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 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-332- 0.3% |
$59.8K - $68K
|
110K
$26.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-333- 1.28% |
$60K - $68.2K
|
25.7K
$6.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-333- 1.66% |
$60K - $68.2K
|
19.7K
$4.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-335- 1.45% |
$60.3K - $68.6K
|
22.8K
$5.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-335- 1.59% |
$60.3K - $68.6K
|
20.7K
$5.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-337- 3.41% |
$60.7K - $69K
|
9.56K
$2.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-337- 4.21% |
$60.7K - $69K
|
7.66K
$1.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-338- 6.28% |
$60.9K - $69.2K
|
5.04K
$1.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-339- 16.08% |
$61K - $69.4K
|
1.77K
$431K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-342- 0.35% |
$61.6K - $70K
|
96.6K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-342- 0.1% |
$61.6K - $70K
|
354K
$86.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-343- 1.24% |
$61.8K - $70.2K
|
27.3K
$6.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-345- 0.88% |
$62.1K - $70.7K
|
38.7K
$9.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-347- 27.45% |
$62.5K - $71.1K
|
917
$223K
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-348- 1.14% |
$62.7K - $71.3K
|
30.2K
$7.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-348- 0.38% |
$62.7K - $71.3K
|
91.4K
$22.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-349- 0.54% |
$62.8K - $71.5K
|
64.5K
$15.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-349- 5.71% |
$62.8K - $71.5K
|
5.76K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-350- 1.41% |
$63K - $71.7K
|
24.4K
$5.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-350- 3.34% |
$63K - $71.7K
|
10.1K
$2.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-354- 1.97% |
$63.7K - $72.5K
|
17.6K
$4.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-354- 2.26% |
$63.7K - $72.5K
|
15.3K
$3.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-355- 0.18% |
$63.9K - $72.7K
|
197K
$47.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-355- 1.87% |
$63.9K - $72.7K
|
18.6K
$4.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-356- 20.77% |
$64.1K - $72.9K
|
1.36K
$331K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-358- 0.22% |
$64.5K - $73.3K
|
164K
$40M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-358- 0.3% |
$64.5K - $73.3K
|
119K
$28.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-359- 7.8% |
$64.6K - $73.5K
|
4.24K
$1.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-360- 3.93% |
$64.8K - $73.7K
|
8.81K
$2.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-363- 49.93% |
$65.4K - $74.3K
|
364
$88.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-364- 11.04% |
$65.5K - $74.5K
|
2.93K
$715K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-365- 3.3% |
$65.7K - $74.7K
|
10.7K
$2.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-366- 0.7% |
$65.9K - $75K
|
51.9K
$12.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-366- 10.97% |
$65.9K - $75K
|
2.97K
$723K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-366- 1.0% |
$65.9K - $75K
|
36.1K
$8.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-367- 11.34% |
$66.1K - $75.2K
|
2.87K
$699K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-375- 1.52% |
$67.5K - $76.8K
|
24.3K
$5.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-375- 1.24% |
$67.5K - $76.8K
|
29.9K
$7.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-376- 3.32% |
$67.7K - $77K
|
11K
$2.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-378- 1.25% |
$68.1K - $77.4K
|
29.9K
$7.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-378- 0.58% |
$68.1K - $77.4K
|
64.9K
$15.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-380- 1.05% |
$68.4K - $77.8K
|
35.8K
$8.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-380- 1.63% |
$68.4K - $77.8K
|
23K
$5.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-382- 24.32% |
$68.8K - $78.2K
|
1.19K
$290K
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-383- 1.98% |
$69K - $78.4K
|
19K
$4.62M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-384- 0.38% |
$69.2K - $78.6K
|
100K
$24.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-385- 0.27% |
$69.3K - $78.8K
|
144K
$35M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-385- 1.71% |
$69.3K - $78.8K
|
22.2K
$5.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-386- 13.35% |
$69.5K - $79K
|
2.51K
$610K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-386- 1.23% |
$69.5K - $79K
|
30.9K
$7.53M
|