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 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-3K- 3.3% |
$585K - $675K
|
88K
$21.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.01K- 1.07% |
$586K - $676K
|
279K
$67.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-3.03K- 0.75% |
$591K - $681K
|
401K
$96.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.04K- 0.82% |
$592K - $682K
|
366K
$88.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Weil Company, Inc.
|
SELL
|
- |
-3.04K- 13.73% |
$593K - $684K
|
19.1K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-3.07K- 17.13% |
$598K - $689K
|
14.8K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-3.1K- 1.18% |
$604K - $697K
|
260K
$62.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-3.11K- 9.93% |
$605K - $698K
|
28.2K
$6.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.12K- 3.77% |
$608K - $702K
|
79.7K
$19.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
SELL
|
- |
-3.13K- 1.01% |
$609K - $703K
|
306K
$73.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-3.14K- 0.18% |
$613K - $707K
|
1.72M
$414M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.16K- 1.75% |
$616K - $710K
|
178K
$42.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-3.2K- 1.3% |
$624K - $719K
|
243K
$58.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-3.21K- 4.67% |
$626K - $722K
|
65.6K
$15.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.22K- 17.95% |
$627K - $723K
|
14.7K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-3.24K- 49.65% |
$631K - $727K
|
3.28K
$790K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.28K- 28.22% |
$639K - $737K
|
8.34K
$2.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.3K- 9.43% |
$643K - $742K
|
31.7K
$7.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-3.3K- 16.46% |
$643K - $742K
|
16.7K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.3K- 2.26% |
$643K - $742K
|
143K
$34.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.31K- 1.91% |
$646K - $745K
|
170K
$41M
|
|
|
Nov 14, 2024
Q3 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-3.34K- 1.26% |
$651K - $751K
|
262K
$63.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.35K- 1.4% |
$653K - $753K
|
236K
$56.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-3.36K- 24.91% |
$655K - $756K
|
10.1K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.38K- 5.63% |
$659K - $760K
|
56.7K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.39K- 11.03% |
$661K - $762K
|
27.4K
$6.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-3.43K- 4.77% |
$669K - $772K
|
68.5K
$16.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-3.45K- 3.91% |
$672K - $776K
|
84.9K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.5K- 5.16% |
$681K - $786K
|
64.2K
$15.5M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.5K- 1.44% |
$682K - $787K
|
239K
$57.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-3.51K- 4.57% |
$684K - $789K
|
73.3K
$17.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-3.58K- 3.96% |
$697K - $804K
|
86.8K
$20.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-3.6K- 23.19% |
$701K - $809K
|
11.9K
$2.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.65K- 4.66% |
$711K - $820K
|
74.7K
$18M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-3.66K- 39.03% |
$713K - $822K
|
5.71K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.69K- 2.84% |
$719K - $830K
|
126K
$30.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.7K- 1.07% |
$722K - $833K
|
341K
$82.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.71K- 3.13% |
$722K - $833K
|
115K
$27.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-3.72K- 29.83% |
$724K - $835K
|
8.74K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.72K- 10.57% |
$725K - $836K
|
31.5K
$7.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-3.74K- 25.37% |
$728K - $840K
|
11K
$2.65M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-3.76K- 2.45% |
$732K - $845K
|
149K
$36M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-3.76K- 4.12% |
$733K - $846K
|
87.6K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Double Line ETF Adviser LP
Tampa, FL |
SELL
|
- |
-3.76K- 7.88% |
$734K - $846K
|
44K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-3.78K- 5.35% |
$737K - $850K
|
66.8K
$16.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3.83K- 13.65% |
$747K - $862K
|
24.3K
$5.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-3.85K- 52.75% |
$751K - $866K
|
3.45K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
SELL
|
- |
-3.87K- 14.12% |
$754K - $870K
|
23.5K
$5.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-3.89K- 3.07% |
$758K - $874K
|
123K
$29.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.91K- 2.19% |
$763K - $880K
|
175K
$42.1M
|