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 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-54- 0.75% |
$9.72K - $11.1K
|
7.18K
$2.07M
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-55- 2.53% |
$9.9K - $11.3K
|
2.12K
$612K
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-55- 0.11% |
$9.9K - $11.3K
|
48.9K
$14.1M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-55- 1.11% |
$9.9K - $11.3K
|
4.88K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-56- 5.85% |
$10.1K - $11.5K
|
901
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-57- 3.27% |
$10.3K - $11.7K
|
1.69K
$487K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-57- 1.87% |
$10.3K - $11.7K
|
2.99K
$862K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-58- 0.52% |
$10.4K - $11.9K
|
11.1K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-58- 1.88% |
$10.4K - $11.9K
|
3.02K
$872K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-58- 1.2% |
$10.4K - $11.9K
|
4.79K
$1.38M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-60- 4.06% |
$10.8K - $12.3K
|
1.42K
$409K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-60- 1.54% |
$10.8K - $12.3K
|
3.84K
$1.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-61- 1.99% |
$11K - $12.5K
|
3.01K
$869K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-61- 0.44% |
$11K - $12.5K
|
13.8K
$3.97M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-61- 0.26% |
$11K - $12.5K
|
23K
$6.63M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-61- 1.14% |
$11K - $12.5K
|
5.31K
$1.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-61- 0.11% |
$11K - $12.5K
|
54.5K
$15.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-61- 3.21% |
$11K - $12.5K
|
1.84K
$531K
|
|
|
Jul 22, 2024
Q2 2024
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-62- 0.04% |
$11.2K - $12.7K
|
170K
$49.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-62- 4.31% |
$11.2K - $12.7K
|
1.38K
$397K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-62- 2.05% |
$11.2K - $12.7K
|
2.96K
$853K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-63- 0.76% |
$11.3K - $12.9K
|
8.26K
$2.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-64- 0.09% |
$11.5K - $13.1K
|
68.3K
$19.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-64- 2.79% |
$11.5K - $13.1K
|
2.23K
$645K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
SELL
|
- |
-65- 0.17% |
$11.7K - $13.3K
|
37.4K
$10.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-65- 0.8% |
$11.7K - $13.3K
|
8.06K
$2.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Summa Corp.
Tomball, TX |
SELL
|
- |
-65- 1.55% |
$11.7K - $13.3K
|
4.13K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-65- 1.15% |
$11.7K - $13.3K
|
5.58K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-66- 3.09% |
$11.9K - $13.5K
|
2.07K
$598K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-67- 0.38% |
$12.1K - $13.7K
|
17.4K
$5.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-67- 3.09% |
$12.1K - $13.7K
|
2.1K
$606K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-67- 6.25% |
$12.1K - $13.7K
|
1.01K
$290K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-68- 0.3% |
$12.2K - $13.9K
|
22.7K
$6.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-68- 0.26% |
$12.2K - $13.9K
|
26.4K
$7.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-68- 0.8% |
$12.2K - $13.9K
|
8.49K
$2.45M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-70- 0.15% |
$12.6K - $14.3K
|
45.9K
$13.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-70- 1.84% |
$12.6K - $14.3K
|
3.73K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-70- 0.36% |
$12.6K - $14.3K
|
19.2K
$5.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-70- 4.24% |
$12.6K - $14.3K
|
1.58K
$457K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-70- 5.6% |
$12.6K - $14.3K
|
1.18K
$341K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-70- 5.73% |
$12.6K - $14.3K
|
1.15K
$333K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-70- 0.72% |
$12.6K - $14.3K
|
9.7K
$2.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-71- 1.09% |
$12.8K - $14.5K
|
6.44K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-71- 0.55% |
$12.8K - $14.5K
|
12.9K
$3.73M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-71- 4.57% |
$12.8K - $14.5K
|
1.48K
$428K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-72- 0.13% |
$13K - $14.7K
|
53.9K
$15.5M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-72- 6.47% |
$13K - $14.7K
|
1.04K
$301K
|
|
|
Jul 25, 2024
Q2 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-72- 0.26% |
$13K - $14.7K
|
27.6K
$7.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-72- 0.81% |
$13K - $14.7K
|
8.86K
$2.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-74- 1.4% |
$13.3K - $15.2K
|
5.23K
$1.51M
|