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 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
69+ 6.28% |
$13.4K - $15.5K
|
1.17K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
69+ 1.32% |
$13.4K - $15.5K
|
5.31K
$1.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
68+ 2.27% |
$13.3K - $15.3K
|
3.06K
$743K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
68+ 0.91% |
$13.3K - $15.3K
|
7.56K
$1.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
68+ 0.35% |
$13.3K - $15.3K
|
19.5K
$4.74M
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
67+ 0.26% |
$13.1K - $15.1K
|
25.8K
$6.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
67+ 0.12% |
$13.1K - $15.1K
|
56.2K
$13.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
67+ 0.9% |
$13.1K - $15.1K
|
7.52K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
67+ 1.2% |
$13.1K - $15.1K
|
5.66K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
67+ 0.97% |
$13.1K - $15.1K
|
6.96K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
64+ 0.26% |
$12.5K - $14.4K
|
24.9K
$6.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
63+ 0.09% |
$12.3K - $14.2K
|
67.5K
$16.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
63+ 0.23% |
$12.3K - $14.2K
|
28K
$6.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
63+ 10.47% |
$12.3K - $14.2K
|
665
$162K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
62+ 1.98% |
$12.1K - $13.9K
|
3.2K
$777K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
62+ 5.25% |
$12.1K - $13.9K
|
1.24K
$302K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
61+ 0.36% |
$11.9K - $13.7K
|
17K
$4.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
61+ 1.41% |
$11.9K - $13.7K
|
4.38K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
61+ 1.25% |
$11.9K - $13.7K
|
4.96K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
61+ 0.48% |
$11.9K - $13.7K
|
12.8K
$3.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
61+ 0.48% |
$11.9K - $13.7K
|
12.8K
$3.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
61+ 0.87% |
$11.9K - $13.7K
|
7.04K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
61+ 1.26% |
$11.9K - $13.7K
|
4.89K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
60+ 0.47% |
$11.7K - $13.5K
|
12.7K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
60+ 1.17% |
$11.7K - $13.5K
|
5.19K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
60+ 2.35% |
$11.7K - $13.5K
|
2.61K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
60+ 0.42% |
$11.7K - $13.5K
|
14.3K
$3.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
59+ 0.22% |
$11.5K - $13.3K
|
26.5K
$6.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
59+ 0.25% |
$11.5K - $13.3K
|
24.1K
$5.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
58+ 0.61% |
$11.3K - $13K
|
9.64K
$2.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
58+ 0.81% |
$11.3K - $13K
|
7.19K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
58+ 1.09% |
$11.3K - $13K
|
5.4K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
58+ 3.97% |
$11.3K - $13K
|
1.52K
$369K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
57+ 1.23% |
$11.1K - $12.8K
|
4.69K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
57+ 0.5% |
$11.1K - $12.8K
|
11.5K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
57+ 0.42% |
$11.1K - $12.8K
|
13.6K
$3.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
56+ 4.87% |
$10.9K - $12.6K
|
1.21K
$293K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
56+ 1.58% |
$10.9K - $12.6K
|
3.59K
$873K
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
56+ 4.18% |
$10.9K - $12.6K
|
1.4K
$339K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
56+ 0.32% |
$10.9K - $12.6K
|
17.3K
$4.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
55+ 0.61% |
$10.7K - $12.4K
|
9.03K
$2.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
55+ 117.02% |
$10.7K - $12.4K
|
102
$24.8K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
55+ 1.04% |
$10.7K - $12.4K
|
5.37K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
55+ 7.08% |
$10.7K - $12.4K
|
832
$202K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
54+ 1.65% |
$10.5K - $12.1K
|
3.33K
$809K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
54+ 0.38% |
$10.5K - $12.1K
|
14.2K
$3.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
54+ 12.41% |
$10.5K - $12.1K
|
489
$119K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
54+ 0.1% |
$10.5K - $12.1K
|
54.2K
$13.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
52+ 0.87% |
$10.1K - $11.7K
|
6.02K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
52+ 1.45% |
$10.1K - $11.7K
|
3.64K
$885K
|