$16M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
325+ 12.96% |
$63.3K - $73.1K
|
2.83K
$802K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
322+ 10.7% |
$62.8K - $72.4K
|
3.33K
$943K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
321+ 24.01% |
$62.6K - $72.2K
|
1.66K
$469K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
320+ 8.12% |
$62.4K - $71.9K
|
4.26K
$1.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
319+ 0.32% |
$62.2K - $71.7K
|
101K
$28.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
319+ 0.34% |
$62.2K - $71.7K
|
93.3K
$26.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
318+ 9.95% |
$62K - $71.5K
|
3.51K
$995K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
317+ 21.52% |
$61.8K - $71.3K
|
1.79K
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
317+ 0.75% |
$61.8K - $71.3K
|
42.5K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
316+ 0.53% |
$61.6K - $71K
|
59.5K
$16.9M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
314+ 0.26% |
$61.2K - $70.6K
|
121K
$34.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
313+ 19.86% |
$61K - $70.4K
|
1.89K
$535K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
311+ 1.5% |
$60.6K - $69.9K
|
21.1K
$5.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
311+ 20.84% |
$60.6K - $69.9K
|
1.8K
$511K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
311+ 0.44% |
$60.6K - $69.9K
|
71.7K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
310+ 5.49% |
$60.4K - $69.7K
|
5.96K
$1.69M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
309+ 12.03% |
$60.2K - $69.5K
|
2.88K
$815K
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
309+ 1.15% |
$60.2K - $69.5K
|
27.1K
$7.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
308+ 0.35% |
$60K - $69.2K
|
87.5K
$24.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
307+ 1.53% |
$59.8K - $69K
|
20.4K
$5.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
305+ 0.9% |
$59.4K - $68.6K
|
34K
$9.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
304+ 0.76% |
$59.2K - $68.3K
|
40.1K
$11.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
303+ 3.34% |
$59.1K - $68.1K
|
9.37K
$2.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
303+ 1.04% |
$59.1K - $68.1K
|
29.5K
$8.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
301+ 29.34% |
$58.7K - $67.7K
|
1.33K
$376K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
300+ 14.12% |
$58.5K - $67.4K
|
2.42K
$686K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
298+ 0.96% |
$58.1K - $67K
|
31.2K
$8.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
297+ 5.58% |
$57.9K - $66.8K
|
5.62K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
296+ 0.51% |
$57.7K - $66.5K
|
58.7K
$16.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
294+ 6.62% |
$57.3K - $66.1K
|
4.74K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
294+ 2.61% |
$57.3K - $66.1K
|
11.5K
$3.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
293+ 4.52% |
$57.1K - $65.9K
|
6.78K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
293+ 0.62% |
$57.1K - $65.9K
|
47.2K
$13.4M
|