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
|
Baker Boyer National Bank
|
SELL
|
- |
-18- 1.42% |
$3.51K - $4.05K
|
1.25K
$360K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-18- 0.36% |
$3.51K - $4.05K
|
4.99K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-18- 0.26% |
$3.51K - $4.05K
|
6.9K
$1.99M
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-18- 0.2% |
$3.51K - $4.05K
|
8.85K
$2.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-19- 0.42% |
$3.7K - $4.27K
|
4.56K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.46% |
$3.7K - $4.27K
|
4.08K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-19- 0.38% |
$3.7K - $4.27K
|
5K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-19- 0.42% |
$3.7K - $4.27K
|
4.46K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-19- 0.6% |
$3.7K - $4.27K
|
3.15K
$908K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-20- 0.42% |
$3.9K - $4.5K
|
4.7K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-20- 0.28% |
$3.9K - $4.5K
|
7.18K
$2.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-20- 0.05% |
$3.9K - $4.5K
|
39K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-20- 1.0% |
$3.9K - $4.5K
|
1.98K
$572K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-21- 0.21% |
$4.09K - $4.72K
|
10.1K
$2.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-21- 0.96% |
$4.09K - $4.72K
|
2.17K
$626K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-21- 0.36% |
$4.09K - $4.72K
|
5.76K
$1.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-22- 0.28% |
$4.29K - $4.95K
|
7.92K
$2.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-22- 1.77% |
$4.29K - $4.95K
|
1.22K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-22- 0.53% |
$4.29K - $4.95K
|
4.12K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-22- 1.93% |
$4.29K - $4.95K
|
1.12K
$322K
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-23- 0.88% |
$4.48K - $5.17K
|
2.58K
$745K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-23- 0.16% |
$4.48K - $5.17K
|
14.1K
$4.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-23- 0.28% |
$4.48K - $5.17K
|
8.14K
$2.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23- 1.26% |
$4.48K - $5.17K
|
1.8K
$519K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-23- 1.19% |
$4.48K - $5.17K
|
1.91K
$551K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-23- 0.7% |
$4.48K - $5.17K
|
3.26K
$942K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-23- 1.01% |
$4.48K - $5.17K
|
2.25K
$649K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-23- 2.2% |
$4.48K - $5.17K
|
1.02K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-23- 0.24% |
$4.48K - $5.17K
|
9.76K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-23- 0.42% |
$4.48K - $5.17K
|
5.49K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-24- 0.05% |
$4.68K - $5.4K
|
48.3K
$14M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-24- 0.09% |
$4.68K - $5.4K
|
27.5K
$7.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-24- 1.66% |
$4.68K - $5.4K
|
1.42K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-24- 0.33% |
$4.68K - $5.4K
|
7.35K
$2.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-25- 0.26% |
$4.87K - $5.62K
|
9.64K
$2.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
SELL
|
- |
-25- 0.13% |
$4.87K - $5.62K
|
19.6K
$5.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-25- 0.06% |
$4.87K - $5.62K
|
40.3K
$11.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-25- 0.37% |
$4.87K - $5.62K
|
6.75K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-25- 0.23% |
$4.87K - $5.62K
|
10.7K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-25- 1.47% |
$4.87K - $5.62K
|
1.68K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-25- 0.05% |
$4.87K - $5.62K
|
48.9K
$14.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-26- 0.66% |
$5.07K - $5.84K
|
3.89K
$1.12M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-26- 0.63% |
$5.07K - $5.84K
|
4.1K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-26- 0.93% |
$5.07K - $5.84K
|
2.78K
$803K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-26- 0.17% |
$5.07K - $5.84K
|
14.8K
$4.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-26- 0.76% |
$5.07K - $5.84K
|
3.41K
$985K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-26- 0.26% |
$5.07K - $5.84K
|
9.89K
$2.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-26- 13.27% |
$5.07K - $5.84K
|
170
$49.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-26- 1.48% |
$5.07K - $5.84K
|
1.73K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-26- 0.49% |
$5.07K - $5.84K
|
5.25K
$1.52M
|