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
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-4- 0.37% |
$780 - $899
|
1.08K
$263K
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-4- 0.06% |
$780 - $899
|
6.98K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-4- 0.31% |
$780 - $899
|
1.3K
$316K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4- 0.11% |
$780 - $899
|
3.7K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-4- 0.18% |
$780 - $899
|
2.18K
$530K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-4- 0.34% |
$780 - $899
|
1.19K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-4- 0.05% |
$780 - $899
|
7.88K
$1.92M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-5- 0.04% |
$975 - $1.12K
|
12.5K
$3.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Allen Wealth Management, LLC
Boone, NC |
SELL
|
- |
-5- 0.16% |
$975 - $1.12K
|
3.13K
$761K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-5- 0.06% |
$975 - $1.12K
|
8.54K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-5- 0.02% |
$975 - $1.12K
|
22.8K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-5- 0.03% |
$975 - $1.12K
|
17.4K
$4.22M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
SELL
|
- |
-5- 0.41% |
$975 - $1.12K
|
1.2K
$292K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6- 0.59% |
$1.17K - $1.35K
|
1.01K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 0.37% |
$1.17K - $1.35K
|
1.63K
$397K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-6- 0.04% |
$1.17K - $1.35K
|
17.1K
$4.17M
|
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-6- 0.5% |
$1.17K - $1.35K
|
1.2K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-6- 27.27% |
$1.17K - $1.35K
|
16
$3.89K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-7- 0.02% |
$1.36K - $1.57K
|
36.6K
$8.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7- 0.36% |
$1.36K - $1.57K
|
1.93K
$470K
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-7- 0.01% |
$1.36K - $1.57K
|
66.8K
$16.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-7- 0.8% |
$1.36K - $1.57K
|
873
$212K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-7- 0.17% |
$1.36K - $1.57K
|
4.15K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-7- 0.01% |
$1.36K - $1.57K
|
84.5K
$20.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7- 0.05% |
$1.36K - $1.57K
|
15.2K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-7- 0.05% |
$1.36K - $1.57K
|
15.3K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-8- 0.01% |
$1.56K - $1.8K
|
66.5K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-8- 0.17% |
$1.56K - $1.8K
|
4.67K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-9- 0.06% |
$1.75K - $2.02K
|
16.1K
$3.91M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-10- 0.01% |
$1.95K - $2.25K
|
100K
$24.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-10- 0.88% |
$1.95K - $2.25K
|
1.13K
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 0.68% |
$1.95K - $2.25K
|
1.46K
$354K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10- 0.09% |
$1.95K - $2.25K
|
11K
$2.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-10- 0.15% |
$1.95K - $2.25K
|
6.55K
$1.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-10- 0.1% |
$1.95K - $2.25K
|
9.65K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-10- 1.06% |
$1.95K - $2.25K
|
932
$227K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-10- 0.21% |
$1.95K - $2.25K
|
4.85K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-11- 0.65% |
$2.14K - $2.47K
|
1.68K
$409K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-11- 0.54% |
$2.14K - $2.47K
|
2.04K
$495K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-11- 0.51% |
$2.14K - $2.47K
|
2.13K
$518K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11- 0.05% |
$2.14K - $2.47K
|
20.2K
$4.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11- 0.51% |
$2.14K - $2.47K
|
2.14K
$520K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-11- 0.09% |
$2.14K - $2.47K
|
12.2K
$2.96M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-12- 0.33% |
$2.34K - $2.7K
|
3.67K
$892K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 2.47% |
$2.34K - $2.7K
|
474
$115K
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-12- 0.92% |
$2.34K - $2.7K
|
1.29K
$313K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-13- 0.21% |
$2.53K - $2.92K
|
6.09K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-13- 1.31% |
$2.53K - $2.92K
|
983
$239K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-13- 0.24% |
$2.53K - $2.92K
|
5.51K
$1.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-14- 0.26% |
$2.73K - $3.15K
|
5.46K
$1.33M
|