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 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-208- 2.45% |
$37.5K - $42.6K
|
8.27K
$1.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-208- 17.63% |
$37.5K - $42.6K
|
972
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Unio Capital LLC
|
SELL
|
- |
-208- 14.06% |
$37.5K - $42.6K
|
1.27K
$279K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-209- 15.63% |
$37.6K - $42.8K
|
1.13K
$248K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-210- 4.63% |
$37.8K - $43K
|
4.33K
$951K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-210- 1.33% |
$37.8K - $43K
|
15.6K
$3.42M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-213- 2.7% |
$38.4K - $43.6K
|
7.68K
$1.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-215- 7.05% |
$38.7K - $44K
|
2.83K
$623K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-216- 2.7% |
$38.9K - $44.2K
|
7.79K
$1.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-218- 2.18% |
$39.3K - $44.6K
|
9.8K
$2.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-221- 6.9% |
$39.8K - $45.3K
|
2.98K
$656K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-221- 0.14% |
$39.8K - $45.3K
|
157K
$34.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-223- 2.02% |
$40.2K - $45.7K
|
10.8K
$2.38M
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-225- 3.74% |
$40.5K - $46.1K
|
5.79K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-226- 2.5% |
$40.7K - $46.3K
|
8.8K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-226- 0.28% |
$40.7K - $46.3K
|
80.7K
$17.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-227- 0.97% |
$40.9K - $46.5K
|
23.1K
$5.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-229- 1.22% |
$41.2K - $46.9K
|
18.5K
$4.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-229- 11.77% |
$41.2K - $46.9K
|
1.72K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-232- 15.12% |
$41.8K - $47.5K
|
1.3K
$286K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-234- 1.13% |
$42.1K - $47.9K
|
20.6K
$4.52M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-234- 1.2% |
$42.1K - $47.9K
|
19.3K
$4.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-234- 0.41% |
$42.1K - $47.9K
|
57K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-235- 1.21% |
$42.3K - $48.1K
|
19.2K
$4.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-235- 4.82% |
$42.3K - $48.1K
|
4.64K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-236- 2.87% |
$42.5K - $48.3K
|
7.98K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-238- 1.74% |
$42.9K - $48.7K
|
13.4K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-238- 0.93% |
$42.9K - $48.7K
|
25.4K
$5.58M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-238- 7.25% |
$42.9K - $48.7K
|
3.05K
$669K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-239- 1.61% |
$43K - $48.9K
|
14.6K
$3.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-240- 0.18% |
$43.2K - $49.1K
|
131K
$28.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-240- 4.15% |
$43.2K - $49.1K
|
5.54K
$1.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-241- 2.18% |
$43.4K - $49.4K
|
10.8K
$2.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-242- 3.49% |
$43.6K - $49.6K
|
6.68K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-242- 0.64% |
$43.6K - $49.6K
|
37.5K
$8.23M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-244- 4.69% |
$43.9K - $50K
|
4.96K
$1.09M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-244- 15.89% |
$43.9K - $50K
|
1.29K
$284K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-245- 83.9% |
$44.1K - $50.2K
|
47
$10.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-245- 2.73% |
$44.1K - $50.2K
|
8.74K
$1.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-248- 0.15% |
$44.7K - $50.8K
|
169K
$37.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-248- 0.56% |
$44.7K - $50.8K
|
44.4K
$9.76M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-249- 2.22% |
$44.8K - $51K
|
11K
$2.42M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-249- 2.69% |
$44.8K - $51K
|
9.01K
$1.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-250- 6.61% |
$45K - $51.2K
|
3.53K
$777K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-250- 12.16% |
$45K - $51.2K
|
1.81K
$397K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-250- 1.86% |
$45K - $51.2K
|
13.2K
$2.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-250- 12.07% |
$45K - $51.2K
|
1.82K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-250- 4.07% |
$45K - $51.2K
|
5.9K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-250- 10.65% |
$45K - $51.2K
|
2.1K
$461K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-250- 2.64% |
$45K - $51.2K
|
9.21K
$2.03M
|