Purchases and Sales Made in Q3 2024 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 12, 2024 Q3 2024
Sei Investments CO

Oaks, PA
BUY
 -
30.9K
+ 4.0%
$6.02M - $6.95M
803K $228M
Nov 15, 2024 Q3 2024
Groupama Asset Managment

Paris, I0
BUY
 -
30.9K
+ 7.75%
$6.02M - $6.94M
429K $121M
Nov 14, 2024 Q3 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
30.8K
+ 1791.46%
$6.01M - $6.93M
32.6K $9.22M
Nov 05, 2024 Q3 2024
Aptus Capital Advisors, LLC

BUY
 -
30.1K
+ 14.56%
$5.86M - $6.76M
237K $67M
Oct 28, 2024 Q3 2024
Davis Rea Ltd.

BUY
 -
29.8K
+ 181.29%
$5.8M - $6.69M
46.2K $13.1M
Nov 14, 2024 Q3 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
29.7K
+ 43.08%
$5.78M - $6.67M
98.5K $27.9M
Nov 06, 2024 Q3 2024
Cibc Asset Management Inc

Toronto, A6
BUY
 -
29.5K
+ 6.28%
$5.74M - $6.62M
498K $141M
Nov 20, 2024 Q3 2024
Bard Financial Services, Inc.

BUY
 -
29.5K
+ 157.66%
$5.74M - $6.62M
48.1K $13.6M
Oct 17, 2024 Q3 2024
Stratos Wealth Partners, Ltd.

BUY
 -
29.4K
+ 13.33%
$5.72M - $6.6M
250K $70.7M
Oct 25, 2024 Q3 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
29K
+ 56.5%
$5.65M - $6.52M
80.4K $22.8M
Nov 04, 2024 Q3 2024
Osprey Private Wealth LLC

New York, NY
BUY
 -
28.7K
New
$5.6M - $6.46M
28.7K $8.13M
Nov 12, 2024 Q3 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
28.7K
+ 17.38%
$5.6M - $6.46M
194K $54.9M
Dec 03, 2024 Q3 2024
Oddo Bhf Asset Management Sas

Paris, I0
BUY
 -
28.6K
New
$5.57M - $6.43M
28.6K $8.1M
Nov 15, 2024 Q3 2024
Sgl Investment Advisors, Inc.

Missoula, MT
BUY
 -
28.3K
New
$5.52M - $6.37M
28.3K $8.02M
Nov 13, 2024 Q3 2024
Scotia Capital Inc.

BUY
 -
28.2K
+ 2.05%
$5.5M - $6.34M
1.41M $398M
Nov 14, 2024 Q3 2024
Aviva PLC

BUY
 -
28.2K
+ 1.64%
$5.49M - $6.33M
1.75M $495M
Nov 08, 2024 Q3 2024
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
27.5K
+ 17.5%
$5.36M - $6.18M
185K $52.3M
Nov 13, 2024 Q3 2024
Elo Mutual Pension Insurance CO

BUY
 -
27.4K
+ 11.15%
$5.33M - $6.15M
273K $77.3M
Oct 29, 2024 Q3 2024
Vestor Capital, LLC

Chicago, IL
BUY
 -
27.2K
+ 21.92%
$5.3M - $6.11M
151K $42.8M
Nov 08, 2024 Q3 2024
Fjarde Ap Fonden

BUY
 -
27K
+ 6.01%
$5.26M - $6.07M
476K $135M
Nov 13, 2024 Q3 2024
Evoke Wealth, LLC

BUY
 -
26.8K
New
$5.22M - $6.02M
26.8K $7.58M
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
26.8K
New
$5.22M - $6.02M
26.8K $7.58M
Nov 12, 2024 Q3 2024
Leith Wheeler Investment Counsel Ltd.

