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 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-769- 18.91% |
$138K - $157K
|
3.3K
$725K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-771- 1.47% |
$139K - $158K
|
51.8K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-774- 15.69% |
$139K - $159K
|
4.16K
$914K
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-775- 1.34% |
$140K - $159K
|
57.2K
$12.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Crystal Rock Capital Management
|
SELL
|
- |
-775- 2.76% |
$140K - $159K
|
27.3K
$6M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-776- 1.33% |
$140K - $159K
|
57.7K
$12.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-778- 0.93% |
$140K - $159K
|
82.5K
$18.1M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-780- 1.78% |
$140K - $160K
|
43K
$9.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-782- 0.51% |
$141K - $160K
|
151K
$33.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-783- 0.37% |
$141K - $160K
|
213K
$46.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-785- 6.91% |
$141K - $161K
|
10.6K
$2.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-785- 3.76% |
$141K - $161K
|
20.1K
$4.42M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-790- 5.42% |
$142K - $162K
|
13.8K
$3.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-792- 2.57% |
$143K - $162K
|
30K
$6.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-795- 8.31% |
$143K - $163K
|
8.77K
$1.93M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-797- 0.74% |
$144K - $163K
|
107K
$23.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-800- 9.69% |
$144K - $164K
|
7.46K
$1.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-801- 0.38% |
$144K - $164K
|
208K
$45.7M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-802- 4.2% |
$144K - $164K
|
18.3K
$4.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-804- 3.04% |
$145K - $165K
|
25.7K
$5.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-804- 0.39% |
$145K - $165K
|
204K
$44.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-810- 6.88% |
$146K - $166K
|
11K
$2.41M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-811- 2.27% |
$146K - $166K
|
34.9K
$7.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-811- 1.98% |
$146K - $166K
|
40.1K
$8.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-813- 7.88% |
$146K - $166K
|
9.5K
$2.09M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-817- 3.87% |
$147K - $167K
|
20.3K
$4.46M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-821- 0.57% |
$148K - $168K
|
144K
$31.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-821- 2.88% |
$148K - $168K
|
27.7K
$6.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-822- 24.02% |
$148K - $168K
|
2.6K
$571K
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-824- 3.81% |
$148K - $169K
|
20.8K
$4.57M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-828- 7.21% |
$149K - $170K
|
10.7K
$2.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-843- 11.03% |
$152K - $173K
|
6.8K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-844- 3.03% |
$152K - $173K
|
27.1K
$5.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-852- 2.03% |
$153K - $174K
|
41.1K
$9.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-853- 2.8% |
$154K - $175K
|
29.6K
$6.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-858- 1.71% |
$155K - $176K
|
49.4K
$10.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-860- 1.9% |
$155K - $176K
|
44.3K
$9.74M
|
|
|
Aug 14, 2024
Q2 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-860- 8.96% |
$155K - $176K
|
8.74K
$1.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-862- 7.71% |
$155K - $177K
|
10.3K
$2.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-866- 3.49% |
$156K - $177K
|
24K
$5.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-868- 2.55% |
$156K - $178K
|
33.2K
$7.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-876- 7.72% |
$158K - $179K
|
10.5K
$2.3M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-880- 3.76% |
$158K - $180K
|
22.5K
$4.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-882- 3.58% |
$159K - $181K
|
23.8K
$5.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-888- 7.33% |
$160K - $182K
|
11.2K
$2.47M
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-890- 3.19% |
$160K - $182K
|
27K
$5.93M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-893- 7.16% |
$161K - $183K
|
11.6K
$2.55M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-896- 12.64% |
$161K - $183K
|
6.19K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-900- 5.07% |
$162K - $184K
|
16.8K
$3.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-913- 1.46% |
$164K - $187K
|
61.6K
$13.5M
|