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 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-258- 3.98% |
$50.3K - $58K
|
6.23K
$1.8M
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-259- 1.86% |
$50.5K - $58.2K
|
13.6K
$3.94M
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-259- 1.04% |
$50.5K - $58.2K
|
24.7K
$7.14M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-259- 0.21% |
$50.5K - $58.2K
|
121K
$34.9M
|
|
Nov 07, 2024
Q3 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-260- 17.33% |
$50.7K - $58.4K
|
1.24K
$358K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-261- 1.33% |
$50.9K - $58.7K
|
19.3K
$5.58M
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-261- 3.73% |
$50.9K - $58.7K
|
6.75K
$1.95M
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-261- 3.7% |
$50.9K - $58.7K
|
6.79K
$1.96M
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-261- 14.52% |
$50.9K - $58.7K
|
1.54K
$443K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-261- 0.09% |
$50.9K - $58.7K
|
298K
$85.9M
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-263- 1.71% |
$51.3K - $59.1K
|
15.2K
$4.37M
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-264- 0.85% |
$51.5K - $59.3K
|
30.7K
$8.86M
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-265- 3.29% |
$51.6K - $59.6K
|
7.78K
$2.25M
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-266- 2.16% |
$51.8K - $59.8K
|
12.1K
$3.48M
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-266- 8.47% |
$51.8K - $59.8K
|
2.88K
$830K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-267- 2.82% |
$52K - $60K
|
9.2K
$2.66M
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-268- 8.51% |
$52.2K - $60.2K
|
2.88K
$831K
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-268- 0.8% |
$52.2K - $60.2K
|
33.1K
$9.56M
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-270- 1.66% |
$52.6K - $60.7K
|
16K
$4.61M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-271- 2.71% |
$52.8K - $60.9K
|
9.71K
$2.8M
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-272- 0.7% |
$53K - $61.1K
|
38.5K
$11.1M
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-272- 1.9% |
$53K - $61.1K
|
14.1K
$4.06M
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-272- 1.18% |
$53K - $61.1K
|
22.9K
$6.6M
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-273- 1.28% |
$53.2K - $61.4K
|
21.1K
$6.08M
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-274- 1.4% |
$53.4K - $61.6K
|
19.3K
$5.56M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-274- 2.81% |
$53.4K - $61.6K
|
9.48K
$2.74M
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-275- 0.04% |
$53.6K - $61.8K
|
703K
$203M
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-275- 1.13% |
$53.6K - $61.8K
|
24.1K
$6.95M
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-275- 5.25% |
$53.6K - $61.8K
|
4.96K
$1.43M
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-275- 2.04% |
$53.6K - $61.8K
|
13.2K
$3.81M
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-278- 17.59% |
$54.2K - $62.5K
|
1.3K
$376K
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-278- 1.38% |
$54.2K - $62.5K
|
19.8K
$5.72M
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-281- 1.7% |
$54.8K - $63.2K
|
16.2K
$4.69M
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-284- 2.7% |
$55.4K - $63.8K
|
10.2K
$2.95M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-284- 25.61% |
$55.4K - $63.8K
|
825
$238K
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-286- 3.49% |
$55.7K - $64.3K
|
7.91K
$2.28M
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-288- 0.89% |
$56.1K - $64.7K
|
32.1K
$9.27M
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-288- 0.44% |
$56.1K - $64.7K
|
64.6K
$18.7M
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-288- 2.17% |
$56.1K - $64.7K
|
13K
$3.75M
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
SELL
|
- |
-289- 8.8% |
$56.3K - $65K
|
3K
$865K
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-289- 4.9% |
$56.3K - $65K
|
5.61K
$1.62M
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-291- 1.71% |
$56.7K - $65.4K
|
16.8K
$4.84M
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-291- 1.39% |
$56.7K - $65.4K
|
20.6K
$5.94M
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-294- 0.96% |
$57.3K - $66.1K
|
30.4K
$8.77M
|
|
Nov 14, 2024
Q3 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-295- 5.47% |
$57.5K - $66.3K
|
5.1K
$1.47M
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-297- 0.26% |
$57.9K - $66.8K
|
115K
$33.1M
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-299- 0.67% |
$58.3K - $67.2K
|
44.1K
$12.7M
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-300- 2.35% |
$58.5K - $67.4K
|
12.5K
$3.6M
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-300- 1.65% |
$58.5K - $67.4K
|
17.9K
$5.17M
|
|
Nov 14, 2024
Q3 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-300- 3.19% |
$58.5K - $67.4K
|
9.11K
$2.63M
|