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
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-464- 5.04% |
$90.4K - $104K
|
8.74K
$2.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-466- 0.23% |
$90.8K - $105K
|
204K
$49.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-467- 5.6% |
$91K - $105K
|
7.87K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-468- 7.82% |
$91.2K - $105K
|
5.52K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-468- 1.03% |
$91.2K - $105K
|
45.1K
$11M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-470- 1.02% |
$91.6K - $106K
|
45.4K
$11M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-476- 1.92% |
$92.8K - $107K
|
24.3K
$5.91M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-477- 4.9% |
$93K - $107K
|
9.26K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-480- 0.21% |
$93.6K - $108K
|
233K
$56.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-484- 0.14% |
$94.3K - $109K
|
352K
$85.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-489- 1.56% |
$95.3K - $110K
|
30.8K
$7.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-490- 2.15% |
$95.5K - $110K
|
22.3K
$5.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-491- 0.42% |
$95.7K - $110K
|
117K
$28.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-496- 1.68% |
$96.7K - $112K
|
28.9K
$7.04M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-498- 0.16% |
$97.1K - $112K
|
313K
$76.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-498- 10.14% |
$97.1K - $112K
|
4.42K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-498- 0.68% |
$97.1K - $112K
|
72.6K
$17.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-500- 2.29% |
$97.5K - $112K
|
21.4K
$5.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-500- 11.2% |
$97.5K - $112K
|
3.97K
$964K
|
|
|
Oct 25, 2024
Q3 2024
|
Galibier Capital Management Ltd.
|
SELL
|
- |
-500- 8.68% |
$97.5K - $112K
|
5.26K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-500- 2.18% |
$97.5K - $112K
|
22.5K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Athena Investment Management
|
SELL
|
- |
-500- 1.83% |
$97.5K - $112K
|
26.8K
$6.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-500- 1.47% |
$97.5K - $112K
|
33.4K
$8.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-502- 17.62% |
$97.8K - $113K
|
2.35K
$571K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-502- 23.84% |
$97.8K - $113K
|
1.6K
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-508- 0.66% |
$99K - $114K
|
75.9K
$18.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-511- 0.55% |
$99.6K - $115K
|
91.6K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-513- 8.83% |
$100K - $115K
|
5.3K
$1.29M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-514- 1.19% |
$100K - $116K
|
42.5K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-517- 3.24% |
$101K - $116K
|
15.5K
$3.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-517- 1.19% |
$101K - $116K
|
42.9K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-518- 2.02% |
$101K - $116K
|
25.2K
$6.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-518- 1.49% |
$101K - $116K
|
34.2K
$8.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-520- 2.5% |
$101K - $117K
|
20.3K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-520- 0.33% |
$101K - $117K
|
159K
$38.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-522- 11.54% |
$102K - $117K
|
4K
$973K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-523- 0.02% |
$102K - $118K
|
2.24M
$545M
|
|
|
Oct 31, 2024
Q3 2024
|
Palmer Knight CO
|
SELL
|
- |
-525- 1.54% |
$102K - $118K
|
33.6K
$8.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-526- 7.71% |
$103K - $118K
|
6.29K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-526- 3.3% |
$103K - $118K
|
15.4K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-526- 10.85% |
$103K - $118K
|
4.32K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
SELL
|
- |
-528- 1.46% |
$103K - $119K
|
35.7K
$8.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-530- 9.87% |
$103K - $119K
|
4.84K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-533- 5.4% |
$104K - $120K
|
9.34K
$2.27M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-535- 9.51% |
$104K - $120K
|
5.09K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-537- 0.32% |
$105K - $121K
|
165K
$40.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-540- 7.27% |
$105K - $121K
|
6.89K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-540- 8.14% |
$105K - $121K
|
6.09K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-540- 4.21% |
$105K - $121K
|
12.3K
$2.99M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-541- 4.14% |
$105K - $122K
|
12.5K
$3.05M
|