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 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-23- 2.29% |
$4.14K - $4.71K
|
983
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-23- 2.21% |
$4.14K - $4.71K
|
1.02K
$294K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-23- 0.07% |
$4.14K - $4.71K
|
31.3K
$9.04M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-23- 0.2% |
$4.14K - $4.71K
|
11.4K
$3.29M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-25- 0.78% |
$4.5K - $5.12K
|
3.17K
$915K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-25- 0.13% |
$4.5K - $5.12K
|
18.9K
$5.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-25- 0.36% |
$4.5K - $5.12K
|
7.01K
$2.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-25- 0.79% |
$4.5K - $5.12K
|
3.13K
$904K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-25- 1.17% |
$4.5K - $5.12K
|
2.12K
$611K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-25- 0.88% |
$4.5K - $5.12K
|
2.81K
$812K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-25- 0.08% |
$4.5K - $5.12K
|
29.5K
$8.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-25- 0.67% |
$4.5K - $5.12K
|
3.69K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-25- 7.84% |
$4.5K - $5.12K
|
294
$84.9K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-25- 2.04% |
$4.5K - $5.12K
|
1.2K
$347K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-26- 0.79% |
$4.68K - $5.32K
|
3.25K
$938K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-26- 0.59% |
$4.68K - $5.32K
|
4.4K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-26- 0.12% |
$4.68K - $5.32K
|
22K
$6.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-26- 2.24% |
$4.68K - $5.32K
|
1.14K
$328K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-27- 1.25% |
$4.86K - $5.53K
|
2.13K
$615K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-28- 0.2% |
$5.04K - $5.73K
|
13.9K
$4.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-28- 1.28% |
$5.04K - $5.73K
|
2.17K
$626K
|
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
SELL
|
- |
-29- 1.29% |
$5.22K - $5.94K
|
2.23K
$643K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-29- 0.47% |
$5.22K - $5.94K
|
6.16K
$1.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-29- 0.38% |
$5.22K - $5.94K
|
7.64K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-29- 0.03% |
$5.22K - $5.94K
|
103K
$29.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-30- 44.12% |
$5.4K - $6.14K
|
38
$11K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-30- 1.87% |
$5.4K - $6.14K
|
1.57K
$454K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-30- 0.19% |
$5.4K - $6.14K
|
16K
$4.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-30- 1.45% |
$5.4K - $6.14K
|
2.05K
$591K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-30- 0.26% |
$5.4K - $6.14K
|
11.6K
$3.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-30- 0.43% |
$5.4K - $6.14K
|
6.99K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Lindenwold Advisors
|
SELL
|
- |
-30- 0.25% |
$5.4K - $6.14K
|
12.1K
$3.49M
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-30- 8.09% |
$5.4K - $6.14K
|
341
$98.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-31- 0.57% |
$5.58K - $6.35K
|
5.41K
$1.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-31- 0.78% |
$5.58K - $6.35K
|
3.96K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-31- 1.95% |
$5.58K - $6.35K
|
1.56K
$450K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-32- 1.11% |
$5.76K - $6.55K
|
2.85K
$823K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-32- 0.12% |
$5.76K - $6.55K
|
26K
$7.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-33- 0.16% |
$5.94K - $6.76K
|
21K
$6.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-33- 0.42% |
$5.94K - $6.76K
|
7.8K
$2.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-33- 1.11% |
$5.94K - $6.76K
|
2.94K
$850K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-33- 0.62% |
$5.94K - $6.76K
|
5.28K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-33- 1.9% |
$5.94K - $6.76K
|
1.7K
$491K
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-34- 2.49% |
$6.12K - $6.96K
|
1.33K
$384K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-35- 0.43% |
$6.3K - $7.17K
|
8.07K
$2.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-35- 0.45% |
$6.3K - $7.17K
|
7.82K
$2.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Edmp, Inc.
|
SELL
|
- |
-36- 2.69% |
$6.48K - $7.37K
|
1.3K
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-37- 0.56% |
$6.66K - $7.58K
|
6.58K
$1.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.7% |
$6.84K - $7.78K
|
5.37K
$1.55M
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-38- 0.03% |
$6.84K - $7.78K
|
111K
$32M
|