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 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-531- 8.17% |
$95.6K - $109K
|
5.97K
$1.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-532- 3.85% |
$95.8K - $109K
|
13.3K
$2.92M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-533- 4.07% |
$96K - $109K
|
12.6K
$2.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-537- 2.49% |
$96.7K - $110K
|
21K
$4.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-540- 0.49% |
$97.2K - $111K
|
109K
$23.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-543- 1.14% |
$97.8K - $111K
|
47.2K
$10.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-543- 1.16% |
$97.8K - $111K
|
46.3K
$10.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-543- 16.72% |
$97.8K - $111K
|
2.71K
$595K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-544- 9.04% |
$98K - $111K
|
5.47K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-546- 0.99% |
$98.3K - $112K
|
54.3K
$11.9M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-547- 34.77% |
$98.5K - $112K
|
1.03K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-549- 8.76% |
$98.9K - $112K
|
5.72K
$1.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-551- 0.5% |
$99.2K - $113K
|
110K
$24.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-554- 0.68% |
$99.8K - $113K
|
81K
$17.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-558- 26.15% |
$100K - $114K
|
1.58K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-561- 13.97% |
$101K - $115K
|
3.46K
$760K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-564- 4.89% |
$102K - $116K
|
11K
$2.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-565- 8.32% |
$102K - $116K
|
6.23K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-569- 1.51% |
$102K - $117K
|
37.1K
$8.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-570- 3.25% |
$103K - $117K
|
17K
$3.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-576- 9.06% |
$104K - $118K
|
5.78K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-579- 0.84% |
$104K - $119K
|
68.4K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-581- 0.37% |
$105K - $119K
|
157K
$34.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-582- 1.07% |
$105K - $119K
|
53.8K
$11.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-590- 2.92% |
$106K - $121K
|
19.6K
$4.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-590- 5.83% |
$106K - $121K
|
9.52K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-591- 1.14% |
$106K - $121K
|
51.4K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-592- 5.48% |
$107K - $121K
|
10.2K
$2.25M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-592- 3.82% |
$107K - $121K
|
14.9K
$3.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-594- 0.84% |
$107K - $122K
|
70.3K
$15.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-596- 10.22% |
$107K - $122K
|
5.24K
$1.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-597- 0.45% |
$108K - $122K
|
132K
$29.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-599- 1.03% |
$108K - $123K
|
57.5K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-601- 4.26% |
$108K - $123K
|
13.5K
$2.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-603- 7.54% |
$109K - $123K
|
7.4K
$1.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-606- 5.83% |
$109K - $124K
|
9.8K
$2.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-609- 1.21% |
$110K - $125K
|
49.8K
$10.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-609- 0.57% |
$110K - $125K
|
106K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-609- 3.8% |
$110K - $125K
|
15.4K
$3.39M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-610- 6.37% |
$110K - $125K
|
8.97K
$1.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-610- 2.0% |
$110K - $125K
|
29.9K
$6.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-618- 4.72% |
$111K - $127K
|
12.5K
$2.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-619- 2.82% |
$111K - $127K
|
21.3K
$4.68M
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-620- 0.94% |
$112K - $127K
|
65.4K
$14.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-620- 0.89% |
$112K - $127K
|
69.2K
$15.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-624- 5.05% |
$112K - $128K
|
11.7K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-624- 15.89% |
$112K - $128K
|
3.3K
$726K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-624- 0.89% |
$112K - $128K
|
69.6K
$15.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-625- 1.39% |
$113K - $128K
|
44.4K
$9.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-625- 3.0% |
$113K - $128K
|
20.2K
$4.44M
|