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 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
100+ 1.26% |
$19.5K - $22.5K
|
8.07K
$2.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
99+ 9.26% |
$19.3K - $22.3K
|
1.17K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
98+ 17.41% |
$19.1K - $22K
|
661
$191K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
97+ 2.23% |
$18.9K - $21.8K
|
4.45K
$1.29M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
97+ 2.32% |
$18.9K - $21.8K
|
4.28K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
96+ 2.11% |
$18.7K - $21.6K
|
4.65K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
96+ 2.35% |
$18.7K - $21.6K
|
4.19K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
95+ 5.13% |
$18.5K - $21.4K
|
1.95K
$562K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
95+ 9.67% |
$18.5K - $21.4K
|
1.08K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
95+ 1.25% |
$18.5K - $21.4K
|
7.69K
$2.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
95+ 3.81% |
$18.5K - $21.4K
|
2.59K
$747K
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
95+ 8.04% |
$18.5K - $21.4K
|
1.28K
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
94+ 0.67% |
$18.3K - $21.1K
|
14.1K
$4.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
94+ 0.89% |
$18.3K - $21.1K
|
10.7K
$3.09M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
93+ 1.05% |
$18.1K - $20.9K
|
8.93K
$2.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
93+ 1.74% |
$18.1K - $20.9K
|
5.45K
$1.57M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
91+ 1.91% |
$17.7K - $20.5K
|
4.87K
$1.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
90+ 0.34% |
$17.5K - $20.2K
|
26.8K
$7.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
90+ 5.33% |
$17.5K - $20.2K
|
1.78K
$513K
|
|
|
Nov 04, 2024
Q3 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
90+ 1.0% |
$17.5K - $20.2K
|
9.06K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
90+ 1.2% |
$17.5K - $20.2K
|
7.58K
$2.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
89+ 0.55% |
$17.3K - $20K
|
16.3K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
89+ 0.52% |
$17.3K - $20K
|
17.3K
$5M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
89+ 0.85% |
$17.3K - $20K
|
10.6K
$3.07M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
88+ 18.84% |
$17.2K - $19.8K
|
555
$160K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
88+ 1.12% |
$17.2K - $19.8K
|
7.98K
$2.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
88+ 1.99% |
$17.2K - $19.8K
|
4.5K
$1.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
87+ 8.42% |
$17K - $19.6K
|
1.12K
$323K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
87+ 1.93% |
$17K - $19.6K
|
4.59K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
87+ 0.94% |
$17K - $19.6K
|
9.34K
$2.7M
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
86+ 2.78% |
$16.8K - $19.3K
|
3.18K
$919K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
86+ 4.65% |
$16.8K - $19.3K
|
1.94K
$559K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
86+ 2.82% |
$16.8K - $19.3K
|
3.13K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
86+ 2.02% |
$16.8K - $19.3K
|
4.35K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
86+ 1.32% |
$16.8K - $19.3K
|
6.61K
$1.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
85+ 50.0% |
$16.6K - $19.1K
|
255
$73.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
84+ 3.98% |
$16.4K - $18.9K
|
2.2K
$634K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
82+ 0.09% |
$16K - $18.4K
|
92.6K
$26.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
82+ 0.66% |
$16K - $18.4K
|
12.6K
$3.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
82+ 1.7% |
$16K - $18.4K
|
4.91K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
82+ 0.68% |
$16K - $18.4K
|
12.2K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
81+ 1.39% |
$15.8K - $18.2K
|
5.89K
$1.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
80+ 0.6% |
$15.6K - $18K
|
13.5K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
80+ 3.08% |
$15.6K - $18K
|
2.68K
$774K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
79+ 1.45% |
$15.4K - $17.8K
|
5.51K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
79+ 1.26% |
$15.4K - $17.8K
|
6.37K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
79+ 1.77% |
$15.4K - $17.8K
|
4.53K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
78+ 1.98% |
$15.2K - $17.5K
|
4.01K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
78+ 0.44% |
$15.2K - $17.5K
|
17.8K
$5.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
78+ 0.23% |
$15.2K - $17.5K
|
34K
$9.8M
|