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 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-30- 0.19% |
$5.4K - $6.14K
|
16K
$3.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-30- 1.45% |
$5.4K - $6.14K
|
2.05K
$498K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-30- 0.26% |
$5.4K - $6.14K
|
11.6K
$2.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-30- 0.43% |
$5.4K - $6.14K
|
6.99K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-30- 0.25% |
$5.4K - $6.14K
|
12.1K
$2.94M
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-31- 0.57% |
$5.58K - $6.35K
|
5.41K
$1.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-31- 0.78% |
$5.58K - $6.35K
|
3.96K
$963K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-31- 1.95% |
$5.58K - $6.35K
|
1.56K
$379K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-32- 1.11% |
$5.76K - $6.55K
|
2.85K
$694K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-32- 0.12% |
$5.76K - $6.55K
|
26K
$6.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-33- 0.16% |
$5.94K - $6.76K
|
21K
$5.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-33- 0.42% |
$5.94K - $6.76K
|
7.8K
$1.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-33- 1.11% |
$5.94K - $6.76K
|
2.94K
$717K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-33- 0.62% |
$5.94K - $6.76K
|
5.28K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-33- 1.9% |
$5.94K - $6.76K
|
1.7K
$414K
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-34- 2.49% |
$6.12K - $6.96K
|
1.33K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-35- 0.43% |
$6.3K - $7.17K
|
8.07K
$1.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-35- 0.45% |
$6.3K - $7.17K
|
7.82K
$1.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-36- 2.69% |
$6.48K - $7.37K
|
1.3K
$317K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-37- 0.56% |
$6.66K - $7.58K
|
6.58K
$1.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.7% |
$6.84K - $7.78K
|
5.37K
$1.31M
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-38- 0.03% |
$6.84K - $7.78K
|
111K
$27M
|
|
|
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
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-39- 1.33% |
$7.02K - $7.99K
|
2.9K
$706K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-40- 0.72% |
$7.2K - $8.19K
|
5.53K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-40- 0.07% |
$7.2K - $8.19K
|
60.5K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-40- 0.67% |
$7.2K - $8.19K
|
5.89K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-40- 1.23% |
$7.2K - $8.19K
|
3.2K
$779K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-41- 3.89% |
$7.38K - $8.4K
|
1.01K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-41- 3.02% |
$7.38K - $8.4K
|
1.32K
$320K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-42- 0.33% |
$7.56K - $8.6K
|
12.8K
$3.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-42- 0.42% |
$7.56K - $8.6K
|
9.98K
$2.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-42- 0.22% |
$7.56K - $8.6K
|
18.8K
$4.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-42- 0.08% |
$7.56K - $8.6K
|
51K
$12.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-43- 3.18% |
$7.74K - $8.81K
|
1.31K
$319K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-43- 0.11% |
$7.74K - $8.81K
|
38.3K
$9.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-44- 3.72% |
$7.92K - $9.01K
|
1.14K
$278K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-44- 1.86% |
$7.92K - $9.01K
|
2.32K
$565K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-45- 0.25% |
$8.1K - $9.22K
|
18.1K
$4.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-45- 14.38% |
$8.1K - $9.22K
|
268
$65.3K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-46- 0.03% |
$8.28K - $9.42K
|
167K
$40.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-46- 2.44% |
$8.28K - $9.42K
|
1.84K
$448K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-46- 4.06% |
$8.28K - $9.42K
|
1.09K
$264K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-46- 0.73% |
$8.28K - $9.42K
|
6.24K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-46- 0.68% |
$8.28K - $9.42K
|
6.77K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-46- 0.28% |
$8.28K - $9.42K
|
16.1K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-46- 0.79% |
$8.28K - $9.42K
|
5.75K
$1.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-47- 1.28% |
$8.46K - $9.63K
|
3.61K
$880K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-47- 0.58% |
$8.46K - $9.63K
|
8.05K
$1.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-48- 12.73% |
$8.64K - $9.83K
|
329
$80.1K
|