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 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-259- 0.96% |
$46.6K - $53K
|
26.8K
$7.73M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-260- 2.61% |
$46.8K - $53.2K
|
9.69K
$2.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-260- 1.4% |
$46.8K - $53.2K
|
18.3K
$5.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-260- 2.6% |
$46.8K - $53.2K
|
9.73K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-260- 20.31% |
$46.8K - $53.2K
|
1.02K
$294K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-263- 0.28% |
$47.4K - $53.9K
|
93K
$26.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-264- 3.3% |
$47.5K - $54.1K
|
7.73K
$2.23M
|
|
|
Aug 21, 2024
Q2 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-264- 0.55% |
$47.5K - $54.1K
|
47.7K
$13.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-265- 0.84% |
$47.7K - $54.3K
|
31.4K
$9.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-266- 5.44% |
$47.9K - $54.5K
|
4.62K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-266- 1.32% |
$47.9K - $54.5K
|
19.9K
$5.73M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-268- 6.67% |
$48.3K - $54.9K
|
3.75K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-270- 4.81% |
$48.6K - $55.3K
|
5.34K
$1.54M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-271- 10.25% |
$48.8K - $55.5K
|
2.37K
$685K
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-273- 2.16% |
$49.2K - $55.9K
|
12.3K
$3.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-274- 1.28% |
$49.3K - $56.1K
|
21.2K
$6.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-274- 0.88% |
$49.3K - $56.1K
|
31K
$8.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-274- 0.53% |
$49.3K - $56.1K
|
51.1K
$14.8M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-274- 6.84% |
$49.3K - $56.1K
|
3.73K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-275- 1.02% |
$49.5K - $56.3K
|
26.7K
$7.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-275- 1.32% |
$49.5K - $56.3K
|
20.6K
$5.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-275- 4.57% |
$49.5K - $56.3K
|
5.74K
$1.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-276- 1.48% |
$49.7K - $56.5K
|
18.3K
$5.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-276- 1.17% |
$49.7K - $56.5K
|
23.4K
$6.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-276- 0.49% |
$49.7K - $56.5K
|
56.1K
$16.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-277- 0.94% |
$49.9K - $56.7K
|
29.1K
$8.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-277- 2.51% |
$49.9K - $56.7K
|
10.8K
$3.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-281- 1.08% |
$50.6K - $57.5K
|
25.6K
$7.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-281- 14.42% |
$50.6K - $57.5K
|
1.67K
$482K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-283- 1.0% |
$51K - $58K
|
27.9K
$8.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-283- 1.85% |
$51K - $58K
|
15.1K
$4.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-285- 2.93% |
$51.3K - $58.4K
|
9.45K
$2.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-285- 6.35% |
$51.3K - $58.4K
|
4.2K
$1.21M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-285- 2.01% |
$51.3K - $58.4K
|
13.9K
$4.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-286- 1.13% |
$51.5K - $58.6K
|
24.9K
$7.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-286- 6.59% |
$51.5K - $58.6K
|
4.05K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-287- 0.15% |
$51.7K - $58.8K
|
186K
$53.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-287- 3.67% |
$51.7K - $58.8K
|
7.54K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-287- 5.21% |
$51.7K - $58.8K
|
5.22K
$1.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-288- 22.29% |
$51.9K - $59K
|
1K
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-289- 8.36% |
$52K - $59.2K
|
3.17K
$915K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-290- 19.46% |
$52.2K - $59.4K
|
1.2K
$346K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-290- 12.02% |
$52.2K - $59.4K
|
2.12K
$613K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-290- 1.65% |
$52.2K - $59.4K
|
17.3K
$5.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-291- 1.88% |
$52.4K - $59.6K
|
15.2K
$4.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-291- 1.43% |
$52.4K - $59.6K
|
20K
$5.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-292- 1.79% |
$52.6K - $59.8K
|
16K
$4.62M
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-292- 14.84% |
$52.6K - $59.8K
|
1.68K
$484K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-293- 1.59% |
$52.8K - $60K
|
18.1K
$5.24M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-294- 0.94% |
$52.9K - $60.2K
|
30.9K
$8.93M
|