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 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.09% |
$1.36K - $1.57K
|
8.16K
$1.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$1.36K - $1.57K
|
3.09K
$752K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.39% |
$1.36K - $1.57K
|
1.8K
$438K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7+ 0.27% |
$1.36K - $1.57K
|
2.55K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
7+ 0.1% |
$1.36K - $1.57K
|
6.72K
$1.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
6+ 0.42% |
$1.17K - $1.35K
|
1.45K
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.57% |
$1.17K - $1.35K
|
1.06K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 0.01% |
$1.17K - $1.35K
|
45.9K
$11.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.21% |
$1.17K - $1.35K
|
2.9K
$706K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$1.17K - $1.35K
|
2.58K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
BUY
|
- |
6+ 0.02% |
$1.17K - $1.35K
|
27.6K
$6.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
5+ 0.09% |
$975 - $1.12K
|
5.31K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.47% |
$975 - $1.12K
|
1.06K
$257K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5+ 0.3% |
$975 - $1.12K
|
1.66K
$404K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 1.01% |
$780 - $899
|
402
$97.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4+ 0.07% |
$780 - $899
|
5.86K
$1.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.08% |
$780 - $899
|
5.33K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
4+ 0.09% |
$780 - $899
|
4.42K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4+ 0.34% |
$780 - $899
|
1.19K
$290K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$780 - $899
|
12.9K
$3.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4+ 0.2% |
$780 - $899
|
1.99K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4+ 0.57% |
$780 - $899
|
711
$173K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
3+ 0.24% |
$585 - $674
|
1.24K
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.03% |
$585 - $674
|
9.13K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$585 - $674
|
1.89K
$459K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3+ 0.15% |
$585 - $674
|
2.02K
$492K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$585 - $674
|
2.02K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$585 - $674
|
48.4K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3+ 0.02% |
$585 - $674
|
13.6K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3+ 0.26% |
$585 - $674
|
1.16K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
3+ 0.03% |
$585 - $674
|
11.9K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3+ 0.04% |
$585 - $674
|
8.57K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3New |
$585 - $674
|
3
$729
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3+ 0.12% |
$585 - $674
|
2.44K
$594K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$390 - $450
|
4.56K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2+ 0.08% |
$390 - $450
|
2.49K
$606K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
2+ 0.15% |
$390 - $450
|
1.31K
$318K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2+ 0.05% |
$390 - $450
|
4.11K
$1M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2+ 0.1% |
$390 - $450
|
1.94K
$471K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
2+ 0.01% |
$390 - $450
|
15.1K
$3.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.07% |
$390 - $450
|
2.93K
$712K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 0.79% |
$390 - $450
|
256
$62.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.19% |
$390 - $450
|
1.07K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2+ 0.02% |
$390 - $450
|
10.3K
$2.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
2+ 0.17% |
$390 - $450
|
1.18K
$286K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2+ 0.1% |
$390 - $450
|
2.09K
$508K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.73% |
$390 - $450
|
275
$66.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.04% |
$390 - $450
|
5.4K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.04% |
$390 - $450
|
5.23K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2+ 0.03% |
$390 - $450
|
6.35K
$1.54M
|