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 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-14- 1.17% |
$2.73K - $3.15K
|
1.18K
$288K
|
|
|
Oct 25, 2024
Q3 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-14- 0.16% |
$2.73K - $3.15K
|
8.63K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-14- 0.05% |
$2.73K - $3.15K
|
27.5K
$6.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-15- 0.25% |
$2.92K - $3.37K
|
5.96K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-15- 0.05% |
$2.92K - $3.37K
|
27.6K
$6.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-15- 0.29% |
$2.92K - $3.37K
|
5.1K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-15- 1.13% |
$2.92K - $3.37K
|
1.32K
$320K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-15- 0.14% |
$2.92K - $3.37K
|
10.4K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-15- 0.08% |
$2.92K - $3.37K
|
18.1K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-15- 1.31% |
$2.92K - $3.37K
|
1.13K
$274K
|
|
|
Nov 07, 2024
Q3 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-16- 1.35% |
$3.12K - $3.6K
|
1.17K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-16- 0.05% |
$3.12K - $3.6K
|
29.2K
$7.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-17- 6.34% |
$3.31K - $3.82K
|
251
$61K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-17- 0.46% |
$3.31K - $3.82K
|
3.68K
$895K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-17- 0.99% |
$3.31K - $3.82K
|
1.7K
$414K
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-17- 0.1% |
$3.31K - $3.82K
|
16.5K
$4.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-17- 0.81% |
$3.31K - $3.82K
|
2.09K
$508K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-18- 1.42% |
$3.51K - $4.05K
|
1.25K
$303K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-18- 0.36% |
$3.51K - $4.05K
|
4.99K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-18- 0.26% |
$3.51K - $4.05K
|
6.9K
$1.68M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-18- 0.2% |
$3.51K - $4.05K
|
8.85K
$2.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-19- 0.42% |
$3.7K - $4.27K
|
4.56K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.46% |
$3.7K - $4.27K
|
4.08K
$991K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-19- 0.38% |
$3.7K - $4.27K
|
5K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-19- 0.42% |
$3.7K - $4.27K
|
4.46K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-19- 0.6% |
$3.7K - $4.27K
|
3.15K
$765K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-20- 0.42% |
$3.9K - $4.5K
|
4.7K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-20- 0.28% |
$3.9K - $4.5K
|
7.18K
$1.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-20- 0.05% |
$3.9K - $4.5K
|
39K
$9.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-20- 1.0% |
$3.9K - $4.5K
|
1.98K
$481K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-21- 0.21% |
$4.09K - $4.72K
|
10.1K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-21- 0.96% |
$4.09K - $4.72K
|
2.17K
$528K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-21- 0.36% |
$4.09K - $4.72K
|
5.76K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-22- 0.28% |
$4.29K - $4.95K
|
7.92K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-22- 1.77% |
$4.29K - $4.95K
|
1.22K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-22- 0.53% |
$4.29K - $4.95K
|
4.12K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-22- 1.93% |
$4.29K - $4.95K
|
1.12K
$271K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-23- 0.88% |
$4.48K - $5.17K
|
2.58K
$627K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-23- 0.16% |
$4.48K - $5.17K
|
14.1K
$3.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-23- 0.28% |
$4.48K - $5.17K
|
8.14K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23- 1.26% |
$4.48K - $5.17K
|
1.8K
$437K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-23- 1.19% |
$4.48K - $5.17K
|
1.91K
$464K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-23- 0.7% |
$4.48K - $5.17K
|
3.26K
$793K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-23- 1.01% |
$4.48K - $5.17K
|
2.25K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-23- 2.2% |
$4.48K - $5.17K
|
1.02K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-23- 0.24% |
$4.48K - $5.17K
|
9.76K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-23- 0.42% |
$4.48K - $5.17K
|
5.49K
$1.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-24- 0.05% |
$4.68K - $5.4K
|
48.3K
$11.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-24- 0.09% |
$4.68K - $5.4K
|
27.5K
$6.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-24- 1.66% |
$4.68K - $5.4K
|
1.42K
$346K
|