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 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.36K- 2.75% |
$459K - $530K
|
83.4K
$20.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.36K- 0.59% |
$459K - $530K
|
396K
$95.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.36K- 4.6% |
$460K - $531K
|
48.9K
$11.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-2.37K- 10.67% |
$462K - $533K
|
19.9K
$4.78M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.37K- 1.23% |
$463K - $534K
|
191K
$46M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.4K- 6.44% |
$469K - $540K
|
34.9K
$8.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-2.44K- 39.26% |
$475K - $548K
|
3.77K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.45K- 2.45% |
$478K - $551K
|
97.8K
$23.6M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.46K- 1.67% |
$478K - $552K
|
145K
$34.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-2.46K- 25.34% |
$479K - $553K
|
7.24K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.49K- 51.27% |
$485K - $559K
|
2.36K
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.5K- 4.69% |
$486K - $561K
|
50.7K
$12.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Greenhaven Associates Inc
|
SELL
|
- |
-2.5K- 33.33% |
$487K - $562K
|
5K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
SELL
|
- |
-2.5K- 45.45% |
$487K - $562K
|
3K
$723K
|
|
|
Nov 14, 2024
Q3 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-2.5K- 16.52% |
$487K - $562K
|
12.6K
$3.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-2.54K- 0.65% |
$495K - $571K
|
388K
$93.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-2.56K- 12.34% |
$500K - $576K
|
18.2K
$4.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.6K- 2.42% |
$507K - $585K
|
105K
$25.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.61K- 6.74% |
$509K - $587K
|
36.1K
$8.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.61K- 2.68% |
$509K - $587K
|
95K
$22.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.62K- 0.45% |
$510K - $588K
|
578K
$139M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.62K- 38.59% |
$511K - $590K
|
4.18K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-2.63K- 32.53% |
$512K - $590K
|
5.45K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.68K- 0.46% |
$523K - $603K
|
575K
$139M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.69K- 1.73% |
$524K - $604K
|
152K
$36.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-2.69K- 1.33% |
$524K - $604K
|
200K
$48.2M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.7K- 5.43% |
$526K - $607K
|
47K
$11.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.71K- 0.64% |
$529K - $610K
|
418K
$101M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.72K- 1.74% |
$531K - $612K
|
154K
$37.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.73K- 0.89% |
$531K - $613K
|
305K
$73.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-2.74K- 2.59% |
$534K - $616K
|
103K
$24.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.78K- 0.61% |
$541K - $624K
|
452K
$109M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.78K- 5.95% |
$541K - $624K
|
43.9K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.79K- 19.05% |
$543K - $627K
|
11.8K
$2.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2.8K- 2.03% |
$545K - $629K
|
135K
$32.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-2.8K- 3.98% |
$546K - $629K
|
67.5K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.81K- 3.91% |
$548K - $633K
|
69.1K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2.82K- 7.53% |
$550K - $635K
|
34.7K
$8.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-2.83K- 3.05% |
$551K - $635K
|
89.7K
$21.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.85K- 1.97% |
$555K - $641K
|
142K
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-2.88K- 7.82% |
$560K - $646K
|
33.9K
$8.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.9K- 9.17% |
$565K - $652K
|
28.7K
$6.92M
|
|
|
Nov 06, 2024
Q3 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-2.9K- 23.52% |
$565K - $652K
|
9.43K
$2.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.91K- 2.7% |
$567K - $654K
|
105K
$25.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.91K- 2.53% |
$567K - $654K
|
112K
$27M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.91K- 4.6% |
$567K - $654K
|
60.3K
$14.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.95K- 6.35% |
$574K - $662K
|
43.5K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-2.97K- 0.47% |
$579K - $668K
|
630K
$152M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.99K- 7.42% |
$583K - $672K
|
37.3K
$8.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-3K- 6.67% |
$585K - $674K
|
42K
$10.1M
|