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
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-27- 0.35% |
$5.26K - $6.07K
|
7.77K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-27- 0.05% |
$5.26K - $6.07K
|
53.5K
$15.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-28- 0.37% |
$5.46K - $6.29K
|
7.62K
$2.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-28- 0.77% |
$5.46K - $6.29K
|
3.59K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-28- 1.65% |
$5.46K - $6.29K
|
1.67K
$481K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-28- 2.75% |
$5.46K - $6.29K
|
989
$286K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-28- 3.11% |
$5.46K - $6.29K
|
873
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-28- 0.88% |
$5.46K - $6.29K
|
3.17K
$916K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-29- 0.34% |
$5.65K - $6.52K
|
8.45K
$2.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-29- 2.26% |
$5.65K - $6.52K
|
1.25K
$362K
|
|
|
Oct 28, 2024
Q3 2024
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-29- 1.42% |
$5.65K - $6.52K
|
2.02K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-29- 1.0% |
$5.65K - $6.52K
|
2.87K
$828K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-30- 0.69% |
$5.85K - $6.74K
|
4.33K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-31- 0.8% |
$6.04K - $6.97K
|
3.87K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-31- 1.31% |
$6.04K - $6.97K
|
2.34K
$676K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-31- 1.12% |
$6.04K - $6.97K
|
2.74K
$791K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-31- 2.62% |
$6.04K - $6.97K
|
1.15K
$332K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-31- 0.03% |
$6.04K - $6.97K
|
98.2K
$28.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-31- 0.7% |
$6.04K - $6.97K
|
4.43K
$1.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-31- 10.54% |
$6.04K - $6.97K
|
263
$75.9K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-32- 2.79% |
$6.24K - $7.19K
|
1.11K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-32- 0.53% |
$6.24K - $7.19K
|
5.99K
$1.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-33- 0.05% |
$6.43K - $7.42K
|
69.2K
$20M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-33- 0.17% |
$6.43K - $7.42K
|
19.7K
$5.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-33- 0.3% |
$6.43K - $7.42K
|
10.9K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-33- 3.27% |
$6.43K - $7.42K
|
976
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-33- 0.08% |
$6.43K - $7.42K
|
43.2K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-33- 0.24% |
$6.43K - $7.42K
|
13.8K
$3.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-34- 3.05% |
$6.63K - $7.64K
|
1.08K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-35- 0.57% |
$6.82K - $7.87K
|
6.1K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-35- 0.33% |
$6.82K - $7.87K
|
10.6K
$3.07M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-35- 5.86% |
$6.82K - $7.87K
|
562
$162K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-36- 0.49% |
$7.02K - $8.09K
|
7.28K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-36- 0.5% |
$7.02K - $8.09K
|
7.15K
$2.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-37- 0.11% |
$7.21K - $8.32K
|
33.9K
$9.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-37- 1.6% |
$7.21K - $8.32K
|
2.28K
$659K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-37- 0.16% |
$7.21K - $8.32K
|
23K
$6.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-37- 0.91% |
$7.21K - $8.32K
|
4.03K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-37- 1.76% |
$7.21K - $8.32K
|
2.06K
$595K
|
|
|
Nov 14, 2024
Q3 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-37- 0.18% |
$7.21K - $8.32K
|
21.1K
$6.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-38- 0.12% |
$7.41K - $8.54K
|
30.8K
$8.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-39- 0.04% |
$7.6K - $8.77K
|
92.1K
$26.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-39- 3.79% |
$7.6K - $8.77K
|
990
$286K
|
|
|
May 19, 2025
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-39- 3.79% |
$7.6K - $8.77K
|
990
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-40- 0.28% |
$7.8K - $8.99K
|
14.3K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-40- 0.26% |
$7.8K - $8.99K
|
15.5K
$4.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-40- 0.41% |
$7.8K - $8.99K
|
9.66K
$2.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-41- 0.18% |
$7.99K - $9.22K
|
23.4K
$6.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-41- 1.36% |
$7.99K - $9.22K
|
2.97K
$858K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-41- 0.21% |
$7.99K - $9.22K
|
19.2K
$5.54M
|