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
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
15.3KNew |
$2.99M - $3.44M
|
15.3K
$4.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
15.3K+ 0.58% |
$2.99M - $3.44M
|
2.67M
$757M
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
14.8K+ 9.49% |
$2.88M - $3.33M
|
171K
$48.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
14.3KNew |
$2.79M - $3.22M
|
14.3K
$4.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.2K+ 0.8% |
$2.77M - $3.2M
|
1.79M
$508M
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
14.1KNew |
$2.75M - $3.17M
|
14.1K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
14K+ 11.16% |
$2.72M - $3.14M
|
139K
$39.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14K+ 30.75% |
$2.72M - $3.14M
|
59.4K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
13.9K+ 4.54% |
$2.71M - $3.13M
|
321K
$90.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
13.9K+ 44.51% |
$2.71M - $3.12M
|
45.1K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 25.58% |
$2.69M - $3.1M
|
67.8K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
13.7KNew |
$2.66M - $3.07M
|
13.7K
$3.87M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
13.4K+ 4.18% |
$2.62M - $3.02M
|
335K
$94.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
13.3K+ 910.9% |
$2.59M - $2.99M
|
14.7K
$4.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
13.3K+ 6.67% |
$2.59M - $2.99M
|
213K
$60.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
13.2K+ 12.55% |
$2.58M - $2.98M
|
119K
$33.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
13.2K+ 14.75% |
$2.57M - $2.97M
|
103K
$29.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
13.2K+ 17.8% |
$2.56M - $2.96M
|
87.1K
$24.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
13.2K+ 1.01% |
$2.56M - $2.96M
|
1.32M
$374M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13.1KNew |
$2.55M - $2.94M
|
13.1K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Denali Advisors LLC
|
BUY
|
- |
13K+ 216.17% |
$2.53M - $2.92M
|
19K
$5.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
12.9KNew |
$2.51M - $2.9M
|
12.9K
$3.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
12.8K+ 88.89% |
$2.49M - $2.88M
|
27.2K
$7.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tam Capital Management Inc.
Stamford, CT |
BUY
|
- |
12.6K+ 10.63% |
$2.45M - $2.83M
|
131K
$37.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
12.5KNew |
$2.44M - $2.81M
|
12.5K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
12.4KNew |
$2.42M - $2.79M
|
12.4K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.4K+ 1.72% |
$2.42M - $2.79M
|
734K
$208M
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
12KNew |
$2.33M - $2.69M
|
12K
$3.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
12KNew |
$2.33M - $2.69M
|
12K
$3.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
11.8KNew |
$2.3M - $2.66M
|
11.8K
$3.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.8KNew |
$2.3M - $2.65M
|
11.8K
$3.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
11.7KNew |
$2.29M - $2.64M
|
11.7K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
11.7KNew |
$2.27M - $2.62M
|
11.7K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
11.5KNew |
$2.24M - $2.59M
|
11.5K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
11.5K+ 19.05% |
$2.23M - $2.58M
|
71.7K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
11.5K+ 0.19% |
$2.23M - $2.58M
|
5.91M
$1.67B
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
11.3KNew |
$2.19M - $2.53M
|
11.3K
$3.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.2K+ 28.22% |
$2.19M - $2.53M
|
51.1K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.2K+ 1.94% |
$2.18M - $2.51M
|
586K
$166M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.1K+ 27.98% |
$2.16M - $2.49M
|
50.6K
$14.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
10.8K+ 220.34% |
$2.1M - $2.42M
|
15.6K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
10.7K+ 22.35% |
$2.09M - $2.41M
|
58.6K
$16.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
10.7KNew |
$2.08M - $2.4M
|
10.7K
$3.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.3K+ 11.77% |
$2.02M - $2.33M
|
98.3K
$27.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.2K+ 7.46% |
$1.99M - $2.29M
|
147K
$41.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.2KNew |
$1.99M - $2.29M
|
10.2K
$2.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
10.2K+ 7.1% |
$1.98M - $2.29M
|
153K
$43.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
10.1K+ 3.73% |
$1.97M - $2.27M
|
280K
$79.4M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
9.99KNew |
$1.95M - $2.25M
|
9.99K
$2.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.99K+ 13.93% |
$1.95M - $2.25M
|
81.7K
$23.1M
|