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 14, 2024
Q2 2024
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-150- 8.7% |
$27K - $30.7K
|
1.57K
$454K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-151- 3.3% |
$27.2K - $30.9K
|
4.42K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-152- 0.37% |
$27.4K - $31.1K
|
40.9K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-155- 0.63% |
$27.9K - $31.7K
|
24.5K
$7.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-156- 0.71% |
$28.1K - $31.9K
|
21.8K
$6.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-156- 6.15% |
$28.1K - $31.9K
|
2.38K
$687K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-157- 0.42% |
$28.3K - $32.2K
|
36.8K
$10.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-159- 0.3% |
$28.6K - $32.6K
|
52.3K
$15.1M
|
|
|
Feb 13, 2025
Q2 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-159- 8.88% |
$28.6K - $32.6K
|
1.63K
$471K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-160- 0.3% |
$28.8K - $32.8K
|
52.8K
$15.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-161- 0.58% |
$29K - $33K
|
27.7K
$7.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-161- 22.97% |
$29K - $33K
|
540
$156K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-161- 0.11% |
$29K - $33K
|
149K
$43.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-162- 3.66% |
$29.2K - $33.2K
|
4.26K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-163- 13.4% |
$29.4K - $33.4K
|
1.05K
$304K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-163- 0.35% |
$29.4K - $33.4K
|
46.1K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-163- 5.43% |
$29.4K - $33.4K
|
2.84K
$820K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-164- 11.01% |
$29.5K - $33.6K
|
1.33K
$383K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-165- 4.46% |
$29.7K - $33.8K
|
3.54K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-165- 3.56% |
$29.7K - $33.8K
|
4.47K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-165- 1.93% |
$29.7K - $33.8K
|
8.37K
$2.42M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-166- 1.84% |
$29.9K - $34K
|
8.87K
$2.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-167- 14.92% |
$30.1K - $34.2K
|
952
$275K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-167- 1.59% |
$30.1K - $34.2K
|
10.3K
$2.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-167- 2.24% |
$30.1K - $34.2K
|
7.29K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-167- 1.18% |
$30.1K - $34.2K
|
13.9K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-167- 2.07% |
$30.1K - $34.2K
|
7.89K
$2.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-168- 2.6% |
$30.3K - $34.4K
|
6.29K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-168- 12.45% |
$30.3K - $34.4K
|
1.18K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-169- 0.58% |
$30.4K - $34.6K
|
29.2K
$8.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-170- 0.9% |
$30.6K - $34.8K
|
18.7K
$5.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-170- 8.2% |
$30.6K - $34.8K
|
1.9K
$549K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-170- 3.85% |
$30.6K - $34.8K
|
4.24K
$1.22M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-172- 0.58% |
$31K - $35.2K
|
29.4K
$8.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-172- 4.18% |
$31K - $35.2K
|
3.94K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-173- 4.55% |
$31.2K - $35.4K
|
3.63K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-173- 0.71% |
$31.2K - $35.4K
|
24.1K
$6.95M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-174- 1.92% |
$31.3K - $35.6K
|
8.9K
$2.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-174- 3.07% |
$31.3K - $35.6K
|
5.49K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-174- 1.86% |
$31.3K - $35.6K
|
9.2K
$2.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-174- 2.59% |
$31.3K - $35.6K
|
6.55K
$1.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-175- 2.41% |
$31.5K - $35.8K
|
7.08K
$2.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-175- 0.33% |
$31.5K - $35.8K
|
52.8K
$15.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-175- 2.41% |
$31.5K - $35.8K
|
7.08K
$2.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-176- 0.77% |
$31.7K - $36K
|
22.8K
$6.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-177- 8.06% |
$31.9K - $36.2K
|
2.02K
$583K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-178- 1.68% |
$32.1K - $36.5K
|
10.4K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-179- 3.4% |
$32.2K - $36.7K
|
5.09K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-180- 4.23% |
$32.4K - $36.9K
|
4.08K
$1.18M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-181- 7.52% |
$32.6K - $37.1K
|
2.23K
$643K
|