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 |
|---|---|---|---|---|---|---|---|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-103- 2.76% |
$20.1K - $23.2K
|
3.63K
$1.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-104- 2.8% |
$20.3K - $23.4K
|
3.61K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-104- 0.56% |
$20.3K - $23.4K
|
18.5K
$5.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-104- 0.6% |
$20.3K - $23.4K
|
17.1K
$4.95M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-105- 7.23% |
$20.5K - $23.6K
|
1.35K
$389K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-106- 3.76% |
$20.7K - $23.8K
|
2.71K
$783K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-106- 8.98% |
$20.7K - $23.8K
|
1.08K
$310K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-108- 0.15% |
$21K - $24.3K
|
71K
$20.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-108- 1.05% |
$21K - $24.3K
|
10.2K
$2.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-108- 2.95% |
$21K - $24.3K
|
3.55K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-108- 1.11% |
$21K - $24.3K
|
9.6K
$2.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-109- 1.35% |
$21.2K - $24.5K
|
7.95K
$2.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-110- 11.55% |
$21.4K - $24.7K
|
842
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-110- 0.31% |
$21.4K - $24.7K
|
35K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-110- 6.33% |
$21.4K - $24.7K
|
1.63K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-110- 0.73% |
$21.4K - $24.7K
|
14.9K
$4.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-111- 2.9% |
$21.6K - $25K
|
3.72K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-111- 0.37% |
$21.6K - $25K
|
29.7K
$8.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-111- 0.23% |
$21.6K - $25K
|
48.5K
$14M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-112- 1.2% |
$21.8K - $25.2K
|
9.26K
$2.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-113- 1.39% |
$22K - $25.4K
|
8.01K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-113- 0.1% |
$22K - $25.4K
|
111K
$31.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-113- 0.07% |
$22K - $25.4K
|
160K
$46.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-114- 4.31% |
$22.2K - $25.6K
|
2.53K
$730K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-115- 3.03% |
$22.4K - $25.9K
|
3.68K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-115- 7.99% |
$22.4K - $25.9K
|
1.33K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-115- 4.2% |
$22.4K - $25.9K
|
2.63K
$758K
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
SELL
|
- |
-116- 0.51% |
$22.6K - $26.1K
|
22.6K
$6.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-116- 9.26% |
$22.6K - $26.1K
|
1.14K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
SELL
|
- |
-116- 1.59% |
$22.6K - $26.1K
|
7.16K
$2.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-117- 1.59% |
$22.8K - $26.3K
|
7.25K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-117- 0.69% |
$22.8K - $26.3K
|
16.8K
$4.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-118- 1.25% |
$23K - $26.5K
|
9.35K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-119- 6.44% |
$23.2K - $26.8K
|
1.73K
$499K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-120- 9.02% |
$23.4K - $27K
|
1.21K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-120- 12.21% |
$23.4K - $27K
|
863
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-120- 0.37% |
$23.4K - $27K
|
32.1K
$9.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-120- 1.89% |
$23.4K - $27K
|
6.22K
$1.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-121- 0.65% |
$23.6K - $27.2K
|
18.4K
$5.3M
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-121- 1.51% |
$23.6K - $27.2K
|
7.89K
$2.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-123- 7.45% |
$24K - $27.7K
|
1.53K
$441K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
SELL
|
- |
-123- 1.92% |
$24K - $27.7K
|
6.3K
$1.82M
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-123- 6.32% |
$24K - $27.7K
|
1.82K
$526K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-123- 2.35% |
$24K - $27.7K
|
5.12K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-123- 1.4% |
$24K - $27.7K
|
8.69K
$2.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-123- 17.08% |
$24K - $27.7K
|
597
$172K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-124- 0.24% |
$24.2K - $27.9K
|
52.5K
$15.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-124- 0.38% |
$24.2K - $27.9K
|
32.1K
$9.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-124- 0.52% |
$24.2K - $27.9K
|
23.9K
$6.91M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-124- 0.8% |
$24.2K - $27.9K
|
15.5K
$4.46M
|