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 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
21+ 1.09% |
$4.09K - $4.72K
|
1.95K
$563K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
21+ 0.21% |
$4.09K - $4.72K
|
10.1K
$2.91M
|
|
Nov 07, 2024
Q3 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
21+ 0.02% |
$4.09K - $4.72K
|
104K
$29.9M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
21+ 0.67% |
$4.09K - $4.72K
|
3.13K
$904K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.21% |
$3.9K - $4.5K
|
9.52K
$2.75M
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
20+ 0.08% |
$3.9K - $4.5K
|
26.2K
$7.56M
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
20+ 0.65% |
$3.9K - $4.5K
|
3.09K
$892K
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
20+ 0.8% |
$3.9K - $4.5K
|
2.52K
$726K
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
20+ 1.45% |
$3.9K - $4.5K
|
1.4K
$404K
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
19+ 0.13% |
$3.7K - $4.27K
|
14.4K
$4.16M
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18+ 1.68% |
$3.51K - $4.05K
|
1.09K
$315K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
17+ 1.68% |
$3.31K - $3.82K
|
1.03K
$297K
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
17+ 5.17% |
$3.31K - $3.82K
|
346
$99.9K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17+ 1.21% |
$3.31K - $3.82K
|
1.43K
$412K
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
17+ 0.15% |
$3.31K - $3.82K
|
11.2K
$3.22M
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
17+ 0.37% |
$3.31K - $3.82K
|
4.64K
$1.34M
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
17+ 0.17% |
$3.31K - $3.82K
|
10.2K
$2.94M
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17+ 0.57% |
$3.31K - $3.82K
|
2.98K
$859K
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
16+ 0.3% |
$3.12K - $3.6K
|
5.35K
$1.54M
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16+ 0.43% |
$3.12K - $3.6K
|
3.77K
$1.09M
|
|
Oct 15, 2024
Q3 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.44% |
$3.12K - $3.6K
|
3.69K
$1.06M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
16+ 0.06% |
$3.12K - $3.6K
|
24.9K
$7.18M
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
16+ 0.42% |
$3.12K - $3.6K
|
3.85K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
16+ 0.57% |
$3.12K - $3.6K
|
2.8K
$809K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15+ 0.07% |
$2.92K - $3.37K
|
20.4K
$5.9M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
15+ 0.47% |
$2.92K - $3.37K
|
3.18K
$919K
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
15+ 0.51% |
$2.92K - $3.37K
|
2.96K
$853K
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
15+ 1.37% |
$2.92K - $3.37K
|
1.11K
$320K
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
15+ 0.03% |
$2.92K - $3.37K
|
46.2K
$13.3M
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
15+ 0.51% |
$2.92K - $3.37K
|
2.95K
$851K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
15+ 2.04% |
$2.92K - $3.37K
|
751
$217K
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
15+ 0.49% |
$2.92K - $3.37K
|
3.07K
$886K
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
14+ 0.53% |
$2.73K - $3.15K
|
2.66K
$768K
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$2.73K - $3.15K
|
16.3K
$4.7M
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.17% |
$2.73K - $3.15K
|
8.25K
$2.38M
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
14+ 0.38% |
$2.73K - $3.15K
|
3.71K
$1.07M
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
14+ 0.34% |
$2.73K - $3.15K
|
4.17K
$1.2M
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
14+ 0.26% |
$2.73K - $3.15K
|
5.36K
$1.55M
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
13+ 0.6% |
$2.53K - $2.92K
|
2.16K
$624K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
13+ 0.23% |
$2.53K - $2.92K
|
5.63K
$1.62M
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13+ 0.48% |
$2.53K - $2.92K
|
2.73K
$787K
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
13+ 0.43% |
$2.53K - $2.92K
|
3.04K
$878K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
12+ 0.05% |
$2.34K - $2.7K
|
22.7K
$6.56M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.26% |
$2.34K - $2.7K
|
4.63K
$1.34M
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 0.05% |
$2.34K - $2.7K
|
24.3K
$7.02M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 1.4% |
$2.34K - $2.7K
|
867
$250K
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12+ 0.42% |
$2.34K - $2.7K
|
2.9K
$838K
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
12+ 0.03% |
$2.34K - $2.7K
|
37.1K
$10.7M
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 0.73% |
$2.34K - $2.7K
|
1.65K
$477K
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
12+ 0.88% |
$2.34K - $2.7K
|
1.37K
$396K
|