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 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-50- 1.33% |
$9.75K - $11.2K
|
3.7K
$899K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-50- 1.13% |
$9.75K - $11.2K
|
4.37K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-50- 3.24% |
$9.75K - $11.2K
|
1.49K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-50- 0.12% |
$9.75K - $11.2K
|
40.1K
$9.75M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-50- 1.61% |
$9.75K - $11.2K
|
3.05K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-50- 0.26% |
$9.75K - $11.2K
|
18.9K
$4.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-50- 1.03% |
$9.75K - $11.2K
|
4.8K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-50- 0.56% |
$9.75K - $11.2K
|
8.8K
$2.14M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-50- 4.82% |
$9.75K - $11.2K
|
988
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-51- 3.96% |
$9.94K - $11.5K
|
1.24K
$301K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-52- 0.94% |
$10.1K - $11.7K
|
5.5K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-53- 3.13% |
$10.3K - $11.9K
|
1.64K
$399K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-53- 3.0% |
$10.3K - $11.9K
|
1.72K
$417K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-53- 0.55% |
$10.3K - $11.9K
|
9.53K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-53- 0.72% |
$10.3K - $11.9K
|
7.27K
$1.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-54- 0.2% |
$10.5K - $12.1K
|
26.3K
$6.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-54- 0.97% |
$10.5K - $12.1K
|
5.51K
$1.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-54- 1.7% |
$10.5K - $12.1K
|
3.12K
$758K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-54- 0.16% |
$10.5K - $12.1K
|
34.6K
$8.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-54- 1.67% |
$10.5K - $12.1K
|
3.19K
$775K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-54- 2.59% |
$10.5K - $12.1K
|
2.03K
$493K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-55- 3.1% |
$10.7K - $12.4K
|
1.72K
$418K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-55- 0.41% |
$10.7K - $12.4K
|
13.4K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-55- 0.18% |
$10.7K - $12.4K
|
31.3K
$7.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-57- 0.41% |
$11.1K - $12.8K
|
13.9K
$3.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-58- 2.36% |
$11.3K - $13K
|
2.4K
$584K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-58- 0.54% |
$11.3K - $13K
|
10.7K
$2.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-58- 1.06% |
$11.3K - $13K
|
5.43K
$1.32M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-58- 4.57% |
$11.3K - $13K
|
1.21K
$294K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-59- 0.59% |
$11.5K - $13.3K
|
9.92K
$2.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-59- 0.03% |
$11.5K - $13.3K
|
183K
$44.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-59- 2.92% |
$11.5K - $13.3K
|
1.96K
$477K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-60- 0.56% |
$11.7K - $13.5K
|
10.6K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-60- 1.11% |
$11.7K - $13.5K
|
5.35K
$1.3M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-60- 1.01% |
$11.7K - $13.5K
|
5.89K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-61- 3.14% |
$11.9K - $13.7K
|
1.88K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-61- 1.02% |
$11.9K - $13.7K
|
5.92K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-62- 5.52% |
$12.1K - $13.9K
|
1.06K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-62- 2.05% |
$12.1K - $13.9K
|
2.96K
$719K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-63- 0.44% |
$12.3K - $14.2K
|
14.3K
$3.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-63- 1.0% |
$12.3K - $14.2K
|
6.26K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-63- 0.64% |
$12.3K - $14.2K
|
9.72K
$2.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-63- 1.69% |
$12.3K - $14.2K
|
3.68K
$894K
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-64- 2.04% |
$12.5K - $14.4K
|
3.07K
$745K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-64- 0.31% |
$12.5K - $14.4K
|
20.7K
$5.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-64- 0.19% |
$12.5K - $14.4K
|
34.1K
$8.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.55% |
$12.5K - $14.4K
|
11.5K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-64- 0.15% |
$12.5K - $14.4K
|
41.9K
$10.2M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-65- 1.9% |
$12.7K - $14.6K
|
3.35K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-65- 0.29% |
$12.7K - $14.6K
|
22.1K
$5.37M
|