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 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-50- 2.49% |
$9K - $10.2K
|
1.96K
$430K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-50- 1.53% |
$9K - $10.2K
|
3.22K
$708K
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 0.21% |
$9K - $10.2K
|
23.6K
$5.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-50- 6.05% |
$9K - $10.2K
|
777
$171K
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-50- 0.33% |
$9K - $10.2K
|
15K
$3.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-51- 1.13% |
$9.18K - $10.4K
|
4.47K
$982K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-51- 1.14% |
$9.18K - $10.4K
|
4.42K
$971K
|
|
|
Aug 14, 2024
Q2 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-51- 0.81% |
$9.18K - $10.4K
|
6.25K
$1.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-52- 4.02% |
$9.36K - $10.6K
|
1.24K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-52- 2.17% |
$9.36K - $10.6K
|
2.35K
$515K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-53- 0.2% |
$9.54K - $10.9K
|
26.7K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-53- 0.51% |
$9.54K - $10.9K
|
10.3K
$2.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-54- 0.75% |
$9.72K - $11.1K
|
7.18K
$1.58M
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-55- 2.53% |
$9.9K - $11.3K
|
2.12K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-55- 0.11% |
$9.9K - $11.3K
|
48.9K
$10.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-56- 5.85% |
$10.1K - $11.5K
|
901
$198K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-57- 3.27% |
$10.3K - $11.7K
|
1.69K
$371K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-57- 1.87% |
$10.3K - $11.7K
|
2.99K
$656K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-58- 0.52% |
$10.4K - $11.9K
|
11.1K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-58- 1.88% |
$10.4K - $11.9K
|
3.02K
$664K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-60- 4.06% |
$10.8K - $12.3K
|
1.42K
$312K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-60- 1.54% |
$10.8K - $12.3K
|
3.84K
$843K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-61- 1.99% |
$11K - $12.5K
|
3.01K
$661K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-61- 0.44% |
$11K - $12.5K
|
13.8K
$3.02M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-61- 0.26% |
$11K - $12.5K
|
23K
$5.05M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-61- 1.14% |
$11K - $12.5K
|
5.31K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-61- 0.11% |
$11K - $12.5K
|
54.5K
$12M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-61- 3.21% |
$11K - $12.5K
|
1.84K
$404K
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-62- 0.04% |
$11.2K - $12.7K
|
170K
$37.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-62- 4.31% |
$11.2K - $12.7K
|
1.38K
$302K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-62- 2.05% |
$11.2K - $12.7K
|
2.96K
$650K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-63- 0.76% |
$11.3K - $12.9K
|
8.26K
$1.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-64- 0.09% |
$11.5K - $13.1K
|
68.3K
$15M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-64- 2.79% |
$11.5K - $13.1K
|
2.23K
$491K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-65- 0.17% |
$11.7K - $13.3K
|
37.4K
$8.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-65- 0.8% |
$11.7K - $13.3K
|
8.06K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-65- 1.55% |
$11.7K - $13.3K
|
4.13K
$908K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-65- 1.15% |
$11.7K - $13.3K
|
5.58K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-66- 3.09% |
$11.9K - $13.5K
|
2.07K
$455K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-67- 0.38% |
$12.1K - $13.7K
|
17.4K
$3.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-67- 3.09% |
$12.1K - $13.7K
|
2.1K
$461K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-67- 6.25% |
$12.1K - $13.7K
|
1.01K
$221K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-68- 0.3% |
$12.2K - $13.9K
|
22.7K
$4.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-68- 0.26% |
$12.2K - $13.9K
|
26.4K
$5.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-68- 0.8% |
$12.2K - $13.9K
|
8.49K
$1.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-70- 0.15% |
$12.6K - $14.3K
|
45.9K
$10.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-70- 1.84% |
$12.6K - $14.3K
|
3.73K
$819K
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-70- 0.36% |
$12.6K - $14.3K
|
19.2K
$4.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-70- 4.24% |
$12.6K - $14.3K
|
1.58K
$348K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-70- 5.6% |
$12.6K - $14.3K
|
1.18K
$260K
|