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 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-542- 2.87% |
$106K - $122K
|
18.3K
$4.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-545- 0.59% |
$106K - $123K
|
91.8K
$22.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-546- 9.78% |
$106K - $123K
|
5.04K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-546- 12.45% |
$106K - $123K
|
3.84K
$934K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-546- 4.61% |
$106K - $123K
|
11.3K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-547- 1.71% |
$107K - $123K
|
31.4K
$7.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-557- 3.68% |
$109K - $125K
|
14.6K
$3.54M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-560- 4.63% |
$109K - $126K
|
11.5K
$2.81M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-561- 1.42% |
$109K - $126K
|
38.8K
$9.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-562- 25.7% |
$110K - $126K
|
1.63K
$395K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-563- 4.24% |
$110K - $127K
|
12.7K
$3.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-563- 1.61% |
$110K - $127K
|
34.3K
$8.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-564- 3.11% |
$110K - $127K
|
17.6K
$4.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-565- 13.41% |
$110K - $127K
|
3.65K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-565- 1.33% |
$110K - $127K
|
42K
$10.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-568- 13.1% |
$111K - $128K
|
3.77K
$916K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-571- 1.16% |
$111K - $128K
|
48.5K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-571- 1.27% |
$111K - $128K
|
44.5K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-572- 25.77% |
$111K - $129K
|
1.65K
$401K
|
|
|
Oct 15, 2024
Q3 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-576- 0.38% |
$112K - $129K
|
153K
$37.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
SELL
|
- |
-576- 12.04% |
$112K - $129K
|
4.21K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-578- 2.23% |
$113K - $130K
|
25.4K
$6.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-579- 6.73% |
$113K - $130K
|
8.02K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-588- 2.43% |
$115K - $132K
|
23.6K
$5.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-596- 0.72% |
$116K - $134K
|
82K
$19.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-597- 7.6% |
$116K - $134K
|
7.26K
$1.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-598- 4.18% |
$117K - $134K
|
13.7K
$3.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-603- 1.96% |
$118K - $136K
|
30.1K
$7.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-603- 0.8% |
$118K - $136K
|
75K
$18.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-604- 0.65% |
$118K - $136K
|
93K
$22.6M
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-605- 0.49% |
$118K - $136K
|
123K
$29.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-606- 5.77% |
$118K - $136K
|
9.89K
$2.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-607- 27.18% |
$118K - $136K
|
1.63K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-609- 1.84% |
$119K - $137K
|
32.4K
$7.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-611- 1.18% |
$119K - $137K
|
51K
$12.4M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-613- 2.9% |
$119K - $138K
|
20.5K
$4.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-620- 2.15% |
$121K - $139K
|
28.2K
$6.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-620- 30.68% |
$121K - $139K
|
1.4K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-620- 9.46% |
$121K - $139K
|
5.93K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-622- 3.03% |
$121K - $140K
|
19.9K
$4.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-622- 6.64% |
$121K - $140K
|
8.74K
$2.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-624- 0.74% |
$122K - $140K
|
83.5K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-625- 5.44% |
$122K - $141K
|
10.9K
$2.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-631- 0.94% |
$123K - $142K
|
66.8K
$16.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-632- 5.55% |
$123K - $142K
|
10.8K
$2.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-638- 0.9% |
$124K - $143K
|
70K
$17M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-638- 2.46% |
$124K - $143K
|
25.3K
$6.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-641- 1.58% |
$125K - $144K
|
39.9K
$9.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-642- 3.56% |
$125K - $144K
|
17.4K
$4.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-643- 5.65% |
$125K - $145K
|
10.7K
$2.61M
|