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 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
5.13K+ 422.82% |
$1M - $1.15M
|
6.35K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.09K+ 13.86% |
$993K - $1.15M
|
41.8K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
5.09KNew |
$992K - $1.14M
|
5.09K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.91K+ 8.37% |
$957K - $1.1M
|
63.6K
$18M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
4.9KNew |
$956K - $1.1M
|
4.9K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
BUY
|
- |
4.9K+ 37.31% |
$955K - $1.1M
|
18K
$5.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
4.83K+ 382.13% |
$942K - $1.09M
|
6.1K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
4.77KNew |
$929K - $1.07M
|
4.77K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
4.77KNew |
$929K - $1.07M
|
4.77K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4.74K+ 4.41% |
$924K - $1.07M
|
112K
$31.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
4.7K+ 6.46% |
$916K - $1.06M
|
77.4K
$21.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
4.68K+ 15.51% |
$912K - $1.05M
|
34.8K
$9.86M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
4.66K+ 78.99% |
$907K - $1.05M
|
10.5K
$2.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4.65K+ 5.42% |
$906K - $1.05M
|
90.4K
$25.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.64KNew |
$905K - $1.04M
|
4.64K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.63K+ 2.54% |
$903K - $1.04M
|
187K
$52.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.61K+ 9.77% |
$899K - $1.04M
|
51.9K
$14.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4.61K+ 44.46% |
$898K - $1.04M
|
15K
$4.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
4.58K+ 69.68% |
$892K - $1.03M
|
11.1K
$3.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.51KNew |
$879K - $1.01M
|
4.51K
$1.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
BUY
|
- |
4.5K+ 75.0% |
$877K - $1.01M
|
10.5K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.5K+ 4.46% |
$876K - $1.01M
|
105K
$29.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.5K+ 3.33% |
$876K - $1.01M
|
140K
$39.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
BUY
|
- |
4.49K+ 8.37% |
$875K - $1.01M
|
58.1K
$16.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
4.46KNew |
$870K - $1M
|
4.46K
$1.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.39K+ 17.62% |
$856K - $988K
|
29.3K
$8.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
4.38KNew |
$854K - $986K
|
4.38K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
4.38KNew |
$853K - $984K
|
4.38K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4.35K+ 8.77% |
$847K - $977K
|
54K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.28K+ 31.12% |
$834K - $962K
|
18K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
4.24K+ 14.07% |
$825K - $952K
|
34.3K
$9.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
4.17KNew |
$813K - $938K
|
4.17K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
4.17K+ 35.3% |
$812K - $937K
|
16K
$4.52M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.15K+ 9.46% |
$810K - $934K
|
48K
$13.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.12K+ 8.73% |
$803K - $926K
|
51.3K
$14.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.11K+ 15.57% |
$801K - $924K
|
30.5K
$8.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
4.05K+ 18.4% |
$789K - $910K
|
26.1K
$7.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
4.02K+ 20.97% |
$783K - $903K
|
23.2K
$6.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
4KNew |
$780K - $900K
|
4K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.99KNew |
$778K - $898K
|
3.99K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.99K+ 27.71% |
$778K - $897K
|
18.4K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.99K+ 8.78% |
$777K - $896K
|
49.4K
$14M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.97K+ 4.11% |
$774K - $893K
|
101K
$28.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.96K+ 23.65% |
$772K - $891K
|
20.7K
$5.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.95K+ 3.86% |
$770K - $888K
|
106K
$30.1M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.89K+ 21.78% |
$759K - $875K
|
21.8K
$6.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.88K+ 2.01% |
$757K - $873K
|
198K
$55.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.85K+ 3.57% |
$751K - $866K
|
112K
$31.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
3.85K+ 2.29% |
$750K - $865K
|
172K
$48.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
3.84KNew |
$748K - $863K
|
3.84K
$1.09M
|