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 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-653- 5.66% |
$127K - $147K
|
10.9K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-654- 15.91% |
$127K - $147K
|
3.46K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-654- 2.14% |
$127K - $147K
|
29.9K
$8.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-661- 3.94% |
$129K - $149K
|
16.1K
$4.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-663- 11.75% |
$129K - $149K
|
4.98K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-664- 1.87% |
$129K - $149K
|
34.9K
$9.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-665- 4.17% |
$130K - $149K
|
15.3K
$4.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-668- 1.04% |
$130K - $150K
|
63.8K
$18.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-673- 4.52% |
$131K - $151K
|
14.2K
$4.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-676- 30.3% |
$132K - $152K
|
1.56K
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-677- 2.82% |
$132K - $152K
|
23.3K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-684- 2.25% |
$133K - $154K
|
29.7K
$8.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-686- 0.51% |
$134K - $154K
|
134K
$37.8M
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-687- 6.35% |
$134K - $154K
|
10.1K
$2.87M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-688- 2.37% |
$134K - $155K
|
28.3K
$8.02M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-690- 1.9% |
$134K - $155K
|
35.7K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-690- 20.55% |
$134K - $155K
|
2.67K
$755K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-696- 3.18% |
$136K - $156K
|
21.2K
$6M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-700- 88.61% |
$136K - $157K
|
90
$25.5K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-700- 33.46% |
$136K - $157K
|
1.39K
$394K
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-702- 4.99% |
$137K - $158K
|
13.4K
$3.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-702- 1.48% |
$137K - $158K
|
46.6K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Granger Management LLC
|
SELL
|
- |
-702- 7.12% |
$137K - $158K
|
9.16K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-704- 0.52% |
$137K - $158K
|
135K
$38.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-706- 3.73% |
$138K - $159K
|
18.2K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-708- 1.39% |
$138K - $159K
|
50.3K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-710- 0.91% |
$138K - $160K
|
77.4K
$21.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-714- 1.04% |
$139K - $161K
|
68.3K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-718- 3.86% |
$140K - $161K
|
17.9K
$5.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-725- 1.16% |
$141K - $163K
|
61.9K
$17.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-726- 3.7% |
$141K - $163K
|
18.9K
$5.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-731- 0.2% |
$142K - $164K
|
360K
$102M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-733- 6.8% |
$143K - $165K
|
10.1K
$2.85M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-737- 2.0% |
$144K - $166K
|
36.1K
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-743- 1.94% |
$145K - $167K
|
37.5K
$10.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-751- 3.54% |
$146K - $169K
|
20.5K
$5.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-753- 1.15% |
$147K - $169K
|
64.9K
$18.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-756- 2.8% |
$147K - $170K
|
26.2K
$7.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-757- 2.27% |
$148K - $170K
|
32.6K
$9.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-759- 0.66% |
$148K - $171K
|
114K
$32.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-763- 0.36% |
$149K - $172K
|
211K
$59.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-771- 2.26% |
$150K - $173K
|
33.3K
$9.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-773- 3.06% |
$151K - $174K
|
24.5K
$6.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-777- 3.61% |
$151K - $175K
|
20.8K
$5.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-777- 0.48% |
$151K - $175K
|
160K
$45.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-778- 0.82% |
$152K - $175K
|
94.6K
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-779- 7.7% |
$152K - $175K
|
9.34K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-780- 1.48% |
$152K - $175K
|
52K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-785- 5.6% |
$153K - $176K
|
13.2K
$3.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-790- 1.94% |
$154K - $178K
|
39.9K
$11.3M
|