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 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-245- 83.9% |
$44.1K - $50.2K
|
47
$11.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-245- 2.73% |
$44.1K - $50.2K
|
8.74K
$2.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-248- 0.15% |
$44.7K - $50.8K
|
169K
$41.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-248- 0.56% |
$44.7K - $50.8K
|
44.4K
$10.8M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-249- 2.22% |
$44.8K - $51K
|
11K
$2.68M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-249- 2.69% |
$44.8K - $51K
|
9.01K
$2.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-250- 6.61% |
$45K - $51.2K
|
3.53K
$861K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-250- 12.16% |
$45K - $51.2K
|
1.81K
$440K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-250- 1.86% |
$45K - $51.2K
|
13.2K
$3.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-250- 12.07% |
$45K - $51.2K
|
1.82K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-250- 4.07% |
$45K - $51.2K
|
5.9K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-250- 10.65% |
$45K - $51.2K
|
2.1K
$511K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-250- 2.64% |
$45K - $51.2K
|
9.21K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-251- 0.48% |
$45.2K - $51.4K
|
52.1K
$12.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-252- 3.42% |
$45.4K - $51.6K
|
7.12K
$1.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-255- 0.65% |
$45.9K - $52.2K
|
38.8K
$9.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-258- 0.62% |
$46.5K - $52.8K
|
41.1K
$10M
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-258- 0.73% |
$46.5K - $52.8K
|
34.9K
$8.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-259- 0.96% |
$46.6K - $53K
|
26.8K
$6.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-260- 2.61% |
$46.8K - $53.2K
|
9.69K
$2.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-260- 1.4% |
$46.8K - $53.2K
|
18.3K
$4.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-260- 2.6% |
$46.8K - $53.2K
|
9.73K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-260- 20.31% |
$46.8K - $53.2K
|
1.02K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-263- 0.28% |
$47.4K - $53.9K
|
93K
$22.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-264- 3.3% |
$47.5K - $54.1K
|
7.73K
$1.88M
|
|
|
Aug 21, 2024
Q2 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-264- 0.55% |
$47.5K - $54.1K
|
47.7K
$11.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-265- 0.84% |
$47.7K - $54.3K
|
31.4K
$7.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-266- 5.44% |
$47.9K - $54.5K
|
4.62K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-266- 1.32% |
$47.9K - $54.5K
|
19.9K
$4.84M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-268- 6.67% |
$48.3K - $54.9K
|
3.75K
$913K
|
|
|
Aug 12, 2024
Q2 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-270- 4.81% |
$48.6K - $55.3K
|
5.34K
$1.3M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-271- 10.25% |
$48.8K - $55.5K
|
2.37K
$578K
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-273- 2.16% |
$49.2K - $55.9K
|
12.3K
$3.01M
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-274- 1.28% |
$49.3K - $56.1K
|
21.2K
$5.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-274- 0.88% |
$49.3K - $56.1K
|
31K
$7.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-274- 0.53% |
$49.3K - $56.1K
|
51.1K
$12.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-274- 6.84% |
$49.3K - $56.1K
|
3.73K
$908K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-275- 1.02% |
$49.5K - $56.3K
|
26.7K
$6.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-275- 1.32% |
$49.5K - $56.3K
|
20.6K
$5.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-275- 4.57% |
$49.5K - $56.3K
|
5.74K
$1.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-276- 1.48% |
$49.7K - $56.5K
|
18.3K
$4.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-276- 1.17% |
$49.7K - $56.5K
|
23.4K
$5.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-276- 0.49% |
$49.7K - $56.5K
|
56.1K
$13.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-277- 0.94% |
$49.9K - $56.7K
|
29.1K
$7.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-277- 2.51% |
$49.9K - $56.7K
|
10.8K
$2.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-281- 1.08% |
$50.6K - $57.5K
|
25.6K
$6.24M
|
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-281- 14.42% |
$50.6K - $57.5K
|
1.67K
$406K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-283- 1.0% |
$51K - $58K
|
27.9K
$6.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-283- 1.85% |
$51K - $58K
|
15.1K
$3.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-285- 2.93% |
$51.3K - $58.4K
|
9.45K
$2.3M
|