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
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-100- 1.05% |
$19.5K - $22.5K
|
9.39K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.31% |
$19.5K - $22.5K
|
32.3K
$7.86M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-100- 29.94% |
$19.5K - $22.5K
|
234
$56.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-101- 2.4% |
$19.7K - $22.7K
|
4.1K
$997K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-101- 0.23% |
$19.7K - $22.7K
|
44.6K
$10.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-102- 2.04% |
$19.9K - $22.9K
|
4.9K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-102- 1.51% |
$19.9K - $22.9K
|
6.66K
$1.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-102- 0.38% |
$19.9K - $22.9K
|
26.7K
$6.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-102- 13.33% |
$19.9K - $22.9K
|
663
$161K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-103- 0.72% |
$20.1K - $23.2K
|
14.2K
$3.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-103- 3.06% |
$20.1K - $23.2K
|
3.26K
$793K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-103- 0.34% |
$20.1K - $23.2K
|
29.9K
$7.27M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-103- 2.76% |
$20.1K - $23.2K
|
3.63K
$882K
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-104- 2.8% |
$20.3K - $23.4K
|
3.61K
$878K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-104- 0.56% |
$20.3K - $23.4K
|
18.5K
$4.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-104- 0.6% |
$20.3K - $23.4K
|
17.1K
$4.17M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-105- 7.23% |
$20.5K - $23.6K
|
1.35K
$327K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-106- 3.76% |
$20.7K - $23.8K
|
2.71K
$659K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-106- 8.98% |
$20.7K - $23.8K
|
1.08K
$261K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-108- 0.15% |
$21K - $24.3K
|
71K
$17.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-108- 1.05% |
$21K - $24.3K
|
10.2K
$2.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-108- 2.95% |
$21K - $24.3K
|
3.55K
$863K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-108- 1.11% |
$21K - $24.3K
|
9.6K
$2.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-109- 1.35% |
$21.2K - $24.5K
|
7.95K
$1.93M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-110- 11.55% |
$21.4K - $24.7K
|
842
$205K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-110- 0.31% |
$21.4K - $24.7K
|
35K
$8.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-110- 6.33% |
$21.4K - $24.7K
|
1.63K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-110- 0.73% |
$21.4K - $24.7K
|
14.9K
$3.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-111- 2.9% |
$21.6K - $25K
|
3.72K
$904K
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-111- 0.37% |
$21.6K - $25K
|
29.7K
$7.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-111- 0.23% |
$21.6K - $25K
|
48.5K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-112- 1.2% |
$21.8K - $25.2K
|
9.26K
$2.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-113- 1.39% |
$22K - $25.4K
|
8.01K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-113- 0.1% |
$22K - $25.4K
|
111K
$26.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-113- 0.07% |
$22K - $25.4K
|
160K
$39M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-114- 4.31% |
$22.2K - $25.6K
|
2.53K
$615K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-115- 3.03% |
$22.4K - $25.9K
|
3.68K
$894K
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-115- 7.99% |
$22.4K - $25.9K
|
1.33K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-115- 4.2% |
$22.4K - $25.9K
|
2.63K
$638K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-116- 0.51% |
$22.6K - $26.1K
|
22.6K
$5.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-116- 9.26% |
$22.6K - $26.1K
|
1.14K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
SELL
|
- |
-116- 1.59% |
$22.6K - $26.1K
|
7.16K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-117- 1.59% |
$22.8K - $26.3K
|
7.25K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-117- 0.69% |
$22.8K - $26.3K
|
16.8K
$4.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-118- 1.25% |
$23K - $26.5K
|
9.35K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-119- 6.44% |
$23.2K - $26.8K
|
1.73K
$420K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-120- 9.02% |
$23.4K - $27K
|
1.21K
$294K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-120- 12.21% |
$23.4K - $27K
|
863
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-120- 0.37% |
$23.4K - $27K
|
32.1K
$7.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-120- 1.89% |
$23.4K - $27K
|
6.22K
$1.51M
|