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 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
273+ 4.41% |
$53.2K - $61.4K
|
6.46K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
272+ 0.96% |
$53K - $61.1K
|
28.7K
$6.88M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
271+ 8.52% |
$52.8K - $60.9K
|
3.45K
$828K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
268+ 0.88% |
$52.2K - $60.2K
|
30.6K
$7.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
267+ 3.58% |
$52K - $60K
|
7.72K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
267+ 2.45% |
$52K - $60K
|
11.2K
$2.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
266+ 3.41% |
$51.8K - $59.8K
|
8.07K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
264+ 1.52% |
$51.5K - $59.3K
|
17.6K
$4.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
264+ 9.15% |
$51.5K - $59.3K
|
3.15K
$755K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
264+ 3.73% |
$51.5K - $59.3K
|
7.34K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
264+ 2.64% |
$51.5K - $59.3K
|
10.3K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
261+ 1.37% |
$50.9K - $58.7K
|
19.4K
$4.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
260+ 22.38% |
$50.7K - $58.4K
|
1.42K
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
258+ 4.1% |
$50.3K - $58K
|
6.55K
$1.57M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
258+ 4.71% |
$50.3K - $58K
|
5.74K
$1.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
257+ 7.4% |
$50.1K - $57.8K
|
3.73K
$895K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
257+ 3.45% |
$50.1K - $57.8K
|
7.7K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
257+ 2.24% |
$50.1K - $57.8K
|
11.7K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
257+ 8.76% |
$50.1K - $57.8K
|
3.19K
$765K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
256+ 3.67% |
$49.9K - $57.5K
|
7.23K
$1.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
255+ 1.99% |
$49.7K - $57.3K
|
13K
$3.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
255+ 1.68% |
$49.7K - $57.3K
|
15.4K
$3.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
254+ 1.26% |
$49.5K - $57.1K
|
20.4K
$4.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
252+ 5.27% |
$49.1K - $56.6K
|
5.04K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
252+ 1.68% |
$49.1K - $56.6K
|
15.2K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
252+ 0.51% |
$49.1K - $56.6K
|
50.1K
$12M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
251+ 4.45% |
$48.9K - $56.4K
|
5.9K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
250+ 3.38% |
$48.7K - $56.2K
|
7.65K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
250+ 0.88% |
$48.7K - $56.2K
|
28.7K
$6.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
249+ 3.47% |
$48.5K - $56K
|
7.43K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
246+ 0.76% |
$47.9K - $55.3K
|
32.6K
$7.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
242+ 15.45% |
$47.2K - $54.4K
|
1.81K
$434K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
241+ 16.86% |
$47K - $54.2K
|
1.67K
$401K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
240+ 1.64% |
$46.8K - $54K
|
14.8K
$3.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
239+ 19.06% |
$46.6K - $53.7K
|
1.49K
$358K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
239+ 4.91% |
$46.6K - $53.7K
|
5.11K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
237+ 1.75% |
$46.2K - $53.3K
|
13.8K
$3.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
237+ 18.13% |
$46.2K - $53.3K
|
1.54K
$370K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
236+ 0.79% |
$46K - $53.1K
|
30K
$7.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
236+ 1.42% |
$46K - $53.1K
|
16.8K
$4.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
235+ 2.72% |
$45.8K - $52.8K
|
8.89K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
234+ 0.53% |
$45.6K - $52.6K
|
44.6K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
234+ 2.14% |
$45.6K - $52.6K
|
11.2K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
234+ 1.03% |
$45.6K - $52.6K
|
23K
$5.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
232+ 2.04% |
$45.2K - $52.2K
|
11.6K
$2.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
230+ 10.58% |
$44.8K - $51.7K
|
2.4K
$576K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
230+ 13.14% |
$44.8K - $51.7K
|
1.98K
$475K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
229+ 3.08% |
$44.6K - $51.5K
|
7.66K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
226+ 5.08% |
$44K - $50.8K
|
4.68K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
226+ 5.58% |
$44K - $50.8K
|
4.28K
$1.03M
|