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 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-387- 3.45% |
$69.7K - $79.3K
|
10.8K
$2.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-388- 0.85% |
$69.9K - $79.5K
|
45.1K
$11M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-389- 24.65% |
$70.1K - $79.7K
|
1.19K
$290K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-391- 2.0% |
$70.4K - $80.1K
|
19.2K
$4.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-392- 1.06% |
$70.6K - $80.3K
|
36.6K
$8.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-392- 3.13% |
$70.6K - $80.3K
|
12.1K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-392- 8.79% |
$70.6K - $80.3K
|
4.07K
$990K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-394- 11.86% |
$71K - $80.7K
|
2.93K
$713K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-396- 8.78% |
$71.3K - $81.1K
|
4.11K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-396- 14.31% |
$71.3K - $81.1K
|
2.37K
$577K
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-400- 0.72% |
$72K - $81.9K
|
55.3K
$13.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-400- 11.29% |
$72K - $81.9K
|
3.14K
$765K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-402- 8.51% |
$72.4K - $82.3K
|
4.32K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-402- 1.47% |
$72.4K - $82.3K
|
27K
$6.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-403- 0.58% |
$72.6K - $82.5K
|
69.4K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-403- 0.88% |
$72.6K - $82.5K
|
45.4K
$11.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-405- 1.99% |
$72.9K - $82.9K
|
20K
$4.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-406- 1.01% |
$73.1K - $83.1K
|
40K
$9.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-406- 2.55% |
$73.1K - $83.1K
|
15.5K
$3.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-406- 5.91% |
$73.1K - $83.1K
|
6.46K
$1.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-409- 1.93% |
$73.7K - $83.8K
|
20.8K
$5.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-409- 0.27% |
$73.7K - $83.8K
|
149K
$36.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-409- 3.71% |
$73.7K - $83.8K
|
10.6K
$2.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
SELL
|
- |
-409- 0.58% |
$73.7K - $83.8K
|
70.6K
$17.2M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-410- 0.5% |
$73.8K - $84K
|
81K
$19.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-412- 1.8% |
$74.2K - $84.4K
|
22.5K
$5.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-412- 1.26% |
$74.2K - $84.4K
|
32.4K
$7.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-413- 14.07% |
$74.4K - $84.6K
|
2.52K
$614K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-413- 3.87% |
$74.4K - $84.6K
|
10.3K
$2.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-415- 5.33% |
$74.7K - $85K
|
7.37K
$1.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-418- 0.88% |
$75.3K - $85.6K
|
47.3K
$11.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-419- 3.0% |
$75.5K - $85.8K
|
13.5K
$3.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-420- 1.8% |
$75.6K - $86K
|
22.9K
$5.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-428- 2.25% |
$77.1K - $87.7K
|
18.6K
$4.52M
|
|
|
Aug 30, 2024
Q2 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-430- 6.26% |
$77.4K - $88.1K
|
6.44K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-431- 8.21% |
$77.6K - $88.3K
|
4.82K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-435- 3.09% |
$78.3K - $89.1K
|
13.6K
$3.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-439- 0.95% |
$79.1K - $89.9K
|
45.9K
$11.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-441- 3.48% |
$79.4K - $90.3K
|
12.2K
$2.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-442- 3.31% |
$79.6K - $90.5K
|
12.9K
$3.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-442- 5.92% |
$79.6K - $90.5K
|
7.03K
$1.71M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-443- 2.23% |
$79.8K - $90.7K
|
19.4K
$4.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-445- 9.12% |
$80.1K - $91.1K
|
4.43K
$1.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-445- 10.93% |
$80.1K - $91.1K
|
3.63K
$884K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-448- 6.38% |
$80.7K - $91.7K
|
6.58K
$1.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-453- 0.15% |
$81.6K - $92.8K
|
310K
$75.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-455- 4.95% |
$81.9K - $93.2K
|
8.74K
$2.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-458- 1.48% |
$82.5K - $93.8K
|
30.5K
$7.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-458- 4.11% |
$82.5K - $93.8K
|
10.7K
$2.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-459- 18.05% |
$82.7K - $94K
|
2.08K
$508K
|