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 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.92K- 0.62% |
$763K - $880K
|
627K
$151M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.92K- 12.55% |
$764K - $882K
|
27.3K
$6.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.93K- 9.15% |
$766K - $883K
|
39K
$9.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-3.95K- 72.06% |
$769K - $888K
|
1.53K
$369K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.96K- 27.97% |
$771K - $889K
|
10.2K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.96K- 27.15% |
$773K - $891K
|
10.6K
$2.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.99K- 59.65% |
$777K - $896K
|
2.7K
$650K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.99K- 5.64% |
$777K - $896K
|
66.7K
$16.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Eulav Asset Management
|
SELL
|
- |
-4K- 21.05% |
$779K - $899K
|
15K
$3.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.04K- 1.18% |
$787K - $908K
|
337K
$81.2M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.1K- 0.65% |
$799K - $922K
|
626K
$151M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4.1K- 16.7% |
$800K - $922K
|
20.5K
$4.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4.11K- 9.7% |
$800K - $923K
|
38.2K
$9.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4.12K- 2.92% |
$803K - $926K
|
137K
$33M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-4.22K- 4.01% |
$822K - $948K
|
101K
$24.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Matthew 25 Management Corp
|
SELL
|
- |
-4.25K- 6.07% |
$828K - $955K
|
65.8K
$15.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.27K- 22.24% |
$832K - $959K
|
14.9K
$3.59M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-4.29K- 4.58% |
$837K - $965K
|
89.5K
$21.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-4.3K- 5.07% |
$837K - $966K
|
80.4K
$19.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-4.33K- 4.4% |
$844K - $974K
|
94.1K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.33K- 8.73% |
$845K - $974K
|
45.3K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-4.34K- 1.41% |
$846K - $976K
|
304K
$73.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-4.38K- 3.31% |
$854K - $985K
|
128K
$30.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-4.38K- 24.33% |
$854K - $985K
|
13.6K
$3.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Skylands Capital, LLC
|
SELL
|
- |
-4.39K- 9.36% |
$855K - $986K
|
42.5K
$10.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.43K- 2.53% |
$864K - $997K
|
171K
$41.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-4.49K- 9.76% |
$875K - $1.01M
|
41.5K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4.52K- 2.17% |
$880K - $1.01M
|
203K
$49M
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-4.56K- 3.1% |
$889K - $1.03M
|
143K
$34.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.6K- 15.49% |
$896K - $1.03M
|
25.1K
$6.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-4.62K- 65.3% |
$900K - $1.04M
|
2.45K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-4.67K- 31.53% |
$910K - $1.05M
|
10.1K
$2.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.71K- 2.4% |
$917K - $1.06M
|
192K
$46.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-4.76K- 1.92% |
$927K - $1.07M
|
243K
$58.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.77K- 1.21% |
$929K - $1.07M
|
390K
$94M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.87K- 2.79% |
$949K - $1.09M
|
170K
$40.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-4.9K- 31.07% |
$955K - $1.1M
|
10.9K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-4.92K- 8.86% |
$959K - $1.11M
|
50.6K
$12.2M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-4.92K- 11.84% |
$959K - $1.11M
|
36.6K
$8.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-4.92K- 2.68% |
$959K - $1.11M
|
179K
$43.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.93K- 11.4% |
$961K - $1.11M
|
38.3K
$9.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4.95K- 2.57% |
$965K - $1.11M
|
188K
$45.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-4.97K- 10.9% |
$969K - $1.12M
|
40.6K
$9.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Courant Investment Management LLC
|
SELL
|
- |
-5K- 4.36% |
$975K - $1.12M
|
110K
$26.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-5K- 21.37% |
$975K - $1.12M
|
18.4K
$4.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-5.01K- 9.47% |
$977K - $1.13M
|
47.9K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
University Of Texas
|
SELL
|
- |
-5.02K- 83.79% |
$978K - $1.13M
|
971
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-5.02K- 26.02% |
$978K - $1.13M
|
14.3K
$3.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.03K- 6.02% |
$980K - $1.13M
|
78.5K
$18.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5.04K- 9.42% |
$982K - $1.13M
|
48.4K
$11.7M
|