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 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-125- 5.66% |
$24.4K - $28.1K
|
2.08K
$601K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-125- 0.8% |
$24.4K - $28.1K
|
15.5K
$4.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-125- 3.46% |
$24.4K - $28.1K
|
3.49K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-125- 0.78% |
$24.4K - $28.1K
|
16K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-125- 4.76% |
$24.4K - $28.1K
|
2.5K
$722K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-126- 0.21% |
$24.6K - $28.3K
|
60.1K
$17.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-127- 1.68% |
$24.8K - $28.5K
|
7.42K
$2.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-128- 4.62% |
$24.9K - $28.8K
|
2.64K
$762K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-129- 2.78% |
$25.1K - $29K
|
4.51K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-130- 9.25% |
$25.3K - $29.2K
|
1.28K
$368K
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-131- 0.6% |
$25.5K - $29.4K
|
21.6K
$6.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-131- 6.19% |
$25.5K - $29.4K
|
1.98K
$573K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-131- 0.59% |
$25.5K - $29.4K
|
22.2K
$6.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-131- 7.48% |
$25.5K - $29.4K
|
1.62K
$468K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-132- 0.95% |
$25.7K - $29.7K
|
13.8K
$3.98M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-132- 1.42% |
$25.7K - $29.7K
|
9.14K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-133- 1.21% |
$25.9K - $29.9K
|
10.9K
$3.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-133- 1.4% |
$25.9K - $29.9K
|
9.4K
$2.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-133- 3.99% |
$25.9K - $29.9K
|
3.2K
$924K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-134- 0.23% |
$26.1K - $30.1K
|
58.2K
$16.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-135- 0.71% |
$26.3K - $30.3K
|
18.8K
$5.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-135- 81.82% |
$26.3K - $30.3K
|
30
$8.66K
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-136- 0.08% |
$26.5K - $30.6K
|
172K
$49.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-136- 8.09% |
$26.5K - $30.6K
|
1.55K
$446K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-137- 5.47% |
$26.7K - $30.8K
|
2.37K
$684K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-140- 0.24% |
$27.3K - $31.5K
|
58K
$16.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-140- 75.68% |
$27.3K - $31.5K
|
45
$13K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-140- 9.14% |
$27.3K - $31.5K
|
1.39K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
SELL
|
- |
-141- 0.46% |
$27.5K - $31.7K
|
30.7K
$8.85M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-141- 0.53% |
$27.5K - $31.7K
|
26.6K
$7.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-142- 1.5% |
$27.7K - $31.9K
|
9.31K
$2.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-142- 0.42% |
$27.7K - $31.9K
|
34K
$9.81M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-142- 4.66% |
$27.7K - $31.9K
|
2.9K
$838K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-144- 1.0% |
$28.1K - $32.4K
|
14.2K
$4.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Baskin Financial Services Inc.
|
SELL
|
- |
-144- 7.36% |
$28.1K - $32.4K
|
1.81K
$523K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-144- 7.02% |
$28.1K - $32.4K
|
1.91K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-144- 4.36% |
$28.1K - $32.4K
|
3.16K
$912K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-145- 2.06% |
$28.3K - $32.6K
|
6.91K
$1.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-146- 1.81% |
$28.5K - $32.8K
|
7.92K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-146- 0.3% |
$28.5K - $32.8K
|
49.2K
$14.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-149- 0.65% |
$29K - $33.5K
|
22.8K
$6.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-149- 0.81% |
$29K - $33.5K
|
18.2K
$5.25M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-150- 2.51% |
$29.2K - $33.7K
|
5.83K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-150- 11.97% |
$29.2K - $33.7K
|
1.1K
$318K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-150- 0.54% |
$29.2K - $33.7K
|
27.4K
$7.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-150- 2.42% |
$29.2K - $33.7K
|
6.04K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-150- 0.39% |
$29.2K - $33.7K
|
38.6K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-150- 1.08% |
$29.2K - $33.7K
|
13.8K
$3.97M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-150- 1.09% |
$29.2K - $33.7K
|
13.6K
$3.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-152- 4.69% |
$29.6K - $34.2K
|
3.09K
$892K
|