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 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-9.05K- 14.53% |
$1.76M - $2.03M
|
53.2K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-9.1K- 20.03% |
$1.77M - $2.05M
|
36.3K
$8.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-9.16K- 10.24% |
$1.78M - $2.06M
|
80.2K
$19.5M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-9.17K- 2.1% |
$1.79M - $2.06M
|
427K
$104M
|
|
|
Nov 12, 2024
Q3 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-9.19K- 3.16% |
$1.79M - $2.07M
|
281K
$68.5M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-9.26K- 1.15% |
$1.8M - $2.08M
|
798K
$194M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
SELL
|
- |
-9.26K- 1.11% |
$1.8M - $2.08M
|
823K
$200M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.27K- 21.47% |
$1.81M - $2.08M
|
33.9K
$8.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-9.28K- 2.91% |
$1.81M - $2.09M
|
309K
$75.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-9.32K- 7.45% |
$1.82M - $2.09M
|
116K
$28.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-9.35K- 1.8% |
$1.82M - $2.1M
|
511K
$124M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-9.43K- 4.95% |
$1.84M - $2.12M
|
181K
$44M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-9.51K- 2.27% |
$1.85M - $2.14M
|
409K
$99.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Socorro Asset Management LP
Dallas, TX |
SELL
|
- |
-9.79K- 20.7% |
$1.91M - $2.2M
|
37.5K
$9.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.88K- 23.22% |
$1.93M - $2.22M
|
32.7K
$7.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-9.89K- 1.32% |
$1.93M - $2.22M
|
742K
$181M
|
|
|
Nov 14, 2024
Q3 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-9.91K- 1.99% |
$1.93M - $2.23M
|
487K
$118M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-10K- 4.24% |
$1.95M - $2.25M
|
226K
$55M
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-10K- 43.48% |
$1.95M - $2.25M
|
13K
$3.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-10K- 16.67% |
$1.95M - $2.25M
|
50K
$12.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-10K- 1.0% |
$1.96M - $2.26M
|
997K
$243M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-10.1K- 4.07% |
$1.97M - $2.27M
|
238K
$58M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-10.1K- 19.72% |
$1.97M - $2.28M
|
41.2K
$10M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.2K- 2.06% |
$1.98M - $2.29M
|
485K
$118M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-10.3K- 22.45% |
$2.01M - $2.32M
|
35.6K
$8.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-10.4K- 73.02% |
$2.02M - $2.33M
|
3.82K
$930K
|
|
|
Nov 08, 2024
Q3 2024
|
Ruffer LLP
|
SELL
|
- |
-10.4K- 51.39% |
$2.03M - $2.34M
|
9.85K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-10.5K- 6.7% |
$2.04M - $2.36M
|
146K
$35.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-10.6K- 12.93% |
$2.07M - $2.39M
|
71.5K
$17.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-10.6K- 71.32% |
$2.07M - $2.39M
|
4.28K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.7K- 74.79% |
$2.09M - $2.41M
|
3.62K
$880K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-10.8K- 1.02% |
$2.1M - $2.42M
|
1.04M
$253M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-10.8K- 1.91% |
$2.1M - $2.42M
|
553K
$135M
|
|
|
Nov 08, 2024
Q3 2024
|
Cooke & Bieler LP
|
SELL
|
- |
-10.8K- 2.47% |
$2.11M - $2.43M
|
427K
$104M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11K- 1.8% |
$2.15M - $2.48M
|
601K
$146M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-11.1K- 7.23% |
$2.16M - $2.49M
|
142K
$34.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.2K- 3.24% |
$2.19M - $2.53M
|
336K
$81.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-11.2K- 0.9% |
$2.19M - $2.53M
|
1.24M
$302M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-11.3K- 4.88% |
$2.2M - $2.53M
|
220K
$53.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-11.3K- 2.43% |
$2.2M - $2.54M
|
454K
$110M
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-11.4K- 1.81% |
$2.22M - $2.56M
|
619K
$151M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-11.4K- 0.97% |
$2.23M - $2.57M
|
1.17M
$285M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-11.5K- 70.12% |
$2.23M - $2.58M
|
4.88K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-11.6K- 1.48% |
$2.26M - $2.61M
|
775K
$189M
|
|
|
Nov 06, 2024
Q3 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-11.6K- 87.88% |
$2.26M - $2.61M
|
1.6K
$389K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-11.6K- 9.57% |
$2.27M - $2.62M
|
110K
$26.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-11.8K- 13.14% |
$2.29M - $2.65M
|
77.8K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-12.1K- 36.72% |
$2.36M - $2.72M
|
20.9K
$5.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-12.3K- 8.22% |
$2.39M - $2.76M
|
137K
$33.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-12.3K- 63.95% |
$2.4M - $2.76M
|
6.93K
$1.69M
|