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
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
86+ 2.78% |
$16.8K - $19.3K
|
3.18K
$774K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
86+ 4.65% |
$16.8K - $19.3K
|
1.94K
$471K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
86+ 2.82% |
$16.8K - $19.3K
|
3.13K
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
86+ 2.02% |
$16.8K - $19.3K
|
4.35K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
86+ 1.32% |
$16.8K - $19.3K
|
6.61K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
85+ 50.0% |
$16.6K - $19.1K
|
255
$62K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
84+ 3.98% |
$16.4K - $18.9K
|
2.2K
$534K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
82+ 0.09% |
$16K - $18.4K
|
92.6K
$22.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
82+ 0.66% |
$16K - $18.4K
|
12.6K
$3.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
82+ 1.7% |
$16K - $18.4K
|
4.91K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
82+ 0.68% |
$16K - $18.4K
|
12.2K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
81+ 1.39% |
$15.8K - $18.2K
|
5.89K
$1.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
80+ 0.6% |
$15.6K - $18K
|
13.5K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
80+ 3.08% |
$15.6K - $18K
|
2.68K
$652K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
79+ 1.45% |
$15.4K - $17.8K
|
5.51K
$1.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
79+ 1.26% |
$15.4K - $17.8K
|
6.37K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
79+ 1.77% |
$15.4K - $17.8K
|
4.53K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
78+ 1.98% |
$15.2K - $17.5K
|
4.01K
$976K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
78+ 0.44% |
$15.2K - $17.5K
|
17.8K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
78+ 0.23% |
$15.2K - $17.5K
|
34K
$8.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
77+ 3.21% |
$15K - $17.3K
|
2.48K
$602K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
77+ 6.4% |
$15K - $17.3K
|
1.28K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
76+ 0.59% |
$14.8K - $17.1K
|
13K
$3.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
76+ 1.58% |
$14.8K - $17.1K
|
4.9K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
76+ 146.15% |
$14.8K - $17.1K
|
128
$31.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
75+ 0.59% |
$14.6K - $16.9K
|
12.8K
$3.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
75+ 0.45% |
$14.6K - $16.9K
|
16.7K
$4.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
75+ 0.31% |
$14.6K - $16.9K
|
24.1K
$5.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
75+ 3.94% |
$14.6K - $16.9K
|
1.98K
$481K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
74+ 4.71% |
$14.4K - $16.6K
|
1.65K
$400K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
74+ 0.04% |
$14.4K - $16.6K
|
170K
$41.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
73+ 0.73% |
$14.2K - $16.4K
|
10.1K
$2.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
73+ 6.45% |
$14.2K - $16.4K
|
1.2K
$293K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
73+ 0.83% |
$14.2K - $16.4K
|
8.89K
$2.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
73+ 1.82% |
$14.2K - $16.4K
|
4.09K
$993K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
73+ 5.75% |
$14.2K - $16.4K
|
1.34K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
72+ 0.5% |
$14K - $16.2K
|
14.3K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
72+ 0.4% |
$14K - $16.2K
|
18K
$4.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
71+ 0.69% |
$13.8K - $16K
|
10.4K
$2.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
71+ 2.8% |
$13.8K - $16K
|
2.61K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
71+ 6.33% |
$13.8K - $16K
|
1.19K
$290K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
70+ 0.12% |
$13.6K - $15.7K
|
56.4K
$13.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
70+ 4.55% |
$13.6K - $15.7K
|
1.61K
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
70+ 1.87% |
$13.6K - $15.7K
|
3.81K
$927K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
70+ 2.03% |
$13.6K - $15.7K
|
3.52K
$855K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
70+ 2.19% |
$13.6K - $15.7K
|
3.27K
$795K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
70+ 3.37% |
$13.6K - $15.7K
|
2.15K
$522K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
69+ 0.62% |
$13.4K - $15.5K
|
11.3K
$2.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
69+ 0.32% |
$13.4K - $15.5K
|
21.9K
$5.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
69+ 0.23% |
$13.4K - $15.5K
|
29.5K
$7.17M
|