Purchases and Sales Made in Q2 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q2 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 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-181- 7.52% |
$32.6K - $37.1K
|
2.23K
$646K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-182- 5.05% |
$32.8K - $37.3K
|
3.42K
$991K
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-182- 1.1% |
$32.8K - $37.3K
|
16.3K
$4.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-184- 0.63% |
$33.1K - $37.7K
|
29.2K
$8.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-185- 0.8% |
$33.3K - $37.9K
|
23.1K
$6.69M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-186- 0.39% |
$33.5K - $38.1K
|
47.7K
$13.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-186- 1.76% |
$33.5K - $38.1K
|
10.4K
$3.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-187- 1.84% |
$33.7K - $38.3K
|
9.98K
$2.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-187- 0.49% |
$33.7K - $38.3K
|
37.9K
$11M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-188- 3.74% |
$33.9K - $38.5K
|
4.84K
$1.4M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-188- 8.81% |
$33.9K - $38.5K
|
1.95K
$564K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-188- 3.2% |
$33.9K - $38.5K
|
5.69K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-189- 10.98% |
$34K - $38.7K
|
1.53K
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-189- 1.13% |
$34K - $38.7K
|
16.6K
$4.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-190- 1.45% |
$34.2K - $38.9K
|
12.9K
$3.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-190- 1.2% |
$34.2K - $38.9K
|
15.6K
$4.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-192- 0.62% |
$34.6K - $39.3K
|
31K
$8.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-192- 2.03% |
$34.6K - $39.3K
|
9.25K
$2.68M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-193- 0.42% |
$34.8K - $39.5K
|
45.4K
$13.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-194- 2.4% |
$34.9K - $39.7K
|
7.89K
$2.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-196- 0.71% |
$35.3K - $40.1K
|
27.6K
$7.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-196- 13.52% |
$35.3K - $40.1K
|
1.25K
$364K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-197- 5.39% |
$35.5K - $40.3K
|
3.46K
$1M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-199- 7.65% |
$35.8K - $40.8K
|
2.4K
$697K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-199- 0.78% |
$35.8K - $40.8K
|
25.2K
$7.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-200- 7.31% |
$36K - $41K
|
2.54K
$735K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-200- 0.96% |
$36K - $41K
|
20.5K
$5.95M
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-200- 9.32% |
$36K - $41K
|
1.95K
$564K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.17% |
$36K - $41K
|
16.9K
$4.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-200- 7.72% |
$36K - $41K
|
2.39K
$693K
|
|
|
Aug 09, 2024
Q2 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-200- 0.59% |
$36K - $41K
|
33.9K
$9.83M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-200- 8.81% |
$36K - $41K
|
2.07K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 1.54% |
$36K - $41K
|
12.8K
$3.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-201- 1.19% |
$36.2K - $41.2K
|
16.8K
$4.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-201- 0.45% |
$36.2K - $41.2K
|
44.6K
$12.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-201- 0.78% |
$36.2K - $41.2K
|
25.4K
$7.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-201- 1.83% |
$36.2K - $41.2K
|
10.8K
$3.13M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-202- 3.86% |
$36.4K - $41.4K
|
5.03K
$1.46M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-203- 6.48% |
$36.6K - $41.6K
|
2.93K
$849K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-203- 1.0% |
$36.6K - $41.6K
|
20K
$5.8M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
SELL
|
- |
-204- 0.96% |
$36.7K - $41.8K
|
21.1K
$6.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-204- 0.65% |
$36.7K - $41.8K
|
31.2K
$9.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-205- 0.19% |
$36.9K - $42K
|
106K
$30.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-205- 0.69% |
$36.9K - $42K
|
29.4K
$8.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-205- 0.57% |
$36.9K - $42K
|
36K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-205- 1.93% |
$36.9K - $42K
|
10.4K
$3.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-208- 2.45% |
$37.5K - $42.6K
|
8.27K
$2.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-208- 17.63% |
$37.5K - $42.6K
|
972
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Unio Capital LLC
|
SELL
|
- |
-208- 14.06% |
$37.5K - $42.6K
|
1.27K
$368K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-209- 15.63% |
$37.6K - $42.8K
|
1.13K
$327K
|