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 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-81- 3.97% |
$14.6K - $16.6K
|
1.96K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-81- 1.95% |
$14.6K - $16.6K
|
4.07K
$984K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-82- 4.72% |
$14.8K - $16.8K
|
1.66K
$400K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-82- 0.45% |
$14.8K - $16.8K
|
18.1K
$4.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-83- 49.11% |
$14.9K - $17K
|
86
$20.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-83- 2.72% |
$14.9K - $17K
|
2.97K
$717K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-84- 1.5% |
$15.1K - $17.2K
|
5.5K
$1.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-84- 1.53% |
$15.1K - $17.2K
|
5.41K
$1.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-84- 1.07% |
$15.1K - $17.2K
|
7.8K
$1.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-84- 5.56% |
$15.1K - $17.2K
|
1.43K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-84- 3.65% |
$15.1K - $17.2K
|
2.22K
$536K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-85- 0.41% |
$15.3K - $17.4K
|
20.4K
$4.93M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-85- 16.07% |
$15.3K - $17.4K
|
444
$107K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-85- 1.34% |
$15.3K - $17.4K
|
6.28K
$1.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-86- 0.59% |
$15.5K - $17.6K
|
14.4K
$3.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-88- 1.35% |
$15.8K - $18K
|
6.44K
$1.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-89- 0.47% |
$16K - $18.2K
|
18.9K
$4.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-90- 0.21% |
$16.2K - $18.4K
|
42.2K
$10.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-90- 1.12% |
$16.2K - $18.4K
|
7.94K
$1.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-90- 0.58% |
$16.2K - $18.4K
|
15.5K
$3.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.4% |
$16.4K - $18.6K
|
22.7K
$5.48M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-91- 0.67% |
$16.4K - $18.6K
|
13.5K
$3.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-93- 1.05% |
$16.7K - $19K
|
8.79K
$2.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-93- 0.97% |
$16.7K - $19K
|
9.5K
$2.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-94- 1.06% |
$16.9K - $19.3K
|
8.77K
$2.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-94- 6.91% |
$16.9K - $19.3K
|
1.27K
$306K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-95- 1.15% |
$17.1K - $19.5K
|
8.18K
$1.97M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-95- 7.36% |
$17.1K - $19.5K
|
1.2K
$289K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-96- 0.86% |
$17.3K - $19.7K
|
11.1K
$2.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-96- 1.15% |
$17.3K - $19.7K
|
8.29K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-96- 3.0% |
$17.3K - $19.7K
|
3.1K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-96- 7.33% |
$17.3K - $19.7K
|
1.21K
$293K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-96- 0.28% |
$17.3K - $19.7K
|
34.5K
$8.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-97- 0.63% |
$17.5K - $19.9K
|
15.4K
$3.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-97- 3.55% |
$17.5K - $19.9K
|
2.64K
$637K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-97- 0.97% |
$17.5K - $19.9K
|
9.94K
$2.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-97- 7.1% |
$17.5K - $19.9K
|
1.27K
$307K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-98- 1.86% |
$17.6K - $20.1K
|
5.17K
$1.25M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-98- 1.82% |
$17.6K - $20.1K
|
5.28K
$1.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-99- 2.46% |
$17.8K - $20.3K
|
3.93K
$949K
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-99- 0.14% |
$17.8K - $20.3K
|
71.9K
$17.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-99- 1.69% |
$17.8K - $20.3K
|
5.77K
$1.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-100- 30.49% |
$18K - $20.5K
|
228
$55.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100- 66.67% |
$18K - $20.5K
|
50
$12.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-100- 3.69% |
$18K - $20.5K
|
2.61K
$630K
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-100- 1.03% |
$18K - $20.5K
|
9.64K
$2.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Denali Advisors LLC
|
SELL
|
- |
-100- 1.64% |
$18K - $20.5K
|
6K
$1.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-103- 0.34% |
$18.5K - $21.1K
|
29.8K
$7.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-103- 9.14% |
$18.5K - $21.1K
|
1.02K
$247K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-104- 0.65% |
$18.7K - $21.3K
|
16K
$3.86M
|