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 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-115- 2.44% |
$20.7K - $23.6K
|
4.6K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-115- 1.12% |
$20.7K - $23.6K
|
10.2K
$2.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-116- 0.62% |
$20.9K - $23.8K
|
18.7K
$5.41M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-116- 0.56% |
$20.9K - $23.8K
|
20.4K
$5.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-118- 1.94% |
$21.2K - $24.2K
|
5.97K
$1.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-119- 10.29% |
$21.4K - $24.4K
|
1.04K
$299K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-119- 0.35% |
$21.4K - $24.4K
|
33.6K
$9.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-119- 1.95% |
$21.4K - $24.4K
|
5.99K
$1.73M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-120- 0.52% |
$21.6K - $24.6K
|
23K
$6.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Granite Group Advisors, LLC
Stamford, CT |
SELL
|
- |
-120- 0.82% |
$21.6K - $24.6K
|
14.5K
$4.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-120- 0.4% |
$21.6K - $24.6K
|
29.8K
$8.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-121- 0.27% |
$21.8K - $24.8K
|
45.2K
$13M
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-121- 0.66% |
$21.8K - $24.8K
|
18.3K
$5.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-122- 1.15% |
$22K - $25K
|
10.5K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-122- 1.02% |
$22K - $25K
|
11.9K
$3.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-123- 2.72% |
$22.1K - $25.2K
|
4.4K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-126- 6.71% |
$22.7K - $25.8K
|
1.75K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-127- 2.54% |
$22.9K - $26K
|
4.87K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-127- 7.2% |
$22.9K - $26K
|
1.64K
$473K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-128- 1.12% |
$23.1K - $26.2K
|
11.3K
$3.26M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-128- 1.21% |
$23.1K - $26.2K
|
10.4K
$3.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-129- 6.13% |
$23.2K - $26.4K
|
1.97K
$570K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-129- 0.18% |
$23.2K - $26.4K
|
71.4K
$20.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-130- 1.04% |
$23.4K - $26.6K
|
12.4K
$3.58M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-130- 5.13% |
$23.4K - $26.6K
|
2.4K
$693K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-130- 1.11% |
$23.4K - $26.6K
|
11.6K
$3.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-130- 1.91% |
$23.4K - $26.6K
|
6.69K
$1.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-131- 3.52% |
$23.6K - $26.8K
|
3.59K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-131- 3.66% |
$23.6K - $26.8K
|
3.45K
$995K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-134- 0.38% |
$24.1K - $27.4K
|
34.8K
$10M
|
|
|
Aug 06, 2024
Q2 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-134- 1.02% |
$24.1K - $27.4K
|
13K
$3.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-134- 9.16% |
$24.1K - $27.4K
|
1.33K
$384K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-135- 1.06% |
$24.3K - $27.6K
|
12.5K
$3.62M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-135- 3.85% |
$24.3K - $27.6K
|
3.38K
$974K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-136- 1.33% |
$24.5K - $27.9K
|
10.1K
$2.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-136- 4.03% |
$24.5K - $27.9K
|
3.24K
$936K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-138- 0.19% |
$24.9K - $28.3K
|
71.1K
$20.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-138- 0.23% |
$24.9K - $28.3K
|
59.4K
$17.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-138- 0.84% |
$24.9K - $28.3K
|
16.2K
$4.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-139- 0.7% |
$25K - $28.5K
|
19.6K
$5.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-140- 0.58% |
$25.2K - $28.7K
|
24K
$6.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
SELL
|
- |
-140- 1.58% |
$25.2K - $28.7K
|
8.74K
$2.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-141- 1.28% |
$25.4K - $28.9K
|
10.8K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
S&T Bank
Indiana, PA |
SELL
|
- |
-146- 5.92% |
$26.3K - $29.9K
|
2.32K
$670K
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-147- 0.68% |
$26.5K - $30.1K
|
21.3K
$6.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-147- 11.0% |
$26.5K - $30.1K
|
1.19K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-147- 10.85% |
$26.5K - $30.1K
|
1.21K
$349K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-150- 2.16% |
$27K - $30.7K
|
6.8K
$1.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Terril Brothers, Inc.
|
SELL
|
- |
-150- 1.65% |
$27K - $30.7K
|
8.97K
$2.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Salzhauer Michael
|
SELL
|
- |
-150- 2.06% |
$27K - $30.7K
|
7.12K
$2.06M
|