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 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-11.6K- 1.48% |
$2.26M - $2.61M
|
775K
$225M
|
|
Nov 06, 2024
Q3 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-11.6K- 87.88% |
$2.26M - $2.61M
|
1.6K
$464K
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-11.6K- 9.57% |
$2.27M - $2.62M
|
110K
$31.9M
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-11.8K- 13.14% |
$2.29M - $2.65M
|
77.8K
$22.5M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.1K- 36.72% |
$2.36M - $2.72M
|
20.9K
$6.05M
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.3K- 8.22% |
$2.39M - $2.76M
|
137K
$39.8M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-12.3K- 63.95% |
$2.4M - $2.76M
|
6.93K
$2.01M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-12.3K- 48.91% |
$2.4M - $2.77M
|
12.9K
$3.73M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-12.3K- 1.3% |
$2.4M - $2.77M
|
935K
$271M
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-12.5K- 0.94% |
$2.43M - $2.8M
|
1.32M
$382M
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-12.8K- 82.69% |
$2.5M - $2.88M
|
2.68K
$777K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.9K- 27.23% |
$2.51M - $2.89M
|
34.4K
$9.97M
|
|
Nov 14, 2024
Q3 2024
|
Bristol John W & CO Inc
|
SELL
|
- |
-13.1K- 1.36% |
$2.56M - $2.95M
|
956K
$277M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13.2K- 0.74% |
$2.58M - $2.97M
|
1.78M
$517M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-13.2K- 9.62% |
$2.58M - $2.97M
|
124K
$36.1M
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-13.4K- 47.2% |
$2.61M - $3.01M
|
15K
$4.35M
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-13.4K- 18.76% |
$2.62M - $3.02M
|
58.1K
$16.9M
|
|
Oct 21, 2024
Q3 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-13.5K- 84.54% |
$2.63M - $3.04M
|
2.47K
$716K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.7K- 16.7% |
$2.67M - $3.08M
|
68.4K
$19.8M
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
SELL
|
- |
-13.8K- 1.79% |
$2.7M - $3.11M
|
758K
$220M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14.1K- 46.08% |
$2.74M - $3.16M
|
16.5K
$4.77M
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-14.2K- 8.08% |
$2.77M - $3.2M
|
162K
$46.9M
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-14.3K- 7.88% |
$2.78M - $3.21M
|
167K
$48.4M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-14.3K- 14.17% |
$2.78M - $3.21M
|
86.5K
$25.1M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-14.3K- 34.15% |
$2.78M - $3.21M
|
27.5K
$7.98M
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-14.4K- 86.32% |
$2.8M - $3.23M
|
2.28K
$660K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-14.4K- 11.98% |
$2.8M - $3.23M
|
106K
$30.6M
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-14.5K- 77.71% |
$2.84M - $3.27M
|
4.17K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-14.5K- 48.53% |
$2.84M - $3.27M
|
15.4K
$4.47M
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-14.6K- 3.83% |
$2.84M - $3.28M
|
366K
$106M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-14.8K- 4.79% |
$2.89M - $3.34M
|
295K
$85.5M
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-14.9K- 21.6% |
$2.9M - $3.34M
|
54K
$15.6M
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-15K- 3.79% |
$2.92M - $3.36M
|
379K
$110M
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 32.61% |
$2.94M - $3.39M
|
31.1K
$9.03M
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.2K- 1.28% |
$2.95M - $3.41M
|
1.17M
$339M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-15.4K- 7.53% |
$3M - $3.45M
|
189K
$54.7M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-15.4K- 8.43% |
$3M - $3.46M
|
167K
$48.5M
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-15.6K- 7.27% |
$3.04M - $3.5M
|
199K
$57.6M
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-15.6K- 4.46% |
$3.04M - $3.51M
|
335K
$97.1M
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-15.6K- 8.96% |
$3.05M - $3.52M
|
159K
$46.1M
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-15.7K- 0.7% |
$3.05M - $3.52M
|
2.21M
$640M
|
|
Oct 21, 2024
Q3 2024
|
James Hambro & Partners
|
SELL
|
- |
-15.8K- 2.07% |
$3.08M - $3.55M
|
746K
$216M
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-15.9K- 3.14% |
$3.1M - $3.57M
|
489K
$142M
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-16K- 1.73% |
$3.13M - $3.6M
|
909K
$264M
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-16.1K- 19.91% |
$3.14M - $3.62M
|
64.8K
$18.8M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-16.3K- 2.82% |
$3.18M - $3.67M
|
563K
$163M
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-16.6K- 12.89% |
$3.24M - $3.74M
|
112K
$32.6M
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-16.7K- 4.24% |
$3.25M - $3.74M
|
376K
$109M
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-16.8K- 59.86% |
$3.27M - $3.77M
|
11.3K
$3.26M
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-16.9K- 6.57% |
$3.29M - $3.79M
|
240K
$69.6M
|