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 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
61+ 0.48% |
$11.9K - $13.7K
|
12.8K
$3.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
61+ 0.87% |
$11.9K - $13.7K
|
7.04K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Humankind Investments LLC
|
BUY
|
- |
61+ 1.26% |
$11.9K - $13.7K
|
4.89K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
60+ 0.47% |
$11.7K - $13.5K
|
12.7K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
60+ 1.17% |
$11.7K - $13.5K
|
5.19K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
60+ 2.35% |
$11.7K - $13.5K
|
2.61K
$755K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
60+ 0.42% |
$11.7K - $13.5K
|
14.3K
$4.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
59+ 0.22% |
$11.5K - $13.3K
|
26.5K
$7.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
59+ 0.25% |
$11.5K - $13.3K
|
24.1K
$6.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
58+ 0.61% |
$11.3K - $13K
|
9.64K
$2.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
58+ 0.81% |
$11.3K - $13K
|
7.19K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
58+ 1.09% |
$11.3K - $13K
|
5.4K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
58+ 3.97% |
$11.3K - $13K
|
1.52K
$439K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
57+ 1.23% |
$11.1K - $12.8K
|
4.69K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
57+ 0.5% |
$11.1K - $12.8K
|
11.5K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
57+ 0.42% |
$11.1K - $12.8K
|
13.6K
$3.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
56+ 4.87% |
$10.9K - $12.6K
|
1.21K
$348K
|
|
|
Oct 10, 2024
Q3 2024
|
Stonekeep Investments, LLC
Sante Fe, NM |
BUY
|
- |
56+ 1.58% |
$10.9K - $12.6K
|
3.59K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Oak Ridge Investments LLC
|
BUY
|
- |
56+ 4.18% |
$10.9K - $12.6K
|
1.4K
$403K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
56+ 0.32% |
$10.9K - $12.6K
|
17.3K
$4.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
55+ 0.61% |
$10.7K - $12.4K
|
9.03K
$2.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
55+ 117.02% |
$10.7K - $12.4K
|
102
$29.4K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
BUY
|
- |
55+ 1.04% |
$10.7K - $12.4K
|
5.37K
$1.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
55+ 7.08% |
$10.7K - $12.4K
|
832
$240K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
54+ 1.65% |
$10.5K - $12.1K
|
3.33K
$961K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
54+ 0.38% |
$10.5K - $12.1K
|
14.2K
$4.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
54+ 12.41% |
$10.5K - $12.1K
|
489
$141K
|
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
54+ 0.1% |
$10.5K - $12.1K
|
54.2K
$15.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
52+ 0.87% |
$10.1K - $11.7K
|
6.02K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
52+ 1.45% |
$10.1K - $11.7K
|
3.64K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
51+ 0.49% |
$9.94K - $11.5K
|
10.5K
$3.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
51+ 0.96% |
$9.94K - $11.5K
|
5.34K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
51+ 0.29% |
$9.94K - $11.5K
|
17.4K
$5.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
50New |
$9.75K - $11.2K
|
50
$14.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
50+ 3.33% |
$9.75K - $11.2K
|
1.55K
$447K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
50+ 2.53% |
$9.75K - $11.2K
|
2.02K
$584K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
50+ 35.97% |
$9.75K - $11.2K
|
189
$54.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
50+ 3.09% |
$9.75K - $11.2K
|
1.67K
$482K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
50+ 38.46% |
$9.75K - $11.2K
|
180
$52K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
50+ 0.32% |
$9.75K - $11.2K
|
15.9K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
50+ 0.23% |
$9.75K - $11.2K
|
21.4K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
50+ 3.91% |
$9.75K - $11.2K
|
1.33K
$383K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
49+ 1.72% |
$9.55K - $11K
|
2.9K
$837K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
49+ 0.27% |
$9.55K - $11K
|
18.2K
$5.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
49+ 2.27% |
$9.55K - $11K
|
2.21K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
49+ 0.83% |
$9.55K - $11K
|
5.94K
$1.72M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
49+ 1.48% |
$9.55K - $11K
|
3.35K
$967K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
48+ 4.6% |
$9.36K - $10.8K
|
1.09K
$315K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
48+ 1.38% |
$9.36K - $10.8K
|
3.53K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
48+ 0.29% |
$9.36K - $10.8K
|
16.8K
$4.84M
|