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 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
319+ 0.34% |
$62.2K - $71.7K
|
93.3K
$22.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
318+ 9.95% |
$62K - $71.5K
|
3.51K
$854K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
317+ 21.52% |
$61.8K - $71.3K
|
1.79K
$435K
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
317+ 0.75% |
$61.8K - $71.3K
|
42.5K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
316+ 0.53% |
$61.6K - $71K
|
59.5K
$14.5M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
314+ 0.26% |
$61.2K - $70.6K
|
121K
$29.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
313+ 19.86% |
$61K - $70.4K
|
1.89K
$459K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
311+ 1.5% |
$60.6K - $69.9K
|
21.1K
$5.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
311+ 20.84% |
$60.6K - $69.9K
|
1.8K
$438K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
311+ 0.44% |
$60.6K - $69.9K
|
71.7K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
310+ 5.49% |
$60.4K - $69.7K
|
5.96K
$1.45M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
309+ 12.03% |
$60.2K - $69.5K
|
2.88K
$700K
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
309+ 1.15% |
$60.2K - $69.5K
|
27.1K
$6.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
308+ 0.35% |
$60K - $69.2K
|
87.5K
$21.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
307+ 1.53% |
$59.8K - $69K
|
20.4K
$4.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
305+ 0.9% |
$59.4K - $68.6K
|
34K
$8.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
304+ 0.76% |
$59.2K - $68.3K
|
40.1K
$9.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
303+ 3.34% |
$59.1K - $68.1K
|
9.37K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
303+ 1.04% |
$59.1K - $68.1K
|
29.5K
$7.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
301+ 29.34% |
$58.7K - $67.7K
|
1.33K
$323K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
300+ 14.12% |
$58.5K - $67.4K
|
2.42K
$589K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
298+ 0.96% |
$58.1K - $67K
|
31.2K
$7.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
297+ 5.58% |
$57.9K - $66.8K
|
5.62K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
296+ 0.51% |
$57.7K - $66.5K
|
58.7K
$14.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
294+ 6.62% |
$57.3K - $66.1K
|
4.74K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
294+ 2.61% |
$57.3K - $66.1K
|
11.5K
$2.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
293+ 4.52% |
$57.1K - $65.9K
|
6.78K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
293+ 0.62% |
$57.1K - $65.9K
|
47.2K
$11.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
293+ 1.7% |
$57.1K - $65.9K
|
17.5K
$4.26M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
292+ 1.15% |
$56.9K - $65.6K
|
25.7K
$6.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
291+ 1.31% |
$56.7K - $65.4K
|
22.4K
$5.45M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
291+ 1.45% |
$56.7K - $65.4K
|
20.3K
$4.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
290+ 2.87% |
$56.5K - $65.2K
|
10.4K
$2.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
290+ 1.45% |
$56.5K - $65.2K
|
20.3K
$4.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
289+ 0.81% |
$56.3K - $65K
|
35.8K
$8.7M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
289+ 1.24% |
$56.3K - $65K
|
23.5K
$5.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
289+ 0.74% |
$56.3K - $65K
|
39.2K
$9.54M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
288+ 1.35% |
$56.1K - $64.7K
|
21.7K
$5.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
288+ 0.91% |
$56.1K - $64.7K
|
31.9K
$7.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
287+ 23.6% |
$55.9K - $64.5K
|
1.5K
$365K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
286+ 1.0% |
$55.7K - $64.3K
|
29K
$7.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
284+ 1.25% |
$55.4K - $63.8K
|
23K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
284+ 5.45% |
$55.4K - $63.8K
|
5.5K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
281+ 1.1% |
$54.8K - $63.2K
|
25.9K
$6.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
280+ 0.28% |
$54.6K - $62.9K
|
102K
$24.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
280+ 1.59% |
$54.6K - $62.9K
|
17.9K
$4.34M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
277+ 4.53% |
$54K - $62.3K
|
6.39K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
276+ 6.52% |
$53.8K - $62K
|
4.51K
$1.1M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
275+ 3.2% |
$53.6K - $61.8K
|
8.86K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
273+ 11.37% |
$53.2K - $61.4K
|
2.68K
$650K
|