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 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-351- 15.8% |
$68.4K - $78.9K
|
1.87K
$542K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-351- 1.3% |
$68.4K - $78.9K
|
26.7K
$7.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-352- 1.81% |
$68.6K - $79.1K
|
19.1K
$5.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-354- 2.93% |
$69K - $79.6K
|
11.7K
$3.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-355- 1.73% |
$69.2K - $79.8K
|
20.1K
$5.84M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-357- 0.49% |
$69.6K - $80.3K
|
72.3K
$21M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-358- 22.96% |
$69.8K - $80.5K
|
1.2K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-358- 2.84% |
$69.8K - $80.5K
|
12.3K
$3.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-359- 1.47% |
$70K - $80.7K
|
24.1K
$6.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-361- 5.89% |
$70.4K - $81.2K
|
5.76K
$1.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-363- 0.17% |
$70.7K - $81.6K
|
213K
$61.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-365- 1.82% |
$71.1K - $82.1K
|
19.7K
$5.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-366- 0.63% |
$71.3K - $82.3K
|
57.4K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-366- 0.87% |
$71.3K - $82.3K
|
41.9K
$12.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-367- 19.29% |
$71.5K - $82.5K
|
1.54K
$445K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-367- 1.55% |
$71.5K - $82.5K
|
23.4K
$6.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-369- 1.42% |
$71.9K - $83K
|
25.6K
$7.42M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-369- 5.91% |
$71.9K - $83K
|
5.88K
$1.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-370- 0.41% |
$72.1K - $83.2K
|
89.8K
$26M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-370- 4.02% |
$72.1K - $83.2K
|
8.84K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-374- 3.41% |
$72.9K - $84.1K
|
10.6K
$3.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-374- 13.48% |
$72.9K - $84.1K
|
2.4K
$696K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-375- 5.03% |
$73.1K - $84.3K
|
7.09K
$2.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-375- 1.25% |
$73.1K - $84.3K
|
29.6K
$8.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-375- 6.02% |
$73.1K - $84.3K
|
5.85K
$1.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-378- 2.0% |
$73.7K - $85K
|
18.6K
$5.38M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-378- 3.4% |
$73.7K - $85K
|
10.7K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-381- 1.26% |
$74.3K - $85.6K
|
29.8K
$8.65M
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-381- 10.12% |
$74.3K - $85.6K
|
3.38K
$980K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-383- 8.91% |
$74.6K - $86.1K
|
3.92K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-383- 2.26% |
$74.6K - $86.1K
|
16.6K
$4.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-386- 0.25% |
$75.2K - $86.8K
|
151K
$43.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-386- 1.59% |
$75.2K - $86.8K
|
23.8K
$6.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-388- 13.18% |
$75.6K - $87.2K
|
2.56K
$741K
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-390- 0.91% |
$76K - $87.7K
|
42.5K
$12.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-390- 1.61% |
$76K - $87.7K
|
23.9K
$6.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-391- 3.76% |
$76.2K - $87.9K
|
10K
$2.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-392- 0.88% |
$76.4K - $88.1K
|
44K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-393- 1.33% |
$76.6K - $88.3K
|
29.2K
$8.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-397- 24.08% |
$77.4K - $89.2K
|
1.25K
$363K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-399- 4.56% |
$77.8K - $89.7K
|
8.35K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-399- 0.31% |
$77.8K - $89.7K
|
128K
$37.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-400- 3.49% |
$78K - $89.9K
|
11K
$3.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Salzhauer Michael
|
SELL
|
- |
-400- 5.62% |
$78K - $89.9K
|
6.72K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-400- 2.84% |
$78K - $89.9K
|
13.7K
$3.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-405- 4.91% |
$78.9K - $91K
|
7.85K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-405- 1.5% |
$78.9K - $91K
|
26.6K
$7.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-406- 13.79% |
$79.1K - $91.3K
|
2.54K
$736K
|
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-406- 0.59% |
$79.1K - $91.3K
|
68.3K
$19.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-407- 1.77% |
$79.3K - $91.5K
|
22.6K
$6.55M
|