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 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
177+ 13.79% |
$34.5K - $39.8K
|
1.46K
$422K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
176+ 2.03% |
$34.3K - $39.6K
|
8.84K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
176+ 3.37% |
$34.3K - $39.6K
|
5.4K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
175New |
$34.1K - $39.3K
|
175
$50.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
175+ 11.8% |
$34.1K - $39.3K
|
1.66K
$479K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
175+ 0.53% |
$34.1K - $39.3K
|
33.2K
$9.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
175+ 2.01% |
$34.1K - $39.3K
|
8.9K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
175+ 4.13% |
$34.1K - $39.3K
|
4.42K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
173+ 3.53% |
$33.7K - $38.9K
|
5.07K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
172+ 0.95% |
$33.5K - $38.7K
|
18.3K
$5.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
171+ 17.27% |
$33.3K - $38.4K
|
1.16K
$335K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
171+ 2.05% |
$33.3K - $38.4K
|
8.53K
$2.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
170+ 0.78% |
$33.1K - $38.2K
|
21.8K
$6.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
170+ 0.95% |
$33.1K - $38.2K
|
18K
$5.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
BUY
|
- |
170+ 0.58% |
$33.1K - $38.2K
|
29.6K
$8.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
170+ 7.32% |
$33.1K - $38.2K
|
2.49K
$720K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
170+ 0.74% |
$33.1K - $38.2K
|
23.2K
$6.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
168+ 0.59% |
$32.7K - $37.8K
|
28.7K
$8.29M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
168+ 1.99% |
$32.7K - $37.8K
|
8.6K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
168+ 2.13% |
$32.7K - $37.8K
|
8.07K
$2.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
167+ 1.08% |
$32.5K - $37.5K
|
15.7K
$4.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
166+ 1.36% |
$32.4K - $37.3K
|
12.4K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
166+ 4.71% |
$32.4K - $37.3K
|
3.69K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
165+ 16.58% |
$32.2K - $37.1K
|
1.16K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
165+ 15.43% |
$32.2K - $37.1K
|
1.23K
$356K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
164+ 1.8% |
$32K - $36.9K
|
9.28K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
164+ 2.57% |
$32K - $36.9K
|
6.54K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
164+ 3.32% |
$32K - $36.9K
|
5.1K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
164+ 0.1% |
$32K - $36.9K
|
157K
$45.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
163+ 4.94% |
$31.8K - $36.6K
|
3.46K
$999K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
162+ 0.67% |
$31.6K - $36.4K
|
24.4K
$7.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
162+ 0.5% |
$31.6K - $36.4K
|
32.7K
$9.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
161+ 7.6% |
$31.4K - $36.2K
|
2.28K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
161+ 0.38% |
$31.4K - $36.2K
|
42.8K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
160+ 2.48% |
$31.2K - $36K
|
6.62K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
159+ 2.88% |
$31K - $35.7K
|
5.69K
$1.64M
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
157+ 15.02% |
$30.6K - $35.3K
|
1.2K
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
157+ 6.2% |
$30.6K - $35.3K
|
2.69K
$776K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
156+ 5.23% |
$30.4K - $35.1K
|
3.14K
$906K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
156+ 4.81% |
$30.4K - $35.1K
|
3.4K
$982K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
156+ 2.6% |
$30.4K - $35.1K
|
6.16K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
156+ 0.45% |
$30.4K - $35.1K
|
34.9K
$10.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
155+ 12.21% |
$30.2K - $34.8K
|
1.42K
$411K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
155+ 8.15% |
$30.2K - $34.8K
|
2.06K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
155+ 1.25% |
$30.2K - $34.8K
|
12.6K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
155+ 3.11% |
$30.2K - $34.8K
|
5.15K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
154+ 13.16% |
$30K - $34.6K
|
1.32K
$382K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
152+ 2.87% |
$29.6K - $34.2K
|
5.44K
$1.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
151+ 0.66% |
$29.4K - $33.9K
|
23.1K
$6.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
151+ 0.47% |
$29.4K - $33.9K
|
32.4K
$9.37M
|