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 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-65- 2.67% |
$12.7K - $14.6K
|
2.37K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-65- 0.5% |
$12.7K - $14.6K
|
13K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-66- 0.03% |
$12.9K - $14.8K
|
212K
$51.6M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-66- 0.83% |
$12.9K - $14.8K
|
7.91K
$1.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-67- 2.25% |
$13.1K - $15.1K
|
2.91K
$708K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-67- 3.09% |
$13.1K - $15.1K
|
2.1K
$511K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-68- 1.74% |
$13.3K - $15.3K
|
3.84K
$935K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-68- 0.06% |
$13.3K - $15.3K
|
123K
$30M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-68- 2.72% |
$13.3K - $15.3K
|
2.43K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-68- 0.88% |
$13.3K - $15.3K
|
7.66K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-69- 0.98% |
$13.4K - $15.5K
|
6.99K
$1.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-69- 0.34% |
$13.4K - $15.5K
|
20.2K
$4.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-69- 1.36% |
$13.4K - $15.5K
|
5.01K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-69- 1.23% |
$13.4K - $15.5K
|
5.54K
$1.35M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-70- 0.66% |
$13.6K - $15.7K
|
10.5K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-70- 1.36% |
$13.6K - $15.7K
|
5.07K
$1.23M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-70- 0.25% |
$13.6K - $15.7K
|
27.8K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-70- 2.21% |
$13.6K - $15.7K
|
3.1K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-70- 5.77% |
$13.6K - $15.7K
|
1.14K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-71- 16.9% |
$13.8K - $16K
|
349
$84.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-71- 3.51% |
$13.8K - $16K
|
1.95K
$475K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-71- 1.91% |
$13.8K - $16K
|
3.66K
$889K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-71- 64.55% |
$13.8K - $16K
|
39
$9.48K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-71- 0.8% |
$13.8K - $16K
|
8.84K
$2.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-71- 1.91% |
$13.8K - $16K
|
3.64K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-71- 0.37% |
$13.8K - $16K
|
18.9K
$4.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-72- 0.6% |
$14K - $16.2K
|
11.9K
$2.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-72- 0.43% |
$14K - $16.2K
|
16.8K
$4.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-72- 0.09% |
$14K - $16.2K
|
76.6K
$18.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-72- 0.77% |
$14K - $16.2K
|
9.32K
$2.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-73- 0.96% |
$14.2K - $16.4K
|
7.57K
$1.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-73- 0.16% |
$14.2K - $16.4K
|
45.3K
$11M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-75- 0.79% |
$14.6K - $16.9K
|
9.45K
$2.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-75- 0.46% |
$14.6K - $16.9K
|
16.2K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-75- 0.3% |
$14.6K - $16.9K
|
24.9K
$6.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-75- 1.4% |
$14.6K - $16.9K
|
5.27K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-76- 0.3% |
$14.8K - $17.1K
|
25.6K
$6.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-76- 0.4% |
$14.8K - $17.1K
|
18.9K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-76- 6.76% |
$14.8K - $17.1K
|
1.05K
$255K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-77- 1.39% |
$15K - $17.3K
|
5.45K
$1.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-77- 0.47% |
$15K - $17.3K
|
16.2K
$3.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-78- 2.77% |
$15.2K - $17.5K
|
2.74K
$665K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-78- 0.3% |
$15.2K - $17.5K
|
25.7K
$6.25M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-78- 0.67% |
$15.2K - $17.5K
|
11.5K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-78- 1.85% |
$15.2K - $17.5K
|
4.13K
$1M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-79- 0.36% |
$15.4K - $17.8K
|
22K
$5.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-80- 0.86% |
$15.6K - $18K
|
9.22K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-80- 1.35% |
$15.6K - $18K
|
5.83K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-80- 1.39% |
$15.6K - $18K
|
5.69K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-80- 0.92% |
$15.6K - $18K
|
8.66K
$2.11M
|