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 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-285- 6.35% |
$51.3K - $58.4K
|
4.2K
$1.02M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-285- 2.01% |
$51.3K - $58.4K
|
13.9K
$3.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-286- 1.13% |
$51.5K - $58.6K
|
24.9K
$6.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-286- 6.59% |
$51.5K - $58.6K
|
4.05K
$987K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-287- 0.15% |
$51.7K - $58.8K
|
186K
$45.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-287- 3.67% |
$51.7K - $58.8K
|
7.54K
$1.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-287- 5.21% |
$51.7K - $58.8K
|
5.22K
$1.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-288- 22.29% |
$51.9K - $59K
|
1K
$245K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-289- 8.36% |
$52K - $59.2K
|
3.17K
$772K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-290- 19.46% |
$52.2K - $59.4K
|
1.2K
$292K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-290- 12.02% |
$52.2K - $59.4K
|
2.12K
$517K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-290- 1.65% |
$52.2K - $59.4K
|
17.3K
$4.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-291- 1.88% |
$52.4K - $59.6K
|
15.2K
$3.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-291- 1.43% |
$52.4K - $59.6K
|
20K
$4.88M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-292- 1.79% |
$52.6K - $59.8K
|
16K
$3.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-293- 1.59% |
$52.8K - $60K
|
18.1K
$4.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-294- 0.94% |
$52.9K - $60.2K
|
30.9K
$7.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-295- 1.41% |
$53.1K - $60.4K
|
20.7K
$5.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
SELL
|
- |
-300- 12.38% |
$54K - $61.4K
|
2.12K
$517K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-300- 5.06% |
$54K - $61.4K
|
5.63K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-300- 12.66% |
$54K - $61.4K
|
2.07K
$504K
|
|
|
Aug 12, 2024
Q2 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-300- 0.47% |
$54K - $61.4K
|
63.9K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-300- 1.6% |
$54K - $61.4K
|
18.5K
$4.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-300- 0.92% |
$54K - $61.4K
|
32.4K
$7.9M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-300- 8.94% |
$54K - $61.4K
|
3.05K
$744K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-301- 3.05% |
$54.2K - $61.6K
|
9.58K
$2.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-301- 5.88% |
$54.2K - $61.6K
|
4.82K
$1.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-301- 2.31% |
$54.2K - $61.6K
|
12.7K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-303- 5.36% |
$54.6K - $62.1K
|
5.35K
$1.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-304- 1.63% |
$54.7K - $62.3K
|
18.3K
$4.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-305- 5.5% |
$54.9K - $62.5K
|
5.24K
$1.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-306- 0.34% |
$55.1K - $62.7K
|
90.4K
$22M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-306- 0.85% |
$55.1K - $62.7K
|
35.8K
$8.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-313- 4.69% |
$56.4K - $64.1K
|
6.37K
$1.55M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-314- 10.89% |
$56.5K - $64.3K
|
2.57K
$626K
|
|
|
Jul 24, 2024
Q2 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-316- 3.53% |
$56.9K - $64.7K
|
8.64K
$2.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-317- 16.12% |
$57.1K - $64.9K
|
1.65K
$402K
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-318- 14.3% |
$57.3K - $65.1K
|
1.91K
$464K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-320- 1.9% |
$57.6K - $65.5K
|
16.5K
$4.02M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-320- 1.05% |
$57.6K - $65.5K
|
30.2K
$7.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-321- 5.91% |
$57.8K - $65.7K
|
5.12K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-321- 0.99% |
$57.8K - $65.7K
|
32.2K
$7.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-322- 4.28% |
$58K - $65.9K
|
7.2K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-324- 6.95% |
$58.3K - $66.4K
|
4.34K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-325- 1.49% |
$58.5K - $66.6K
|
21.6K
$5.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-325- 7.17% |
$58.5K - $66.6K
|
4.21K
$1.03M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-326- 14.48% |
$58.7K - $66.8K
|
1.93K
$469K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-327- 1.94% |
$58.9K - $67K
|
16.5K
$4.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-330- 91.41% |
$59.4K - $67.6K
|
31
$7.55K
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-330- 8.73% |
$59.4K - $67.6K
|
3.45K
$840K
|