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 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
105+ 0.94% |
$20.5K - $23.6K
|
11.3K
$2.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
104+ 3.01% |
$20.3K - $23.4K
|
3.56K
$866K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
104+ 0.8% |
$20.3K - $23.4K
|
13.1K
$3.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
104+ 0.97% |
$20.3K - $23.4K
|
10.8K
$2.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
103+ 4.22% |
$20.1K - $23.2K
|
2.55K
$619K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
103+ 7.75% |
$20.1K - $23.2K
|
1.43K
$348K
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
102+ 2.56% |
$19.9K - $22.9K
|
4.08K
$992K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
102+ 4.79% |
$19.9K - $22.9K
|
2.23K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
101+ 1.18% |
$19.7K - $22.7K
|
8.67K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
100+ 0.51% |
$19.5K - $22.5K
|
19.8K
$4.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
100+ 0.74% |
$19.5K - $22.5K
|
13.5K
$3.29M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
100+ 0.31% |
$19.5K - $22.5K
|
32.4K
$7.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
100+ 0.58% |
$19.5K - $22.5K
|
17.2K
$4.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
100New |
$19.5K - $22.5K
|
100
$24.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
100+ 8.47% |
$19.5K - $22.5K
|
1.28K
$311K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
100+ 0.44% |
$19.5K - $22.5K
|
23K
$5.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Alta Advisers LTD
|
BUY
|
- |
100+ 1.28% |
$19.5K - $22.5K
|
7.9K
$1.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
100+ 5.19% |
$19.5K - $22.5K
|
2.03K
$492K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Investment Advisors
|
BUY
|
- |
100+ 2.38% |
$19.5K - $22.5K
|
4.3K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
100+ 0.17% |
$19.5K - $22.5K
|
60.6K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
100+ 0.13% |
$19.5K - $22.5K
|
76.5K
$18.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
100+ 1.26% |
$19.5K - $22.5K
|
8.07K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
99+ 9.26% |
$19.3K - $22.3K
|
1.17K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
98+ 17.41% |
$19.1K - $22K
|
661
$161K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
97+ 2.23% |
$18.9K - $21.8K
|
4.45K
$1.08M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
97+ 2.32% |
$18.9K - $21.8K
|
4.28K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
96+ 2.11% |
$18.7K - $21.6K
|
4.65K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
96+ 2.35% |
$18.7K - $21.6K
|
4.19K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
95+ 5.13% |
$18.5K - $21.4K
|
1.95K
$473K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
95+ 9.67% |
$18.5K - $21.4K
|
1.08K
$262K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
95+ 1.25% |
$18.5K - $21.4K
|
7.69K
$1.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
95+ 3.81% |
$18.5K - $21.4K
|
2.59K
$629K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
95+ 8.04% |
$18.5K - $21.4K
|
1.28K
$310K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
94+ 0.67% |
$18.3K - $21.1K
|
14.1K
$3.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
94+ 0.89% |
$18.3K - $21.1K
|
10.7K
$2.6M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
93+ 1.05% |
$18.1K - $20.9K
|
8.93K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
93+ 1.74% |
$18.1K - $20.9K
|
5.45K
$1.32M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
91+ 1.91% |
$17.7K - $20.5K
|
4.87K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
90+ 0.34% |
$17.5K - $20.2K
|
26.8K
$6.52M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
90+ 5.33% |
$17.5K - $20.2K
|
1.78K
$432K
|
|
|
Nov 04, 2024
Q3 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
90+ 1.0% |
$17.5K - $20.2K
|
9.06K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
90+ 1.2% |
$17.5K - $20.2K
|
7.58K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
89+ 0.55% |
$17.3K - $20K
|
16.3K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
89+ 0.52% |
$17.3K - $20K
|
17.3K
$4.21M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
89+ 0.85% |
$17.3K - $20K
|
10.6K
$2.58M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
88+ 18.84% |
$17.2K - $19.8K
|
555
$135K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
88+ 1.12% |
$17.2K - $19.8K
|
7.98K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
88+ 1.99% |
$17.2K - $19.8K
|
4.5K
$1.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
87+ 8.42% |
$17K - $19.6K
|
1.12K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
87+ 1.93% |
$17K - $19.6K
|
4.59K
$1.12M
|