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 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
9.8K+ 10.02% |
$1.91M - $2.2M
|
108K
$30.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.78KNew |
$1.91M - $2.2M
|
9.78K
$2.77M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.77K+ 1.65% |
$1.9M - $2.2M
|
602K
$171M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
9.74K+ 6.25% |
$1.9M - $2.19M
|
166K
$46.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
9.67K+ 1.34% |
$1.88M - $2.17M
|
730K
$207M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
9.63K+ 0.92% |
$1.88M - $2.16M
|
1.05M
$298M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.62K+ 9.45% |
$1.88M - $2.16M
|
111K
$31.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
9.53K+ 142.4% |
$1.86M - $2.14M
|
16.2K
$4.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.49K+ 36.13% |
$1.85M - $2.13M
|
35.7K
$10.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
BUY
|
- |
9.47K+ 3.27% |
$1.85M - $2.13M
|
299K
$84.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
9.45K+ 0.75% |
$1.84M - $2.12M
|
1.27M
$360M
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
9.44K+ 78.79% |
$1.84M - $2.12M
|
21.4K
$6.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.32K+ 93.31% |
$1.82M - $2.1M
|
19.3K
$5.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
9.15K+ 12.4% |
$1.78M - $2.06M
|
83K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
8.98KNew |
$1.75M - $2.02M
|
8.98K
$2.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
8.97KNew |
$1.75M - $2.02M
|
8.97K
$2.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
8.89K+ 8.7% |
$1.73M - $2M
|
111K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
8.89KNew |
$1.73M - $2M
|
8.89K
$2.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.86K+ 43.51% |
$1.73M - $1.99M
|
29.2K
$8.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
8.81K+ 9.66% |
$1.72M - $1.98M
|
99.9K
$28.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
8.72K+ 9.67% |
$1.7M - $1.96M
|
98.9K
$28M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.71K+ 4.49% |
$1.7M - $1.96M
|
203K
$57.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
8.65KNew |
$1.69M - $1.95M
|
8.65K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8.65K+ 39.78% |
$1.69M - $1.95M
|
30.4K
$8.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
8.64KNew |
$1.68M - $1.94M
|
8.64K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
8.43K+ 66.34% |
$1.64M - $1.9M
|
21.1K
$5.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.38K+ 24.77% |
$1.63M - $1.88M
|
42.2K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
8.23KNew |
$1.6M - $1.85M
|
8.23K
$2.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
8.2KNew |
$1.6M - $1.84M
|
8.2K
$2.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.17K+ 9.94% |
$1.59M - $1.84M
|
90.4K
$25.6M
|
|
|
Apr 29, 2025
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
8.15K+ 420.28% |
$1.59M - $1.83M
|
10.1K
$2.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8.13K+ 53.47% |
$1.58M - $1.83M
|
23.3K
$6.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
7.98K+ 78.1% |
$1.56M - $1.79M
|
18.2K
$5.15M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
7.84K+ 31.18% |
$1.53M - $1.76M
|
33K
$9.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7.84K+ 324.59% |
$1.53M - $1.76M
|
10.3K
$2.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
7.82K+ 36.98% |
$1.52M - $1.76M
|
29K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
7.76K+ 201.43% |
$1.51M - $1.75M
|
11.6K
$3.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.72K+ 1.68% |
$1.5M - $1.74M
|
467K
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.71K+ 15.12% |
$1.5M - $1.73M
|
58.7K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.62K+ 13.58% |
$1.49M - $1.71M
|
63.8K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
7.62K+ 14.78% |
$1.48M - $1.71M
|
59.1K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
7.5K+ 8.48% |
$1.46M - $1.69M
|
96K
$27.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
7.47K+ 5.44% |
$1.46M - $1.68M
|
145K
$41M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.45K+ 5.33% |
$1.45M - $1.68M
|
147K
$41.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
7.45KNew |
$1.45M - $1.67M
|
7.45K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
7.43KNew |
$1.45M - $1.67M
|
7.43K
$2.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
7.34KNew |
$1.43M - $1.65M
|
7.34K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
7.28K+ 99.13% |
$1.42M - $1.64M
|
14.6K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
7.27KNew |
$1.42M - $1.63M
|
7.27K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.25K+ 3.97% |
$1.41M - $1.63M
|
190K
$53.7M
|