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
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-70- 1.36% |
$13.6K - $15.7K
|
5.07K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-70- 0.25% |
$13.6K - $15.7K
|
27.8K
$8.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-70- 2.21% |
$13.6K - $15.7K
|
3.1K
$896K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-70- 5.77% |
$13.6K - $15.7K
|
1.14K
$330K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-71- 16.9% |
$13.8K - $16K
|
349
$101K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-71- 3.51% |
$13.8K - $16K
|
1.95K
$564K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-71- 1.91% |
$13.8K - $16K
|
3.66K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-71- 64.55% |
$13.8K - $16K
|
39
$11.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
SELL
|
- |
-71- 0.8% |
$13.8K - $16K
|
8.84K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-71- 1.91% |
$13.8K - $16K
|
3.64K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-71- 0.37% |
$13.8K - $16K
|
18.9K
$5.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-72- 0.6% |
$14K - $16.2K
|
11.9K
$3.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-72- 0.43% |
$14K - $16.2K
|
16.8K
$4.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-72- 0.09% |
$14K - $16.2K
|
76.6K
$22.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-72- 0.77% |
$14K - $16.2K
|
9.32K
$2.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-73- 0.96% |
$14.2K - $16.4K
|
7.57K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-73- 0.16% |
$14.2K - $16.4K
|
45.3K
$13.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-75- 0.79% |
$14.6K - $16.9K
|
9.45K
$2.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-75- 0.46% |
$14.6K - $16.9K
|
16.2K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-75- 0.3% |
$14.6K - $16.9K
|
24.9K
$7.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-75- 1.4% |
$14.6K - $16.9K
|
5.27K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-76- 0.3% |
$14.8K - $17.1K
|
25.6K
$7.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-76- 0.4% |
$14.8K - $17.1K
|
18.9K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-76- 6.76% |
$14.8K - $17.1K
|
1.05K
$303K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-77- 1.39% |
$15K - $17.3K
|
5.45K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-77- 0.47% |
$15K - $17.3K
|
16.2K
$4.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-78- 2.77% |
$15.2K - $17.5K
|
2.74K
$790K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-78- 0.3% |
$15.2K - $17.5K
|
25.7K
$7.42M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-78- 0.67% |
$15.2K - $17.5K
|
11.5K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-78- 1.85% |
$15.2K - $17.5K
|
4.13K
$1.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-79- 0.36% |
$15.4K - $17.8K
|
22K
$6.36M
|
|
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-79- 2.62% |
$15.4K - $17.8K
|
2.93K
$846K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-80- 0.86% |
$15.6K - $18K
|
9.22K
$2.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-80- 1.35% |
$15.6K - $18K
|
5.83K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-80- 1.39% |
$15.6K - $18K
|
5.69K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-80- 0.92% |
$15.6K - $18K
|
8.66K
$2.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-81- 1.23% |
$15.8K - $18.2K
|
6.49K
$1.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-81- 2.33% |
$15.8K - $18.2K
|
3.39K
$979K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-81- 0.24% |
$15.8K - $18.2K
|
33.2K
$9.6M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-81- 0.05% |
$15.8K - $18.2K
|
152K
$44M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-82- 3.85% |
$16K - $18.4K
|
2.05K
$592K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-82- 0.69% |
$16K - $18.4K
|
11.7K
$3.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-83- 3.26% |
$16.2K - $18.7K
|
2.46K
$710K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-83- 0.26% |
$16.2K - $18.7K
|
32.2K
$9.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-83- 4.83% |
$16.2K - $18.7K
|
1.63K
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-84- 4.46% |
$16.4K - $18.9K
|
1.8K
$520K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-85- 0.81% |
$16.6K - $19.1K
|
10.4K
$3.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-85- 6.66% |
$16.6K - $19.1K
|
1.19K
$344K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-85- 40.09% |
$16.6K - $19.1K
|
127
$36.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-86- 0.03% |
$16.8K - $19.3K
|
333K
$96.1M
|