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 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
38+ 2.77% |
$7.41K - $8.54K
|
1.41K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
38+ 1.46% |
$7.41K - $8.54K
|
2.64K
$642K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
37+ 1.14% |
$7.21K - $8.32K
|
3.29K
$799K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
37+ 0.09% |
$7.21K - $8.32K
|
43K
$10.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
37+ 0.26% |
$7.21K - $8.32K
|
14.1K
$3.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
37+ 1.94% |
$7.21K - $8.32K
|
1.94K
$472K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
36+ 0.34% |
$7.02K - $8.09K
|
10.7K
$2.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
36+ 0.44% |
$7.02K - $8.09K
|
8.31K
$2.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
36+ 3.34% |
$7.02K - $8.09K
|
1.12K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
36+ 2.29% |
$7.02K - $8.09K
|
1.61K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
36+ 2.06% |
$7.02K - $8.09K
|
1.79K
$434K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
36+ 124.14% |
$7.02K - $8.09K
|
65
$15.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
35+ 1.37% |
$6.82K - $7.87K
|
2.6K
$632K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
35+ 0.27% |
$6.82K - $7.87K
|
12.9K
$3.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
35New |
$6.82K - $7.87K
|
35
$8.51K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
34+ 3.42% |
$6.63K - $7.64K
|
1.03K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
34+ 3.09% |
$6.63K - $7.64K
|
1.14K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
34+ 2.64% |
$6.63K - $7.64K
|
1.32K
$322K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
34+ 106.25% |
$6.63K - $7.64K
|
66
$16K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
34+ 0.82% |
$6.63K - $7.64K
|
4.19K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
34+ 1.5% |
$6.63K - $7.64K
|
2.3K
$560K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
33+ 0.1% |
$6.43K - $7.42K
|
34.4K
$8.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
33+ 0.6% |
$6.43K - $7.42K
|
5.51K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
33+ 0.61% |
$6.43K - $7.42K
|
5.47K
$1.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
33+ 0.77% |
$6.43K - $7.42K
|
4.33K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
33+ 0.14% |
$6.43K - $7.42K
|
23K
$5.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
33+ 0.01% |
$6.43K - $7.42K
|
253K
$61.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
32+ 0.59% |
$6.24K - $7.19K
|
5.46K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
32+ 0.3% |
$6.24K - $7.19K
|
10.7K
$2.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
32+ 2.44% |
$6.24K - $7.19K
|
1.34K
$327K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
32+ 1.48% |
$6.24K - $7.19K
|
2.2K
$535K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
32+ 0.21% |
$6.24K - $7.19K
|
15K
$3.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
31+ 0.14% |
$6.04K - $6.97K
|
22.4K
$5.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
30+ 1.51% |
$5.85K - $6.74K
|
2.02K
$492K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
30+ 0.33% |
$5.85K - $6.74K
|
9.06K
$2.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
30+ 4.66% |
$5.85K - $6.74K
|
674
$164K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30+ 0.36% |
$5.85K - $6.74K
|
8.33K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
30+ 0.59% |
$5.85K - $6.74K
|
5.12K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
30New |
$5.85K - $6.74K
|
30
$7.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
30+ 0.38% |
$5.85K - $6.74K
|
7.95K
$1.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
29+ 0.38% |
$5.65K - $6.52K
|
7.69K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
29+ 2.82% |
$5.65K - $6.52K
|
1.06K
$257K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
29+ 1.09% |
$5.65K - $6.52K
|
2.68K
$652K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
28+ 1.55% |
$5.46K - $6.29K
|
1.83K
$446K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
28+ 0.96% |
$5.46K - $6.29K
|
2.96K
$719K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
28+ 2.05% |
$5.46K - $6.29K
|
1.4K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
28+ 0.89% |
$5.46K - $6.29K
|
3.16K
$769K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
28+ 0.06% |
$5.46K - $6.29K
|
43.8K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
28+ 0.83% |
$5.46K - $6.29K
|
3.41K
$828K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
27+ 0.37% |
$5.26K - $6.07K
|
7.26K
$1.76M
|