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 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-1.5K- 0.61% |
$293K - $337K
|
246K
$59.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.5K- 1.65% |
$293K - $338K
|
89.7K
$21.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.5K- 4.73% |
$293K - $338K
|
30.3K
$7.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.51K- 16.61% |
$294K - $339K
|
7.56K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-1.51K- 27.32% |
$294K - $339K
|
4.02K
$977K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.53K- 2.44% |
$298K - $344K
|
61.3K
$14.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.54K- 8.96% |
$300K - $346K
|
15.6K
$3.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.56K- 32.39% |
$304K - $351K
|
3.26K
$793K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.57K- 1.05% |
$306K - $353K
|
147K
$35.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.58K- 2.06% |
$308K - $356K
|
75.2K
$18.3M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.59K- 14.3% |
$309K - $357K
|
9.51K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-1.59K- 28.38% |
$310K - $357K
|
4.01K
$975K
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1.61K- 52.43% |
$314K - $362K
|
1.46K
$355K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.61K- 13.35% |
$315K - $363K
|
10.5K
$2.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.62K- 3.1% |
$316K - $365K
|
50.7K
$12.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.63K- 14.68% |
$318K - $367K
|
9.49K
$2.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.65K- 7.99% |
$322K - $371K
|
19K
$4.62M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.65K- 29.26% |
$322K - $371K
|
3.99K
$970K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.66K- 5.97% |
$323K - $372K
|
26.1K
$6.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.66K- 7.35% |
$324K - $374K
|
20.9K
$5.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.67K- 23.49% |
$325K - $375K
|
5.43K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.68K- 3.3% |
$327K - $378K
|
49.3K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
SELL
|
- |
-1.69K- 15.53% |
$330K - $381K
|
9.21K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.7K- 34.64% |
$332K - $383K
|
3.21K
$781K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-1.73K- 4.04% |
$337K - $389K
|
41.1K
$9.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.73K- 0.62% |
$337K - $389K
|
279K
$67.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-1.74K- 3.93% |
$339K - $391K
|
42.5K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.76K- 13.98% |
$343K - $395K
|
10.8K
$2.63M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.77K- 4.62% |
$346K - $399K
|
36.6K
$8.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.78K- 2.26% |
$347K - $400K
|
76.8K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.78K- 5.26% |
$347K - $401K
|
32.1K
$7.81M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.79K- 5.18% |
$348K - $401K
|
32.7K
$7.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.79K- 7.05% |
$349K - $402K
|
23.6K
$5.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-1.8K- 2.12% |
$351K - $404K
|
83.1K
$20.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.81K- 6.28% |
$353K - $407K
|
27K
$6.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-1.81K- 8.22% |
$353K - $407K
|
20.2K
$4.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.81K- 0.95% |
$354K - $408K
|
189K
$46M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.82K- 19.81% |
$354K - $408K
|
7.35K
$1.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.83K- 36.3% |
$357K - $412K
|
3.21K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-1.83K- 4.33% |
$357K - $412K
|
40.5K
$9.86M
|
|
|
Oct 10, 2024
Q3 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-1.84K- 4.47% |
$358K - $413K
|
39.3K
$9.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Locust Wood Capital Advisers, LLC
|
SELL
|
- |
-1.85K- 2.99% |
$360K - $415K
|
59.9K
$14.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-1.85K- 0.15% |
$360K - $415K
|
1.23M
$300M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.87K- 3.36% |
$363K - $419K
|
53.6K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.88K- 5.59% |
$367K - $424K
|
31.8K
$7.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.9K- 3.25% |
$370K - $426K
|
56.5K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Polaris Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.9K- 0.87% |
$370K - $427K
|
215K
$52.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-1.9K- 2.78% |
$371K - $428K
|
66.5K
$16.2M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.91K- 15.28% |
$372K - $429K
|
10.6K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.94K- 6.66% |
$377K - $435K
|
27.1K
$6.6M
|