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
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-205- 11.93% |
$40K - $46.1K
|
1.51K
$368K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-205- 10.76% |
$40K - $46.1K
|
1.7K
$413K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-206- 1.54% |
$40.1K - $46.3K
|
13.1K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-208- 4.06% |
$40.5K - $46.8K
|
4.91K
$1.19M
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-209- 0.88% |
$40.7K - $47K
|
23.6K
$5.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-209- 0.38% |
$40.7K - $47K
|
54.1K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-209- 5.84% |
$40.7K - $47K
|
3.37K
$819K
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-210- 5.85% |
$40.9K - $47.2K
|
3.38K
$822K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-210- 10.03% |
$40.9K - $47.2K
|
1.88K
$458K
|
|
|
Oct 24, 2024
Q3 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-210- 1.92% |
$40.9K - $47.2K
|
10.7K
$2.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-213- 0.93% |
$41.5K - $47.9K
|
22.7K
$5.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-213- 3.24% |
$41.5K - $47.9K
|
6.36K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-214- 1.2% |
$41.7K - $48.1K
|
17.6K
$4.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-214- 1.03% |
$41.7K - $48.1K
|
20.6K
$5.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-214- 0.63% |
$41.7K - $48.1K
|
33.5K
$8.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-215- 4.9% |
$41.9K - $48.3K
|
4.17K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-215- 1.79% |
$41.9K - $48.3K
|
11.8K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-216- 4.09% |
$42.1K - $48.6K
|
5.06K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-218- 3.47% |
$42.5K - $49K
|
6.07K
$1.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-220- 0.45% |
$42.9K - $49.5K
|
48.6K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-221- 0.19% |
$43.1K - $49.7K
|
119K
$28.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-222- 1.86% |
$43.3K - $49.9K
|
11.7K
$2.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-222- 3.72% |
$43.3K - $49.9K
|
5.75K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-223- 0.3% |
$43.5K - $50.1K
|
75.4K
$18.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-224- 1.42% |
$43.7K - $50.4K
|
15.6K
$3.78M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-225- 1.04% |
$43.9K - $50.6K
|
21.4K
$5.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-226- 8.62% |
$44K - $50.8K
|
2.4K
$583K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-228- 5.16% |
$44.4K - $51.3K
|
4.19K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-229- 2.33% |
$44.6K - $51.5K
|
9.62K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-230- 15.08% |
$44.8K - $51.7K
|
1.3K
$315K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-231- 1.86% |
$45K - $51.9K
|
12.2K
$2.97M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-231- 2.52% |
$45K - $51.9K
|
8.93K
$2.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-233- 3.27% |
$45.4K - $52.4K
|
6.88K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-235- 1.0% |
$45.8K - $52.8K
|
23.3K
$5.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-236- 2.03% |
$46K - $53.1K
|
11.4K
$2.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-238- 2.11% |
$46.4K - $53.5K
|
11K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-238- 2.31% |
$46.4K - $53.5K
|
10.1K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-240- 1.09% |
$46.8K - $54K
|
21.7K
$5.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-241- 4.58% |
$47K - $54.2K
|
5.02K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-241- 8.4% |
$47K - $54.2K
|
2.63K
$639K
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-243- 13.94% |
$47.4K - $54.6K
|
1.5K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-243- 0.78% |
$47.4K - $54.6K
|
31.1K
$7.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-244- 3.75% |
$47.6K - $54.9K
|
6.27K
$1.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-245- 0.22% |
$47.8K - $55.1K
|
110K
$26.8M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-245- 0.42% |
$47.8K - $55.1K
|
58.1K
$14.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-246- 2.46% |
$47.9K - $55.3K
|
9.76K
$2.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-246- 1.86% |
$47.9K - $55.3K
|
13K
$3.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-247- 4.46% |
$48.1K - $55.5K
|
5.29K
$1.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-248- 0.14% |
$48.3K - $55.8K
|
176K
$42.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-249- 1.14% |
$48.5K - $56K
|
21.6K
$5.24M
|