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
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-41- 0.94% |
$7.99K - $9.22K
|
4.3K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-42- 3.25% |
$8.19K - $9.44K
|
1.25K
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-42- 1.16% |
$8.19K - $9.44K
|
3.59K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-42- 1.7% |
$8.19K - $9.44K
|
2.43K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-42- 2.37% |
$8.19K - $9.44K
|
1.73K
$500K
|
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-43- 0.03% |
$8.38K - $9.67K
|
170K
$49.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-43- 0.22% |
$8.38K - $9.67K
|
19.6K
$5.65M
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-43- 2.63% |
$8.38K - $9.67K
|
1.59K
$459K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-44- 0.27% |
$8.58K - $9.89K
|
16.5K
$4.76M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-44- 1.43% |
$8.58K - $9.89K
|
3.04K
$877K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-45- 1.13% |
$8.77K - $10.1K
|
3.94K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-45- 0.09% |
$8.77K - $10.1K
|
49.4K
$14.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-45- 3.71% |
$8.77K - $10.1K
|
1.17K
$337K
|
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-45- 2.17% |
$8.77K - $10.1K
|
2.03K
$585K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-45- 0.11% |
$8.77K - $10.1K
|
39.7K
$11.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-45- 0.01% |
$8.77K - $10.1K
|
402K
$116M
|
|
|
Nov 13, 2024
Q3 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-45- 1.94% |
$8.77K - $10.1K
|
2.28K
$657K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-45- 0.62% |
$8.77K - $10.1K
|
7.23K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-46- 2.03% |
$8.97K - $10.3K
|
2.22K
$641K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-46- 2.48% |
$8.97K - $10.3K
|
1.81K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-46- 0.25% |
$8.97K - $10.3K
|
18K
$5.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-47- 0.85% |
$9.16K - $10.6K
|
5.49K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-47- 0.43% |
$9.16K - $10.6K
|
10.8K
$3.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-47- 0.99% |
$9.16K - $10.6K
|
4.71K
$1.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-48- 0.13% |
$9.36K - $10.8K
|
37.9K
$10.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-48- 2.39% |
$9.36K - $10.8K
|
1.96K
$566K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-48- 0.26% |
$9.36K - $10.8K
|
18.6K
$5.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-48- 3.39% |
$9.36K - $10.8K
|
1.37K
$395K
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-48- 0.63% |
$9.36K - $10.8K
|
7.61K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-48- 3.99% |
$9.36K - $10.8K
|
1.15K
$333K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-48- 3.85% |
$9.36K - $10.8K
|
1.2K
$346K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-49- 0.2% |
$9.55K - $11K
|
24.3K
$7.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-49- 4.79% |
$9.55K - $11K
|
975
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-49- 0.23% |
$9.55K - $11K
|
20.8K
$6.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-50- 0.79% |
$9.75K - $11.2K
|
6.27K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-50- 1.33% |
$9.75K - $11.2K
|
3.7K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-50- 1.13% |
$9.75K - $11.2K
|
4.37K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-50- 3.24% |
$9.75K - $11.2K
|
1.49K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-50- 0.12% |
$9.75K - $11.2K
|
40.1K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-50- 1.61% |
$9.75K - $11.2K
|
3.05K
$881K
|
|
|
Nov 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-50- 0.26% |
$9.75K - $11.2K
|
18.9K
$5.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Ecofi Investissements Sa
Nanterre, I0 |
SELL
|
- |
-50- 1.03% |
$9.75K - $11.2K
|
4.8K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-50- 0.56% |
$9.75K - $11.2K
|
8.8K
$2.54M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-50- 4.82% |
$9.75K - $11.2K
|
988
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-51- 3.96% |
$9.94K - $11.5K
|
1.24K
$357K
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-52- 0.94% |
$10.1K - $11.7K
|
5.5K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-53- 3.13% |
$10.3K - $11.9K
|
1.64K
$473K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-53- 3.0% |
$10.3K - $11.9K
|
1.72K
$495K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-53- 0.55% |
$10.3K - $11.9K
|
9.53K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-53- 0.72% |
$10.3K - $11.9K
|
7.27K
$2.1M
|