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 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
200New |
$39K - $45K
|
200
$48.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
200+ 1.53% |
$39K - $45K
|
13.3K
$3.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
196+ 0.76% |
$38.2K - $44.1K
|
26K
$6.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
194+ 2.9% |
$37.8K - $43.6K
|
6.89K
$1.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
192+ 3.43% |
$37.4K - $43.2K
|
5.79K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Tuttle Capital Management, LLC
|
BUY
|
- |
192+ 14.86% |
$37.4K - $43.2K
|
1.48K
$361K
|
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
192+ 0.69% |
$37.4K - $43.2K
|
28K
$6.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
192+ 0.35% |
$37.4K - $43.2K
|
55.7K
$13.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
192+ 1.24% |
$37.4K - $43.2K
|
15.7K
$3.81M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
191+ 0.89% |
$37.2K - $42.9K
|
21.6K
$5.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
190+ 0.75% |
$37K - $42.7K
|
25.4K
$6.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
189+ 2.29% |
$36.8K - $42.5K
|
8.44K
$2.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
189+ 0.42% |
$36.8K - $42.5K
|
45.4K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
185+ 13.63% |
$36.1K - $41.6K
|
1.54K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
185+ 1.54% |
$36.1K - $41.6K
|
12.2K
$2.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
185+ 11.16% |
$36.1K - $41.6K
|
1.84K
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
184+ 2.2% |
$35.9K - $41.4K
|
8.55K
$2.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
183+ 0.51% |
$35.7K - $41.1K
|
36K
$8.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
182+ 1.0% |
$35.5K - $40.9K
|
18.4K
$4.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
182+ 7.76% |
$35.5K - $40.9K
|
2.53K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
181+ 3.73% |
$35.3K - $40.7K
|
5.04K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
180+ 0.73% |
$35.1K - $40.5K
|
24.9K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
180+ 13.0% |
$35.1K - $40.5K
|
1.57K
$380K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
179+ 1.47% |
$34.9K - $40.2K
|
12.4K
$3.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
178+ 6.84% |
$34.7K - $40K
|
2.78K
$676K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
177+ 13.79% |
$34.5K - $39.8K
|
1.46K
$355K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
176+ 2.03% |
$34.3K - $39.6K
|
8.84K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
176+ 3.37% |
$34.3K - $39.6K
|
5.4K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
175New |
$34.1K - $39.3K
|
175
$42.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
175+ 11.8% |
$34.1K - $39.3K
|
1.66K
$403K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
175+ 0.53% |
$34.1K - $39.3K
|
33.2K
$8.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
175+ 2.01% |
$34.1K - $39.3K
|
8.9K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
175+ 4.13% |
$34.1K - $39.3K
|
4.42K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
173+ 3.53% |
$33.7K - $38.9K
|
5.07K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
172+ 0.95% |
$33.5K - $38.7K
|
18.3K
$4.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
171+ 17.27% |
$33.3K - $38.4K
|
1.16K
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
171+ 2.05% |
$33.3K - $38.4K
|
8.53K
$2.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
170+ 0.78% |
$33.1K - $38.2K
|
21.8K
$5.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
170+ 0.95% |
$33.1K - $38.2K
|
18K
$4.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
BUY
|
- |
170+ 0.58% |
$33.1K - $38.2K
|
29.6K
$7.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
170+ 7.32% |
$33.1K - $38.2K
|
2.49K
$606K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
170+ 0.74% |
$33.1K - $38.2K
|
23.2K
$5.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
168+ 0.59% |
$32.7K - $37.8K
|
28.7K
$6.98M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
168+ 1.99% |
$32.7K - $37.8K
|
8.6K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
168+ 2.13% |
$32.7K - $37.8K
|
8.07K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
167+ 1.08% |
$32.5K - $37.5K
|
15.7K
$3.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
166+ 1.36% |
$32.4K - $37.3K
|
12.4K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
166+ 4.71% |
$32.4K - $37.3K
|
3.69K
$897K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
165+ 16.58% |
$32.2K - $37.1K
|
1.16K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
165+ 15.43% |
$32.2K - $37.1K
|
1.23K
$300K
|