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
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-170- 3.85% |
$30.6K - $34.8K
|
4.24K
$1.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-172- 0.58% |
$31K - $35.2K
|
29.4K
$7.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-172- 4.18% |
$31K - $35.2K
|
3.94K
$959K
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-173- 4.55% |
$31.2K - $35.4K
|
3.63K
$884K
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-173- 0.71% |
$31.2K - $35.4K
|
24.1K
$5.86M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-174- 1.92% |
$31.3K - $35.6K
|
8.9K
$2.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-174- 3.07% |
$31.3K - $35.6K
|
5.49K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-174- 1.86% |
$31.3K - $35.6K
|
9.2K
$2.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-174- 2.59% |
$31.3K - $35.6K
|
6.55K
$1.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-175- 2.41% |
$31.5K - $35.8K
|
7.08K
$1.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-175- 0.33% |
$31.5K - $35.8K
|
52.8K
$12.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-175- 2.41% |
$31.5K - $35.8K
|
7.08K
$1.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-176- 0.77% |
$31.7K - $36K
|
22.8K
$5.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-177- 8.06% |
$31.9K - $36.2K
|
2.02K
$492K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-178- 1.68% |
$32.1K - $36.5K
|
10.4K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-179- 3.4% |
$32.2K - $36.7K
|
5.09K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-180- 4.23% |
$32.4K - $36.9K
|
4.08K
$993K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-181- 7.52% |
$32.6K - $37.1K
|
2.23K
$542K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-182- 5.05% |
$32.8K - $37.3K
|
3.42K
$833K
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-182- 1.1% |
$32.8K - $37.3K
|
16.3K
$3.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-184- 0.63% |
$33.1K - $37.7K
|
29.2K
$7.11M
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-185- 0.8% |
$33.3K - $37.9K
|
23.1K
$5.62M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-186- 0.39% |
$33.5K - $38.1K
|
47.7K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-186- 1.76% |
$33.5K - $38.1K
|
10.4K
$2.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-187- 1.84% |
$33.7K - $38.3K
|
9.98K
$2.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-187- 0.49% |
$33.7K - $38.3K
|
37.9K
$9.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-188- 3.74% |
$33.9K - $38.5K
|
4.84K
$1.18M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-188- 8.81% |
$33.9K - $38.5K
|
1.95K
$474K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-188- 3.2% |
$33.9K - $38.5K
|
5.69K
$1.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-189- 10.98% |
$34K - $38.7K
|
1.53K
$373K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-189- 1.13% |
$34K - $38.7K
|
16.6K
$4.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-190- 1.45% |
$34.2K - $38.9K
|
12.9K
$3.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-190- 1.2% |
$34.2K - $38.9K
|
15.6K
$3.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-192- 0.62% |
$34.6K - $39.3K
|
31K
$7.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-192- 2.03% |
$34.6K - $39.3K
|
9.25K
$2.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-193- 0.42% |
$34.8K - $39.5K
|
45.4K
$11M
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-194- 2.4% |
$34.9K - $39.7K
|
7.89K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-196- 0.71% |
$35.3K - $40.1K
|
27.6K
$6.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-196- 13.52% |
$35.3K - $40.1K
|
1.25K
$305K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-197- 5.39% |
$35.5K - $40.3K
|
3.46K
$842K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-199- 7.65% |
$35.8K - $40.8K
|
2.4K
$585K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-199- 0.78% |
$35.8K - $40.8K
|
25.2K
$6.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-200- 7.31% |
$36K - $41K
|
2.54K
$617K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-200- 0.96% |
$36K - $41K
|
20.5K
$5M
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-200- 9.32% |
$36K - $41K
|
1.95K
$474K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.17% |
$36K - $41K
|
16.9K
$4.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-200- 7.72% |
$36K - $41K
|
2.39K
$582K
|
|
|
Aug 09, 2024
Q2 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-200- 0.59% |
$36K - $41K
|
33.9K
$8.26M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-200- 8.81% |
$36K - $41K
|
2.07K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 1.54% |
$36K - $41K
|
12.8K
$3.12M
|