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 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.4% |
$16.4K - $18.6K
|
22.7K
$6.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-91- 0.67% |
$16.4K - $18.6K
|
13.5K
$3.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-93- 1.05% |
$16.7K - $19K
|
8.79K
$2.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-93- 0.97% |
$16.7K - $19K
|
9.5K
$2.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-94- 1.06% |
$16.9K - $19.3K
|
8.77K
$2.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-94- 6.91% |
$16.9K - $19.3K
|
1.27K
$365K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-95- 1.15% |
$17.1K - $19.5K
|
8.18K
$2.36M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-95- 7.36% |
$17.1K - $19.5K
|
1.2K
$345K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-96- 0.86% |
$17.3K - $19.7K
|
11.1K
$3.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-96- 1.15% |
$17.3K - $19.7K
|
8.29K
$2.39M
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-96- 3.0% |
$17.3K - $19.7K
|
3.1K
$896K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-96- 7.33% |
$17.3K - $19.7K
|
1.21K
$350K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-96- 0.28% |
$17.3K - $19.7K
|
34.5K
$9.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-97- 0.63% |
$17.5K - $19.9K
|
15.4K
$4.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-97- 3.55% |
$17.5K - $19.9K
|
2.64K
$761K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-97- 0.97% |
$17.5K - $19.9K
|
9.94K
$2.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-97- 7.1% |
$17.5K - $19.9K
|
1.27K
$366K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-98- 1.86% |
$17.6K - $20.1K
|
5.17K
$1.49M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-98- 1.82% |
$17.6K - $20.1K
|
5.28K
$1.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-99- 2.46% |
$17.8K - $20.3K
|
3.93K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-99- 0.14% |
$17.8K - $20.3K
|
71.9K
$20.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-99- 1.69% |
$17.8K - $20.3K
|
5.77K
$1.67M
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-100- 30.49% |
$18K - $20.5K
|
228
$65.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-100- 66.67% |
$18K - $20.5K
|
50
$14.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-100- 3.69% |
$18K - $20.5K
|
2.61K
$753K
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-100- 1.03% |
$18K - $20.5K
|
9.64K
$2.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Denali Advisors LLC
|
SELL
|
- |
-100- 1.64% |
$18K - $20.5K
|
6K
$1.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-103- 0.34% |
$18.5K - $21.1K
|
29.8K
$8.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-103- 9.14% |
$18.5K - $21.1K
|
1.02K
$296K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-104- 0.65% |
$18.7K - $21.3K
|
16K
$4.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-105- 3.34% |
$18.9K - $21.5K
|
3.04K
$878K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-105- 0.99% |
$18.9K - $21.5K
|
10.5K
$3.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-106- 1.79% |
$19.1K - $21.7K
|
5.83K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-106- 0.38% |
$19.1K - $21.7K
|
27.8K
$8.03M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-107- 3.98% |
$19.3K - $21.9K
|
2.58K
$745K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-109- 0.49% |
$19.6K - $22.3K
|
22K
$6.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-109- 9.58% |
$19.6K - $22.3K
|
1.03K
$297K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-109- 0.17% |
$19.6K - $22.3K
|
63.2K
$18.2M
|
|
|
May 19, 2025
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-109- 9.58% |
$19.6K - $22.3K
|
1.03K
$297K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-110- 1.32% |
$19.8K - $22.5K
|
8.25K
$2.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-110- 4.21% |
$19.8K - $22.5K
|
2.51K
$723K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-111- 0.69% |
$20K - $22.7K
|
15.9K
$4.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-111- 1.14% |
$20K - $22.7K
|
9.6K
$2.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-111- 5.12% |
$20K - $22.7K
|
2.06K
$594K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-112- 0.57% |
$20.2K - $22.9K
|
19.5K
$5.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-112- 3.15% |
$20.2K - $22.9K
|
3.44K
$994K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-112- 0.89% |
$20.2K - $22.9K
|
12.4K
$3.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-114- 1.21% |
$20.5K - $23.3K
|
9.33K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-114- 1.0% |
$20.5K - $23.3K
|
11.3K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-114- 0.37% |
$20.5K - $23.3K
|
30.5K
$8.81M
|