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 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.07K- 3.7% |
$208K - $240K
|
27.8K
$6.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1.07K- 2.8% |
$208K - $240K
|
37K
$9M
|
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.07K- 10.19% |
$208K - $240K
|
9.4K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.07K- 10.6% |
$209K - $241K
|
9.06K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.08K- 3.99% |
$210K - $242K
|
25.9K
$6.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.08K- 1.39% |
$211K - $243K
|
76.7K
$18.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-1.09K- 37.04% |
$212K - $244K
|
1.85K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.1K- 16.86% |
$213K - $246K
|
5.4K
$1.31M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.1KClosed |
$214K - $247K
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-1.1K- 2.18% |
$215K - $248K
|
49.4K
$12M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.11K- 1.41% |
$216K - $250K
|
77.5K
$18.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.11K- 4.54% |
$217K - $250K
|
23.4K
$5.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-1.13K- 9.03% |
$220K - $253K
|
11.4K
$2.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.13K- 2.21% |
$220K - $254K
|
50K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.14K- 1.63% |
$221K - $255K
|
68.4K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.14K- 3.03% |
$221K - $255K
|
36.3K
$8.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-1.14K- 1.63% |
$222K - $256K
|
68.8K
$16.7M
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.14K- 5.65% |
$222K - $256K
|
19K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.15K- 0.32% |
$223K - $258K
|
353K
$85.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.15K- 1.29% |
$224K - $258K
|
87.8K
$21.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.15K- 2.5% |
$225K - $259K
|
45K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.16K- 3.89% |
$226K - $260K
|
28.6K
$6.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.16K- 6.47% |
$226K - $261K
|
16.8K
$4.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-1.16K- 6.32% |
$227K - $261K
|
17.2K
$4.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.17K- 27.88% |
$227K - $262K
|
3.02K
$733K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.17K- 1.38% |
$227K - $262K
|
83.3K
$20.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-1.17K- 0.88% |
$228K - $263K
|
131K
$32M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.19K- 0.2% |
$231K - $267K
|
578K
$141M
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-1.2K- 40.76% |
$233K - $269K
|
1.74K
$423K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.2K- 16.05% |
$234K - $270K
|
6.28K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-1.21K- 7.76% |
$235K - $271K
|
14.3K
$3.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-1.21K- 5.74% |
$236K - $272K
|
19.9K
$4.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.22K- 1.33% |
$237K - $273K
|
90.2K
$21.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.22K- 7.74% |
$238K - $274K
|
14.5K
$3.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.22K- 0.96% |
$238K - $274K
|
125K
$30.5M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.23K- 25.91% |
$239K - $276K
|
3.51K
$852K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.24K- 0.66% |
$242K - $279K
|
187K
$45.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-1.25K- 2.58% |
$243K - $280K
|
47K
$11.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.25K- 1.03% |
$243K - $280K
|
120K
$29.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advanced Portfolio Management, LLC
New York, NY |
SELL
|
- |
-1.25K- 46.43% |
$243K - $281K
|
1.44K
$350K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.25K- 1.22% |
$244K - $281K
|
102K
$24.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.25K- 1.34% |
$244K - $282K
|
92.5K
$22.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.25K- 12.8% |
$244K - $282K
|
8.54K
$2.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.26K- 10.12% |
$245K - $282K
|
11.1K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.26K- 2.15% |
$245K - $282K
|
57.2K
$13.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.27K- 0.26% |
$247K - $284K
|
479K
$117M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.28K- 26.04% |
$249K - $287K
|
3.63K
$882K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.28K- 1.55% |
$249K - $287K
|
81.2K
$19.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 0.74% |
$249K - $288K
|
171K
$41.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Community Bank Of Raymore
|
SELL
|
- |
-1.28K- 2.08% |
$250K - $288K
|
60.4K
$14.7M
|