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 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-18.9K- 59.4% |
$3.69M - $4.26M
|
12.9K
$3.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-19.3K- 10.42% |
$3.77M - $4.35M
|
166K
$40.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-19.4K- 83.63% |
$3.79M - $4.37M
|
3.8K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-19.7K- 46.77% |
$3.84M - $4.43M
|
22.4K
$5.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-19.8K- 24.67% |
$3.86M - $4.45M
|
60.4K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-19.9K- 23.8% |
$3.88M - $4.48M
|
63.8K
$15.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-20K- 92.43% |
$3.89M - $4.49M
|
1.64K
$398K
|
|
|
Oct 03, 2024
Q3 2024
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-20K- 23.53% |
$3.9M - $4.5M
|
65K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Central Securities Corp
New York, NY |
SELL
|
- |
-20K- 10.0% |
$3.9M - $4.5M
|
180K
$43.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-20K- 0.7% |
$3.9M - $4.5M
|
2.86M
$695M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-20.1K- 2.04% |
$3.91M - $4.51M
|
964K
$235M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-20.6K- 77.14% |
$4.01M - $4.63M
|
6.1K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-20.6K- 13.97% |
$4.02M - $4.63M
|
127K
$30.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-20.7K- 57.73% |
$4.03M - $4.65M
|
15.1K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-21K- 87.08% |
$4.1M - $4.73M
|
3.12K
$760K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-21.3K- 2.69% |
$4.15M - $4.79M
|
769K
$187M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-21.4K- 91.82% |
$4.17M - $4.82M
|
1.91K
$464K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-21.4K- 15.15% |
$4.18M - $4.82M
|
120K
$29.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-21.5K- 39.93% |
$4.19M - $4.83M
|
32.4K
$7.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-21.7K- 35.69% |
$4.23M - $4.88M
|
39.1K
$9.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-21.9K- 5.57% |
$4.28M - $4.93M
|
372K
$90.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-22.2K- 11.59% |
$4.33M - $4.99M
|
169K
$41.2M
|
|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-22.3K- 0.48% |
$4.35M - $5.01M
|
4.62M
$1.12B
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-22.5K- 11.44% |
$4.38M - $5.05M
|
174K
$42.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-23K- 1.31% |
$4.49M - $5.18M
|
1.73M
$422M
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-23.5K- 92.0% |
$4.59M - $5.29M
|
2.05K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-24.1K- 7.35% |
$4.7M - $5.42M
|
304K
$74M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-24.6K- 75.95% |
$4.79M - $5.52M
|
7.78K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-24.7K- 83.35% |
$4.82M - $5.56M
|
4.94K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-25K- 4.39% |
$4.87M - $5.62M
|
545K
$133M
|
|
|
Nov 14, 2024
Q3 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-25K- 0.91% |
$4.87M - $5.62M
|
2.73M
$664M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-25.6K- 7.02% |
$4.99M - $5.75M
|
339K
$82.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-25.7K- 3.35% |
$5M - $5.77M
|
740K
$180M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-25.9K- 76.69% |
$5.04M - $5.82M
|
7.87K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
SELL
|
- |
-26K- 13.82% |
$5.06M - $5.84M
|
162K
$39.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-26K- 4.86% |
$5.07M - $5.85M
|
510K
$124M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-26.3K- 3.42% |
$5.13M - $5.91M
|
744K
$181M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-26.4K- 17.57% |
$5.15M - $5.94M
|
124K
$30.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-27K- 5.51% |
$5.25M - $6.06M
|
462K
$112M
|
|
|
Oct 30, 2024
Q3 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-27.3K- 8.06% |
$5.31M - $6.13M
|
311K
$75.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-27.5K- 4.21% |
$5.36M - $6.18M
|
626K
$152M
|
|
|
Oct 28, 2024
Q3 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-28K- 16.64% |
$5.46M - $6.29M
|
140K
$34.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Generate Investment Management LTD
Auckland, Q2 |
SELL
|
- |
-28.2K- 48.09% |
$5.49M - $6.33M
|
30.4K
$7.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-28.2K- 19.41% |
$5.5M - $6.34M
|
117K
$28.5M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-28.5K- 6.83% |
$5.56M - $6.42M
|
390K
$94.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-28.6K- 94.32% |
$5.58M - $6.43M
|
1.72K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-29.1K- 98.65% |
$5.66M - $6.53M
|
397
$96.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-29.3K- 4.61% |
$5.72M - $6.6M
|
608K
$148M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-29.7K- 93.18% |
$5.8M - $6.69M
|
2.18K
$529K
|
|
|
Oct 15, 2024
Q3 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-29.9K- 12.3% |
$5.83M - $6.72M
|
213K
$51.9M
|