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 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
34+ 106.25% |
$6.63K - $7.64K
|
66
$19.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
34+ 0.82% |
$6.63K - $7.64K
|
4.19K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
34+ 1.5% |
$6.63K - $7.64K
|
2.3K
$665K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
33+ 0.1% |
$6.43K - $7.42K
|
34.4K
$9.92M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
33+ 0.6% |
$6.43K - $7.42K
|
5.51K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
33+ 0.61% |
$6.43K - $7.42K
|
5.47K
$1.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
33+ 0.77% |
$6.43K - $7.42K
|
4.33K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
33+ 0.14% |
$6.43K - $7.42K
|
23K
$6.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
33+ 0.01% |
$6.43K - $7.42K
|
253K
$72.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
32+ 0.59% |
$6.24K - $7.19K
|
5.46K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
32+ 0.3% |
$6.24K - $7.19K
|
10.7K
$3.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
32+ 2.44% |
$6.24K - $7.19K
|
1.34K
$388K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
32+ 1.48% |
$6.24K - $7.19K
|
2.2K
$635K
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
32+ 0.21% |
$6.24K - $7.19K
|
15K
$4.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
31+ 0.14% |
$6.04K - $6.97K
|
22.4K
$6.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
30+ 1.51% |
$5.85K - $6.74K
|
2.02K
$584K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
30+ 0.33% |
$5.85K - $6.74K
|
9.06K
$2.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
30+ 4.66% |
$5.85K - $6.74K
|
674
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30+ 0.36% |
$5.85K - $6.74K
|
8.33K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
30+ 0.59% |
$5.85K - $6.74K
|
5.12K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
30New |
$5.85K - $6.74K
|
30
$8.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
30+ 0.38% |
$5.85K - $6.74K
|
7.95K
$2.3M
|
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
30+ 0.21% |
$5.85K - $6.74K
|
14.5K
$4.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
29+ 0.38% |
$5.65K - $6.52K
|
7.69K
$2.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
29+ 2.82% |
$5.65K - $6.52K
|
1.06K
$306K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
29+ 1.09% |
$5.65K - $6.52K
|
2.68K
$774K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
28+ 1.55% |
$5.46K - $6.29K
|
1.83K
$529K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
28+ 0.96% |
$5.46K - $6.29K
|
2.96K
$854K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
28+ 2.05% |
$5.46K - $6.29K
|
1.4K
$403K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
28+ 0.89% |
$5.46K - $6.29K
|
3.16K
$913K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
28+ 0.06% |
$5.46K - $6.29K
|
43.8K
$12.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
28+ 0.83% |
$5.46K - $6.29K
|
3.41K
$984K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
27+ 0.37% |
$5.26K - $6.07K
|
7.26K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
27+ 0.23% |
$5.26K - $6.07K
|
11.8K
$3.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
27+ 1.73% |
$5.26K - $6.07K
|
1.59K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
26+ 1.56% |
$5.07K - $5.84K
|
1.69K
$488K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
26+ 0.36% |
$5.07K - $5.84K
|
7.18K
$2.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
25+ 1.84% |
$4.87K - $5.62K
|
1.38K
$400K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
25+ 0.07% |
$4.87K - $5.62K
|
34K
$9.81M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
25New |
$4.87K - $5.62K
|
25
$7.22K
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
25+ 0.58% |
$4.87K - $5.62K
|
4.33K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
24+ 0.96% |
$4.68K - $5.4K
|
2.53K
$730K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
24+ 0.19% |
$4.68K - $5.4K
|
12.9K
$3.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
24+ 0.08% |
$4.68K - $5.4K
|
29K
$8.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
23+ 1.62% |
$4.48K - $5.17K
|
1.44K
$416K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
23+ 0.2% |
$4.48K - $5.17K
|
11.4K
$3.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
22+ 0.06% |
$4.29K - $4.95K
|
39.2K
$11.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
22+ 1.33% |
$4.29K - $4.95K
|
1.67K
$483K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
21+ 0.04% |
$4.09K - $4.72K
|
52.5K
$15.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
21+ 0.37% |
$4.09K - $4.72K
|
5.73K
$1.65M
|