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 18, 2024
Q3 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
120+ 14.91% |
$23.4K - $27K
|
925
$267K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
120+ 2.08% |
$23.4K - $27K
|
5.89K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
120New |
$23.4K - $27K
|
120
$34.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
120+ 0.45% |
$23.4K - $27K
|
26.6K
$7.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
120+ 1.37% |
$23.4K - $27K
|
8.89K
$2.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
118+ 3.45% |
$23K - $26.5K
|
3.53K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
118+ 1.19% |
$23K - $26.5K
|
10.1K
$2.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
117+ 2.14% |
$22.8K - $26.3K
|
5.59K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
117+ 3.1% |
$22.8K - $26.3K
|
3.89K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
117+ 1.03% |
$22.8K - $26.3K
|
11.5K
$3.32M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
117+ 3.0% |
$22.8K - $26.3K
|
4.02K
$1.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
116+ 1.7% |
$22.6K - $26.1K
|
6.92K
$2M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
116+ 0.33% |
$22.6K - $26.1K
|
35.6K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
116+ 0.59% |
$22.6K - $26.1K
|
19.8K
$5.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
115+ 0.09% |
$22.4K - $25.9K
|
130K
$37.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
115+ 0.51% |
$22.4K - $25.9K
|
22.6K
$6.53M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
115+ 0.38% |
$22.4K - $25.9K
|
30.4K
$8.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
114+ 4.5% |
$22.2K - $25.6K
|
2.65K
$765K
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
113+ 0.87% |
$22K - $25.4K
|
13K
$3.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
113+ 0.51% |
$22K - $25.4K
|
22.4K
$6.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
112+ 7.34% |
$21.8K - $25.2K
|
1.64K
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
111+ 1.34% |
$21.6K - $25K
|
8.37K
$2.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
111+ 8.39% |
$21.6K - $25K
|
1.43K
$414K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
110+ 2.14% |
$21.4K - $24.7K
|
5.26K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
108+ 3.43% |
$21K - $24.3K
|
3.26K
$940K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
108+ 2.64% |
$21K - $24.3K
|
4.2K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
106+ 1.84% |
$20.7K - $23.8K
|
5.86K
$1.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
105+ 0.67% |
$20.5K - $23.6K
|
15.9K
$4.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
105+ 0.94% |
$20.5K - $23.6K
|
11.3K
$3.25M
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
105+ 0.18% |
$20.5K - $23.6K
|
58.8K
$17M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
104+ 3.01% |
$20.3K - $23.4K
|
3.56K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
104+ 0.8% |
$20.3K - $23.4K
|
13.1K
$3.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
104+ 0.97% |
$20.3K - $23.4K
|
10.8K
$3.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
103+ 4.22% |
$20.1K - $23.2K
|
2.55K
$735K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
103+ 7.75% |
$20.1K - $23.2K
|
1.43K
$413K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
102+ 2.56% |
$19.9K - $22.9K
|
4.08K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
102+ 4.79% |
$19.9K - $22.9K
|
2.23K
$645K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
101+ 1.18% |
$19.7K - $22.7K
|
8.67K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
100+ 0.51% |
$19.5K - $22.5K
|
19.8K
$5.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
100+ 0.74% |
$19.5K - $22.5K
|
13.5K
$3.91M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
100+ 0.31% |
$19.5K - $22.5K
|
32.4K
$9.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
100+ 0.58% |
$19.5K - $22.5K
|
17.2K
$4.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
100New |
$19.5K - $22.5K
|
100
$28.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
100+ 8.47% |
$19.5K - $22.5K
|
1.28K
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
100+ 0.44% |
$19.5K - $22.5K
|
23K
$6.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 1.28% |
$19.5K - $22.5K
|
7.9K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
100+ 5.19% |
$19.5K - $22.5K
|
2.03K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
100+ 2.38% |
$19.5K - $22.5K
|
4.3K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
100+ 0.17% |
$19.5K - $22.5K
|
60.6K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
100+ 0.13% |
$19.5K - $22.5K
|
76.5K
$22.1M
|