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 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
14+ 0.09% |
$2.73K - $3.15K
|
16.3K
$3.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.17% |
$2.73K - $3.15K
|
8.25K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
14+ 0.38% |
$2.73K - $3.15K
|
3.71K
$901K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
14+ 0.34% |
$2.73K - $3.15K
|
4.17K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
14+ 0.26% |
$2.73K - $3.15K
|
5.36K
$1.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
13+ 0.6% |
$2.53K - $2.92K
|
2.16K
$526K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
13+ 0.23% |
$2.53K - $2.92K
|
5.63K
$1.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13+ 0.48% |
$2.53K - $2.92K
|
2.73K
$663K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
13+ 0.43% |
$2.53K - $2.92K
|
3.04K
$739K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
12+ 0.05% |
$2.34K - $2.7K
|
22.7K
$5.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.26% |
$2.34K - $2.7K
|
4.63K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 0.05% |
$2.34K - $2.7K
|
24.3K
$5.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 1.4% |
$2.34K - $2.7K
|
867
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12+ 0.42% |
$2.34K - $2.7K
|
2.9K
$706K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
12+ 0.03% |
$2.34K - $2.7K
|
37.1K
$9.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 0.73% |
$2.34K - $2.7K
|
1.65K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
12+ 0.88% |
$2.34K - $2.7K
|
1.37K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
12+ 0.12% |
$2.34K - $2.7K
|
9.73K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
12+ 0.08% |
$2.34K - $2.7K
|
16K
$3.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11+ 0.22% |
$2.14K - $2.47K
|
4.94K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
11+ 0.77% |
$2.14K - $2.47K
|
1.44K
$349K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11+ 0.02% |
$2.14K - $2.47K
|
67.1K
$16.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
11+ 0.06% |
$2.14K - $2.47K
|
19K
$4.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
11+ 0.62% |
$2.14K - $2.47K
|
1.79K
$434K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
11+ 0.07% |
$2.14K - $2.47K
|
16.6K
$4.03M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10+ 0.95% |
$1.95K - $2.25K
|
1.06K
$258K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
10+ 0.53% |
$1.95K - $2.25K
|
1.88K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
10+ 0.3% |
$1.95K - $2.25K
|
3.3K
$801K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.45% |
$1.95K - $2.25K
|
2.22K
$540K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.51% |
$1.95K - $2.25K
|
1.97K
$478K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
10+ 0.2% |
$1.95K - $2.25K
|
4.97K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.12% |
$1.95K - $2.25K
|
8.03K
$1.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
10+ 0.6% |
$1.95K - $2.25K
|
1.68K
$408K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
10+ 0.32% |
$1.95K - $2.25K
|
3.11K
$755K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
10+ 0.23% |
$1.95K - $2.25K
|
4.39K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
10+ 0.5% |
$1.95K - $2.25K
|
2K
$485K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.36% |
$1.75K - $2.02K
|
2.53K
$616K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.08% |
$1.75K - $2.02K
|
11.1K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.53% |
$1.75K - $2.02K
|
1.71K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
9+ 0.08% |
$1.75K - $2.02K
|
11.9K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
9+ 0.19% |
$1.75K - $2.02K
|
4.77K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.04% |
$1.75K - $2.02K
|
24.2K
$5.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
8+ 0.05% |
$1.56K - $1.8K
|
15.9K
$3.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 0.75% |
$1.56K - $1.8K
|
1.08K
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
8+ 0.08% |
$1.56K - $1.8K
|
9.81K
$2.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8+ 0.43% |
$1.56K - $1.8K
|
1.85K
$449K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8+ 0.4% |
$1.56K - $1.8K
|
1.99K
$484K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
8+ 0.45% |
$1.56K - $1.8K
|
1.8K
$436K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8+ 0.11% |
$1.56K - $1.8K
|
7.36K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
8+ 6.15% |
$1.56K - $1.8K
|
138
$33.6K
|