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
|
Compton Financial Group, LLC
|
SELL
|
- |
-67- 3.09% |
$12.1K - $13.7K
|
2.1K
$511K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-67- 6.25% |
$12.1K - $13.7K
|
1.01K
$245K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-68- 0.3% |
$12.2K - $13.9K
|
22.7K
$5.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-68- 0.26% |
$12.2K - $13.9K
|
26.4K
$6.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-68- 0.8% |
$12.2K - $13.9K
|
8.49K
$2.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-70- 0.15% |
$12.6K - $14.3K
|
45.9K
$11.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-70- 1.84% |
$12.6K - $14.3K
|
3.73K
$908K
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-70- 0.36% |
$12.6K - $14.3K
|
19.2K
$4.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-70- 4.24% |
$12.6K - $14.3K
|
1.58K
$385K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-70- 5.6% |
$12.6K - $14.3K
|
1.18K
$288K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-70- 5.73% |
$12.6K - $14.3K
|
1.15K
$281K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-70- 0.72% |
$12.6K - $14.3K
|
9.7K
$2.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-71- 1.09% |
$12.8K - $14.5K
|
6.44K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-71- 0.55% |
$12.8K - $14.5K
|
12.9K
$3.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-71- 4.57% |
$12.8K - $14.5K
|
1.48K
$361K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-72- 0.13% |
$13K - $14.7K
|
53.9K
$13.1M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-72- 6.47% |
$13K - $14.7K
|
1.04K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-72- 0.26% |
$13K - $14.7K
|
27.6K
$6.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-72- 0.81% |
$13K - $14.7K
|
8.86K
$2.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-74- 1.4% |
$13.3K - $15.2K
|
5.23K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-74- 0.77% |
$13.3K - $15.2K
|
9.49K
$2.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
SELL
|
- |
-75- 0.13% |
$13.5K - $15.4K
|
57.4K
$14M
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-75- 4.12% |
$13.5K - $15.4K
|
1.75K
$425K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-75- 2.23% |
$13.5K - $15.4K
|
3.29K
$801K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-75- 0.29% |
$13.5K - $15.4K
|
25.8K
$6.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-75- 3.31% |
$13.5K - $15.4K
|
2.19K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-75- 1.44% |
$13.5K - $15.4K
|
5.12K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-76- 0.29% |
$13.7K - $15.6K
|
25.7K
$6.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-76- 0.7% |
$13.7K - $15.6K
|
10.8K
$2.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-76- 0.17% |
$13.7K - $15.6K
|
45.4K
$11M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.45% |
$13.9K - $15.8K
|
5.22K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-77- 2.55% |
$13.9K - $15.8K
|
2.94K
$716K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-77- 0.76% |
$13.9K - $15.8K
|
10.1K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-77- 0.5% |
$13.9K - $15.8K
|
15.2K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-77- 0.1% |
$13.9K - $15.8K
|
75.6K
$18.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-77- 0.2% |
$13.9K - $15.8K
|
38.3K
$9.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-78- 3.0% |
$14K - $16K
|
2.52K
$614K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-78- 7.08% |
$14K - $16K
|
1.02K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-78- 0.48% |
$14K - $16K
|
16.2K
$3.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-78- 3.16% |
$14K - $16K
|
2.39K
$581K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-79- 0.98% |
$14.2K - $16.2K
|
7.98K
$1.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-79- 2.54% |
$14.2K - $16.2K
|
3.03K
$737K
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-80- 0.53% |
$14.4K - $16.4K
|
14.9K
$3.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-80- 1.11% |
$14.4K - $16.4K
|
7.13K
$1.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-80- 4.48% |
$14.4K - $16.4K
|
1.71K
$416K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-80- 29.96% |
$14.4K - $16.4K
|
187
$45.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-80- 0.8% |
$14.4K - $16.4K
|
9.92K
$2.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-80- 0.95% |
$14.4K - $16.4K
|
8.33K
$2.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
SELL
|
- |
-80- 0.76% |
$14.4K - $16.4K
|
10.5K
$2.56M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-81- 0.09% |
$14.6K - $16.6K
|
93.8K
$22.8M
|