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 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
250+ 3.38% |
$48.7K - $56.2K
|
7.65K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
250+ 0.88% |
$48.7K - $56.2K
|
28.7K
$8.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
249+ 3.47% |
$48.5K - $56K
|
7.43K
$2.14M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
249+ 8.34% |
$48.5K - $56K
|
3.24K
$934K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
246+ 0.76% |
$47.9K - $55.3K
|
32.6K
$9.41M
|
|
|
Apr 08, 2025
Q3 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
246+ 15.76% |
$47.9K - $55.3K
|
1.81K
$522K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
242+ 15.45% |
$47.2K - $54.4K
|
1.81K
$522K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
241+ 16.86% |
$47K - $54.2K
|
1.67K
$482K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
240+ 1.64% |
$46.8K - $54K
|
14.8K
$4.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
239+ 19.06% |
$46.6K - $53.7K
|
1.49K
$431K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
239+ 4.91% |
$46.6K - $53.7K
|
5.11K
$1.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
237+ 1.75% |
$46.2K - $53.3K
|
13.8K
$3.97M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
237+ 18.13% |
$46.2K - $53.3K
|
1.54K
$446K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
236+ 0.79% |
$46K - $53.1K
|
30K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
236+ 1.42% |
$46K - $53.1K
|
16.8K
$4.86M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
235+ 2.72% |
$45.8K - $52.8K
|
8.89K
$2.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
234+ 0.53% |
$45.6K - $52.6K
|
44.6K
$12.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
234+ 2.14% |
$45.6K - $52.6K
|
11.2K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
234+ 1.03% |
$45.6K - $52.6K
|
23K
$6.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
232+ 2.04% |
$45.2K - $52.2K
|
11.6K
$3.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
230+ 10.58% |
$44.8K - $51.7K
|
2.4K
$694K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
230+ 13.14% |
$44.8K - $51.7K
|
1.98K
$572K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
229+ 3.08% |
$44.6K - $51.5K
|
7.66K
$2.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
226+ 5.08% |
$44K - $50.8K
|
4.68K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
226+ 5.58% |
$44K - $50.8K
|
4.28K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
226+ 1.57% |
$44K - $50.8K
|
14.6K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
226+ 0.55% |
$44K - $50.8K
|
41.1K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
225+ 3.81% |
$43.9K - $50.6K
|
6.13K
$1.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
225+ 0.89% |
$43.9K - $50.6K
|
25.4K
$7.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
225+ 0.75% |
$43.9K - $50.6K
|
30.2K
$8.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
224+ 18.54% |
$43.7K - $50.4K
|
1.43K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
223+ 2.92% |
$43.5K - $50.1K
|
7.85K
$2.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
222+ 0.99% |
$43.3K - $49.9K
|
22.7K
$6.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
220+ 4.29% |
$42.9K - $49.5K
|
5.35K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
218+ 8.13% |
$42.5K - $49K
|
2.9K
$838K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
218+ 0.65% |
$42.5K - $49K
|
33.8K
$9.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
217+ 6.42% |
$42.3K - $48.8K
|
3.6K
$1.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
216+ 0.74% |
$42.1K - $48.6K
|
29.5K
$8.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
216+ 2.98% |
$42.1K - $48.6K
|
7.46K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
216+ 3.72% |
$42.1K - $48.6K
|
6.02K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
215+ 16.21% |
$41.9K - $48.3K
|
1.54K
$445K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
215+ 11.26% |
$41.9K - $48.3K
|
2.12K
$613K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
215New |
$41.9K - $48.3K
|
215
$62.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
215+ 2.49% |
$41.9K - $48.3K
|
8.84K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
214+ 1.96% |
$41.7K - $48.1K
|
11.1K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
214+ 2.59% |
$41.7K - $48.1K
|
8.47K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
213+ 2.06% |
$41.5K - $47.9K
|
10.5K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
212New |
$41.3K - $47.7K
|
212
$61.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
212New |
$41.3K - $47.7K
|
212
$61.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
211+ 7.45% |
$41.1K - $47.4K
|
3.04K
$879K
|