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 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-725- 55.6% |
$131K - $148K
|
579
$141K
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-738- 1.39% |
$133K - $151K
|
52.5K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-740- 0.94% |
$133K - $152K
|
78.1K
$19M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-741- 11.49% |
$133K - $152K
|
5.71K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-743- 0.89% |
$134K - $152K
|
82.7K
$20.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-745- 3.45% |
$134K - $153K
|
20.8K
$5.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-749- 1.51% |
$135K - $153K
|
48.8K
$11.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-749- 14.58% |
$135K - $153K
|
4.39K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-750- 13.51% |
$135K - $154K
|
4.8K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-753- 2.08% |
$136K - $154K
|
35.5K
$8.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-756- 4.29% |
$136K - $155K
|
16.8K
$4.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-765- 4.81% |
$138K - $157K
|
15.1K
$3.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-765- 2.66% |
$138K - $157K
|
28K
$6.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-769- 18.91% |
$138K - $157K
|
3.3K
$803K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-771- 1.47% |
$139K - $158K
|
51.8K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-774- 15.69% |
$139K - $159K
|
4.16K
$1.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-775- 1.34% |
$140K - $159K
|
57.2K
$13.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Crystal Rock Capital Management
|
SELL
|
- |
-775- 2.76% |
$140K - $159K
|
27.3K
$6.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-776- 1.33% |
$140K - $159K
|
57.7K
$14M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-778- 0.93% |
$140K - $159K
|
82.5K
$20.1M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-780- 1.78% |
$140K - $160K
|
43K
$10.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-782- 0.51% |
$141K - $160K
|
151K
$36.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-783- 0.37% |
$141K - $160K
|
213K
$51.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-785- 6.91% |
$141K - $161K
|
10.6K
$2.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-785- 3.76% |
$141K - $161K
|
20.1K
$4.9M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-790- 5.42% |
$142K - $162K
|
13.8K
$3.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-792- 2.57% |
$143K - $162K
|
30K
$7.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-795- 8.31% |
$143K - $163K
|
8.77K
$2.14M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-797- 0.74% |
$144K - $163K
|
107K
$26.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-800- 9.69% |
$144K - $164K
|
7.46K
$1.82M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-801- 0.38% |
$144K - $164K
|
208K
$50.6M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-802- 4.2% |
$144K - $164K
|
18.3K
$4.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-804- 3.04% |
$145K - $165K
|
25.7K
$6.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-804- 0.39% |
$145K - $165K
|
204K
$49.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-810- 6.88% |
$146K - $166K
|
11K
$2.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-811- 2.27% |
$146K - $166K
|
34.9K
$8.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-811- 1.98% |
$146K - $166K
|
40.1K
$9.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-813- 7.88% |
$146K - $166K
|
9.5K
$2.31M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-817- 3.87% |
$147K - $167K
|
20.3K
$4.95M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-821- 0.57% |
$148K - $168K
|
144K
$35M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-821- 2.88% |
$148K - $168K
|
27.7K
$6.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-822- 24.02% |
$148K - $168K
|
2.6K
$633K
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-824- 3.81% |
$148K - $169K
|
20.8K
$5.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-828- 7.21% |
$149K - $170K
|
10.7K
$2.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-843- 11.03% |
$152K - $173K
|
6.8K
$1.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-844- 3.03% |
$152K - $173K
|
27.1K
$6.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-852- 2.03% |
$153K - $174K
|
41.1K
$10M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-853- 2.8% |
$154K - $175K
|
29.6K
$7.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-858- 1.71% |
$155K - $176K
|
49.4K
$12M
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-860- 1.9% |
$155K - $176K
|
44.3K
$10.8M
|