Purchases and Sales Made in Q3 2024 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 21, 2024 Q3 2024
Wealth Management Partners, LLC

BUY
 -
151
+ 1.36%
$29.4K - $33.9K
11.3K $3.25M
Oct 24, 2024 Q3 2024
Tci Wealth Advisors, Inc.

BUY
 -
151
+ 0.93%
$29.4K - $33.9K
16.3K $4.71M
Oct 09, 2024 Q3 2024
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
150
+ 7.33%
$29.2K - $33.7K
2.2K $634K
Oct 24, 2024 Q3 2024
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
150
+ 0.36%
$29.2K - $33.7K
42.4K $12.2M
Nov 14, 2024 Q3 2024
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
150
+ 2.28%
$29.2K - $33.7K
6.73K $1.94M
Oct 16, 2024 Q3 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
146
+ 5.58%
$28.5K - $32.8K
2.76K $797K
Oct 22, 2024 Q3 2024
Detalus Advisors, LLC

BUY
 -
146
+ 5.5%
$28.5K - $32.8K
2.8K $808K
Oct 31, 2024 Q3 2024
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
145
+ 0.61%
$28.3K - $32.6K
23.9K $6.89M
Oct 11, 2024 Q3 2024
Oxler Private Wealth LLC

New York, NY
BUY
 -
144
+ 2.75%
$28.1K - $32.4K
5.38K $1.55M
Nov 12, 2024 Q3 2024
Westshore Wealth, LLC

BUY
 -
144
+ 6.2%
$28.1K - $32.4K
2.47K $713K
Nov 08, 2024 Q3 2024
Private Portfolio Partners LLC

BUY
 -
143
+ 1.71%
$27.9K - $32.1K
8.51K $2.46M
Oct 15, 2024 Q3 2024
Edge Rock Capital LLC

BUY
 -
142
+ 5.01%
$27.7K - $31.9K
2.98K $860K
Oct 18, 2024 Q3 2024
Cedrus LLC

Littleton, CO
BUY
 -
141
+ 2.96%
$27.5K - $31.7K
4.91K $1.42M
Nov 04, 2024 Q3 2024
Sharp Financial Services, LLC

Horsham, PA
BUY
 -
140
+ 9.07%
$27.3K - $31.5K
1.68K $486K
Nov 13, 2024 Q3 2024
Mirabaud Asset Management LTD

London, X0
BUY
 -
139
+ 0.35%
$27.1K - $31.2K
39.4K $11.4M
Nov 14, 2024 Q3 2024
Acropolis Investment Management, LLC

BUY
 -
139
+ 0.69%
$27.1K - $31.2K
20.2K $5.84M
Nov 12, 2024 Q3 2024
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
138
+ 3.05%
$26.9K - $31K
4.66K $1.35M
Oct 15, 2024 Q3 2024
Ccg Wealth Management, LLC

BUY
 -
137
+ 10.89%
$26.7K - $30.8K
1.4K $403K
Oct 16, 2024 Q3 2024
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
137
+ 0.59%
$26.7K - $30.8K
23.3K $6.74M
Oct 01, 2024 Q3 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
136
+ 26.41%
$26.5K - $30.6K
651 $188K
Oct 24, 2024 Q3 2024
Tfc Financial Management

BUY
 -
136
+ 3.07%
$26.5K - $30.6K
4.57K $1.32M
Feb 27, 2025 Q3 2024
Reap Financial Group, LLC

Austin, TX
BUY
 -
136
+ 39.88%
$26.5K - $30.6K
477 $138K
Oct 08, 2024 Q3 2024
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
135
+ 0.96%
$26.3K - $30.3K
14.3K $4.12M
Oct 09, 2024 Q3 2024
Long View Wealth Management

Atlanta, GA
BUY
 -
133
+ 3.86%
$25.9K - $29.9K
3.58K $1.03M
Oct 18, 2024 Q3 2024
Koss Olinger Consulting, LLC

BUY
 -
133
+ 3.95%
$25.9K - $29.9K
3.5K $1.01M
Nov 14, 2024 Q3 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
132
+ 4.93%
$25.7K - $29.7K
2.81K $812K
Oct 25, 2024 Q3 2024
True Link Financial Advisors, LLC

BUY
 -
131
+ 12.28%
$25.5K - $29.4K
1.2K $346K
Nov 01, 2024 Q3 2024
Crumly & Associates Inc.

