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 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-6.19K- 2.53% |
$1.21M - $1.39M
|
238K
$67.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-6.3K- 1.13% |
$1.23M - $1.42M
|
552K
$156M
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-6.3K- 14.53% |
$1.23M - $1.42M
|
37.1K
$10.5M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6.34K- 2.28% |
$1.24M - $1.43M
|
272K
$76.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.47K- 2.67% |
$1.26M - $1.45M
|
236K
$66.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.47K- 1.79% |
$1.26M - $1.45M
|
356K
$101M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-6.6K- 17.62% |
$1.29M - $1.48M
|
30.9K
$8.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-6.62K- 3.23% |
$1.29M - $1.49M
|
199K
$56.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-6.62K- 12.57% |
$1.29M - $1.49M
|
46.1K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.63K- 2.26% |
$1.29M - $1.49M
|
287K
$81.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-6.63K- 32.87% |
$1.29M - $1.49M
|
13.5K
$3.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-6.7K- 3.32% |
$1.3M - $1.51M
|
195K
$55.2M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.7K- 4.83% |
$1.31M - $1.51M
|
132K
$37.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-6.71K- 0.95% |
$1.31M - $1.51M
|
702K
$199M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.78K- 17.36% |
$1.32M - $1.52M
|
32.3K
$9.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-6.81K- 72.99% |
$1.33M - $1.53M
|
2.52K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-6.82K- 2.36% |
$1.33M - $1.53M
|
282K
$80M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-6.9K- 4.79% |
$1.34M - $1.55M
|
137K
$38.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.9K- 3.8% |
$1.34M - $1.55M
|
175K
$49.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6.96K- 1.35% |
$1.36M - $1.56M
|
510K
$144M
|
|
|
Oct 30, 2024
Q3 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-6.98K- 33.96% |
$1.36M - $1.57M
|
13.6K
$3.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-7K- 7.78% |
$1.36M - $1.57M
|
82.9K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
SELL
|
- |
-7.03K- 6.17% |
$1.37M - $1.58M
|
107K
$30.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-7.05K- 15.18% |
$1.37M - $1.59M
|
39.4K
$11.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.12K- 9.65% |
$1.39M - $1.6M
|
66.6K
$18.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-7.2K- 33.16% |
$1.4M - $1.62M
|
14.5K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-7.27K- 17.83% |
$1.42M - $1.63M
|
33.5K
$9.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-7.37K- 33.81% |
$1.44M - $1.66M
|
14.4K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-7.37K- 26.38% |
$1.44M - $1.66M
|
20.6K
$5.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-7.42K- 3.28% |
$1.45M - $1.67M
|
219K
$61.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.42K- 2.7% |
$1.45M - $1.67M
|
267K
$75.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.47K- 1.13% |
$1.46M - $1.68M
|
656K
$186M
|
|
|
Nov 01, 2024
Q3 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-7.48K- 3.63% |
$1.46M - $1.68M
|
198K
$56.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-7.59K- 24.48% |
$1.48M - $1.71M
|
23.4K
$6.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-7.76K- 4.7% |
$1.51M - $1.74M
|
157K
$44.6M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-7.78K- 53.9% |
$1.52M - $1.75M
|
6.66K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-7.8K- 19.5% |
$1.52M - $1.75M
|
32.2K
$9.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7.84K- 9.9% |
$1.53M - $1.76M
|
71.3K
$20.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-7.84K- 15.48% |
$1.53M - $1.76M
|
42.8K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-7.85K- 17.02% |
$1.53M - $1.77M
|
38.3K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-8.02K- 7.57% |
$1.56M - $1.8M
|
97.9K
$27.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-8.02K- 3.37% |
$1.56M - $1.8M
|
230K
$65.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-8.07K- 51.67% |
$1.57M - $1.81M
|
7.55K
$2.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-8.17K- 13.68% |
$1.59M - $1.84M
|
51.6K
$14.6M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-8.3K- 5.6% |
$1.62M - $1.87M
|
140K
$39.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-8.37K- 10.34% |
$1.63M - $1.88M
|
72.6K
$20.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-8.39K- 9.05% |
$1.63M - $1.88M
|
84.2K
$23.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-8.46K- 28.59% |
$1.65M - $1.9M
|
21.1K
$5.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-8.5K- 5.49% |
$1.66M - $1.91M
|
146K
$41.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.5K- 32.12% |
$1.66M - $1.91M
|
18K
$5.08M
|