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 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
22.3K+ 3.41% |
$4.34M - $5.01M
|
676K
$191M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
22.1K+ 11.26% |
$4.31M - $4.98M
|
219K
$61.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
21.9KNew |
$4.27M - $4.93M
|
21.9K
$6.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
21.8K+ 119.08% |
$4.25M - $4.9M
|
40.1K
$11.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
21.8K+ 34.28% |
$4.25M - $4.9M
|
85.4K
$24.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
21.4K+ 4.67% |
$4.16M - $4.8M
|
478K
$135M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.3K+ 14.72% |
$4.15M - $4.79M
|
166K
$47M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
21K+ 673.77% |
$4.1M - $4.73M
|
24.2K
$6.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
21KNew |
$4.09M - $4.72M
|
21K
$5.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
20.8K+ 9.72% |
$4.05M - $4.67M
|
235K
$66.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
20.6K+ 4.59% |
$4.02M - $4.64M
|
470K
$133M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
20.6K+ 16.65% |
$4.01M - $4.62M
|
144K
$40.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20.3K+ 8.11% |
$3.95M - $4.56M
|
271K
$76.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
20.1K+ 992.73% |
$3.91M - $4.51M
|
22.1K
$6.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
20K+ 3.49% |
$3.9M - $4.5M
|
592K
$168M
|
|
|
Nov 14, 2024
Q3 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
20KNew |
$3.89M - $4.49M
|
20K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
19.8KNew |
$3.86M - $4.45M
|
19.8K
$5.61M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
19.4K+ 15.58% |
$3.78M - $4.36M
|
144K
$40.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
19.3KNew |
$3.76M - $4.33M
|
19.3K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
19.1K+ 29.15% |
$3.72M - $4.29M
|
84.5K
$23.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
18.9KNew |
$3.69M - $4.25M
|
18.9K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
18.9KNew |
$3.68M - $4.25M
|
18.9K
$5.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18.8K+ 56.94% |
$3.67M - $4.24M
|
51.9K
$14.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
18.6KNew |
$3.63M - $4.19M
|
18.6K
$5.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.2K+ 19.11% |
$3.54M - $4.09M
|
113K
$32.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18.1K+ 53.72% |
$3.53M - $4.07M
|
51.8K
$14.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
18.1K+ 994.77% |
$3.52M - $4.06M
|
19.9K
$5.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
18K+ 3.33% |
$3.51M - $4.05M
|
558K
$158M
|
|
|
Nov 14, 2024
Q3 2024
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
18K+ 7.74% |
$3.5M - $4.04M
|
250K
$70.8M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
17.9K+ 36.87% |
$3.49M - $4.03M
|
66.6K
$18.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
17.9K+ 6.73% |
$3.48M - $4.02M
|
283K
$80.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
17.8KNew |
$3.48M - $4.01M
|
17.8K
$5.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
17.4KNew |
$3.4M - $3.92M
|
17.4K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17K+ 1.74% |
$3.32M - $3.83M
|
994K
$281M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
17K+ 443.96% |
$3.31M - $3.82M
|
20.8K
$5.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.7K+ 26.1% |
$3.25M - $3.75M
|
80.7K
$22.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
16.7K+ 3.97% |
$3.25M - $3.75M
|
437K
$124M
|
|
|
Nov 06, 2024
Q3 2024
|
Sycomore Asset Management
|
BUY
|
- |
16.7KNew |
$3.25M - $3.75M
|
16.7K
$4.72M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
16.6K+ 5.53% |
$3.24M - $3.74M
|
318K
$89.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
16.3K+ 14.58% |
$3.18M - $3.66M
|
128K
$36.3M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
16K+ 33.83% |
$3.12M - $3.6M
|
63.3K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
15.9K+ 5.89% |
$3.1M - $3.57M
|
286K
$81M
|
|
|
Nov 12, 2024
Q3 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
15.8K+ 4.96% |
$3.08M - $3.55M
|
335K
$94.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.7K+ 5.57% |
$3.06M - $3.53M
|
298K
$84.3M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
15.7KNew |
$3.06M - $3.52M
|
15.7K
$4.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
15.6K+ 96.28% |
$3.04M - $3.51M
|
31.8K
$9.01M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
15.5KNew |
$3.02M - $3.48M
|
15.5K
$4.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.4K+ 11.49% |
$3.01M - $3.47M
|
150K
$42.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
15.4K+ 12.56% |
$3M - $3.46M
|
138K
$39.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.3K+ 20.46% |
$2.99M - $3.45M
|
90.3K
$25.6M
|