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 09, 2024
Q2 2024
|
Keene & Associates, Inc.
|
SELL
|
- |
-105- 3.34% |
$18.9K - $21.5K
|
3.04K
$741K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-105- 0.99% |
$18.9K - $21.5K
|
10.5K
$2.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-106- 1.79% |
$19.1K - $21.7K
|
5.83K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-106- 0.38% |
$19.1K - $21.7K
|
27.8K
$6.77M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-107- 3.98% |
$19.3K - $21.9K
|
2.58K
$629K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-109- 0.49% |
$19.6K - $22.3K
|
22K
$5.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-109- 9.58% |
$19.6K - $22.3K
|
1.03K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-109- 0.17% |
$19.6K - $22.3K
|
63.2K
$15.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-110- 1.32% |
$19.8K - $22.5K
|
8.25K
$2.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-110- 4.21% |
$19.8K - $22.5K
|
2.51K
$610K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-111- 0.69% |
$20K - $22.7K
|
15.9K
$3.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-111- 1.14% |
$20K - $22.7K
|
9.6K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-111- 5.12% |
$20K - $22.7K
|
2.06K
$501K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-112- 0.57% |
$20.2K - $22.9K
|
19.5K
$4.75M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-112- 3.15% |
$20.2K - $22.9K
|
3.44K
$838K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-112- 0.89% |
$20.2K - $22.9K
|
12.4K
$3.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-114- 1.21% |
$20.5K - $23.3K
|
9.33K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-114- 1.0% |
$20.5K - $23.3K
|
11.3K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-114- 0.37% |
$20.5K - $23.3K
|
30.5K
$7.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-115- 2.44% |
$20.7K - $23.6K
|
4.6K
$1.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-115- 1.12% |
$20.7K - $23.6K
|
10.2K
$2.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-116- 0.62% |
$20.9K - $23.8K
|
18.7K
$4.56M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-116- 0.56% |
$20.9K - $23.8K
|
20.4K
$4.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-118- 1.94% |
$21.2K - $24.2K
|
5.97K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-119- 10.29% |
$21.4K - $24.4K
|
1.04K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-119- 0.35% |
$21.4K - $24.4K
|
33.6K
$8.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-119- 1.95% |
$21.4K - $24.4K
|
5.99K
$1.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-120- 0.52% |
$21.6K - $24.6K
|
23K
$5.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-120- 0.82% |
$21.6K - $24.6K
|
14.5K
$3.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-120- 0.4% |
$21.6K - $24.6K
|
29.8K
$7.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-121- 0.27% |
$21.8K - $24.8K
|
45.2K
$11M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-121- 0.66% |
$21.8K - $24.8K
|
18.3K
$4.46M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-122- 1.15% |
$22K - $25K
|
10.5K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-122- 1.02% |
$22K - $25K
|
11.9K
$2.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-123- 2.72% |
$22.1K - $25.2K
|
4.4K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-126- 6.71% |
$22.7K - $25.8K
|
1.75K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-127- 2.54% |
$22.9K - $26K
|
4.87K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-127- 7.2% |
$22.9K - $26K
|
1.64K
$399K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-128- 1.12% |
$23.1K - $26.2K
|
11.3K
$2.75M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-128- 1.21% |
$23.1K - $26.2K
|
10.4K
$2.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-129- 6.13% |
$23.2K - $26.4K
|
1.97K
$481K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-129- 0.18% |
$23.2K - $26.4K
|
71.4K
$17.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-130- 1.04% |
$23.4K - $26.6K
|
12.4K
$3.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-130- 5.13% |
$23.4K - $26.6K
|
2.4K
$585K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-130- 1.11% |
$23.4K - $26.6K
|
11.6K
$2.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-130- 1.91% |
$23.4K - $26.6K
|
6.69K
$1.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-131- 3.52% |
$23.6K - $26.8K
|
3.59K
$875K
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-131- 3.66% |
$23.6K - $26.8K
|
3.45K
$840K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-134- 0.38% |
$24.1K - $27.4K
|
34.8K
$8.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-134- 1.02% |
$24.1K - $27.4K
|
13K
$3.18M
|