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 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-780- 1.48% |
$152K - $175K
|
52K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-785- 5.6% |
$153K - $176K
|
13.2K
$3.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-790- 1.94% |
$154K - $178K
|
39.9K
$9.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-792- 12.44% |
$154K - $178K
|
5.58K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-793- 1.78% |
$155K - $178K
|
43.9K
$10.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-794- 3.12% |
$155K - $178K
|
24.7K
$6M
|
|
|
Oct 24, 2024
Q3 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-800- 15.69% |
$156K - $180K
|
4.3K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-804- 2.15% |
$157K - $181K
|
36.6K
$8.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-804- 3.01% |
$157K - $181K
|
25.9K
$6.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-805- 7.81% |
$157K - $181K
|
9.5K
$2.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-806- 4.58% |
$157K - $181K
|
16.8K
$4.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-809- 4.37% |
$158K - $182K
|
17.7K
$4.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-812- 4.25% |
$158K - $183K
|
18.3K
$4.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-813- 1.96% |
$158K - $183K
|
40.7K
$9.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-813- 1.63% |
$158K - $183K
|
49.2K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Kidder Stephen W
|
SELL
|
- |
-815- 7.26% |
$159K - $183K
|
10.4K
$2.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-823- 5.04% |
$160K - $185K
|
15.5K
$3.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-828- 2.47% |
$161K - $186K
|
32.7K
$7.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-829- 36.88% |
$162K - $186K
|
1.42K
$345K
|
|
|
Oct 17, 2024
Q3 2024
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-836- 1.34% |
$163K - $188K
|
61.7K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-836- 14.52% |
$163K - $188K
|
4.92K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-839- 0.64% |
$164K - $189K
|
129K
$31.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-839- 1.61% |
$164K - $189K
|
51.3K
$12.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-842- 3.12% |
$164K - $189K
|
26.1K
$6.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-844- 0.79% |
$164K - $190K
|
106K
$25.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-846- 2.78% |
$165K - $190K
|
29.6K
$7.19M
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-846- 3.19% |
$165K - $190K
|
25.7K
$6.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-847- 2.23% |
$165K - $190K
|
37.1K
$9.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-847- 58.37% |
$165K - $190K
|
604
$147K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-848- 3.35% |
$165K - $191K
|
24.5K
$5.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-855- 4.46% |
$167K - $192K
|
18.3K
$4.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-860- 1.63% |
$168K - $193K
|
51.9K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-865- 8.37% |
$169K - $194K
|
9.47K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-875- 3.28% |
$171K - $197K
|
25.8K
$6.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-877- 1.13% |
$171K - $197K
|
76.4K
$18.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-878- 1.17% |
$171K - $197K
|
73.9K
$18M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-880- 2.15% |
$172K - $198K
|
40.1K
$9.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-880- 17.31% |
$172K - $198K
|
4.21K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-880- 30.56% |
$172K - $198K
|
2K
$486K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-882- 1.87% |
$172K - $198K
|
46.4K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-886- 5.7% |
$173K - $199K
|
14.6K
$3.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-896- 6.75% |
$175K - $201K
|
12.4K
$3.01M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-898- 1.82% |
$175K - $202K
|
48.5K
$11.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-909- 3.95% |
$177K - $204K
|
22.1K
$5.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-910- 1.25% |
$177K - $205K
|
71.8K
$17.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-914- 1.76% |
$178K - $205K
|
50.9K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-930- 3.08% |
$181K - $209K
|
29.3K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-933- 0.8% |
$182K - $210K
|
115K
$28M
|
|
|
Oct 09, 2024
Q3 2024
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-940- 9.68% |
$183K - $211K
|
8.77K
$2.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-944- 2.36% |
$184K - $212K
|
39K
$9.49M
|