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
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-36- 0.5% |
$7.02K - $8.09K
|
7.15K
$1.74M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-37- 0.11% |
$7.21K - $8.32K
|
33.9K
$8.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-37- 1.6% |
$7.21K - $8.32K
|
2.28K
$555K
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-37- 0.16% |
$7.21K - $8.32K
|
23K
$5.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-37- 0.91% |
$7.21K - $8.32K
|
4.03K
$980K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-37- 1.76% |
$7.21K - $8.32K
|
2.06K
$501K
|
|
|
Nov 14, 2024
Q3 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-37- 0.18% |
$7.21K - $8.32K
|
21.1K
$5.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-38- 0.12% |
$7.41K - $8.54K
|
30.8K
$7.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-39- 0.04% |
$7.6K - $8.77K
|
92.1K
$22.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-39- 3.79% |
$7.6K - $8.77K
|
990
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-40- 0.28% |
$7.8K - $8.99K
|
14.3K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-40- 0.26% |
$7.8K - $8.99K
|
15.5K
$3.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-40- 0.41% |
$7.8K - $8.99K
|
9.66K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-41- 0.18% |
$7.99K - $9.22K
|
23.4K
$5.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-41- 1.36% |
$7.99K - $9.22K
|
2.97K
$723K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-41- 0.21% |
$7.99K - $9.22K
|
19.2K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-41- 0.94% |
$7.99K - $9.22K
|
4.3K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-42- 3.25% |
$8.19K - $9.44K
|
1.25K
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-42- 1.16% |
$8.19K - $9.44K
|
3.59K
$872K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-42- 1.7% |
$8.19K - $9.44K
|
2.43K
$590K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-42- 2.37% |
$8.19K - $9.44K
|
1.73K
$421K
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-43- 0.03% |
$8.38K - $9.67K
|
170K
$41.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-43- 0.22% |
$8.38K - $9.67K
|
19.6K
$4.76M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-44- 0.27% |
$8.58K - $9.89K
|
16.5K
$4.01M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-44- 1.43% |
$8.58K - $9.89K
|
3.04K
$739K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-45- 1.13% |
$8.77K - $10.1K
|
3.94K
$958K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-45- 0.09% |
$8.77K - $10.1K
|
49.4K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-45- 3.71% |
$8.77K - $10.1K
|
1.17K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-45- 2.17% |
$8.77K - $10.1K
|
2.03K
$492K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-45- 0.11% |
$8.77K - $10.1K
|
39.7K
$9.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-45- 0.01% |
$8.77K - $10.1K
|
402K
$97.7M
|
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-45- 1.94% |
$8.77K - $10.1K
|
2.28K
$553K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-45- 0.62% |
$8.77K - $10.1K
|
7.23K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-46- 2.03% |
$8.97K - $10.3K
|
2.22K
$540K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-46- 2.48% |
$8.97K - $10.3K
|
1.81K
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-46- 0.25% |
$8.97K - $10.3K
|
18K
$4.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-47- 0.85% |
$9.16K - $10.6K
|
5.49K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-47- 0.43% |
$9.16K - $10.6K
|
10.8K
$2.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-47- 0.99% |
$9.16K - $10.6K
|
4.71K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-48- 0.13% |
$9.36K - $10.8K
|
37.9K
$9.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-48- 2.39% |
$9.36K - $10.8K
|
1.96K
$477K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-48- 0.26% |
$9.36K - $10.8K
|
18.6K
$4.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-48- 3.39% |
$9.36K - $10.8K
|
1.37K
$332K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-48- 0.63% |
$9.36K - $10.8K
|
7.61K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-48- 3.99% |
$9.36K - $10.8K
|
1.15K
$281K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-48- 3.85% |
$9.36K - $10.8K
|
1.2K
$292K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-49- 0.2% |
$9.55K - $11K
|
24.3K
$5.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-49- 4.79% |
$9.55K - $11K
|
975
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-49- 0.23% |
$9.55K - $11K
|
20.8K
$5.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-50- 0.79% |
$9.75K - $11.2K
|
6.27K
$1.52M
|