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 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-74- 0.77% |
$13.3K - $15.2K
|
9.49K
$2.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
SELL
|
- |
-75- 0.13% |
$13.5K - $15.4K
|
57.4K
$16.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
SELL
|
- |
-75- 4.12% |
$13.5K - $15.4K
|
1.75K
$504K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-75- 2.23% |
$13.5K - $15.4K
|
3.29K
$949K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-75- 0.29% |
$13.5K - $15.4K
|
25.8K
$7.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-75- 3.31% |
$13.5K - $15.4K
|
2.19K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-75- 1.44% |
$13.5K - $15.4K
|
5.12K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-76- 0.29% |
$13.7K - $15.6K
|
25.7K
$7.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-76- 0.7% |
$13.7K - $15.6K
|
10.8K
$3.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-76- 0.17% |
$13.7K - $15.6K
|
45.4K
$13.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-77- 1.45% |
$13.9K - $15.8K
|
5.22K
$1.51M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-77- 2.55% |
$13.9K - $15.8K
|
2.94K
$849K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-77- 0.76% |
$13.9K - $15.8K
|
10.1K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-77- 0.5% |
$13.9K - $15.8K
|
15.2K
$4.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-77- 0.1% |
$13.9K - $15.8K
|
75.6K
$21.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-77- 0.2% |
$13.9K - $15.8K
|
38.3K
$11.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-78- 3.0% |
$14K - $16K
|
2.52K
$728K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-78- 7.08% |
$14K - $16K
|
1.02K
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-78- 0.48% |
$14K - $16K
|
16.2K
$4.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-78- 3.16% |
$14K - $16K
|
2.39K
$689K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-79- 0.98% |
$14.2K - $16.2K
|
7.98K
$2.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-79- 2.54% |
$14.2K - $16.2K
|
3.03K
$874K
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-80- 0.53% |
$14.4K - $16.4K
|
14.9K
$4.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-80- 1.11% |
$14.4K - $16.4K
|
7.13K
$2.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-80- 4.48% |
$14.4K - $16.4K
|
1.71K
$493K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-80- 29.96% |
$14.4K - $16.4K
|
187
$54K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-80- 0.8% |
$14.4K - $16.4K
|
9.92K
$2.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-80- 0.95% |
$14.4K - $16.4K
|
8.33K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
SELL
|
- |
-80- 0.76% |
$14.4K - $16.4K
|
10.5K
$3.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-81- 0.09% |
$14.6K - $16.6K
|
93.8K
$27.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-81- 3.97% |
$14.6K - $16.6K
|
1.96K
$565K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-81- 1.95% |
$14.6K - $16.6K
|
4.07K
$1.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-82- 4.72% |
$14.8K - $16.8K
|
1.66K
$478K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-82- 0.45% |
$14.8K - $16.8K
|
18.1K
$5.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-83- 49.11% |
$14.9K - $17K
|
86
$24.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-83- 2.72% |
$14.9K - $17K
|
2.97K
$857K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-84- 1.5% |
$15.1K - $17.2K
|
5.5K
$1.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-84- 1.53% |
$15.1K - $17.2K
|
5.41K
$1.56M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-84- 1.07% |
$15.1K - $17.2K
|
7.8K
$2.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-84- 5.56% |
$15.1K - $17.2K
|
1.43K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-84- 3.65% |
$15.1K - $17.2K
|
2.22K
$641K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-85- 0.41% |
$15.3K - $17.4K
|
20.4K
$5.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-85- 16.07% |
$15.3K - $17.4K
|
444
$128K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-85- 1.34% |
$15.3K - $17.4K
|
6.28K
$1.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-86- 0.59% |
$15.5K - $17.6K
|
14.4K
$4.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-88- 1.35% |
$15.8K - $18K
|
6.44K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-89- 0.47% |
$16K - $18.2K
|
18.9K
$5.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-90- 0.21% |
$16.2K - $18.4K
|
42.2K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-90- 1.12% |
$16.2K - $18.4K
|
7.94K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-90- 0.58% |
$16.2K - $18.4K
|
15.5K
$4.47M
|