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 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.91K- 15.28% |
$372K - $429K
|
10.6K
$3M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.94K- 6.66% |
$377K - $435K
|
27.1K
$7.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.94K- 9.5% |
$378K - $435K
|
18.4K
$5.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.94K- 6.97% |
$378K - $436K
|
25.9K
$7.32M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-1.94K- 9.71% |
$378K - $436K
|
18K
$5.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-1.94K- 3.34% |
$379K - $437K
|
56.3K
$15.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.94K- 34.6% |
$379K - $437K
|
3.67K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.95K- 6.63% |
$379K - $437K
|
27.4K
$7.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.95K- 0.68% |
$379K - $437K
|
284K
$80.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.97K- 5.45% |
$384K - $442K
|
34.2K
$9.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-1.98K- 13.6% |
$385K - $444K
|
12.6K
$3.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.98K- 10.22% |
$386K - $446K
|
17.4K
$4.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.99K- 0.89% |
$387K - $446K
|
221K
$62.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-1.99K- 10.34% |
$388K - $448K
|
17.3K
$4.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Nwi Management LP
New York, NY |
SELL
|
- |
-2K- 3.33% |
$390K - $450K
|
58K
$16.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-2K- 0.77% |
$390K - $450K
|
257K
$72.7M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.01K- 0.85% |
$392K - $452K
|
234K
$66.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.02K- 4.1% |
$394K - $454K
|
47.2K
$13.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.02K- 2.11% |
$394K - $454K
|
93.7K
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2.04K- 22.79% |
$397K - $457K
|
6.89K
$1.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-2.04K- 5.91% |
$398K - $459K
|
32.5K
$9.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-2.05K- 2.88% |
$399K - $460K
|
69K
$19.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Account Management LLC
|
SELL
|
- |
-2.05K- 9.44% |
$400K - $461K
|
19.7K
$5.57M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.05K- 14.76% |
$400K - $461K
|
11.8K
$3.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.09K- 0.53% |
$408K - $471K
|
391K
$111M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.12K- 0.85% |
$413K - $476K
|
246K
$69.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.12K- 11.9% |
$413K - $476K
|
15.7K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.12K- 6.01% |
$413K - $476K
|
33.2K
$9.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-2.12K- 0.93% |
$414K - $477K
|
225K
$63.7M
|
|
|
Feb 10, 2025
Q3 2024
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-2.12K- 23.64% |
$414K - $477K
|
6.86K
$1.94M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.14K- 19.51% |
$416K - $480K
|
8.81K
$2.5M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.14K- 18.12% |
$417K - $481K
|
9.67K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.17K- 1.59% |
$422K - $487K
|
134K
$38M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.17K- 2.49% |
$424K - $489K
|
85K
$24.1M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.18K- 2.47% |
$425K - $490K
|
86K
$24.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.19K- 3.16% |
$426K - $492K
|
67K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2.19K- 1.75% |
$428K - $493K
|
123K
$34.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.23K- 4.03% |
$435K - $502K
|
53.2K
$15.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-2.25K- 10.99% |
$438K - $505K
|
18.2K
$5.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-2.25K- 9.38% |
$439K - $506K
|
21.7K
$6.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.27K- 2.47% |
$442K - $509K
|
89.6K
$25.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-2.27K- 17.98% |
$443K - $511K
|
10.4K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.27K- 11.15% |
$443K - $511K
|
18.1K
$5.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.29K- 2.51% |
$447K - $515K
|
89.1K
$25.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-2.3K- 0.44% |
$448K - $517K
|
514K
$146M
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.3K- 1.42% |
$448K - $517K
|
160K
$45.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.31K- 2.09% |
$449K - $518K
|
108K
$30.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-2.31K- 4.45% |
$450K - $519K
|
49.6K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
SELL
|
- |
-2.32K- 19.66% |
$452K - $521K
|
9.47K
$2.68M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-2.32K- 29.41% |
$453K - $522K
|
5.57K
$1.58M
|