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 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
210+ 0.84% |
$40.9K - $47.2K
|
25.1K
$7.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
210+ 4.51% |
$40.9K - $47.2K
|
4.86K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
210+ 1.03% |
$40.9K - $47.2K
|
20.5K
$5.93M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
209+ 0.76% |
$40.7K - $47K
|
27.8K
$8.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
209+ 4.23% |
$40.7K - $47K
|
5.15K
$1.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
209+ 4.91% |
$40.7K - $47K
|
4.47K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
208+ 0.64% |
$40.5K - $46.8K
|
32.9K
$9.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
208+ 4.07% |
$40.5K - $46.8K
|
5.32K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
208+ 8.77% |
$40.5K - $46.8K
|
2.58K
$745K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
207+ 1.07% |
$40.3K - $46.5K
|
19.5K
$5.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
207+ 0.55% |
$40.3K - $46.5K
|
37.7K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
207+ 5.47% |
$40.3K - $46.5K
|
3.99K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
206+ 9.38% |
$40.1K - $46.3K
|
2.4K
$693K
|
|
|
Nov 08, 2024
Q3 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
204+ 3.17% |
$39.8K - $45.9K
|
6.64K
$1.92M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
204+ 1.38% |
$39.8K - $45.9K
|
15K
$4.34M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
203+ 3.75% |
$39.6K - $45.6K
|
5.62K
$1.62M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
203+ 0.9% |
$39.6K - $45.6K
|
22.7K
$6.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
203+ 1.84% |
$39.6K - $45.6K
|
11.3K
$3.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
203+ 1.83% |
$39.6K - $45.6K
|
11.3K
$3.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
202+ 0.3% |
$39.4K - $45.4K
|
68.5K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
202+ 3.97% |
$39.4K - $45.4K
|
5.29K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
202+ 17.25% |
$39.4K - $45.4K
|
1.37K
$396K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
201+ 1.95% |
$39.2K - $45.2K
|
10.5K
$3.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
201+ 4.39% |
$39.2K - $45.2K
|
4.78K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
200+ 3.98% |
$39K - $45K
|
5.22K
$1.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$39K - $45K
|
200
$57.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
200+ 1.53% |
$39K - $45K
|
13.3K
$3.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
196+ 0.76% |
$38.2K - $44.1K
|
26K
$7.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
194+ 2.9% |
$37.8K - $43.6K
|
6.89K
$1.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
192+ 3.43% |
$37.4K - $43.2K
|
5.79K
$1.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
192+ 14.86% |
$37.4K - $43.2K
|
1.48K
$428K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
192+ 0.69% |
$37.4K - $43.2K
|
28K
$8.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
192+ 0.35% |
$37.4K - $43.2K
|
55.7K
$16.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
192+ 1.24% |
$37.4K - $43.2K
|
15.7K
$4.53M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
191+ 0.89% |
$37.2K - $42.9K
|
21.6K
$6.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
190+ 0.75% |
$37K - $42.7K
|
25.4K
$7.33M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
189+ 2.29% |
$36.8K - $42.5K
|
8.44K
$2.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
189+ 0.42% |
$36.8K - $42.5K
|
45.4K
$13.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
185+ 13.63% |
$36.1K - $41.6K
|
1.54K
$445K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
185+ 1.54% |
$36.1K - $41.6K
|
12.2K
$3.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
185+ 11.16% |
$36.1K - $41.6K
|
1.84K
$532K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
184+ 2.2% |
$35.9K - $41.4K
|
8.55K
$2.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
183+ 0.51% |
$35.7K - $41.1K
|
36K
$10.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
182+ 1.0% |
$35.5K - $40.9K
|
18.4K
$5.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
182+ 7.76% |
$35.5K - $40.9K
|
2.53K
$730K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
181+ 3.73% |
$35.3K - $40.7K
|
5.04K
$1.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
180+ 0.73% |
$35.1K - $40.5K
|
24.9K
$7.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
180+ 13.0% |
$35.1K - $40.5K
|
1.57K
$452K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
179+ 1.47% |
$34.9K - $40.2K
|
12.4K
$3.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
178+ 6.84% |
$34.7K - $40K
|
2.78K
$803K
|