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 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-81- 1.23% |
$15.8K - $18.2K
|
6.49K
$1.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-81- 2.33% |
$15.8K - $18.2K
|
3.39K
$824K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-81- 0.24% |
$15.8K - $18.2K
|
33.2K
$8.08M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-81- 0.05% |
$15.8K - $18.2K
|
152K
$37.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-82- 3.85% |
$16K - $18.4K
|
2.05K
$498K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-82- 0.69% |
$16K - $18.4K
|
11.7K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-83- 3.26% |
$16.2K - $18.7K
|
2.46K
$598K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-83- 0.26% |
$16.2K - $18.7K
|
32.2K
$7.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-83- 4.83% |
$16.2K - $18.7K
|
1.63K
$397K
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-84- 4.46% |
$16.4K - $18.9K
|
1.8K
$438K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-85- 0.81% |
$16.6K - $19.1K
|
10.4K
$2.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-85- 6.66% |
$16.6K - $19.1K
|
1.19K
$290K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-86- 0.03% |
$16.8K - $19.3K
|
333K
$80.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-87- 0.87% |
$17K - $19.6K
|
9.88K
$2.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-88- 3.42% |
$17.2K - $19.8K
|
2.48K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-88- 0.36% |
$17.2K - $19.8K
|
24.4K
$5.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-89- 1.74% |
$17.3K - $20K
|
5.03K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-89- 1.01% |
$17.3K - $20K
|
8.68K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-89- 1.43% |
$17.3K - $20K
|
6.13K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-90- 0.28% |
$17.5K - $20.2K
|
32.3K
$7.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-90- 1.01% |
$17.5K - $20.2K
|
8.79K
$2.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-91- 8.07% |
$17.7K - $20.5K
|
1.04K
$252K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-92- 1.45% |
$17.9K - $20.7K
|
6.25K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-93- 3.32% |
$18.1K - $20.9K
|
2.71K
$658K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-93- 7.99% |
$18.1K - $20.9K
|
1.07K
$260K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-93- 0.51% |
$18.1K - $20.9K
|
18.1K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-93- 1.23% |
$18.1K - $20.9K
|
7.48K
$1.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-94- 0.21% |
$18.3K - $21.1K
|
44.5K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-94- 1.43% |
$18.3K - $21.1K
|
6.48K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-94- 0.69% |
$18.3K - $21.1K
|
13.5K
$3.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-95- 4.53% |
$18.5K - $21.4K
|
2K
$487K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-95- 4.21% |
$18.5K - $21.4K
|
2.16K
$526K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-96- 0.83% |
$18.7K - $21.6K
|
11.5K
$2.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.49% |
$18.7K - $21.6K
|
19.6K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-96- 1.39% |
$18.7K - $21.6K
|
6.83K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-97- 7.11% |
$18.9K - $21.8K
|
1.27K
$308K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-98- 0.38% |
$19.1K - $22K
|
25.7K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-98- 2.57% |
$19.1K - $22K
|
3.71K
$902K
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-98- 0.17% |
$19.1K - $22K
|
55.9K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-99- 0.48% |
$19.3K - $22.3K
|
20.4K
$4.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-99- 0.91% |
$19.3K - $22.3K
|
10.7K
$2.61M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-99- 5.08% |
$19.3K - $22.3K
|
1.85K
$449K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 8.33% |
$19.5K - $22.5K
|
1.1K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-100- 2.35% |
$19.5K - $22.5K
|
4.16K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.18% |
$19.5K - $22.5K
|
8.39K
$2.04M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 33.11% |
$19.5K - $22.5K
|
202
$49.1K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-100- 1.07% |
$19.5K - $22.5K
|
9.21K
$2.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-100- 3.94% |
$19.5K - $22.5K
|
2.44K
$592K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-100- 2.36% |
$19.5K - $22.5K
|
4.14K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-100- 7.76% |
$19.5K - $22.5K
|
1.19K
$289K
|