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 14, 2024
Q2 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-860- 8.96% |
$155K - $176K
|
8.74K
$2.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-862- 7.71% |
$155K - $177K
|
10.3K
$2.51M
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-866- 3.49% |
$156K - $177K
|
24K
$5.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-868- 2.55% |
$156K - $178K
|
33.2K
$8.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-876- 7.72% |
$158K - $179K
|
10.5K
$2.55M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-880- 3.76% |
$158K - $180K
|
22.5K
$5.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-882- 3.58% |
$159K - $181K
|
23.8K
$5.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-888- 7.33% |
$160K - $182K
|
11.2K
$2.73M
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-890- 3.19% |
$160K - $182K
|
27K
$6.57M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-893- 7.16% |
$161K - $183K
|
11.6K
$2.82M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-896- 12.64% |
$161K - $183K
|
6.19K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-900- 5.07% |
$162K - $184K
|
16.8K
$4.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-913- 1.46% |
$164K - $187K
|
61.6K
$15M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-913- 45.95% |
$164K - $187K
|
1.07K
$262K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-915- 2.9% |
$165K - $187K
|
30.7K
$7.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-915- 14.59% |
$165K - $187K
|
5.36K
$1.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-917- 1.69% |
$165K - $188K
|
53.2K
$13M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-918- 2.63% |
$165K - $188K
|
34K
$8.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-920- 2.03% |
$166K - $188K
|
44.3K
$10.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-923- 30.92% |
$166K - $189K
|
2.06K
$502K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-936- 1.75% |
$169K - $192K
|
52.6K
$12.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-939- 0.41% |
$169K - $192K
|
230K
$56.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-943- 2.34% |
$170K - $193K
|
39.3K
$9.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-943- 2.45% |
$170K - $193K
|
37.5K
$9.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-945- 1.99% |
$170K - $194K
|
46.4K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-945- 2.3% |
$170K - $194K
|
40.2K
$9.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-952- 2.75% |
$171K - $195K
|
33.7K
$8.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-954- 1.03% |
$172K - $195K
|
92.1K
$22.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-955- 17.71% |
$172K - $196K
|
4.44K
$1.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-956- 16.25% |
$172K - $196K
|
4.93K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-956- 5.34% |
$172K - $196K
|
17K
$4.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-960- 2.3% |
$173K - $197K
|
40.9K
$9.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-962- 3.05% |
$173K - $197K
|
30.6K
$7.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-967- 5.84% |
$174K - $198K
|
15.6K
$3.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-974- 2.94% |
$175K - $199K
|
32.1K
$7.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-975- 32.27% |
$176K - $200K
|
2.05K
$498K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-979- 5.43% |
$176K - $200K
|
17.1K
$4.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-984- 3.09% |
$177K - $202K
|
30.9K
$7.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-984- 4.9% |
$177K - $202K
|
19.1K
$4.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-985- 21.04% |
$177K - $202K
|
3.7K
$900K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-986- 1.34% |
$178K - $202K
|
72.7K
$17.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-989- 10.99% |
$178K - $203K
|
8.01K
$1.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-990- 5.91% |
$178K - $203K
|
15.8K
$3.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-991- 5.54% |
$178K - $203K
|
16.9K
$4.11M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-993- 7.66% |
$179K - $203K
|
12K
$2.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-993- 11.4% |
$179K - $203K
|
7.72K
$1.88M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-995- 10.08% |
$179K - $204K
|
8.88K
$2.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-997- 8.27% |
$180K - $204K
|
11.1K
$2.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1K- 37.38% |
$180K - $205K
|
1.68K
$408K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1K- 0.55% |
$181K - $205K
|
181K
$44.2M
|