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 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.06K- 10.93% |
$987K - $1.14M
|
41.3K
$10M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-5.1K- 2.11% |
$994K - $1.15M
|
236K
$57.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-5.1K- 62.97% |
$994K - $1.15M
|
3K
$730K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.17K- 3.16% |
$1.01M - $1.16M
|
158K
$38.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-5.17K- 2.09% |
$1.01M - $1.16M
|
242K
$58.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-5.18K- 36.97% |
$1.01M - $1.16M
|
8.84K
$2.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-5.19K- 43.17% |
$1.01M - $1.17M
|
6.84K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-5.2K- 30.69% |
$1.01M - $1.17M
|
11.7K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-5.2K- 3.57% |
$1.01M - $1.17M
|
140K
$34.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-5.22K- 7.22% |
$1.02M - $1.17M
|
67.1K
$16.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.24K- 32.78% |
$1.02M - $1.18M
|
10.8K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-5.25K- 9.37% |
$1.02M - $1.18M
|
50.7K
$12.3M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5.3K- 3.17% |
$1.03M - $1.19M
|
162K
$39.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-5.31K- 1.45% |
$1.03M - $1.19M
|
361K
$87.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.37K- 33.41% |
$1.05M - $1.21M
|
10.7K
$2.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
SELL
|
- |
-5.4K- 20.62% |
$1.05M - $1.21M
|
20.8K
$5.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-5.4K- 13.28% |
$1.05M - $1.21M
|
35.3K
$8.58M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-5.43K- 2.79% |
$1.06M - $1.22M
|
190K
$46.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.45K- 14.11% |
$1.06M - $1.23M
|
33.2K
$8.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-5.49K- 41.72% |
$1.07M - $1.23M
|
7.67K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.55K- 1.43% |
$1.08M - $1.25M
|
382K
$93M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-5.55K- 46.28% |
$1.08M - $1.25M
|
6.44K
$1.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-5.57K- 2.83% |
$1.09M - $1.25M
|
191K
$46.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-5.58K- 46.62% |
$1.09M - $1.25M
|
6.39K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-5.6K- 4.87% |
$1.09M - $1.26M
|
109K
$26.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-5.6K- 4.61% |
$1.09M - $1.26M
|
116K
$28.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.64K- 2.56% |
$1.1M - $1.27M
|
214K
$52.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Core Alternative Capital
|
SELL
|
- |
-5.74K- 6.59% |
$1.12M - $1.29M
|
81.4K
$19.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.77K- 4.68% |
$1.12M - $1.3M
|
118K
$28.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.77K- 5.81% |
$1.12M - $1.3M
|
93.6K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-5.77K- 11.23% |
$1.12M - $1.3M
|
45.6K
$11.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-5.79K- 16.96% |
$1.13M - $1.3M
|
28.3K
$6.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-5.8K- 1.83% |
$1.13M - $1.3M
|
312K
$75.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-5.98K- 6.56% |
$1.17M - $1.34M
|
85.2K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-6.01K- 2.92% |
$1.17M - $1.35M
|
200K
$48.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.02K- 45.62% |
$1.17M - $1.35M
|
7.17K
$1.74M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.03K- 7.42% |
$1.18M - $1.36M
|
75.2K
$18.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-6.08K- 38.1% |
$1.18M - $1.37M
|
9.87K
$2.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-6.08K- 2.19% |
$1.18M - $1.37M
|
271K
$66M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-6.08K- 2.45% |
$1.19M - $1.37M
|
243K
$59M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-6.1K- 39.03% |
$1.19M - $1.37M
|
9.52K
$2.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-6.11K- 14.55% |
$1.19M - $1.37M
|
35.9K
$8.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-6.19K- 3.77% |
$1.21M - $1.39M
|
158K
$38.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.19K- 2.53% |
$1.21M - $1.39M
|
238K
$57.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-6.3K- 1.13% |
$1.23M - $1.42M
|
552K
$134M
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-6.3K- 14.53% |
$1.23M - $1.42M
|
37.1K
$9.02M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.34K- 2.28% |
$1.24M - $1.43M
|
272K
$66.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.47K- 2.67% |
$1.26M - $1.45M
|
236K
$57.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.47K- 1.79% |
$1.26M - $1.45M
|
356K
$86.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-6.6K- 17.62% |
$1.29M - $1.48M
|
30.9K
$7.51M
|