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 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-152- 1.31% |
$29.6K - $34.2K
|
11.5K
$3.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-154- 0.75% |
$30K - $34.6K
|
20.4K
$5.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-154- 6.41% |
$30K - $34.6K
|
2.25K
$650K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-154- 0.7% |
$30K - $34.6K
|
21.8K
$6.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-156- 3.88% |
$30.4K - $35.1K
|
3.87K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-156- 2.09% |
$30.4K - $35.1K
|
7.31K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-158- 60.08% |
$30.8K - $35.5K
|
105
$30.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-159- 1.28% |
$31K - $35.7K
|
12.2K
$3.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-160- 2.48% |
$31.2K - $36K
|
6.28K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-160- 1.5% |
$31.2K - $36K
|
10.5K
$3.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
SELL
|
- |
-160- 1.1% |
$31.2K - $36K
|
14.4K
$4.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-160- 10.6% |
$31.2K - $36K
|
1.35K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-160- 0.33% |
$31.2K - $36K
|
47.9K
$13.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-162- 7.71% |
$31.6K - $36.4K
|
1.94K
$560K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-163- 27.35% |
$31.8K - $36.6K
|
433
$125K
|
|
|
Oct 22, 2024
Q3 2024
|
Albert D Mason Inc
|
SELL
|
- |
-164- 7.37% |
$32K - $36.9K
|
2.06K
$595K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-164- 2.32% |
$32K - $36.9K
|
6.91K
$2M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
SELL
|
- |
-165- 1.83% |
$32.2K - $37.1K
|
8.84K
$2.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-165- 11.97% |
$32.2K - $37.1K
|
1.21K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
SELL
|
- |
-166- 4.64% |
$32.4K - $37.3K
|
3.41K
$984K
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-166- 0.87% |
$32.4K - $37.3K
|
19K
$5.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-167- 0.75% |
$32.5K - $37.5K
|
22.1K
$6.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-168- 3.21% |
$32.7K - $37.8K
|
5.07K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-169- 17.86% |
$32.9K - $38K
|
777
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-169- 4.58% |
$32.9K - $38K
|
3.52K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-170- 0.36% |
$33.1K - $38.2K
|
47.5K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-171- 7.69% |
$33.3K - $38.4K
|
2.05K
$592K
|
|
|
Oct 21, 2024
Q3 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-171- 5.55% |
$33.3K - $38.4K
|
2.91K
$840K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-171- 0.59% |
$33.3K - $38.4K
|
28.9K
$8.34M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-172- 4.74% |
$33.5K - $38.7K
|
3.45K
$997K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-173- 1.23% |
$33.7K - $38.9K
|
13.9K
$4.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-175- 5.67% |
$34.1K - $39.3K
|
2.91K
$841K
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-175- 0.33% |
$34.1K - $39.3K
|
53.6K
$15.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-176- 8.55% |
$34.3K - $39.6K
|
1.88K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-176- 0.9% |
$34.3K - $39.6K
|
19.4K
$5.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-176- 9.57% |
$34.3K - $39.6K
|
1.66K
$480K
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-177- 0.19% |
$34.5K - $39.8K
|
90.6K
$26.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-177- 0.43% |
$34.5K - $39.8K
|
40.7K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-177- 3.85% |
$34.5K - $39.8K
|
4.42K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-177- 6.54% |
$34.5K - $39.8K
|
2.53K
$730K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-177- 1.3% |
$34.5K - $39.8K
|
13.4K
$3.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-178- 2.28% |
$34.7K - $40K
|
7.64K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-178- 2.61% |
$34.7K - $40K
|
6.64K
$1.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-178- 8.92% |
$34.7K - $40K
|
1.82K
$525K
|
|
|
May 28, 2025
Q3 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-179- 2.13% |
$34.9K - $40.2K
|
8.23K
$2.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-180- 0.33% |
$35.1K - $40.5K
|
54.7K
$15.8M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-180- 2.8% |
$35.1K - $40.5K
|
6.25K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-181- 8.74% |
$35.3K - $40.7K
|
1.89K
$545K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-182- 4.74% |
$35.5K - $40.9K
|
3.66K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-184- 0.54% |
$35.9K - $41.4K
|
33.9K
$9.79M
|