BUY
 -
26.7K
+ 61.93%
$5.2M - $6M
69.8K $19.8M
Nov 14, 2024 Q3 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
26.5K
New
$5.17M - $5.97M
26.5K $7.52M
Nov 15, 2024 Q3 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
26.5K
+ 195.28%
$5.17M - $5.96M
40.1K $11.4M
Nov 08, 2024 Q3 2024
Adviser Investments LLC

BUY
 -
26.4K
+ 6.48%
$5.14M - $5.93M
434K $123M
Nov 14, 2024 Q3 2024
Concentric Capital Strategies, LP

Stamford, CT
BUY
 -
26.1K
+ 276.95%
$5.09M - $5.88M
35.6K $10.1M
Oct 23, 2024 Q3 2024
Hwg Holdings LP

Houston, TX
BUY
 -
26.1K
New
$5.09M - $5.87M
26.1K $7.4M
Oct 18, 2024 Q3 2024
Calton & Associates, Inc.

BUY
 -
25.5K
+ 307.31%
$4.96M - $5.72M
33.8K $9.56M
Nov 14, 2024 Q3 2024
Nissay Asset Management Corp

Tokyo, M0
BUY
 -
25.3K
+ 5.12%
$4.93M - $5.69M
520K $147M
Nov 12, 2024 Q3 2024
Team Hewins, LLC

Redwood City, CA
BUY
 -
25.3K
+ 2292.75%
$4.93M - $5.68M
26.4K $7.47M
Nov 13, 2024 Q3 2024
Neos Investment Management LLC

Westport, CT
BUY
 -
25.2K
+ 25.87%
$4.91M - $5.66M
122K $34.7M
Nov 14, 2024 Q3 2024
Graham Capital Management, L.P.

Rowayton, CT
BUY
 -
25.1K
New
$4.89M - $5.64M
25.1K $7.1M
Nov 07, 2024 Q3 2024
Slate Stone Wealth, LLC

BUY
 -
25K
+ 53.43%
$4.88M - $5.63M
71.9K $20.4M
Nov 05, 2024 Q3 2024
Miller Howard Investments Inc

BUY
 -
24.9K
+ 8.34%
$4.85M - $5.6M
323K $91.6M
Nov 12, 2024 Q3 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
24.8K
+ 5.25%
$4.84M - $5.59M
498K $141M
Oct 29, 2024 Q3 2024
Gfs Advisors, LLC

BUY
 -
24.4K
+ 72.63%
$4.76M - $5.48M
58K $16.4M
Nov 07, 2024 Q3 2024
Actiam N.V.

Rotterdam, P7
BUY
 -
24.4K
+ 3.17%
$4.75M - $5.48M
795K $225M
Nov 13, 2024 Q3 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
24.2K
+ 0.41%
$4.71M - $5.43M
5.86M $1.66B
Nov 12, 2024 Q3 2024
Nwam LLC

Mercer Island, WA
BUY
 -
24.2K
New
$4.71M - $5.43M
24.2K $6.84M
Oct 18, 2024 Q3 2024
Allspring Global Investments Holdings, LLC

BUY
 -
24.1K
+ 3.09%
$4.7M - $5.42M
806K $228M
Oct 18, 2024 Q3 2024
Cboe Vest Financial, LLC

Mclean, VA
BUY
 -
24.1K
+ 20.83%
$4.69M - $5.41M
140K $39.6M
Nov 06, 2024 Q3 2024
Bretton Capital Management, LLC

San Francisco, CA
BUY
 -
24K
New
$4.68M - $5.4M
24K $6.8M
Nov 12, 2024 Q3 2024
Howard Capital Management Inc.

BUY
 -
23.8K
New
$4.64M - $5.35M
23.8K $6.74M
Oct 29, 2024 Q3 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
23.6K
+ 5.09%
$4.59M - $5.3M
486K $138M
Oct 22, 2024 Q3 2024
Searle & Co.

BUY
 -
23.3K
+ 8.29%
$4.54M - $5.24M
304K $86.1M
Oct 31, 2024 Q3 2024
Mission Wealth Management, LP

BUY
 -
23.2K
+ 40.88%
$4.53M - $5.22M
80.1K $22.7M
Nov 13, 2024 Q3 2024
First Trust Advisors LP

Wheaton, IL
BUY
 -
22.8K
+ 1.37%
$4.44M - $5.12M
1.68M $477M
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
22.7K
+ 6.66%
$4.43M - $5.11M
364K $103M

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