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 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-405- 4.91% |
$78.9K - $91K
|
7.85K
$1.91M
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-405- 1.5% |
$78.9K - $91K
|
26.6K
$6.47M
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-406- 13.79% |
$79.1K - $91.3K
|
2.54K
$617K
|
|
Nov 12, 2024
Q3 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-406- 0.59% |
$79.1K - $91.3K
|
68.3K
$16.6M
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-407- 1.77% |
$79.3K - $91.5K
|
22.6K
$5.49M
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-408- 11.54% |
$79.5K - $91.7K
|
3.13K
$760K
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-408- 0.79% |
$79.5K - $91.7K
|
51K
$12.4M
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-409- 5.38% |
$79.7K - $91.9K
|
7.19K
$1.75M
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-409- 10.76% |
$79.7K - $91.9K
|
3.39K
$825K
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-411- 2.52% |
$80.1K - $92.4K
|
15.9K
$3.87M
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-412- 1.49% |
$80.3K - $92.6K
|
27.2K
$6.62M
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-412- 2.62% |
$80.3K - $92.6K
|
15.3K
$3.72M
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-413- 7.2% |
$80.5K - $92.8K
|
5.32K
$1.29M
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-416- 2.32% |
$81.1K - $93.5K
|
17.5K
$4.26M
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-418- 0.69% |
$81.5K - $94K
|
60K
$14.6M
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-418- 2.91% |
$81.5K - $94K
|
14K
$3.39M
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-418- 0.46% |
$81.5K - $94K
|
89.8K
$21.8M
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-419- 11.51% |
$81.7K - $94.2K
|
3.22K
$783K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-420- 19.51% |
$81.9K - $94.4K
|
1.73K
$421K
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-420- 8.64% |
$81.9K - $94.4K
|
4.44K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-421- 0.23% |
$82.1K - $94.6K
|
185K
$44.9M
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-422- 1.05% |
$82.2K - $94.9K
|
39.7K
$9.66M
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-423- 5.92% |
$82.4K - $95.1K
|
6.73K
$1.64M
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-424- 0.96% |
$82.6K - $95.3K
|
44K
$10.7M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-424- 7.45% |
$82.6K - $95.3K
|
5.27K
$1.28M
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-424- 2.88% |
$82.6K - $95.3K
|
14.3K
$3.48M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-425- 0.89% |
$82.8K - $95.5K
|
47.5K
$11.5M
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-425- 24.16% |
$82.8K - $95.5K
|
1.33K
$324K
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-428- 1.09% |
$83.4K - $96.2K
|
38.9K
$9.45M
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-430- 23.61% |
$83.8K - $96.7K
|
1.39K
$338K
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-431- 4.09% |
$84K - $96.9K
|
10.1K
$2.45M
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-432- 36.33% |
$84.2K - $97.1K
|
757
$184K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-439- 5.24% |
$85.6K - $98.7K
|
7.94K
$1.93M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-441- 0.37% |
$86K - $99.1K
|
120K
$29.1M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
SELL
|
- |
-441- 1.54% |
$86K - $99.1K
|
28.1K
$6.84M
|
|
Nov 04, 2024
Q3 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-445- 2.54% |
$86.7K - $100K
|
17.1K
$4.16M
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-446- 1.17% |
$86.9K - $100K
|
37.8K
$9.19M
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-448- 2.84% |
$87.3K - $101K
|
15.3K
$3.72M
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
SELL
|
- |
-448- 1.14% |
$87.3K - $101K
|
38.7K
$9.41M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-451- 9.62% |
$87.9K - $101K
|
4.24K
$1.03M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-451- 0.43% |
$87.9K - $101K
|
104K
$25.2M
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-452- 3.37% |
$88.1K - $102K
|
13K
$3.15M
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-452- 0.68% |
$88.1K - $102K
|
66K
$16M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-453- 1.42% |
$88.3K - $102K
|
31.4K
$7.64M
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-453- 14.83% |
$88.3K - $102K
|
2.6K
$632K
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-457- 0.46% |
$89.1K - $103K
|
97.9K
$23.8M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-458- 1.15% |
$89.3K - $103K
|
39.4K
$9.58M
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-458- 1.62% |
$89.3K - $103K
|
27.8K
$6.76M
|
|
Nov 12, 2024
Q3 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-459- 4.19% |
$89.5K - $103K
|
10.5K
$2.55M
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-463- 0.88% |
$90.2K - $104K
|
52.1K
$12.7M
|