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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-19- 0.04% |
$3.42K - $3.89K
|
46K
$10.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-20- 1.44% |
$3.6K - $4.1K
|
1.37K
$301K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-20- 1.59% |
$3.6K - $4.1K
|
1.24K
$272K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-21- 0.42% |
$3.78K - $4.3K
|
5.02K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-21- 0.21% |
$3.78K - $4.3K
|
9.99K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-21- 0.78% |
$3.78K - $4.3K
|
2.69K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-21- 2.23% |
$3.78K - $4.3K
|
919
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-21- 0.51% |
$3.78K - $4.3K
|
4.06K
$893K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-21- 0.5% |
$3.78K - $4.3K
|
4.14K
$909K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-22- 1.13% |
$3.96K - $4.51K
|
1.93K
$424K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-22- 2.12% |
$3.96K - $4.51K
|
1.02K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 44.9% |
$3.96K - $4.51K
|
27
$5.93K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-23- 0.22% |
$4.14K - $4.71K
|
10.6K
$2.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-23- 0.82% |
$4.14K - $4.71K
|
2.77K
$609K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-23- 2.29% |
$4.14K - $4.71K
|
983
$216K
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-23- 2.21% |
$4.14K - $4.71K
|
1.02K
$224K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-23- 0.07% |
$4.14K - $4.71K
|
31.3K
$6.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-23- 0.2% |
$4.14K - $4.71K
|
11.4K
$2.51M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-25- 0.78% |
$4.5K - $5.12K
|
3.17K
$696K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-25- 0.13% |
$4.5K - $5.12K
|
18.9K
$4.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-25- 0.36% |
$4.5K - $5.12K
|
7.01K
$1.54M
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-25- 0.79% |
$4.5K - $5.12K
|
3.13K
$688K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-25- 1.17% |
$4.5K - $5.12K
|
2.12K
$465K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-25- 0.88% |
$4.5K - $5.12K
|
2.81K
$618K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-25- 0.08% |
$4.5K - $5.12K
|
29.5K
$6.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-25- 0.67% |
$4.5K - $5.12K
|
3.69K
$810K
|
|
|
Aug 15, 2024
Q2 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-25- 7.84% |
$4.5K - $5.12K
|
294
$64.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-26- 0.79% |
$4.68K - $5.32K
|
3.25K
$714K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-26- 0.59% |
$4.68K - $5.32K
|
4.4K
$967K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-26- 0.12% |
$4.68K - $5.32K
|
22K
$4.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-26- 2.24% |
$4.68K - $5.32K
|
1.14K
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-27- 1.25% |
$4.86K - $5.53K
|
2.13K
$468K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-28- 0.2% |
$5.04K - $5.73K
|
13.9K
$3.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-28- 1.28% |
$5.04K - $5.73K
|
2.17K
$476K
|
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
SELL
|
- |
-29- 1.29% |
$5.22K - $5.94K
|
2.23K
$489K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-29- 0.47% |
$5.22K - $5.94K
|
6.16K
$1.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-29- 0.38% |
$5.22K - $5.94K
|
7.64K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-29- 0.03% |
$5.22K - $5.94K
|
103K
$22.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-30- 44.12% |
$5.4K - $6.14K
|
38
$8.35K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-30- 1.87% |
$5.4K - $6.14K
|
1.57K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-30- 0.19% |
$5.4K - $6.14K
|
16K
$3.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-30- 1.45% |
$5.4K - $6.14K
|
2.05K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-30- 0.26% |
$5.4K - $6.14K
|
11.6K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-30- 0.43% |
$5.4K - $6.14K
|
6.99K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-30- 0.25% |
$5.4K - $6.14K
|
12.1K
$2.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-31- 0.57% |
$5.58K - $6.35K
|
5.41K
$1.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-31- 0.78% |
$5.58K - $6.35K
|
3.96K
$869K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-31- 1.95% |
$5.58K - $6.35K
|
1.56K
$342K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-32- 1.11% |
$5.76K - $6.55K
|
2.85K
$626K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-32- 0.12% |
$5.76K - $6.55K
|
26K
$5.72M
|