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 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-507- 2.58% |
$91.3K - $104K
|
19.2K
$4.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-509- 23.72% |
$91.7K - $104K
|
1.64K
$399K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-515- 0.13% |
$92.7K - $105K
|
394K
$96M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-516- 21.81% |
$92.9K - $106K
|
1.85K
$451K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-519- 0.88% |
$93.5K - $106K
|
58.4K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-520- 1.07% |
$93.6K - $106K
|
48.1K
$11.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-522- 4.21% |
$94K - $107K
|
11.9K
$2.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-523- 1.03% |
$94.2K - $107K
|
50.5K
$12.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-526- 35.83% |
$94.7K - $108K
|
942
$229K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-526- 0.78% |
$94.7K - $108K
|
66.7K
$16.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-527- 2.63% |
$94.9K - $108K
|
19.5K
$4.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-530- 7.81% |
$95.4K - $109K
|
6.26K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-531- 0.57% |
$95.6K - $109K
|
91.8K
$22.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-531- 8.17% |
$95.6K - $109K
|
5.97K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-532- 3.85% |
$95.8K - $109K
|
13.3K
$3.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-533- 4.07% |
$96K - $109K
|
12.6K
$3.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-537- 2.49% |
$96.7K - $110K
|
21K
$5.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-540- 0.49% |
$97.2K - $111K
|
109K
$26.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-543- 1.14% |
$97.8K - $111K
|
47.2K
$11.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-543- 1.16% |
$97.8K - $111K
|
46.3K
$11.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-543- 16.72% |
$97.8K - $111K
|
2.71K
$659K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-544- 9.04% |
$98K - $111K
|
5.47K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-546- 0.99% |
$98.3K - $112K
|
54.3K
$13.2M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-547- 34.77% |
$98.5K - $112K
|
1.03K
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-549- 8.76% |
$98.9K - $112K
|
5.72K
$1.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-551- 0.5% |
$99.2K - $113K
|
110K
$26.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-554- 0.68% |
$99.8K - $113K
|
81K
$19.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-558- 26.15% |
$100K - $114K
|
1.58K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-561- 13.97% |
$101K - $115K
|
3.46K
$842K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-564- 4.89% |
$102K - $116K
|
11K
$2.67M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-565- 8.32% |
$102K - $116K
|
6.23K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-569- 1.51% |
$102K - $117K
|
37.1K
$9.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-570- 3.25% |
$103K - $117K
|
17K
$4.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-576- 9.06% |
$104K - $118K
|
5.78K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-579- 0.84% |
$104K - $119K
|
68.4K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-581- 0.37% |
$105K - $119K
|
157K
$38.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-582- 1.07% |
$105K - $119K
|
53.8K
$13.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-590- 2.92% |
$106K - $121K
|
19.6K
$4.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-590- 5.83% |
$106K - $121K
|
9.52K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-591- 1.14% |
$106K - $121K
|
51.4K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-592- 5.48% |
$107K - $121K
|
10.2K
$2.49M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-592- 3.82% |
$107K - $121K
|
14.9K
$3.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-594- 0.84% |
$107K - $122K
|
70.3K
$17.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-596- 10.22% |
$107K - $122K
|
5.24K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-597- 0.45% |
$108K - $122K
|
132K
$32.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-599- 1.03% |
$108K - $123K
|
57.5K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-601- 4.26% |
$108K - $123K
|
13.5K
$3.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-603- 7.54% |
$109K - $123K
|
7.4K
$1.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-606- 5.83% |
$109K - $124K
|
9.8K
$2.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-609- 1.21% |
$110K - $125K
|
49.8K
$12.1M
|