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 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-295- 1.41% |
$53.1K - $60.4K
|
20.7K
$5.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
SELL
|
- |
-300- 12.38% |
$54K - $61.4K
|
2.12K
$613K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-300- 5.06% |
$54K - $61.4K
|
5.63K
$1.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-300- 12.66% |
$54K - $61.4K
|
2.07K
$598K
|
|
|
Aug 12, 2024
Q2 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-300- 0.47% |
$54K - $61.4K
|
63.9K
$18.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-300- 1.6% |
$54K - $61.4K
|
18.5K
$5.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-300- 0.92% |
$54K - $61.4K
|
32.4K
$9.37M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-300- 8.94% |
$54K - $61.4K
|
3.05K
$882K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-301- 3.05% |
$54.2K - $61.6K
|
9.58K
$2.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-301- 5.88% |
$54.2K - $61.6K
|
4.82K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-301- 2.31% |
$54.2K - $61.6K
|
12.7K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-303- 5.36% |
$54.6K - $62.1K
|
5.35K
$1.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-304- 1.63% |
$54.7K - $62.3K
|
18.3K
$5.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-305- 5.5% |
$54.9K - $62.5K
|
5.24K
$1.51M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-306- 0.34% |
$55.1K - $62.7K
|
90.4K
$26.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-306- 0.85% |
$55.1K - $62.7K
|
35.8K
$10.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-313- 4.69% |
$56.4K - $64.1K
|
6.37K
$1.84M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-314- 10.89% |
$56.5K - $64.3K
|
2.57K
$742K
|
|
|
Jul 24, 2024
Q2 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-316- 3.53% |
$56.9K - $64.7K
|
8.64K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-317- 16.12% |
$57.1K - $64.9K
|
1.65K
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-318- 14.3% |
$57.3K - $65.1K
|
1.91K
$550K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-320- 1.9% |
$57.6K - $65.5K
|
16.5K
$4.77M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-320- 1.05% |
$57.6K - $65.5K
|
30.2K
$8.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-321- 5.91% |
$57.8K - $65.7K
|
5.12K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-321- 0.99% |
$57.8K - $65.7K
|
32.2K
$9.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-322- 4.28% |
$58K - $65.9K
|
7.2K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-324- 6.95% |
$58.3K - $66.4K
|
4.34K
$1.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-325- 1.49% |
$58.5K - $66.6K
|
21.6K
$6.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-325- 7.17% |
$58.5K - $66.6K
|
4.21K
$1.22M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-326- 14.48% |
$58.7K - $66.8K
|
1.93K
$556K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-327- 1.94% |
$58.9K - $67K
|
16.5K
$4.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-330- 91.41% |
$59.4K - $67.6K
|
31
$8.95K
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-330- 8.73% |
$59.4K - $67.6K
|
3.45K
$996K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-332- 0.3% |
$59.8K - $68K
|
110K
$31.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-333- 1.28% |
$60K - $68.2K
|
25.7K
$7.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-333- 1.66% |
$60K - $68.2K
|
19.7K
$5.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-335- 1.45% |
$60.3K - $68.6K
|
22.8K
$6.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-335- 1.59% |
$60.3K - $68.6K
|
20.7K
$5.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-337- 3.41% |
$60.7K - $69K
|
9.56K
$2.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-337- 4.21% |
$60.7K - $69K
|
7.66K
$2.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-338- 6.28% |
$60.9K - $69.2K
|
5.04K
$1.46M
|
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-339- 16.08% |
$61K - $69.4K
|
1.77K
$511K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-342- 0.35% |
$61.6K - $70K
|
96.6K
$27.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-342- 0.1% |
$61.6K - $70K
|
354K
$102M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-343- 1.24% |
$61.8K - $70.2K
|
27.3K
$7.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-345- 0.88% |
$62.1K - $70.7K
|
38.7K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-347- 27.45% |
$62.5K - $71.1K
|
917
$265K
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-348- 1.14% |
$62.7K - $71.3K
|
30.2K
$8.73M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-348- 0.38% |
$62.7K - $71.3K
|
91.4K
$26.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-349- 0.54% |
$62.8K - $71.5K
|
64.5K
$18.6M
|