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 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-54- 0.2% |
$10.5K - $12.1K
|
26.3K
$7.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-54- 0.97% |
$10.5K - $12.1K
|
5.51K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-54- 1.7% |
$10.5K - $12.1K
|
3.12K
$900K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-54- 0.16% |
$10.5K - $12.1K
|
34.6K
$9.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-54- 1.67% |
$10.5K - $12.1K
|
3.19K
$920K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-54- 2.59% |
$10.5K - $12.1K
|
2.03K
$585K
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-55- 3.1% |
$10.7K - $12.4K
|
1.72K
$496K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-55- 0.41% |
$10.7K - $12.4K
|
13.4K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-55- 0.18% |
$10.7K - $12.4K
|
31.3K
$9.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-57- 0.41% |
$11.1K - $12.8K
|
13.9K
$4M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-58- 2.36% |
$11.3K - $13K
|
2.4K
$693K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-58- 0.54% |
$11.3K - $13K
|
10.7K
$3.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-58- 1.06% |
$11.3K - $13K
|
5.43K
$1.57M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-58- 4.57% |
$11.3K - $13K
|
1.21K
$350K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-59- 0.59% |
$11.5K - $13.3K
|
9.92K
$2.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-59- 0.03% |
$11.5K - $13.3K
|
183K
$52.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-59- 2.92% |
$11.5K - $13.3K
|
1.96K
$566K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-60- 0.56% |
$11.7K - $13.5K
|
10.6K
$3.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-60- 1.11% |
$11.7K - $13.5K
|
5.35K
$1.54M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-60- 1.01% |
$11.7K - $13.5K
|
5.89K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-61- 3.14% |
$11.9K - $13.7K
|
1.88K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-61- 1.02% |
$11.9K - $13.7K
|
5.92K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-62- 5.52% |
$12.1K - $13.9K
|
1.06K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-62- 2.05% |
$12.1K - $13.9K
|
2.96K
$854K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-63- 0.44% |
$12.3K - $14.2K
|
14.3K
$4.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-63- 1.0% |
$12.3K - $14.2K
|
6.26K
$1.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-63- 0.64% |
$12.3K - $14.2K
|
9.72K
$2.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-63- 1.69% |
$12.3K - $14.2K
|
3.68K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-64- 2.04% |
$12.5K - $14.4K
|
3.07K
$885K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-64- 0.31% |
$12.5K - $14.4K
|
20.7K
$5.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-64- 0.19% |
$12.5K - $14.4K
|
34.1K
$9.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-64- 0.55% |
$12.5K - $14.4K
|
11.5K
$3.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-64- 0.15% |
$12.5K - $14.4K
|
41.9K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-65- 1.9% |
$12.7K - $14.6K
|
3.35K
$967K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-65- 0.29% |
$12.7K - $14.6K
|
22.1K
$6.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-65- 2.67% |
$12.7K - $14.6K
|
2.37K
$685K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-65- 0.5% |
$12.7K - $14.6K
|
13K
$3.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-66- 0.03% |
$12.9K - $14.8K
|
212K
$61.3M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-66- 0.83% |
$12.9K - $14.8K
|
7.91K
$2.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-67- 2.25% |
$13.1K - $15.1K
|
2.91K
$841K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-67- 3.09% |
$13.1K - $15.1K
|
2.1K
$606K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-68- 1.74% |
$13.3K - $15.3K
|
3.84K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-68- 0.06% |
$13.3K - $15.3K
|
123K
$35.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-68- 2.72% |
$13.3K - $15.3K
|
2.43K
$702K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-68- 0.88% |
$13.3K - $15.3K
|
7.66K
$2.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-69- 0.98% |
$13.4K - $15.5K
|
6.99K
$2.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-69- 0.34% |
$13.4K - $15.5K
|
20.2K
$5.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-69- 1.36% |
$13.4K - $15.5K
|
5.01K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-69- 1.23% |
$13.4K - $15.5K
|
5.54K
$1.6M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-70- 0.66% |
$13.6K - $15.7K
|
10.5K
$3.03M
|