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 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
293+ 1.7% |
$57.1K - $65.9K
|
17.5K
$5.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
292+ 1.15% |
$56.9K - $65.6K
|
25.7K
$7.41M
|
|
|
Nov 15, 2024
Q3 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
291+ 1.31% |
$56.7K - $65.4K
|
22.4K
$6.47M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
291+ 1.45% |
$56.7K - $65.4K
|
20.3K
$5.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
290+ 2.87% |
$56.5K - $65.2K
|
10.4K
$3M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
290+ 1.45% |
$56.5K - $65.2K
|
20.3K
$5.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
289+ 0.81% |
$56.3K - $65K
|
35.8K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
289+ 1.24% |
$56.3K - $65K
|
23.5K
$6.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
BUY
|
- |
289+ 0.74% |
$56.3K - $65K
|
39.2K
$11.3M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
288+ 1.35% |
$56.1K - $64.7K
|
21.7K
$6.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
288+ 0.91% |
$56.1K - $64.7K
|
31.9K
$9.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
287+ 23.6% |
$55.9K - $64.5K
|
1.5K
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
286+ 1.0% |
$55.7K - $64.3K
|
29K
$8.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
284+ 1.25% |
$55.4K - $63.8K
|
23K
$6.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
284+ 5.45% |
$55.4K - $63.8K
|
5.5K
$1.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
281+ 1.1% |
$54.8K - $63.2K
|
25.9K
$7.48M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
280+ 0.28% |
$54.6K - $62.9K
|
102K
$29.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
280+ 1.59% |
$54.6K - $62.9K
|
17.9K
$5.15M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
277+ 4.53% |
$54K - $62.3K
|
6.39K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
276+ 6.52% |
$53.8K - $62K
|
4.51K
$1.3M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
275+ 3.2% |
$53.6K - $61.8K
|
8.86K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
273+ 11.37% |
$53.2K - $61.4K
|
2.68K
$772K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
273+ 4.41% |
$53.2K - $61.4K
|
6.46K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
272+ 0.96% |
$53K - $61.1K
|
28.7K
$8.29M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
271+ 8.52% |
$52.8K - $60.9K
|
3.45K
$997K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
268+ 0.88% |
$52.2K - $60.2K
|
30.6K
$8.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
BUY
|
- |
267+ 3.58% |
$52K - $60K
|
7.72K
$2.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
267+ 2.45% |
$52K - $60K
|
11.2K
$3.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
266+ 3.41% |
$51.8K - $59.8K
|
8.07K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
264+ 1.52% |
$51.5K - $59.3K
|
17.6K
$5.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
264+ 9.15% |
$51.5K - $59.3K
|
3.15K
$909K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
264+ 3.73% |
$51.5K - $59.3K
|
7.34K
$2.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
264+ 2.64% |
$51.5K - $59.3K
|
10.3K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
261+ 1.37% |
$50.9K - $58.7K
|
19.4K
$5.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
260+ 22.38% |
$50.7K - $58.4K
|
1.42K
$411K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
258+ 4.1% |
$50.3K - $58K
|
6.55K
$1.89M
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
258+ 4.71% |
$50.3K - $58K
|
5.74K
$1.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
257+ 7.4% |
$50.1K - $57.8K
|
3.73K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
257+ 3.45% |
$50.1K - $57.8K
|
7.7K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
257+ 2.24% |
$50.1K - $57.8K
|
11.7K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
257+ 8.76% |
$50.1K - $57.8K
|
3.19K
$921K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
256+ 3.67% |
$49.9K - $57.5K
|
7.23K
$2.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
255+ 1.99% |
$49.7K - $57.3K
|
13K
$3.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
255+ 1.68% |
$49.7K - $57.3K
|
15.4K
$4.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
254+ 1.26% |
$49.5K - $57.1K
|
20.4K
$5.89M
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
253+ 21.87% |
$49.3K - $56.9K
|
1.41K
$407K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
252+ 5.27% |
$49.1K - $56.6K
|
5.04K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
252+ 1.68% |
$49.1K - $56.6K
|
15.2K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
252+ 0.51% |
$49.1K - $56.6K
|
50.1K
$14.5M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
251+ 4.45% |
$48.9K - $56.4K
|
5.9K
$1.7M
|