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 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-945- 2.85% |
$184K - $212K
|
32.2K
$7.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-954- 2.58% |
$186K - $214K
|
36K
$8.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-954- 39.16% |
$186K - $214K
|
1.48K
$360K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-956- 1.73% |
$186K - $215K
|
54.2K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-958- 0.96% |
$187K - $215K
|
98.6K
$24M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-960- 4.65% |
$187K - $216K
|
19.7K
$4.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-965- 5.63% |
$188K - $217K
|
16.2K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-979- 19.96% |
$191K - $220K
|
3.93K
$955K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-981- 18.68% |
$191K - $221K
|
4.27K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-982- 1.72% |
$191K - $221K
|
56.2K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-983- 7.15% |
$192K - $221K
|
12.8K
$3.11M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-984- 5.1% |
$192K - $221K
|
18.3K
$4.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-992- 7.59% |
$193K - $223K
|
12.1K
$2.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-992- 2.99% |
$193K - $223K
|
32.2K
$7.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-995- 1.96% |
$194K - $224K
|
49.8K
$12.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-998- 1.62% |
$195K - $224K
|
60.7K
$14.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1K- 2.63% |
$195K - $225K
|
37K
$9M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1K- 7.31% |
$195K - $225K
|
12.7K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1K- 10.37% |
$195K - $225K
|
8.64K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1K- 7.22% |
$195K - $225K
|
12.9K
$3.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1K- 9.69% |
$195K - $225K
|
9.32K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1K- 3.19% |
$195K - $225K
|
30.5K
$7.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1K- 1.43% |
$195K - $225K
|
69.2K
$16.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1K- 4.1% |
$195K - $225K
|
23.5K
$5.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-1.01K- 2.46% |
$197K - $227K
|
40.2K
$9.77M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.01K- 2.23% |
$197K - $227K
|
44.3K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.01K- 15.38% |
$197K - $227K
|
5.57K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1.01K- 2.67% |
$197K - $228K
|
36.9K
$8.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.02K- 3.31% |
$198K - $228K
|
29.7K
$7.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.02K- 3.97% |
$198K - $229K
|
24.6K
$5.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.02K- 0.68% |
$199K - $230K
|
150K
$36.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.02K- 1.03% |
$199K - $230K
|
98.3K
$23.9M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.02K- 34.55% |
$199K - $230K
|
1.94K
$471K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.02K- 22.97% |
$200K - $230K
|
3.43K
$835K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.03K- 9.23% |
$200K - $230K
|
10.1K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.03K- 0.81% |
$200K - $230K
|
125K
$30.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.03K- 1.52% |
$201K - $231K
|
66.6K
$16.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.04K- 10.92% |
$202K - $233K
|
8.46K
$2.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.04K- 14.69% |
$203K - $234K
|
6.03K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.04K- 0.38% |
$203K - $234K
|
269K
$65.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-1.05K- 5.77% |
$204K - $235K
|
17.1K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.05K- 5.98% |
$204K - $235K
|
16.4K
$4M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.05K- 20.01% |
$204K - $235K
|
4.18K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1.05K- 1.93% |
$205K - $236K
|
53.4K
$13M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.05K- 1.3% |
$205K - $236K
|
80.2K
$19.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.05K- 2.29% |
$205K - $237K
|
45K
$10.9M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.06K- 1.31% |
$206K - $238K
|
79.9K
$19.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-1.06K- 13.25% |
$206K - $238K
|
6.92K
$1.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.06K- 23.17% |
$206K - $238K
|
3.51K
$854K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.06K- 1.9% |
$207K - $239K
|
55K
$13.4M
|