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 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
77+ 3.21% |
$15K - $17.3K
|
2.48K
$715K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
77+ 6.4% |
$15K - $17.3K
|
1.28K
$370K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
76+ 0.59% |
$14.8K - $17.1K
|
13K
$3.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
76+ 1.58% |
$14.8K - $17.1K
|
4.9K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
76+ 146.15% |
$14.8K - $17.1K
|
128
$37K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
75+ 0.59% |
$14.6K - $16.9K
|
12.8K
$3.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
75+ 0.45% |
$14.6K - $16.9K
|
16.7K
$4.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
75+ 0.31% |
$14.6K - $16.9K
|
24.1K
$6.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
75+ 3.94% |
$14.6K - $16.9K
|
1.98K
$572K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
74+ 4.71% |
$14.4K - $16.6K
|
1.65K
$475K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
74+ 0.04% |
$14.4K - $16.6K
|
170K
$49M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
73+ 0.73% |
$14.2K - $16.4K
|
10.1K
$2.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
73+ 6.45% |
$14.2K - $16.4K
|
1.2K
$348K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
73+ 0.83% |
$14.2K - $16.4K
|
8.89K
$2.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
73+ 1.82% |
$14.2K - $16.4K
|
4.09K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
73+ 5.75% |
$14.2K - $16.4K
|
1.34K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
72+ 0.5% |
$14K - $16.2K
|
14.3K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
72+ 0.4% |
$14K - $16.2K
|
18K
$5.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
71+ 0.69% |
$13.8K - $16K
|
10.4K
$3M
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
71+ 2.8% |
$13.8K - $16K
|
2.61K
$753K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
71+ 6.33% |
$13.8K - $16K
|
1.19K
$344K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
70+ 0.12% |
$13.6K - $15.7K
|
56.4K
$16.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
70+ 4.55% |
$13.6K - $15.7K
|
1.61K
$465K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
70+ 1.87% |
$13.6K - $15.7K
|
3.81K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
70+ 2.03% |
$13.6K - $15.7K
|
3.52K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
70+ 2.19% |
$13.6K - $15.7K
|
3.27K
$944K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
70+ 3.37% |
$13.6K - $15.7K
|
2.15K
$620K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
69+ 0.62% |
$13.4K - $15.5K
|
11.3K
$3.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
69+ 0.32% |
$13.4K - $15.5K
|
21.9K
$6.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
69+ 0.23% |
$13.4K - $15.5K
|
29.5K
$8.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
69+ 6.28% |
$13.4K - $15.5K
|
1.17K
$337K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
69+ 1.32% |
$13.4K - $15.5K
|
5.31K
$1.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
68+ 2.27% |
$13.3K - $15.3K
|
3.06K
$883K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
68+ 0.91% |
$13.3K - $15.3K
|
7.56K
$2.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
68+ 0.35% |
$13.3K - $15.3K
|
19.5K
$5.62M
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
67+ 0.26% |
$13.1K - $15.1K
|
25.8K
$7.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
67+ 0.12% |
$13.1K - $15.1K
|
56.2K
$16.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
67+ 0.9% |
$13.1K - $15.1K
|
7.52K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
67+ 1.2% |
$13.1K - $15.1K
|
5.66K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
67+ 0.97% |
$13.1K - $15.1K
|
6.96K
$2.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
64+ 0.26% |
$12.5K - $14.4K
|
24.9K
$7.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
63+ 0.09% |
$12.3K - $14.2K
|
67.5K
$19.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
63+ 0.23% |
$12.3K - $14.2K
|
28K
$8.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
63+ 10.47% |
$12.3K - $14.2K
|
665
$192K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
62+ 1.98% |
$12.1K - $13.9K
|
3.2K
$922K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
62+ 5.25% |
$12.1K - $13.9K
|
1.24K
$359K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
61+ 0.36% |
$11.9K - $13.7K
|
17K
$4.89M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
61+ 1.41% |
$11.9K - $13.7K
|
4.38K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
61+ 1.25% |
$11.9K - $13.7K
|
4.96K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
61+ 0.48% |
$11.9K - $13.7K
|
12.8K
$3.71M
|