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
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-177- 6.54% |
$34.5K - $39.8K
|
2.53K
$615K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-177- 1.3% |
$34.5K - $39.8K
|
13.4K
$3.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-178- 2.28% |
$34.7K - $40K
|
7.64K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-178- 2.61% |
$34.7K - $40K
|
6.64K
$1.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-178- 8.92% |
$34.7K - $40K
|
1.82K
$442K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-180- 0.33% |
$35.1K - $40.5K
|
54.7K
$13.3M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-180- 2.8% |
$35.1K - $40.5K
|
6.25K
$1.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-181- 8.74% |
$35.3K - $40.7K
|
1.89K
$459K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-182- 4.74% |
$35.5K - $40.9K
|
3.66K
$890K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-184- 0.54% |
$35.9K - $41.4K
|
33.9K
$8.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-184- 5.68% |
$35.9K - $41.4K
|
3.06K
$743K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-185- 3.51% |
$36.1K - $41.6K
|
5.09K
$1.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-185- 2.5% |
$36.1K - $41.6K
|
7.23K
$1.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-186- 6.98% |
$36.3K - $41.8K
|
2.48K
$602K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-186- 1.88% |
$36.3K - $41.8K
|
9.69K
$2.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-187- 0.97% |
$36.4K - $42K
|
19K
$4.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-187- 5.38% |
$36.4K - $42K
|
3.29K
$800K
|
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-187- 0.82% |
$36.4K - $42K
|
22.7K
$5.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-188- 0.63% |
$36.6K - $42.3K
|
29.8K
$7.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-188- 0.12% |
$36.6K - $42.3K
|
157K
$38.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-189- 1.03% |
$36.8K - $42.5K
|
18.2K
$4.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-189- 4.64% |
$36.8K - $42.5K
|
3.89K
$945K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-189- 0.99% |
$36.8K - $42.5K
|
18.9K
$4.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-190- 3.7% |
$37K - $42.7K
|
4.95K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-190- 0.29% |
$37K - $42.7K
|
65.1K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-190- 7.29% |
$37K - $42.7K
|
2.42K
$588K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-192- 0.49% |
$37.4K - $43.2K
|
39K
$9.49M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-193- 2.17% |
$37.6K - $43.4K
|
8.71K
$2.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-194- 0.78% |
$37.8K - $43.6K
|
24.8K
$6.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-194- 8.48% |
$37.8K - $43.6K
|
2.09K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-194- 4.48% |
$37.8K - $43.6K
|
4.13K
$1M
|
|
|
Oct 04, 2024
Q3 2024
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
SELL
|
- |
-195- 13.46% |
$38K - $43.8K
|
1.25K
$305K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-195- 27.39% |
$38K - $43.8K
|
517
$126K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-195- 2.43% |
$38K - $43.8K
|
7.82K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-196- 0.53% |
$38.2K - $44.1K
|
36.6K
$8.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-197- 0.61% |
$38.4K - $44.3K
|
31.9K
$7.76M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-199- 2.21% |
$38.8K - $44.7K
|
8.81K
$2.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-199- 0.75% |
$38.8K - $44.7K
|
26.3K
$6.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-199- 1.21% |
$38.8K - $44.7K
|
16.3K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.9% |
$39K - $45K
|
10.3K
$2.52M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.89% |
$39K - $45K
|
22.3K
$5.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-200- 3.25% |
$39K - $45K
|
5.96K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-200- 11.72% |
$39K - $45K
|
1.51K
$366K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-200- 0.95% |
$39K - $45K
|
20.8K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-200- 6.19% |
$39K - $45K
|
3.03K
$736K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-201- 2.28% |
$39.2K - $45.2K
|
8.6K
$2.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-203- 0.36% |
$39.6K - $45.6K
|
56.3K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-203- 6.84% |
$39.6K - $45.6K
|
2.76K
$672K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-204- 0.58% |
$39.8K - $45.9K
|
34.8K
$8.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-204- 0.43% |
$39.8K - $45.9K
|
47.5K
$11.5M
|