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 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-291- 1.39% |
$56.7K - $65.4K
|
20.6K
$5M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-294- 0.96% |
$57.3K - $66.1K
|
30.4K
$7.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-295- 5.47% |
$57.5K - $66.3K
|
5.1K
$1.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-297- 0.26% |
$57.9K - $66.8K
|
115K
$27.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-299- 0.67% |
$58.3K - $67.2K
|
44.1K
$10.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-300- 2.35% |
$58.5K - $67.4K
|
12.5K
$3.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-300- 1.65% |
$58.5K - $67.4K
|
17.9K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-300- 3.19% |
$58.5K - $67.4K
|
9.11K
$2.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-301- 0.41% |
$58.7K - $67.7K
|
72.4K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-301- 0.9% |
$58.7K - $67.7K
|
33.2K
$8.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-302- 1.46% |
$58.9K - $67.9K
|
20.4K
$4.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-304- 0.67% |
$59.2K - $68.3K
|
44.8K
$10.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-305- 3.23% |
$59.4K - $68.6K
|
9.15K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-305- 1.62% |
$59.4K - $68.6K
|
18.5K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-305- 1.25% |
$59.4K - $68.6K
|
24.1K
$5.87M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-307- 6.95% |
$59.8K - $69K
|
4.11K
$999K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-307- 1.95% |
$59.8K - $69K
|
15.5K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-309- 2.75% |
$60.2K - $69.5K
|
10.9K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-309- 0.81% |
$60.2K - $69.5K
|
38K
$9.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-310- 0.22% |
$60.4K - $69.7K
|
143K
$34.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-312- 0.41% |
$60.8K - $70.1K
|
75.9K
$18.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-312- 1.54% |
$60.8K - $70.1K
|
19.9K
$4.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-315- 1.19% |
$61.4K - $70.8K
|
26.2K
$6.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-315- 1.27% |
$61.4K - $70.8K
|
24.4K
$5.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-316- 2.91% |
$61.6K - $71K
|
10.5K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-320- 0.99% |
$62.4K - $71.9K
|
31.9K
$7.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-321- 1.97% |
$62.6K - $72.2K
|
16K
$3.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-322- 0.03% |
$62.8K - $72.4K
|
1.26M
$307M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-322- 1.49% |
$62.8K - $72.4K
|
21.3K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-323- 1.24% |
$63K - $72.6K
|
25.7K
$6.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-326- 1.28% |
$63.5K - $73.3K
|
25.1K
$6.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-326- 4.18% |
$63.5K - $73.3K
|
7.48K
$1.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-326- 4.79% |
$63.5K - $73.3K
|
6.48K
$1.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-327- 15.91% |
$63.7K - $73.5K
|
1.73K
$420K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-327- 1.68% |
$63.7K - $73.5K
|
19.2K
$4.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-330- 1.43% |
$64.3K - $74.2K
|
22.7K
$5.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-330- 3.2% |
$64.3K - $74.2K
|
9.98K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-333- 23.53% |
$64.9K - $74.9K
|
1.08K
$263K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-335- 1.83% |
$65.3K - $75.3K
|
18K
$4.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-335- 7.0% |
$65.3K - $75.3K
|
4.45K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-336- 0.27% |
$65.5K - $75.5K
|
123K
$29.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-337- 9.53% |
$65.7K - $75.8K
|
3.2K
$778K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-337- 4.51% |
$65.7K - $75.8K
|
7.14K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-341- 6.38% |
$66.5K - $76.7K
|
5.01K
$1.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-341- 1.27% |
$66.5K - $76.7K
|
26.5K
$6.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-343- 1.67% |
$66.9K - $77.1K
|
20.1K
$4.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-344- 1.84% |
$67K - $77.3K
|
18.4K
$4.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-344- 2.25% |
$67K - $77.3K
|
14.9K
$3.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-345- 1.34% |
$67.2K - $77.6K
|
25.4K
$6.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-345- 0.17% |
$67.2K - $77.6K
|
208K
$50.6M
|