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 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
$754K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-39- 1.33% |
$7.02K - $7.99K
|
2.9K
$836K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-40- 0.72% |
$7.2K - $8.19K
|
5.53K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-40- 0.07% |
$7.2K - $8.19K
|
60.5K
$17.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-40- 0.67% |
$7.2K - $8.19K
|
5.89K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-40- 1.23% |
$7.2K - $8.19K
|
3.2K
$924K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-41- 3.89% |
$7.38K - $8.4K
|
1.01K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-41- 3.02% |
$7.38K - $8.4K
|
1.32K
$380K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-42- 0.33% |
$7.56K - $8.6K
|
12.8K
$3.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-42- 0.42% |
$7.56K - $8.6K
|
9.98K
$2.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-42- 0.22% |
$7.56K - $8.6K
|
18.8K
$5.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-42- 0.08% |
$7.56K - $8.6K
|
51K
$14.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-43- 3.18% |
$7.74K - $8.81K
|
1.31K
$378K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-43- 0.11% |
$7.74K - $8.81K
|
38.3K
$11M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-44- 3.72% |
$7.92K - $9.01K
|
1.14K
$329K
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-44- 1.86% |
$7.92K - $9.01K
|
2.32K
$669K
|
|
|
Jul 08, 2024
Q2 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-45- 0.25% |
$8.1K - $9.22K
|
18.1K
$5.22M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-45- 14.38% |
$8.1K - $9.22K
|
268
$77.4K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-46- 0.03% |
$8.28K - $9.42K
|
167K
$48.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-46- 2.44% |
$8.28K - $9.42K
|
1.84K
$531K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-46- 4.06% |
$8.28K - $9.42K
|
1.09K
$314K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-46- 0.73% |
$8.28K - $9.42K
|
6.24K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-46- 0.68% |
$8.28K - $9.42K
|
6.77K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-46- 0.28% |
$8.28K - $9.42K
|
16.1K
$4.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-46- 0.79% |
$8.28K - $9.42K
|
5.75K
$1.66M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-47- 1.28% |
$8.46K - $9.63K
|
3.61K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-47- 0.58% |
$8.46K - $9.63K
|
8.05K
$2.32M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-48- 12.73% |
$8.64K - $9.83K
|
329
$95K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-48- 1.01% |
$8.64K - $9.83K
|
4.69K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-48- 0.03% |
$8.64K - $9.83K
|
146K
$42.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-48- 0.56% |
$8.64K - $9.83K
|
8.53K
$2.46M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-48- 0.26% |
$8.64K - $9.83K
|
18.2K
$5.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-49- 0.03% |
$8.82K - $10K
|
155K
$44.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-49- 0.23% |
$8.82K - $10K
|
21.1K
$6.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-50- 4.61% |
$9K - $10.2K
|
1.04K
$299K
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-50- 2.12% |
$9K - $10.2K
|
2.31K
$668K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-50- 0.6% |
$9K - $10.2K
|
8.26K
$2.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-50- 1.09% |
$9K - $10.2K
|
4.52K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 1.09% |
$9K - $10.2K
|
4.56K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-50- 2.49% |
$9K - $10.2K
|
1.96K
$565K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-50- 1.53% |
$9K - $10.2K
|
3.22K
$930K
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 0.21% |
$9K - $10.2K
|
23.6K
$6.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-50- 6.05% |
$9K - $10.2K
|
777
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-50- 0.33% |
$9K - $10.2K
|
15K
$4.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-51- 1.13% |
$9.18K - $10.4K
|
4.47K
$1.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-51- 1.14% |
$9.18K - $10.4K
|
4.42K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-51- 0.81% |
$9.18K - $10.4K
|
6.25K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-52- 4.02% |
$9.36K - $10.6K
|
1.24K
$358K
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-52- 2.17% |
$9.36K - $10.6K
|
2.35K
$677K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-53- 0.2% |
$9.54K - $10.9K
|
26.7K
$7.72M
|