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 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-87- 0.87% |
$17K - $19.6K
|
9.88K
$2.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-88- 3.42% |
$17.2K - $19.8K
|
2.48K
$717K
|
|
|
Nov 13, 2024
Q3 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-88- 0.36% |
$17.2K - $19.8K
|
24.4K
$7.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-89- 1.74% |
$17.3K - $20K
|
5.03K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-89- 1.01% |
$17.3K - $20K
|
8.68K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-89- 1.43% |
$17.3K - $20K
|
6.13K
$1.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-90- 0.28% |
$17.5K - $20.2K
|
32.3K
$9.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-90- 1.01% |
$17.5K - $20.2K
|
8.79K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-91- 8.07% |
$17.7K - $20.5K
|
1.04K
$299K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-92- 1.45% |
$17.9K - $20.7K
|
6.25K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-93- 3.32% |
$18.1K - $20.9K
|
2.71K
$782K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-93- 7.99% |
$18.1K - $20.9K
|
1.07K
$309K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-93- 0.51% |
$18.1K - $20.9K
|
18.1K
$5.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-93- 1.23% |
$18.1K - $20.9K
|
7.48K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-94- 0.21% |
$18.3K - $21.1K
|
44.5K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-94- 1.43% |
$18.3K - $21.1K
|
6.48K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-94- 0.69% |
$18.3K - $21.1K
|
13.5K
$3.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-95- 4.53% |
$18.5K - $21.4K
|
2K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-95- 4.21% |
$18.5K - $21.4K
|
2.16K
$624K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-96- 0.83% |
$18.7K - $21.6K
|
11.5K
$3.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-96- 0.49% |
$18.7K - $21.6K
|
19.6K
$5.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-96- 1.39% |
$18.7K - $21.6K
|
6.83K
$1.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-97- 7.11% |
$18.9K - $21.8K
|
1.27K
$366K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-98- 0.38% |
$19.1K - $22K
|
25.7K
$7.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-98- 2.57% |
$19.1K - $22K
|
3.71K
$1.07M
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-98- 0.17% |
$19.1K - $22K
|
55.9K
$16.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-99- 0.48% |
$19.3K - $22.3K
|
20.4K
$5.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-99- 0.91% |
$19.3K - $22.3K
|
10.7K
$3.1M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-99- 5.08% |
$19.3K - $22.3K
|
1.85K
$534K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 8.33% |
$19.5K - $22.5K
|
1.1K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-100- 2.35% |
$19.5K - $22.5K
|
4.16K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.18% |
$19.5K - $22.5K
|
8.39K
$2.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-100- 33.11% |
$19.5K - $22.5K
|
202
$58.3K
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-100- 1.07% |
$19.5K - $22.5K
|
9.21K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-100- 3.94% |
$19.5K - $22.5K
|
2.44K
$703K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-100- 2.36% |
$19.5K - $22.5K
|
4.14K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-100- 7.76% |
$19.5K - $22.5K
|
1.19K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-100- 1.05% |
$19.5K - $22.5K
|
9.39K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-100- 0.31% |
$19.5K - $22.5K
|
32.3K
$9.34M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-100- 29.94% |
$19.5K - $22.5K
|
234
$67.6K
|
|
|
Apr 10, 2025
Q3 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-100- 1.71% |
$19.5K - $22.5K
|
5.76K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-101- 2.4% |
$19.7K - $22.7K
|
4.1K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-101- 0.23% |
$19.7K - $22.7K
|
44.6K
$12.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-102- 2.04% |
$19.9K - $22.9K
|
4.9K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-102- 1.51% |
$19.9K - $22.9K
|
6.66K
$1.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-102- 0.38% |
$19.9K - $22.9K
|
26.7K
$7.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-102- 13.33% |
$19.9K - $22.9K
|
663
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-103- 0.72% |
$20.1K - $23.2K
|
14.2K
$4.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-103- 3.06% |
$20.1K - $23.2K
|
3.26K
$941K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-103- 0.34% |
$20.1K - $23.2K
|
29.9K
$8.63M
|