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
|
Grant
|
BUY
|
- |
164+ 1.8% |
$32K - $36.9K
|
9.28K
$2.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
164+ 2.57% |
$32K - $36.9K
|
6.54K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
164+ 3.32% |
$32K - $36.9K
|
5.1K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
164+ 0.1% |
$32K - $36.9K
|
157K
$38.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
163+ 4.94% |
$31.8K - $36.6K
|
3.46K
$841K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
162+ 0.67% |
$31.6K - $36.4K
|
24.4K
$5.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
162+ 0.5% |
$31.6K - $36.4K
|
32.7K
$7.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
161+ 7.6% |
$31.4K - $36.2K
|
2.28K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
161+ 0.38% |
$31.4K - $36.2K
|
42.8K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
160+ 2.48% |
$31.2K - $36K
|
6.62K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
159+ 2.88% |
$31K - $35.7K
|
5.69K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
157+ 15.02% |
$30.6K - $35.3K
|
1.2K
$292K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
157+ 6.2% |
$30.6K - $35.3K
|
2.69K
$654K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
156+ 5.23% |
$30.4K - $35.1K
|
3.14K
$763K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
156+ 4.81% |
$30.4K - $35.1K
|
3.4K
$827K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
156+ 2.6% |
$30.4K - $35.1K
|
6.16K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
156+ 0.45% |
$30.4K - $35.1K
|
34.9K
$8.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
155+ 12.21% |
$30.2K - $34.8K
|
1.42K
$346K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
155+ 8.15% |
$30.2K - $34.8K
|
2.06K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
155+ 1.25% |
$30.2K - $34.8K
|
12.6K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
155+ 3.11% |
$30.2K - $34.8K
|
5.15K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
154+ 13.16% |
$30K - $34.6K
|
1.32K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
152+ 2.87% |
$29.6K - $34.2K
|
5.44K
$1.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
151+ 0.66% |
$29.4K - $33.9K
|
23.1K
$5.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
151+ 0.47% |
$29.4K - $33.9K
|
32.4K
$7.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
151+ 1.36% |
$29.4K - $33.9K
|
11.3K
$2.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
151+ 0.93% |
$29.4K - $33.9K
|
16.3K
$3.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
150+ 7.33% |
$29.2K - $33.7K
|
2.2K
$534K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
150+ 0.36% |
$29.2K - $33.7K
|
42.4K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
150+ 2.28% |
$29.2K - $33.7K
|
6.73K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
146+ 5.58% |
$28.5K - $32.8K
|
2.76K
$671K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
146+ 5.5% |
$28.5K - $32.8K
|
2.8K
$681K
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
145+ 0.61% |
$28.3K - $32.6K
|
23.9K
$5.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
144+ 2.75% |
$28.1K - $32.4K
|
5.38K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
144+ 6.2% |
$28.1K - $32.4K
|
2.47K
$600K
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
143+ 3.15% |
$27.9K - $32.1K
|
4.68K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
143+ 1.71% |
$27.9K - $32.1K
|
8.51K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
142+ 5.01% |
$27.7K - $31.9K
|
2.98K
$724K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
141+ 2.96% |
$27.5K - $31.7K
|
4.91K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
140+ 9.07% |
$27.3K - $31.5K
|
1.68K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
139+ 0.35% |
$27.1K - $31.2K
|
39.4K
$9.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
139+ 0.69% |
$27.1K - $31.2K
|
20.2K
$4.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
138+ 3.05% |
$26.9K - $31K
|
4.66K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
137+ 10.89% |
$26.7K - $30.8K
|
1.4K
$339K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
137+ 0.59% |
$26.7K - $30.8K
|
23.3K
$5.67M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
136+ 26.41% |
$26.5K - $30.6K
|
651
$158K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
136+ 3.07% |
$26.5K - $30.6K
|
4.57K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
135+ 0.96% |
$26.3K - $30.3K
|
14.3K
$3.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
133+ 3.86% |
$25.9K - $29.9K
|
3.58K
$869K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
133+ 3.95% |
$25.9K - $29.9K
|
3.5K
$850K
|