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
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-24- 0.33% |
$4.68K - $5.4K
|
7.35K
$1.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-25- 0.26% |
$4.87K - $5.62K
|
9.64K
$2.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
SELL
|
- |
-25- 0.13% |
$4.87K - $5.62K
|
19.6K
$4.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-25- 0.06% |
$4.87K - $5.62K
|
40.3K
$9.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-25- 0.37% |
$4.87K - $5.62K
|
6.75K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-25- 0.23% |
$4.87K - $5.62K
|
10.7K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-25- 1.47% |
$4.87K - $5.62K
|
1.68K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-25- 0.05% |
$4.87K - $5.62K
|
48.9K
$11.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-26- 0.66% |
$5.07K - $5.84K
|
3.89K
$945K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-26- 0.63% |
$5.07K - $5.84K
|
4.1K
$996K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-26- 0.93% |
$5.07K - $5.84K
|
2.78K
$676K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-26- 0.17% |
$5.07K - $5.84K
|
14.8K
$3.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-26- 0.76% |
$5.07K - $5.84K
|
3.41K
$829K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-26- 0.26% |
$5.07K - $5.84K
|
9.89K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-26- 13.27% |
$5.07K - $5.84K
|
170
$41.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-26- 1.48% |
$5.07K - $5.84K
|
1.73K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-26- 0.49% |
$5.07K - $5.84K
|
5.25K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-27- 0.35% |
$5.26K - $6.07K
|
7.77K
$1.89M
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-27- 0.05% |
$5.26K - $6.07K
|
53.5K
$13M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-28- 0.37% |
$5.46K - $6.29K
|
7.62K
$1.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-28- 0.77% |
$5.46K - $6.29K
|
3.59K
$872K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-28- 1.65% |
$5.46K - $6.29K
|
1.67K
$405K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-28- 2.75% |
$5.46K - $6.29K
|
989
$240K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-28- 3.11% |
$5.46K - $6.29K
|
873
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-28- 0.88% |
$5.46K - $6.29K
|
3.17K
$771K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-29- 0.34% |
$5.65K - $6.52K
|
8.45K
$2.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-29- 2.26% |
$5.65K - $6.52K
|
1.25K
$305K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-29- 1.42% |
$5.65K - $6.52K
|
2.02K
$490K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-29- 1.0% |
$5.65K - $6.52K
|
2.87K
$697K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-30- 0.69% |
$5.85K - $6.74K
|
4.33K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-31- 0.8% |
$6.04K - $6.97K
|
3.87K
$940K
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-31- 1.31% |
$6.04K - $6.97K
|
2.34K
$569K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-31- 1.12% |
$6.04K - $6.97K
|
2.74K
$666K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-31- 2.62% |
$6.04K - $6.97K
|
1.15K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-31- 0.03% |
$6.04K - $6.97K
|
98.2K
$23.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-31- 0.7% |
$6.04K - $6.97K
|
4.43K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-31- 10.54% |
$6.04K - $6.97K
|
263
$63.9K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-32- 2.79% |
$6.24K - $7.19K
|
1.11K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-32- 0.53% |
$6.24K - $7.19K
|
5.99K
$1.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-33- 0.05% |
$6.43K - $7.42K
|
69.2K
$16.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-33- 0.17% |
$6.43K - $7.42K
|
19.7K
$4.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-33- 0.3% |
$6.43K - $7.42K
|
10.9K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-33- 3.27% |
$6.43K - $7.42K
|
976
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-33- 0.08% |
$6.43K - $7.42K
|
43.2K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-33- 0.24% |
$6.43K - $7.42K
|
13.8K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-34- 3.05% |
$6.63K - $7.64K
|
1.08K
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-35- 0.57% |
$6.82K - $7.87K
|
6.1K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-35- 0.33% |
$6.82K - $7.87K
|
10.6K
$2.58M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-35- 5.86% |
$6.82K - $7.87K
|
562
$137K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-36- 0.49% |
$7.02K - $8.09K
|
7.28K
$1.77M
|