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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-33- 0.16% |
$5.94K - $6.76K
|
21K
$4.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-33- 0.42% |
$5.94K - $6.76K
|
7.8K
$1.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-33- 1.11% |
$5.94K - $6.76K
|
2.94K
$647K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-33- 0.62% |
$5.94K - $6.76K
|
5.28K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-33- 1.9% |
$5.94K - $6.76K
|
1.7K
$374K
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-34- 2.49% |
$6.12K - $6.96K
|
1.33K
$293K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-35- 0.43% |
$6.3K - $7.17K
|
8.07K
$1.77M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-35- 0.45% |
$6.3K - $7.17K
|
7.82K
$1.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-36- 2.69% |
$6.48K - $7.37K
|
1.3K
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-37- 0.56% |
$6.66K - $7.58K
|
6.58K
$1.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.7% |
$6.84K - $7.78K
|
5.37K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-38- 0.03% |
$6.84K - $7.78K
|
111K
$24.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-38- 1.43% |
$6.84K - $7.78K
|
2.61K
$574K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-39- 1.33% |
$7.02K - $7.99K
|
2.9K
$637K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-40- 0.72% |
$7.2K - $8.19K
|
5.53K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-40- 0.07% |
$7.2K - $8.19K
|
60.5K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-40- 0.67% |
$7.2K - $8.19K
|
5.89K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-40- 1.23% |
$7.2K - $8.19K
|
3.2K
$703K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-41- 3.89% |
$7.38K - $8.4K
|
1.01K
$222K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-41- 3.02% |
$7.38K - $8.4K
|
1.32K
$289K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-42- 0.33% |
$7.56K - $8.6K
|
12.8K
$2.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-42- 0.42% |
$7.56K - $8.6K
|
9.98K
$2.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-42- 0.22% |
$7.56K - $8.6K
|
18.8K
$4.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-42- 0.08% |
$7.56K - $8.6K
|
51K
$11.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-43- 3.18% |
$7.74K - $8.81K
|
1.31K
$288K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-43- 0.11% |
$7.74K - $8.81K
|
38.3K
$8.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-44- 3.72% |
$7.92K - $9.01K
|
1.14K
$251K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-44- 1.86% |
$7.92K - $9.01K
|
2.32K
$509K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-45- 0.25% |
$8.1K - $9.22K
|
18.1K
$3.97M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-45- 14.38% |
$8.1K - $9.22K
|
268
$58.9K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-46- 0.03% |
$8.28K - $9.42K
|
167K
$36.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-46- 2.44% |
$8.28K - $9.42K
|
1.84K
$404K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-46- 4.06% |
$8.28K - $9.42K
|
1.09K
$239K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-46- 0.73% |
$8.28K - $9.42K
|
6.24K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-46- 0.68% |
$8.28K - $9.42K
|
6.77K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-46- 0.28% |
$8.28K - $9.42K
|
16.1K
$3.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-46- 0.79% |
$8.28K - $9.42K
|
5.75K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-47- 1.28% |
$8.46K - $9.63K
|
3.61K
$794K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-47- 0.58% |
$8.46K - $9.63K
|
8.05K
$1.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-48- 12.73% |
$8.64K - $9.83K
|
329
$72.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-48- 1.01% |
$8.64K - $9.83K
|
4.69K
$1.03M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-48- 0.03% |
$8.64K - $9.83K
|
146K
$32.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-48- 0.56% |
$8.64K - $9.83K
|
8.53K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-49- 0.03% |
$8.82K - $10K
|
155K
$34.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-49- 0.23% |
$8.82K - $10K
|
21.1K
$4.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-50- 4.61% |
$9K - $10.2K
|
1.04K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-50- 2.12% |
$9K - $10.2K
|
2.31K
$508K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-50- 0.6% |
$9K - $10.2K
|
8.26K
$1.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-50- 1.09% |
$9K - $10.2K
|
4.52K
$994K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 1.09% |
$9K - $10.2K
|
4.56K
$1M
|