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 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.28K- 7.0% |
$250K - $288K
|
17K
$4.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-1.28K- 2.32% |
$250K - $288K
|
54.1K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.29K- 2.99% |
$251K - $290K
|
41.8K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Venator Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.3K- 2.2% |
$252K - $291K
|
57.5K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.3K- 78.59% |
$253K - $291K
|
353
$85.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.3K- 0.65% |
$253K - $292K
|
198K
$48.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-1.3K- 6.51% |
$254K - $292K
|
18.7K
$4.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-1.31K- 23.27% |
$254K - $293K
|
4.3K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-1.31K- 6.08% |
$255K - $294K
|
20.2K
$4.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.31K- 5.22% |
$255K - $294K
|
23.8K
$5.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-1.31K- 1.02% |
$255K - $294K
|
128K
$31M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-1.32K- 11.47% |
$257K - $296K
|
10.2K
$2.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-1.32K- 1.53% |
$258K - $298K
|
85.5K
$20.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.33K- 2.18% |
$259K - $298K
|
59.5K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.33K- 3.56% |
$259K - $299K
|
36K
$8.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-1.33K- 6.52% |
$259K - $299K
|
19.1K
$4.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.33K- 46.45% |
$259K - $299K
|
1.53K
$373K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.34K- 1.34% |
$261K - $301K
|
99.1K
$24.1M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.35K- 11.79% |
$263K - $303K
|
10.1K
$2.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-1.35K- 42.14% |
$263K - $303K
|
1.85K
$450K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-1.35K- 0.69% |
$263K - $303K
|
194K
$47.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.35K- 6.39% |
$264K - $304K
|
19.8K
$4.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-1.37K- 1.21% |
$267K - $308K
|
112K
$27.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.38K- 9.77% |
$269K - $310K
|
12.7K
$3.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.38K- 0.32% |
$269K - $310K
|
429K
$104M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.38K- 12.32% |
$270K - $311K
|
9.85K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.39K- 5.58% |
$271K - $313K
|
23.5K
$5.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-1.39K- 9.17% |
$272K - $313K
|
13.8K
$3.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-1.4K- 6.35% |
$272K - $314K
|
20.6K
$5.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.4K- 6.63% |
$273K - $315K
|
19.7K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1.4K- 0.13% |
$273K - $315K
|
1.08M
$262M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.41K- 1.75% |
$275K - $317K
|
79.3K
$19.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.42K- 2.52% |
$277K - $319K
|
54.8K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.43K- 0.09% |
$278K - $321K
|
1.66M
$405M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-1.44K- 0.52% |
$280K - $323K
|
277K
$67.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.44K- 4.13% |
$281K - $324K
|
33.5K
$8.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.44K- 24.17% |
$281K - $324K
|
4.53K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-1.45K- 0.94% |
$283K - $326K
|
154K
$37.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1.45K- 0.8% |
$283K - $327K
|
180K
$43.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-1.46K- 2.09% |
$284K - $327K
|
68.1K
$16.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.46K- 2.42% |
$285K - $329K
|
58.9K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-1.46K- 1.49% |
$285K - $329K
|
96.5K
$23.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.47K- 5.78% |
$287K - $330K
|
23.9K
$5.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-1.47K- 14.15% |
$287K - $331K
|
8.93K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.47K- 0.69% |
$287K - $331K
|
211K
$51.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.48K- 1.35% |
$289K - $333K
|
108K
$26.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.49K- 23.67% |
$290K - $335K
|
4.8K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.49K- 20.0% |
$290K - $335K
|
5.96K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.5K- 1.6% |
$291K - $336K
|
91.8K
$22.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
SELL
|
- |
-1.5K- 6.0% |
$292K - $337K
|
23.5K
$5.71M
|