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 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-625- 4.78% |
$113K - $128K
|
12.4K
$2.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-627- 0.37% |
$113K - $128K
|
169K
$37.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-630- 32.92% |
$113K - $129K
|
1.28K
$282K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-631- 0.99% |
$114K - $129K
|
62.8K
$13.8M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-635- 7.88% |
$114K - $130K
|
7.43K
$1.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-639- 2.21% |
$115K - $131K
|
28.2K
$6.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-642- 10.53% |
$116K - $131K
|
5.45K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-647- 4.43% |
$117K - $132K
|
14K
$3.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-650- 0.7% |
$117K - $133K
|
92.3K
$20.3M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-654- 10.52% |
$118K - $134K
|
5.56K
$1.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-657- 2.29% |
$118K - $135K
|
28.1K
$6.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-659- 13.06% |
$119K - $135K
|
4.39K
$964K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-663- 3.86% |
$119K - $136K
|
16.5K
$3.63M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-667- 1.45% |
$120K - $137K
|
45.3K
$9.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-668- 7.29% |
$120K - $137K
|
8.49K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-670- 25.52% |
$121K - $137K
|
1.96K
$430K
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-675- 11.84% |
$122K - $138K
|
5.03K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-677- 0.53% |
$122K - $139K
|
127K
$28M
|
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-678- 3.63% |
$122K - $139K
|
18K
$3.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-690- 1.58% |
$124K - $141K
|
42.9K
$9.43M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-691- 2.54% |
$124K - $142K
|
26.5K
$5.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-693- 1.74% |
$125K - $142K
|
39.2K
$8.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-696- 3.34% |
$125K - $143K
|
20.2K
$4.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-696- 1.54% |
$125K - $143K
|
44.4K
$9.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-696- 2.61% |
$125K - $143K
|
25.9K
$5.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-700- 1.71% |
$126K - $143K
|
40.3K
$8.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-700- 6.72% |
$126K - $143K
|
9.72K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-704- 2.31% |
$127K - $144K
|
29.8K
$6.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-706- 3.36% |
$127K - $145K
|
20.3K
$4.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-707- 3.31% |
$127K - $145K
|
20.6K
$4.53M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-712- 4.8% |
$128K - $146K
|
14.1K
$3.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-712- 13.3% |
$128K - $146K
|
4.64K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-712- 5.06% |
$128K - $146K
|
13.4K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-713- 0.26% |
$128K - $146K
|
271K
$59.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-716- 1.26% |
$129K - $147K
|
56K
$12.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-719- 18.21% |
$129K - $147K
|
3.23K
$710K
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-719- 5.67% |
$129K - $147K
|
12K
$2.63M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-725- 55.6% |
$131K - $148K
|
579
$127K
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-738- 1.39% |
$133K - $151K
|
52.5K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-740- 0.94% |
$133K - $152K
|
78.1K
$17.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-741- 11.49% |
$133K - $152K
|
5.71K
$1.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-743- 0.89% |
$134K - $152K
|
82.7K
$18.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-745- 3.45% |
$134K - $153K
|
20.8K
$4.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-749- 1.51% |
$135K - $153K
|
48.8K
$10.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-749- 14.58% |
$135K - $153K
|
4.39K
$964K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-750- 13.51% |
$135K - $154K
|
4.8K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-753- 2.08% |
$136K - $154K
|
35.5K
$7.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-756- 4.29% |
$136K - $155K
|
16.8K
$3.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-765- 4.81% |
$138K - $157K
|
15.1K
$3.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-765- 2.66% |
$138K - $157K
|
28K
$6.15M
|