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 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
51+ 0.49% |
$9.94K - $11.5K
|
10.5K
$2.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
51+ 0.96% |
$9.94K - $11.5K
|
5.34K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
51+ 0.29% |
$9.94K - $11.5K
|
17.4K
$4.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
50New |
$9.75K - $11.2K
|
50
$12.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
50+ 3.33% |
$9.75K - $11.2K
|
1.55K
$377K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
50+ 2.53% |
$9.75K - $11.2K
|
2.02K
$492K
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
50+ 35.97% |
$9.75K - $11.2K
|
189
$46K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
50+ 3.09% |
$9.75K - $11.2K
|
1.67K
$406K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
50+ 38.46% |
$9.75K - $11.2K
|
180
$43.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
50+ 0.32% |
$9.75K - $11.2K
|
15.9K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
50+ 0.23% |
$9.75K - $11.2K
|
21.4K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
50+ 3.91% |
$9.75K - $11.2K
|
1.33K
$323K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
49+ 1.72% |
$9.55K - $11K
|
2.9K
$705K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
49+ 0.27% |
$9.55K - $11K
|
18.2K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
49+ 2.27% |
$9.55K - $11K
|
2.21K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
49+ 0.83% |
$9.55K - $11K
|
5.94K
$1.44M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
49+ 1.48% |
$9.55K - $11K
|
3.35K
$814K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
48+ 4.6% |
$9.36K - $10.8K
|
1.09K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
48+ 1.38% |
$9.36K - $10.8K
|
3.53K
$858K
|
|
|
Oct 17, 2024
Q3 2024
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
48+ 0.29% |
$9.36K - $10.8K
|
16.8K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
48+ 1.24% |
$9.36K - $10.8K
|
3.91K
$952K
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
47+ 0.54% |
$9.16K - $10.6K
|
8.74K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
46+ 3.59% |
$8.97K - $10.3K
|
1.33K
$323K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
46+ 0.3% |
$8.97K - $10.3K
|
15.5K
$3.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
46+ 0.27% |
$8.97K - $10.3K
|
16.9K
$4.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
46+ 2.36% |
$8.97K - $10.3K
|
2K
$485K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
45+ 1.33% |
$8.77K - $10.1K
|
3.44K
$835K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
45+ 0.25% |
$8.77K - $10.1K
|
18.1K
$4.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
45+ 0.8% |
$8.77K - $10.1K
|
5.7K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
45+ 1.41% |
$8.77K - $10.1K
|
3.24K
$788K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
44+ 2.73% |
$8.58K - $9.89K
|
1.65K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
44+ 0.36% |
$8.58K - $9.89K
|
12.2K
$2.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
43+ 0.23% |
$8.38K - $9.67K
|
18.4K
$4.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
43+ 9.77% |
$8.38K - $9.67K
|
483
$117K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.34% |
$8.38K - $9.67K
|
3.25K
$790K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
43+ 5.21% |
$8.38K - $9.67K
|
868
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
42+ 1.75% |
$8.19K - $9.44K
|
2.44K
$594K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
41+ 3.52% |
$7.99K - $9.22K
|
1.21K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
41+ 0.5% |
$7.99K - $9.22K
|
8.22K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
41+ 0.75% |
$7.99K - $9.22K
|
5.52K
$1.34M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
41+ 0.1% |
$7.99K - $9.22K
|
40K
$9.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
40+ 0.13% |
$7.8K - $8.99K
|
31.7K
$7.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
40+ 0.32% |
$7.8K - $8.99K
|
12.7K
$3.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
40+ 0.12% |
$7.8K - $8.99K
|
33.6K
$8.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
40+ 0.56% |
$7.8K - $8.99K
|
7.12K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40+ 1.24% |
$7.8K - $8.99K
|
3.28K
$796K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
40+ 0.89% |
$7.8K - $8.99K
|
4.54K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
39+ 0.96% |
$7.6K - $8.77K
|
4.1K
$997K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
38+ 0.73% |
$7.41K - $8.54K
|
5.21K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
38+ 0.77% |
$7.41K - $8.54K
|
5.01K
$1.22M
|