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 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-250- 1.48% |
$48.7K - $56.2K
|
16.7K
$4.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-250- 6.23% |
$48.7K - $56.2K
|
3.76K
$914K
|
|
|
Nov 13, 2024
Q3 2024
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-251- 0.22% |
$48.9K - $56.4K
|
111K
$27.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-252- 2.3% |
$49.1K - $56.6K
|
10.7K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-252- 0.35% |
$49.1K - $56.6K
|
71.2K
$17.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-255- 0.56% |
$49.7K - $57.3K
|
45.2K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-256- 15.41% |
$49.9K - $57.5K
|
1.41K
$342K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-257- 15.5% |
$50.1K - $57.8K
|
1.4K
$341K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-258- 3.98% |
$50.3K - $58K
|
6.23K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-259- 1.86% |
$50.5K - $58.2K
|
13.6K
$3.32M
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-259- 1.04% |
$50.5K - $58.2K
|
24.7K
$6.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-259- 0.21% |
$50.5K - $58.2K
|
121K
$29.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-260- 17.33% |
$50.7K - $58.4K
|
1.24K
$301K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-261- 1.33% |
$50.9K - $58.7K
|
19.3K
$4.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-261- 3.73% |
$50.9K - $58.7K
|
6.75K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-261- 3.7% |
$50.9K - $58.7K
|
6.79K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-261- 14.52% |
$50.9K - $58.7K
|
1.54K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-261- 0.09% |
$50.9K - $58.7K
|
298K
$72.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-263- 1.71% |
$51.3K - $59.1K
|
15.2K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-264- 0.85% |
$51.5K - $59.3K
|
30.7K
$7.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-265- 3.29% |
$51.6K - $59.6K
|
7.78K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-266- 2.16% |
$51.8K - $59.8K
|
12.1K
$2.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-266- 8.47% |
$51.8K - $59.8K
|
2.88K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-267- 2.82% |
$52K - $60K
|
9.2K
$2.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-268- 8.51% |
$52.2K - $60.2K
|
2.88K
$700K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-268- 0.8% |
$52.2K - $60.2K
|
33.1K
$8.05M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-270- 1.66% |
$52.6K - $60.7K
|
16K
$3.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-271- 2.71% |
$52.8K - $60.9K
|
9.71K
$2.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-272- 0.7% |
$53K - $61.1K
|
38.5K
$9.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-272- 1.9% |
$53K - $61.1K
|
14.1K
$3.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-272- 1.18% |
$53K - $61.1K
|
22.9K
$5.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-273- 1.28% |
$53.2K - $61.4K
|
21.1K
$5.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-274- 1.4% |
$53.4K - $61.6K
|
19.3K
$4.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-274- 2.81% |
$53.4K - $61.6K
|
9.48K
$2.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-275- 0.04% |
$53.6K - $61.8K
|
703K
$171M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-275- 1.13% |
$53.6K - $61.8K
|
24.1K
$5.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-275- 5.25% |
$53.6K - $61.8K
|
4.96K
$1.21M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-275- 2.04% |
$53.6K - $61.8K
|
13.2K
$3.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-278- 17.59% |
$54.2K - $62.5K
|
1.3K
$317K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-278- 1.38% |
$54.2K - $62.5K
|
19.8K
$4.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-281- 1.7% |
$54.8K - $63.2K
|
16.2K
$3.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-284- 2.7% |
$55.4K - $63.8K
|
10.2K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-284- 25.61% |
$55.4K - $63.8K
|
825
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-286- 3.49% |
$55.7K - $64.3K
|
7.91K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-288- 0.89% |
$56.1K - $64.7K
|
32.1K
$7.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-288- 0.44% |
$56.1K - $64.7K
|
64.6K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-288- 2.17% |
$56.1K - $64.7K
|
13K
$3.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-289- 8.8% |
$56.3K - $65K
|
3K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-289- 4.9% |
$56.3K - $65K
|
5.61K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-291- 1.71% |
$56.7K - $65.4K
|
16.8K
$4.08M
|