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 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-349- 5.71% |
$62.8K - $71.5K
|
5.76K
$1.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-350- 1.41% |
$63K - $71.7K
|
24.4K
$7.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-350- 3.34% |
$63K - $71.7K
|
10.1K
$2.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-354- 1.97% |
$63.7K - $72.5K
|
17.6K
$5.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-354- 2.26% |
$63.7K - $72.5K
|
15.3K
$4.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-355- 0.18% |
$63.9K - $72.7K
|
197K
$56.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-355- 1.87% |
$63.9K - $72.7K
|
18.6K
$5.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-356- 20.77% |
$64.1K - $72.9K
|
1.36K
$392K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-358- 0.22% |
$64.5K - $73.3K
|
164K
$47.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-358- 0.3% |
$64.5K - $73.3K
|
119K
$34.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-359- 7.8% |
$64.6K - $73.5K
|
4.24K
$1.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-360- 3.93% |
$64.8K - $73.7K
|
8.81K
$2.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-363- 49.93% |
$65.4K - $74.3K
|
364
$105K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-364- 11.04% |
$65.5K - $74.5K
|
2.93K
$847K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-365- 3.3% |
$65.7K - $74.7K
|
10.7K
$3.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-366- 0.7% |
$65.9K - $75K
|
51.9K
$15M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-366- 10.97% |
$65.9K - $75K
|
2.97K
$857K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-366- 1.0% |
$65.9K - $75K
|
36.1K
$10.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-367- 11.34% |
$66.1K - $75.2K
|
2.87K
$829K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-375- 1.52% |
$67.5K - $76.8K
|
24.3K
$7.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-375- 1.24% |
$67.5K - $76.8K
|
29.9K
$8.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-376- 3.32% |
$67.7K - $77K
|
11K
$3.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-378- 1.25% |
$68.1K - $77.4K
|
29.9K
$8.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-378- 0.58% |
$68.1K - $77.4K
|
64.9K
$18.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
SELL
|
- |
-380- 1.05% |
$68.4K - $77.8K
|
35.8K
$10.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-380- 1.63% |
$68.4K - $77.8K
|
23K
$6.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-382- 24.32% |
$68.8K - $78.2K
|
1.19K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Hedeker Wealth, LLC
|
SELL
|
- |
-383- 1.98% |
$69K - $78.4K
|
19K
$5.48M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-384- 0.38% |
$69.2K - $78.6K
|
100K
$28.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-385- 0.27% |
$69.3K - $78.8K
|
144K
$41.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-385- 1.71% |
$69.3K - $78.8K
|
22.2K
$6.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-386- 13.35% |
$69.5K - $79K
|
2.51K
$723K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-386- 1.23% |
$69.5K - $79K
|
30.9K
$8.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-387- 3.45% |
$69.7K - $79.3K
|
10.8K
$3.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-388- 0.85% |
$69.9K - $79.5K
|
45.1K
$13M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-389- 24.65% |
$70.1K - $79.7K
|
1.19K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-391- 2.0% |
$70.4K - $80.1K
|
19.2K
$5.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-392- 1.06% |
$70.6K - $80.3K
|
36.6K
$10.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-392- 3.13% |
$70.6K - $80.3K
|
12.1K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-392- 8.79% |
$70.6K - $80.3K
|
4.07K
$1.17M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-392- 3.13% |
$70.6K - $80.3K
|
12.1K
$3.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-394- 11.86% |
$71K - $80.7K
|
2.93K
$845K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-396- 8.78% |
$71.3K - $81.1K
|
4.11K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-396- 14.31% |
$71.3K - $81.1K
|
2.37K
$685K
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-400- 0.72% |
$72K - $81.9K
|
55.3K
$16M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-400- 11.29% |
$72K - $81.9K
|
3.14K
$907K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-402- 8.51% |
$72.4K - $82.3K
|
4.32K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-402- 1.47% |
$72.4K - $82.3K
|
27K
$7.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-403- 0.58% |
$72.6K - $82.5K
|
69.4K
$20M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-403- 0.88% |
$72.6K - $82.5K
|
45.4K
$13.1M
|