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
|
Roman Butler Fullerton & CO
|
BUY
|
- |
27+ 0.23% |
$5.26K - $6.07K
|
11.8K
$2.87M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
27+ 1.73% |
$5.26K - $6.07K
|
1.59K
$385K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
26+ 1.56% |
$5.07K - $5.84K
|
1.69K
$411K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
26+ 0.36% |
$5.07K - $5.84K
|
7.18K
$1.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
25+ 1.84% |
$4.87K - $5.62K
|
1.38K
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
25+ 0.07% |
$4.87K - $5.62K
|
34K
$8.26M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
25New |
$4.87K - $5.62K
|
25
$6.08K
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
25+ 0.58% |
$4.87K - $5.62K
|
4.33K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
24+ 0.96% |
$4.68K - $5.4K
|
2.53K
$615K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
24+ 0.19% |
$4.68K - $5.4K
|
12.9K
$3.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
24+ 0.08% |
$4.68K - $5.4K
|
29K
$7.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
23+ 1.62% |
$4.48K - $5.17K
|
1.44K
$350K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
23+ 0.2% |
$4.48K - $5.17K
|
11.4K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
22+ 0.06% |
$4.29K - $4.95K
|
39.2K
$9.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
22+ 1.33% |
$4.29K - $4.95K
|
1.67K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
BUY
|
- |
21+ 0.04% |
$4.09K - $4.72K
|
52.5K
$12.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
21+ 0.37% |
$4.09K - $4.72K
|
5.73K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
21+ 1.09% |
$4.09K - $4.72K
|
1.95K
$474K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
21+ 0.21% |
$4.09K - $4.72K
|
10.1K
$2.45M
|
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
21+ 0.02% |
$4.09K - $4.72K
|
104K
$25.2M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
21+ 0.67% |
$4.09K - $4.72K
|
3.13K
$762K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.21% |
$3.9K - $4.5K
|
9.52K
$2.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
20+ 0.08% |
$3.9K - $4.5K
|
26.2K
$6.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
20+ 0.65% |
$3.9K - $4.5K
|
3.09K
$751K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
20+ 0.8% |
$3.9K - $4.5K
|
2.52K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
20+ 1.45% |
$3.9K - $4.5K
|
1.4K
$340K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
19+ 0.13% |
$3.7K - $4.27K
|
14.4K
$3.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18+ 1.68% |
$3.51K - $4.05K
|
1.09K
$265K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
17+ 1.68% |
$3.31K - $3.82K
|
1.03K
$250K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
17+ 5.17% |
$3.31K - $3.82K
|
346
$84.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17+ 1.21% |
$3.31K - $3.82K
|
1.43K
$347K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
17+ 0.15% |
$3.31K - $3.82K
|
11.2K
$2.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
17+ 0.37% |
$3.31K - $3.82K
|
4.64K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
17+ 0.17% |
$3.31K - $3.82K
|
10.2K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17+ 0.57% |
$3.31K - $3.82K
|
2.98K
$723K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
16+ 0.3% |
$3.12K - $3.6K
|
5.35K
$1.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16+ 0.43% |
$3.12K - $3.6K
|
3.77K
$916K
|
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.44% |
$3.12K - $3.6K
|
3.69K
$896K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
16+ 0.06% |
$3.12K - $3.6K
|
24.9K
$6.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
16+ 0.42% |
$3.12K - $3.6K
|
3.85K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
16+ 0.57% |
$3.12K - $3.6K
|
2.8K
$681K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15+ 0.07% |
$2.92K - $3.37K
|
20.4K
$4.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 0.47% |
$2.92K - $3.37K
|
3.18K
$774K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
15+ 0.51% |
$2.92K - $3.37K
|
2.96K
$719K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
15+ 1.37% |
$2.92K - $3.37K
|
1.11K
$269K
|
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
15+ 0.03% |
$2.92K - $3.37K
|
46.2K
$11.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
15+ 0.51% |
$2.92K - $3.37K
|
2.95K
$717K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
15+ 2.04% |
$2.92K - $3.37K
|
751
$183K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
15+ 0.49% |
$2.92K - $3.37K
|
3.07K
$746K
|
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14+ 0.53% |
$2.73K - $3.15K
|
2.66K
$647K
|