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 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
48+ 1.24% |
$9.36K - $10.8K
|
3.91K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
47+ 0.54% |
$9.16K - $10.6K
|
8.74K
$2.52M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
46+ 3.59% |
$8.97K - $10.3K
|
1.33K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
46+ 0.3% |
$8.97K - $10.3K
|
15.5K
$4.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
46+ 0.27% |
$8.97K - $10.3K
|
16.9K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
46+ 2.36% |
$8.97K - $10.3K
|
2K
$576K
|
|
|
Feb 04, 2025
Q3 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
46+ 0.96% |
$8.97K - $10.3K
|
4.84K
$1.4M
|
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
46+ 2.68% |
$8.97K - $10.3K
|
1.76K
$508K
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
45+ 1.33% |
$8.77K - $10.1K
|
3.44K
$992K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
45+ 0.25% |
$8.77K - $10.1K
|
18.1K
$5.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
45+ 0.8% |
$8.77K - $10.1K
|
5.7K
$1.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
45+ 1.41% |
$8.77K - $10.1K
|
3.24K
$935K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
44+ 2.73% |
$8.58K - $9.89K
|
1.65K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
44+ 0.36% |
$8.58K - $9.89K
|
12.2K
$3.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
43+ 0.23% |
$8.38K - $9.67K
|
18.4K
$5.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
43+ 9.77% |
$8.38K - $9.67K
|
483
$139K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.34% |
$8.38K - $9.67K
|
3.25K
$939K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
43+ 5.21% |
$8.38K - $9.67K
|
868
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
42+ 1.75% |
$8.19K - $9.44K
|
2.44K
$705K
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
41+ 3.52% |
$7.99K - $9.22K
|
1.21K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
41+ 0.5% |
$7.99K - $9.22K
|
8.22K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
41+ 0.75% |
$7.99K - $9.22K
|
5.52K
$1.59M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
41+ 0.1% |
$7.99K - $9.22K
|
40K
$11.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
40+ 0.13% |
$7.8K - $8.99K
|
31.7K
$9.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
40+ 0.32% |
$7.8K - $8.99K
|
12.7K
$3.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
40+ 0.12% |
$7.8K - $8.99K
|
33.6K
$9.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
40+ 0.56% |
$7.8K - $8.99K
|
7.12K
$2.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40+ 1.24% |
$7.8K - $8.99K
|
3.28K
$946K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
40+ 0.89% |
$7.8K - $8.99K
|
4.54K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
39+ 0.96% |
$7.6K - $8.77K
|
4.1K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
38+ 0.73% |
$7.41K - $8.54K
|
5.21K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
38+ 0.77% |
$7.41K - $8.54K
|
5.01K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
38+ 2.77% |
$7.41K - $8.54K
|
1.41K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
38+ 1.46% |
$7.41K - $8.54K
|
2.64K
$762K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
37+ 1.14% |
$7.21K - $8.32K
|
3.29K
$949K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
37+ 0.09% |
$7.21K - $8.32K
|
43K
$12.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
37+ 0.26% |
$7.21K - $8.32K
|
14.1K
$4.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
37+ 1.94% |
$7.21K - $8.32K
|
1.94K
$561K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 0.34% |
$7.02K - $8.09K
|
10.7K
$3.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36+ 0.44% |
$7.02K - $8.09K
|
8.31K
$2.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
36+ 3.34% |
$7.02K - $8.09K
|
1.12K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
36+ 2.29% |
$7.02K - $8.09K
|
1.61K
$465K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
36+ 2.06% |
$7.02K - $8.09K
|
1.79K
$515K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
36+ 124.14% |
$7.02K - $8.09K
|
65
$18.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
35+ 1.37% |
$6.82K - $7.87K
|
2.6K
$750K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
35+ 0.27% |
$6.82K - $7.87K
|
12.9K
$3.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
35New |
$6.82K - $7.87K
|
35
$10.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
34+ 3.42% |
$6.63K - $7.64K
|
1.03K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
34+ 3.09% |
$6.63K - $7.64K
|
1.14K
$328K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
34+ 2.64% |
$6.63K - $7.64K
|
1.32K
$382K
|