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 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-459- 10.61% |
$82.7K - $94K
|
3.87K
$941K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-460- 12.75% |
$82.8K - $94.2K
|
3.15K
$767K
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-460- 2.31% |
$82.8K - $94.2K
|
19.4K
$4.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-462- 1.04% |
$83.2K - $94.6K
|
43.8K
$10.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-463- 4.22% |
$83.4K - $94.8K
|
10.5K
$2.56M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-465- 2.35% |
$83.7K - $95.2K
|
19.3K
$4.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-465- 1.84% |
$83.7K - $95.2K
|
24.9K
$6.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-465- 5.58% |
$83.7K - $95.2K
|
7.87K
$1.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-465- 74.76% |
$83.7K - $95.2K
|
157
$38.2K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-466- 31.85% |
$83.9K - $95.4K
|
997
$243K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-468- 2.65% |
$84.3K - $95.8K
|
17.2K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-469- 0.38% |
$84.5K - $96K
|
124K
$30.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-471- 5.5% |
$84.8K - $96.5K
|
8.09K
$1.97M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-474- 15.55% |
$85.4K - $97.1K
|
2.57K
$627K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-474- 17.48% |
$85.4K - $97.1K
|
2.24K
$545K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-475- 5.85% |
$85.5K - $97.3K
|
7.64K
$1.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-475- 5.79% |
$85.5K - $97.3K
|
7.74K
$1.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-475- 1.62% |
$85.5K - $97.3K
|
28.9K
$7.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-475- 19.12% |
$85.5K - $97.3K
|
2.01K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-476- 3.25% |
$85.7K - $97.5K
|
14.2K
$3.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-478- 3.63% |
$86.1K - $97.9K
|
12.7K
$3.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-478- 1.94% |
$86.1K - $97.9K
|
24.1K
$5.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-479- 6.06% |
$86.3K - $98.1K
|
7.43K
$1.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-479- 13.26% |
$86.3K - $98.1K
|
3.13K
$763K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-479- 1.74% |
$86.3K - $98.1K
|
27K
$6.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-480- 2.95% |
$86.4K - $98.3K
|
15.8K
$3.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-481- 1.7% |
$86.6K - $98.5K
|
27.9K
$6.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-483- 0.71% |
$87K - $98.9K
|
67.1K
$16.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-483- 12.06% |
$87K - $98.9K
|
3.52K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-489- 1.05% |
$88.1K - $100K
|
46.1K
$11.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-490- 14.61% |
$88.2K - $100K
|
2.86K
$697K
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-490- 4.29% |
$88.2K - $100K
|
10.9K
$2.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-491- 15.66% |
$88.4K - $101K
|
2.64K
$644K
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-492- 6.44% |
$88.6K - $101K
|
7.15K
$1.74M
|
|
|
Jul 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-493- 1.03% |
$88.8K - $101K
|
47.3K
$11.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-495- 12.05% |
$89.1K - $101K
|
3.61K
$880K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-497- 0.2% |
$89.5K - $102K
|
247K
$60.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-498- 1.08% |
$89.7K - $102K
|
45.6K
$11.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
SELL
|
- |
-500- 2.48% |
$90K - $102K
|
19.7K
$4.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 4.19% |
$90K - $102K
|
11.4K
$2.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-500- 22.13% |
$90K - $102K
|
1.76K
$428K
|
|
|
Aug 05, 2024
Q2 2024
|
Account Management LLC
|
SELL
|
- |
-500- 2.25% |
$90K - $102K
|
21.7K
$5.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-500- 68.03% |
$90K - $102K
|
235
$57.2K
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-500- 30.19% |
$90K - $102K
|
1.16K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-500- 24.51% |
$90K - $102K
|
1.54K
$375K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-501- 8.98% |
$90.2K - $103K
|
5.08K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-503- 0.96% |
$90.6K - $103K
|
51.6K
$12.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-504- 1.36% |
$90.8K - $103K
|
36.6K
$8.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-506- 4.81% |
$91.1K - $104K
|
10K
$2.44M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-507- 3.64% |
$91.3K - $104K
|
13.4K
$3.27M
|