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
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
6.91KNew |
$1.35M - $1.55M
|
6.91K
$1.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
6.91KNew |
$1.35M - $1.55M
|
6.91K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.9K+ 43.15% |
$1.35M - $1.55M
|
22.9K
$6.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
6.82K+ 228.59% |
$1.33M - $1.53M
|
9.81K
$2.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
6.8K+ 84.4% |
$1.33M - $1.53M
|
14.9K
$4.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.72K+ 1.85% |
$1.31M - $1.51M
|
370K
$105M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
6.72K+ 81.16% |
$1.31M - $1.51M
|
15K
$4.25M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
6.71K+ 8.39% |
$1.31M - $1.51M
|
86.6K
$24.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.68K+ 7.74% |
$1.3M - $1.5M
|
92.9K
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
6.52K+ 2.25% |
$1.27M - $1.47M
|
296K
$83.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6.52K+ 3.16% |
$1.27M - $1.47M
|
213K
$60.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
6.5K+ 2.95% |
$1.27M - $1.46M
|
227K
$64.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.4K+ 28.76% |
$1.25M - $1.44M
|
28.6K
$8.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.38K+ 2.08% |
$1.24M - $1.43M
|
314K
$88.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
6.38K+ 72.27% |
$1.24M - $1.43M
|
15.2K
$4.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.34K+ 24.72% |
$1.24M - $1.42M
|
32K
$9.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.31K+ 6.18% |
$1.23M - $1.42M
|
108K
$30.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
BUY
|
- |
6.3K+ 8.68% |
$1.23M - $1.42M
|
78.9K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
6.21K+ 69.36% |
$1.21M - $1.4M
|
15.2K
$4.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.17K+ 80.39% |
$1.2M - $1.39M
|
13.9K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
6.15K+ 259.01% |
$1.2M - $1.38M
|
8.53K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.12K+ 155.31% |
$1.19M - $1.37M
|
10.1K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.1K+ 8.38% |
$1.19M - $1.37M
|
78.8K
$22.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.07K+ 2.68% |
$1.18M - $1.36M
|
233K
$65.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.01K+ 2.94% |
$1.17M - $1.35M
|
211K
$59.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.95K+ 13.45% |
$1.16M - $1.34M
|
50.1K
$14.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
5.93K+ 194.33% |
$1.16M - $1.33M
|
8.98K
$2.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.92K+ 17.4% |
$1.15M - $1.33M
|
40K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.9K+ 5.0% |
$1.15M - $1.33M
|
124K
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.88K+ 9.21% |
$1.15M - $1.32M
|
69.7K
$19.7M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5.87K+ 131.94% |
$1.14M - $1.32M
|
10.3K
$2.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
5.85K+ 21.86% |
$1.14M - $1.32M
|
32.6K
$9.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
5.82K+ 111.67% |
$1.13M - $1.31M
|
11K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.7K+ 87.94% |
$1.11M - $1.28M
|
12.2K
$3.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.69K+ 8.44% |
$1.11M - $1.28M
|
73K
$20.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5.65K+ 4.01% |
$1.1M - $1.27M
|
147K
$41.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
5.55K+ 6.2% |
$1.08M - $1.25M
|
94.9K
$26.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
5.53K+ 11.89% |
$1.08M - $1.24M
|
52K
$14.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.37K+ 6.59% |
$1.05M - $1.21M
|
86.9K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Group Foundation
|
BUY
|
- |
5.36K+ 1.06% |
$1.04M - $1.2M
|
512K
$145M
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
5.32KNew |
$1.04M - $1.2M
|
5.32K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.3K+ 107.49% |
$1.03M - $1.19M
|
10.2K
$2.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.29K+ 0.53% |
$1.03M - $1.19M
|
1.01M
$287M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
5.28K+ 96.85% |
$1.03M - $1.19M
|
10.7K
$3.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
5.25K+ 15.39% |
$1.02M - $1.18M
|
39.4K
$11.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.24K+ 7.11% |
$1.02M - $1.18M
|
79K
$22.4M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.21K+ 10.35% |
$1.02M - $1.17M
|
55.6K
$15.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5.2K+ 32.42% |
$1.01M - $1.17M
|
21.2K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
5.15K+ 13.79% |
$1M - $1.16M
|
42.5K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.13K+ 6.85% |
$1M - $1.15M
|
80.1K
$22.7M
|