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 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1K- 78.68% |
$181K - $206K
|
272
$66.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.01K- 6.88% |
$182K - $207K
|
13.7K
$3.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.01K- 1.1% |
$182K - $207K
|
91.4K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.01K- 42.86% |
$182K - $207K
|
1.35K
$329K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.01K- 12.27% |
$182K - $207K
|
7.24K
$1.76M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.02K- 3.31% |
$183K - $208K
|
29.8K
$7.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.02K- 2.12% |
$184K - $209K
|
47.3K
$11.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.02K- 2.92% |
$184K - $209K
|
34K
$8.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.02K- 7.61% |
$184K - $209K
|
12.4K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.02K- 7.05% |
$184K - $210K
|
13.5K
$3.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.03K- 0.76% |
$185K - $210K
|
134K
$32.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.03K- 2.68% |
$186K - $211K
|
37.4K
$9.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 1.4% |
$186K - $211K
|
72.7K
$17.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.04K- 1.96% |
$187K - $212K
|
51.9K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.04K- 4.87% |
$187K - $212K
|
20.2K
$4.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.04K- 2.01% |
$187K - $213K
|
50.8K
$12.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.04K- 3.44% |
$188K - $214K
|
29.3K
$7.14M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.05K- 2.45% |
$188K - $214K
|
41.5K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.05K- 3.76% |
$188K - $214K
|
26.8K
$6.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.05K- 1.9% |
$189K - $215K
|
54.1K
$13.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.06K- 0.46% |
$190K - $216K
|
227K
$55.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.06K- 19.15% |
$191K - $217K
|
4.47K
$1.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.07K- 8.56% |
$192K - $218K
|
11.4K
$2.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.07K- 0.61% |
$192K - $218K
|
175K
$42.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.07K- 7.02% |
$193K - $219K
|
14.2K
$3.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.07K- 1.05% |
$193K - $220K
|
101K
$24.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.08K- 3.23% |
$194K - $220K
|
32.2K
$7.84M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.08K- 4.0% |
$194K - $220K
|
25.8K
$6.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.09K- 0.94% |
$195K - $222K
|
115K
$28M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.09K- 9.49% |
$196K - $223K
|
10.4K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.09K- 4.52% |
$196K - $223K
|
23K
$5.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.09K- 1.0% |
$196K - $223K
|
108K
$26.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.1K- 2.24% |
$198K - $225K
|
47.9K
$11.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.1K- 43.08% |
$198K - $225K
|
1.45K
$354K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-1.1K- 47.83% |
$198K - $225K
|
1.2K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-1.1K- 2.75% |
$198K - $226K
|
38.9K
$9.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.11K- 22.64% |
$199K - $226K
|
3.78K
$920K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.11K- 1.2% |
$200K - $227K
|
91.4K
$22.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.11K- 2.4% |
$200K - $227K
|
45.1K
$11M
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.11K- 1.32% |
$200K - $228K
|
83K
$20.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.11K- 9.28% |
$201K - $228K
|
10.9K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.12K- 0.01% |
$201K - $229K
|
12.9M
$3.15B
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.13K- 7.25% |
$203K - $230K
|
14.4K
$3.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.13K- 24.48% |
$203K - $230K
|
3.47K
$845K
|
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.13K- 22.96% |
$203K - $231K
|
3.78K
$920K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.13K- 6.49% |
$203K - $231K
|
16.2K
$3.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.13K- 46.32% |
$203K - $231K
|
1.31K
$318K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.13K- 13.78% |
$203K - $231K
|
7.07K
$1.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 3.82% |
$204K - $232K
|
28.5K
$6.95M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-1.13K- 2.25% |
$204K - $232K
|
49.4K
$12M
|