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 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-6- 27.27% |
$1.17K - $1.35K
|
16
$4.62K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-7- 0.02% |
$1.36K - $1.57K
|
36.6K
$10.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-7- 0.36% |
$1.36K - $1.57K
|
1.93K
$558K
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-7- 0.01% |
$1.36K - $1.57K
|
66.8K
$19.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-7- 0.8% |
$1.36K - $1.57K
|
873
$252K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-7- 0.17% |
$1.36K - $1.57K
|
4.15K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-7- 0.01% |
$1.36K - $1.57K
|
84.5K
$24.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-7- 0.05% |
$1.36K - $1.57K
|
15.2K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-7- 0.05% |
$1.36K - $1.57K
|
15.3K
$4.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-8- 0.01% |
$1.56K - $1.8K
|
66.5K
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-8- 0.17% |
$1.56K - $1.8K
|
4.67K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-9- 0.06% |
$1.75K - $2.02K
|
16.1K
$4.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-10- 0.01% |
$1.95K - $2.25K
|
100K
$28.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-10- 0.88% |
$1.95K - $2.25K
|
1.13K
$326K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 0.68% |
$1.95K - $2.25K
|
1.46K
$420K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-10- 0.09% |
$1.95K - $2.25K
|
11K
$3.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-10- 0.15% |
$1.95K - $2.25K
|
6.55K
$1.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-10- 0.1% |
$1.95K - $2.25K
|
9.65K
$2.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-10- 1.06% |
$1.95K - $2.25K
|
932
$269K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-10- 0.21% |
$1.95K - $2.25K
|
4.85K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-11- 0.65% |
$2.14K - $2.47K
|
1.68K
$486K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-11- 0.54% |
$2.14K - $2.47K
|
2.04K
$588K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-11- 0.51% |
$2.14K - $2.47K
|
2.13K
$615K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-11- 0.05% |
$2.14K - $2.47K
|
20.2K
$5.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11- 0.51% |
$2.14K - $2.47K
|
2.14K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-11- 0.09% |
$2.14K - $2.47K
|
12.2K
$3.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-12- 0.33% |
$2.34K - $2.7K
|
3.67K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-12- 2.47% |
$2.34K - $2.7K
|
474
$137K
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
SELL
|
- |
-12- 0.92% |
$2.34K - $2.7K
|
1.29K
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-13- 0.21% |
$2.53K - $2.92K
|
6.09K
$1.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-13- 1.31% |
$2.53K - $2.92K
|
983
$284K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-13- 0.24% |
$2.53K - $2.92K
|
5.51K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-14- 0.26% |
$2.73K - $3.15K
|
5.46K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-14- 1.17% |
$2.73K - $3.15K
|
1.18K
$342K
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-14- 0.16% |
$2.73K - $3.15K
|
8.63K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-14- 0.05% |
$2.73K - $3.15K
|
27.5K
$7.95M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-15- 0.25% |
$2.92K - $3.37K
|
5.96K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-15- 0.05% |
$2.92K - $3.37K
|
27.6K
$7.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-15- 0.29% |
$2.92K - $3.37K
|
5.1K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-15- 1.13% |
$2.92K - $3.37K
|
1.32K
$380K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-15- 0.14% |
$2.92K - $3.37K
|
10.4K
$3M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-15- 0.08% |
$2.92K - $3.37K
|
18.1K
$5.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-15- 1.31% |
$2.92K - $3.37K
|
1.13K
$326K
|
|
|
Nov 07, 2024
Q3 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-16- 1.35% |
$3.12K - $3.6K
|
1.17K
$339K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-16- 0.05% |
$3.12K - $3.6K
|
29.2K
$8.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-17- 6.34% |
$3.31K - $3.82K
|
251
$72.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-17- 0.46% |
$3.31K - $3.82K
|
3.68K
$1.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-17- 0.99% |
$3.31K - $3.82K
|
1.7K
$492K
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-17- 0.1% |
$3.31K - $3.82K
|
16.5K
$4.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-17- 0.81% |
$3.31K - $3.82K
|
2.09K
$603K
|