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 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
132+ 4.93% |
$25.7K - $29.7K
|
2.81K
$683K
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
131+ 12.28% |
$25.5K - $29.4K
|
1.2K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
131+ 2.25% |
$25.5K - $29.4K
|
5.96K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
129+ 1.11% |
$25.1K - $29K
|
11.7K
$2.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
129+ 9.91% |
$25.1K - $29K
|
1.43K
$348K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
128+ 1.07% |
$24.9K - $28.8K
|
12.1K
$2.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
128+ 2.25% |
$24.9K - $28.8K
|
5.83K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
128+ 0.03% |
$24.9K - $28.8K
|
401K
$97.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
127+ 3.44% |
$24.8K - $28.5K
|
3.82K
$929K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
126+ 0.21% |
$24.6K - $28.3K
|
59.3K
$14.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
126New |
$24.6K - $28.3K
|
126
$30.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
126+ 11.73% |
$24.6K - $28.3K
|
1.2K
$292K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
125+ 2.6% |
$24.4K - $28.1K
|
4.93K
$1.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
124+ 6.52% |
$24.2K - $27.9K
|
2.03K
$493K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
124+ 1.0% |
$24.2K - $27.9K
|
12.5K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
124+ 0.62% |
$24.2K - $27.9K
|
20.3K
$4.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
123+ 2.46% |
$24K - $27.7K
|
5.12K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
123+ 10.68% |
$24K - $27.7K
|
1.28K
$310K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
122+ 0.42% |
$23.8K - $27.4K
|
29.3K
$7.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
122+ 2.14% |
$23.8K - $27.4K
|
5.81K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
122+ 0.87% |
$23.8K - $27.4K
|
14.2K
$3.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
121+ 0.21% |
$23.6K - $27.2K
|
57.5K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
121+ 0.79% |
$23.6K - $27.2K
|
15.4K
$3.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
120+ 14.91% |
$23.4K - $27K
|
925
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
120+ 2.08% |
$23.4K - $27K
|
5.89K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
120New |
$23.4K - $27K
|
120
$29.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
120+ 0.45% |
$23.4K - $27K
|
26.6K
$6.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
120+ 1.37% |
$23.4K - $27K
|
8.89K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
118+ 3.45% |
$23K - $26.5K
|
3.53K
$859K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
118+ 1.19% |
$23K - $26.5K
|
10.1K
$2.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
117+ 2.14% |
$22.8K - $26.3K
|
5.59K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
117+ 3.1% |
$22.8K - $26.3K
|
3.89K
$947K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
117+ 1.03% |
$22.8K - $26.3K
|
11.5K
$2.8M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
117+ 3.0% |
$22.8K - $26.3K
|
4.02K
$977K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
116+ 1.7% |
$22.6K - $26.1K
|
6.92K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
116+ 0.33% |
$22.6K - $26.1K
|
35.6K
$8.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
116+ 0.59% |
$22.6K - $26.1K
|
19.8K
$4.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.09% |
$22.4K - $25.9K
|
130K
$31.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
115+ 0.51% |
$22.4K - $25.9K
|
22.6K
$5.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
114+ 4.5% |
$22.2K - $25.6K
|
2.65K
$644K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
113+ 0.87% |
$22K - $25.4K
|
13K
$3.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
113+ 0.51% |
$22K - $25.4K
|
22.4K
$5.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
112+ 7.34% |
$21.8K - $25.2K
|
1.64K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
111+ 1.34% |
$21.6K - $25K
|
8.37K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
111+ 8.39% |
$21.6K - $25K
|
1.43K
$349K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
110+ 2.14% |
$21.4K - $24.7K
|
5.26K
$1.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
108+ 3.43% |
$21K - $24.3K
|
3.26K
$792K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
108+ 2.64% |
$21K - $24.3K
|
4.2K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
106+ 1.84% |
$20.7K - $23.8K
|
5.86K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
105+ 0.67% |
$20.5K - $23.6K
|
15.9K
$3.85M
|