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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-184- 5.68% |
$35.9K - $41.4K
|
3.06K
$882K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-185- 3.51% |
$36.1K - $41.6K
|
5.09K
$1.47M
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-185- 2.5% |
$36.1K - $41.6K
|
7.23K
$2.09M
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-186- 6.98% |
$36.3K - $41.8K
|
2.48K
$715K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-186- 1.88% |
$36.3K - $41.8K
|
9.69K
$2.8M
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-187- 0.97% |
$36.4K - $42K
|
19K
$5.49M
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-187- 5.38% |
$36.4K - $42K
|
3.29K
$950K
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-187- 0.82% |
$36.4K - $42K
|
22.7K
$6.55M
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-188- 0.63% |
$36.6K - $42.3K
|
29.8K
$8.62M
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-188- 0.12% |
$36.6K - $42.3K
|
157K
$45.2M
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-189- 1.03% |
$36.8K - $42.5K
|
18.2K
$5.24M
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-189- 4.64% |
$36.8K - $42.5K
|
3.89K
$1.12M
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-189- 0.99% |
$36.8K - $42.5K
|
18.9K
$5.46M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-190- 3.7% |
$37K - $42.7K
|
4.95K
$1.43M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-190- 0.29% |
$37K - $42.7K
|
65.1K
$18.8M
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-190- 7.29% |
$37K - $42.7K
|
2.42K
$698K
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-190- 7.69% |
$37K - $42.7K
|
2.28K
$659K
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-192- 0.49% |
$37.4K - $43.2K
|
39K
$11.3M
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-193- 2.17% |
$37.6K - $43.4K
|
8.71K
$2.51M
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-194- 0.78% |
$37.8K - $43.6K
|
24.8K
$7.17M
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
SELL
|
- |
-194- 8.48% |
$37.8K - $43.6K
|
2.09K
$605K
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-194- 4.48% |
$37.8K - $43.6K
|
4.13K
$1.19M
|
|
Oct 04, 2024
Q3 2024
|
Silverberg Bernstein Capital Management LLC
Armonk, NY |
SELL
|
- |
-195- 13.46% |
$38K - $43.8K
|
1.25K
$362K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-195- 27.39% |
$38K - $43.8K
|
517
$149K
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-195- 2.43% |
$38K - $43.8K
|
7.82K
$2.26M
|
|
Oct 28, 2024
Q3 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-196- 0.53% |
$38.2K - $44.1K
|
36.6K
$10.6M
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-197- 0.61% |
$38.4K - $44.3K
|
31.9K
$9.22M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-199- 2.21% |
$38.8K - $44.7K
|
8.81K
$2.54M
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
SELL
|
- |
-199- 0.75% |
$38.8K - $44.7K
|
26.3K
$7.59M
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-199- 1.21% |
$38.8K - $44.7K
|
16.3K
$4.71M
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.9% |
$39K - $45K
|
10.3K
$2.99M
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.89% |
$39K - $45K
|
22.3K
$6.44M
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-200- 3.25% |
$39K - $45K
|
5.96K
$1.72M
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-200- 11.72% |
$39K - $45K
|
1.51K
$435K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-200- 0.95% |
$39K - $45K
|
20.8K
$6M
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-200- 6.19% |
$39K - $45K
|
3.03K
$874K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-201- 2.28% |
$39.2K - $45.2K
|
8.6K
$2.48M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-203- 0.36% |
$39.6K - $45.6K
|
56.3K
$16.2M
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-203- 6.84% |
$39.6K - $45.6K
|
2.76K
$798K
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-204- 0.58% |
$39.8K - $45.9K
|
34.8K
$10M
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-204- 0.43% |
$39.8K - $45.9K
|
47.5K
$13.7M
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-205- 11.93% |
$40K - $46.1K
|
1.51K
$437K
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-205- 10.76% |
$40K - $46.1K
|
1.7K
$491K
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-205- 1.98% |
$40K - $46.1K
|
10.1K
$2.93M
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-206- 1.54% |
$40.1K - $46.3K
|
13.1K
$3.79M
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-208- 4.06% |
$40.5K - $46.8K
|
4.91K
$1.42M
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-209- 0.88% |
$40.7K - $47K
|
23.6K
$6.8M
|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-209- 0.38% |
$40.7K - $47K
|
54.1K
$15.6M
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-209- 5.84% |
$40.7K - $47K
|
3.37K
$973K
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-210- 5.85% |
$40.9K - $47.2K
|
3.38K
$976K
|