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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
12+ 0.12% |
$2.34K - $2.7K
|
9.73K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
12+ 0.08% |
$2.34K - $2.7K
|
16K
$4.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11+ 0.22% |
$2.14K - $2.47K
|
4.94K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
11+ 0.77% |
$2.14K - $2.47K
|
1.44K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
11+ 0.02% |
$2.14K - $2.47K
|
67.1K
$19.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
11+ 0.06% |
$2.14K - $2.47K
|
19K
$5.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
11+ 0.62% |
$2.14K - $2.47K
|
1.79K
$515K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
11+ 0.07% |
$2.14K - $2.47K
|
16.6K
$4.78M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
10+ 0.95% |
$1.95K - $2.25K
|
1.06K
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
10+ 0.53% |
$1.95K - $2.25K
|
1.88K
$544K
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
10+ 0.3% |
$1.95K - $2.25K
|
3.3K
$951K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.45% |
$1.95K - $2.25K
|
2.22K
$641K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
10+ 0.51% |
$1.95K - $2.25K
|
1.97K
$568K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
10+ 0.2% |
$1.95K - $2.25K
|
4.97K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.12% |
$1.95K - $2.25K
|
8.03K
$2.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
10+ 0.6% |
$1.95K - $2.25K
|
1.68K
$484K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
10+ 0.32% |
$1.95K - $2.25K
|
3.11K
$897K
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
10+ 0.23% |
$1.95K - $2.25K
|
4.39K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
10+ 0.5% |
$1.95K - $2.25K
|
2K
$576K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
9+ 0.36% |
$1.75K - $2.02K
|
2.53K
$731K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.08% |
$1.75K - $2.02K
|
11.1K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.53% |
$1.75K - $2.02K
|
1.71K
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
9+ 0.08% |
$1.75K - $2.02K
|
11.9K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
9+ 0.19% |
$1.75K - $2.02K
|
4.77K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.04% |
$1.75K - $2.02K
|
24.2K
$6.98M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
8+ 0.05% |
$1.56K - $1.8K
|
15.9K
$4.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8+ 0.75% |
$1.56K - $1.8K
|
1.08K
$311K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
8+ 0.08% |
$1.56K - $1.8K
|
9.81K
$2.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
8+ 0.43% |
$1.56K - $1.8K
|
1.85K
$534K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8+ 0.4% |
$1.56K - $1.8K
|
1.99K
$574K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
8+ 0.45% |
$1.56K - $1.8K
|
1.8K
$518K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8+ 0.11% |
$1.56K - $1.8K
|
7.36K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
8+ 6.15% |
$1.56K - $1.8K
|
138
$39.8K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.09% |
$1.36K - $1.57K
|
8.16K
$2.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$1.36K - $1.57K
|
3.09K
$893K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7+ 0.39% |
$1.36K - $1.57K
|
1.8K
$521K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
7+ 0.27% |
$1.36K - $1.57K
|
2.55K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
7+ 0.1% |
$1.36K - $1.57K
|
6.72K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
6+ 0.42% |
$1.17K - $1.35K
|
1.45K
$418K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.57% |
$1.17K - $1.35K
|
1.06K
$306K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 0.01% |
$1.17K - $1.35K
|
45.9K
$13.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.21% |
$1.17K - $1.35K
|
2.9K
$838K
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$1.17K - $1.35K
|
2.58K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
BUY
|
- |
6+ 0.02% |
$1.17K - $1.35K
|
27.6K
$7.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
5+ 0.09% |
$975 - $1.12K
|
5.31K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.47% |
$975 - $1.12K
|
1.06K
$305K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
5+ 0.3% |
$975 - $1.12K
|
1.66K
$480K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 1.01% |
$780 - $899
|
402
$116K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4+ 0.07% |
$780 - $899
|
5.86K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.08% |
$780 - $899
|
5.33K
$1.54M
|