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 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
226+ 1.57% |
$44K - $50.8K
|
14.6K
$3.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
226+ 0.55% |
$44K - $50.8K
|
41.1K
$9.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
225+ 3.81% |
$43.9K - $50.6K
|
6.13K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Lincluden Management LTD
Mississauga, A6 |
BUY
|
- |
225+ 0.89% |
$43.9K - $50.6K
|
25.4K
$6.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
225+ 0.75% |
$43.9K - $50.6K
|
30.2K
$7.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
224+ 18.54% |
$43.7K - $50.4K
|
1.43K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
223+ 2.92% |
$43.5K - $50.1K
|
7.85K
$1.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
222+ 0.99% |
$43.3K - $49.9K
|
22.7K
$5.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
220+ 4.29% |
$42.9K - $49.5K
|
5.35K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
218+ 8.13% |
$42.5K - $49K
|
2.9K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
218+ 0.65% |
$42.5K - $49K
|
33.8K
$8.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
217+ 6.42% |
$42.3K - $48.8K
|
3.6K
$874K
|
|
|
Oct 21, 2024
Q3 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
216+ 0.74% |
$42.1K - $48.6K
|
29.5K
$7.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
216+ 2.98% |
$42.1K - $48.6K
|
7.46K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
216+ 3.72% |
$42.1K - $48.6K
|
6.02K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
215+ 16.21% |
$41.9K - $48.3K
|
1.54K
$375K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
215+ 11.26% |
$41.9K - $48.3K
|
2.12K
$516K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
215New |
$41.9K - $48.3K
|
215
$52.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
215+ 2.49% |
$41.9K - $48.3K
|
8.84K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
214+ 1.96% |
$41.7K - $48.1K
|
11.1K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
214+ 2.59% |
$41.7K - $48.1K
|
8.47K
$2.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
213+ 2.06% |
$41.5K - $47.9K
|
10.5K
$2.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
212New |
$41.3K - $47.7K
|
212
$51.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
212New |
$41.3K - $47.7K
|
212
$51.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
211+ 7.45% |
$41.1K - $47.4K
|
3.04K
$740K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
210+ 0.84% |
$40.9K - $47.2K
|
25.1K
$6.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
210+ 4.51% |
$40.9K - $47.2K
|
4.86K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
210+ 1.03% |
$40.9K - $47.2K
|
20.5K
$4.99M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
209+ 0.76% |
$40.7K - $47K
|
27.8K
$6.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
209+ 4.23% |
$40.7K - $47K
|
5.15K
$1.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
209+ 4.91% |
$40.7K - $47K
|
4.47K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
208+ 0.64% |
$40.5K - $46.8K
|
32.9K
$8M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
208+ 4.07% |
$40.5K - $46.8K
|
5.32K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
208+ 8.77% |
$40.5K - $46.8K
|
2.58K
$627K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
207+ 1.07% |
$40.3K - $46.5K
|
19.5K
$4.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
207+ 0.55% |
$40.3K - $46.5K
|
37.7K
$9.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
207+ 5.47% |
$40.3K - $46.5K
|
3.99K
$970K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
206+ 9.38% |
$40.1K - $46.3K
|
2.4K
$584K
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
204+ 3.17% |
$39.8K - $45.9K
|
6.64K
$1.61M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
204+ 1.38% |
$39.8K - $45.9K
|
15K
$3.65M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
203+ 3.75% |
$39.6K - $45.6K
|
5.62K
$1.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
203+ 0.9% |
$39.6K - $45.6K
|
22.7K
$5.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
203+ 1.84% |
$39.6K - $45.6K
|
11.3K
$2.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
203+ 1.83% |
$39.6K - $45.6K
|
11.3K
$2.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
202+ 0.3% |
$39.4K - $45.4K
|
68.5K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
202+ 3.97% |
$39.4K - $45.4K
|
5.29K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
202+ 17.25% |
$39.4K - $45.4K
|
1.37K
$334K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
201+ 1.95% |
$39.2K - $45.2K
|
10.5K
$2.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
201+ 4.39% |
$39.2K - $45.2K
|
4.78K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
200+ 3.98% |
$39K - $45K
|
5.22K
$1.27M
|