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 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-956- 1.73% |
$186K - $215K
|
54.2K
$15.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-958- 0.96% |
$187K - $215K
|
98.6K
$27.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-960- 4.65% |
$187K - $216K
|
19.7K
$5.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-965- 5.63% |
$188K - $217K
|
16.2K
$4.58M
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-972- 11.4% |
$189K - $219K
|
7.56K
$2.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-979- 19.96% |
$191K - $220K
|
3.93K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-981- 18.68% |
$191K - $221K
|
4.27K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-982- 1.72% |
$191K - $221K
|
56.2K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-983- 7.15% |
$192K - $221K
|
12.8K
$3.62M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-984- 5.1% |
$192K - $221K
|
18.3K
$5.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-992- 7.59% |
$193K - $223K
|
12.1K
$3.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-992- 2.99% |
$193K - $223K
|
32.2K
$9.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-995- 1.96% |
$194K - $224K
|
49.8K
$14.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-998- 1.62% |
$195K - $224K
|
60.7K
$17.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1K- 2.63% |
$195K - $225K
|
37K
$10.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1K- 7.31% |
$195K - $225K
|
12.7K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-1K- 10.37% |
$195K - $225K
|
8.64K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1K- 7.22% |
$195K - $225K
|
12.9K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-1K- 9.69% |
$195K - $225K
|
9.32K
$2.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-1K- 3.19% |
$195K - $225K
|
30.5K
$8.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1K- 1.43% |
$195K - $225K
|
69.2K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1K- 4.1% |
$195K - $225K
|
23.5K
$6.64M
|
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
SELL
|
- |
-1.01K- 2.46% |
$197K - $227K
|
40.2K
$11.4M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-1.01K- 2.23% |
$197K - $227K
|
44.3K
$12.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.01K- 15.38% |
$197K - $227K
|
5.57K
$1.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-1.01K- 2.67% |
$197K - $228K
|
36.9K
$10.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.02K- 3.31% |
$198K - $228K
|
29.7K
$8.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.02K- 3.97% |
$198K - $229K
|
24.6K
$6.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.02K- 0.68% |
$199K - $230K
|
150K
$42.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.02K- 1.03% |
$199K - $230K
|
98.3K
$27.8M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.02K- 34.55% |
$199K - $230K
|
1.94K
$549K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-1.02K- 22.97% |
$200K - $230K
|
3.43K
$972K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.03K- 9.23% |
$200K - $230K
|
10.1K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.03K- 0.81% |
$200K - $230K
|
125K
$35.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.03K- 1.52% |
$201K - $231K
|
66.6K
$18.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-1.04K- 10.92% |
$202K - $233K
|
8.46K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.04K- 14.69% |
$203K - $234K
|
6.03K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.04K- 0.38% |
$203K - $234K
|
269K
$76.3M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.04K- 21.39% |
$203K - $235K
|
3.84K
$1.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-1.05K- 5.77% |
$204K - $235K
|
17.1K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.05K- 5.98% |
$204K - $235K
|
16.4K
$4.65M
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-1.05K- 13.44% |
$204K - $235K
|
6.73K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.05K- 20.01% |
$204K - $235K
|
4.18K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1.05K- 1.93% |
$205K - $236K
|
53.4K
$15.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.05K- 1.3% |
$205K - $236K
|
80.2K
$22.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.05K- 2.29% |
$205K - $237K
|
45K
$12.7M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.06K- 1.31% |
$206K - $238K
|
79.9K
$22.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-1.06K- 13.25% |
$206K - $238K
|
6.92K
$1.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.06K- 23.17% |
$206K - $238K
|
3.51K
$994K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.06K- 1.9% |
$207K - $239K
|
55K
$15.6M
|