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
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-121- 0.65% |
$23.6K - $27.2K
|
18.4K
$4.47M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-121- 1.51% |
$23.6K - $27.2K
|
7.89K
$1.92M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-123- 7.45% |
$24K - $27.7K
|
1.53K
$371K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-123- 1.92% |
$24K - $27.7K
|
6.3K
$1.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-123- 6.32% |
$24K - $27.7K
|
1.82K
$443K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-123- 2.35% |
$24K - $27.7K
|
5.12K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-123- 1.4% |
$24K - $27.7K
|
8.69K
$2.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-123- 17.08% |
$24K - $27.7K
|
597
$145K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-124- 0.24% |
$24.2K - $27.9K
|
52.5K
$12.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-124- 0.38% |
$24.2K - $27.9K
|
32.1K
$7.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-124- 0.52% |
$24.2K - $27.9K
|
23.9K
$5.82M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-124- 0.8% |
$24.2K - $27.9K
|
15.5K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-125- 5.66% |
$24.4K - $28.1K
|
2.08K
$506K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-125- 0.8% |
$24.4K - $28.1K
|
15.5K
$3.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-125- 3.46% |
$24.4K - $28.1K
|
3.49K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-125- 0.78% |
$24.4K - $28.1K
|
16K
$3.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-125- 4.76% |
$24.4K - $28.1K
|
2.5K
$608K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-126- 0.21% |
$24.6K - $28.3K
|
60.1K
$14.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-127- 1.68% |
$24.8K - $28.5K
|
7.42K
$1.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-128- 4.62% |
$24.9K - $28.8K
|
2.64K
$642K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-129- 2.78% |
$25.1K - $29K
|
4.51K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-130- 9.25% |
$25.3K - $29.2K
|
1.28K
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-131- 0.6% |
$25.5K - $29.4K
|
21.6K
$5.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-131- 6.19% |
$25.5K - $29.4K
|
1.98K
$482K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-131- 0.59% |
$25.5K - $29.4K
|
22.2K
$5.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-131- 7.48% |
$25.5K - $29.4K
|
1.62K
$394K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-132- 0.95% |
$25.7K - $29.7K
|
13.8K
$3.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-132- 1.42% |
$25.7K - $29.7K
|
9.14K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-133- 1.21% |
$25.9K - $29.9K
|
10.9K
$2.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-133- 1.4% |
$25.9K - $29.9K
|
9.4K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-133- 3.99% |
$25.9K - $29.9K
|
3.2K
$778K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-134- 0.23% |
$26.1K - $30.1K
|
58.2K
$14.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-135- 0.71% |
$26.3K - $30.3K
|
18.8K
$4.57M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-135- 81.82% |
$26.3K - $30.3K
|
30
$7.29K
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-136- 0.08% |
$26.5K - $30.6K
|
172K
$41.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-136- 8.09% |
$26.5K - $30.6K
|
1.55K
$376K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-137- 5.47% |
$26.7K - $30.8K
|
2.37K
$576K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-140- 0.24% |
$27.3K - $31.5K
|
58K
$14.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-140- 75.68% |
$27.3K - $31.5K
|
45
$10.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-140- 9.14% |
$27.3K - $31.5K
|
1.39K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-141- 0.46% |
$27.5K - $31.7K
|
30.7K
$7.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-141- 0.53% |
$27.5K - $31.7K
|
26.6K
$6.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-142- 1.5% |
$27.7K - $31.9K
|
9.31K
$2.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-142- 0.42% |
$27.7K - $31.9K
|
34K
$8.26M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-142- 4.66% |
$27.7K - $31.9K
|
2.9K
$706K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-144- 1.0% |
$28.1K - $32.4K
|
14.2K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-144- 7.36% |
$28.1K - $32.4K
|
1.81K
$441K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-144- 7.02% |
$28.1K - $32.4K
|
1.91K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-144- 4.36% |
$28.1K - $32.4K
|
3.16K
$768K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-145- 2.06% |
$28.3K - $32.6K
|
6.91K
$1.68M
|