BUY
 -
131
+ 2.25%
$25.5K - $29.4K
5.96K $1.72M
Oct 30, 2024 Q3 2024
Hms Capital Management, LLC

BUY
 -
129
+ 1.11%
$25.1K - $29K
11.7K $3.39M
Nov 07, 2024 Q3 2024
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
129
+ 9.91%
$25.1K - $29K
1.43K $413K
Oct 28, 2024 Q3 2024
Interchange Capital Partners, LLC

BUY
 -
128
+ 1.07%
$24.9K - $28.8K
12.1K $3.49M
Oct 30, 2024 Q3 2024
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
128
+ 2.25%
$24.9K - $28.8K
5.83K $1.68M
Nov 13, 2024 Q3 2024
Hardy Reed LLC

BUY
 -
128
+ 0.03%
$24.9K - $28.8K
401K $116M
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
127
+ 3.44%
$24.8K - $28.5K
3.82K $1.1M
Oct 22, 2024 Q3 2024
Dorchester Wealth Management CO

BUY
 -
126
+ 0.21%
$24.6K - $28.3K
59.3K $17.1M
Oct 30, 2024 Q3 2024
Catalyst Capital Advisors LLC

Huntington, NY
BUY
 -
126
New
$24.6K - $28.3K
126 $36.4K
Nov 07, 2024 Q3 2024
Prairie Wealth Advisors, Inc.

Omaha, NE
BUY
 -
126
+ 11.73%
$24.6K - $28.3K
1.2K $346K
Oct 21, 2024 Q3 2024
Shelton Wealth Management, LLC

BUY
 -
125
+ 2.6%
$24.4K - $28.1K
4.93K $1.42M
Oct 04, 2024 Q3 2024
Jvl Associates LLC

BUY
 -
124
+ 6.52%
$24.2K - $27.9K
2.03K $585K
Oct 29, 2024 Q3 2024
Invesco, LLC

Des Plaines, IL
BUY
 -
124
+ 1.0%
$24.2K - $27.9K
12.5K $3.6M
Nov 13, 2024 Q3 2024
Wms Partners, LLC

BUY
 -
124
+ 0.62%
$24.2K - $27.9K
20.3K $5.86M
Jan 29, 2025 Q3 2024
Sage Private Wealth Group, LLC

BUY
 -
124
+ 2.34%
$24.2K - $27.9K
5.43K $1.57M
Oct 24, 2024 Q3 2024
Beaumont Asset Management, L.L.C.

BUY
 -
123
+ 2.46%
$24K - $27.7K
5.12K $1.48M
Nov 14, 2024 Q3 2024
Kuhn & CO Investment Counsel

Chicago, IL
BUY
 -
123
+ 10.68%
$24K - $27.7K
1.28K $368K
Oct 08, 2024 Q3 2024
Enterprise Bank & Trust CO

BUY
 -
122
+ 0.42%
$23.8K - $27.4K
29.3K $8.45M
Oct 18, 2024 Q3 2024
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
122
+ 2.14%
$23.8K - $27.4K
5.81K $1.68M
Nov 12, 2024 Q3 2024
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
122
+ 0.87%
$23.8K - $27.4K
14.2K $4.09M
Oct 16, 2024 Q3 2024
Cardinal Capital Management

BUY
 -
121
+ 0.21%
$23.6K - $27.2K
57.5K $16.6M
Nov 07, 2024 Q3 2024
Holistic Financial Partners

BUY
 -
121
+ 0.79%
$23.6K - $27.2K
15.4K $4.46M

Track Institutional and Insider Activities on JPM

Follow JPMORGAN CHASE & CO and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JPM shares.

Notify only if

Insider Trading

Get notified when an Jpmorgan Chase & CO insider buys or sells JPM shares.

Notify only if

News

Receive news related to JPMORGAN CHASE & CO

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on JPM