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 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-1.13K- 2.25% |
$204K - $232K
|
49.4K
$11.9M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.15K- 0.85% |
$206K - $234K
|
134K
$32.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.15K- 13.52% |
$207K - $235K
|
7.34K
$1.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.16K- 5.46% |
$209K - $237K
|
20.1K
$4.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.16K- 2.46% |
$209K - $238K
|
46.1K
$11.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-1.17K- 4.86% |
$211K - $240K
|
23K
$5.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.17K- 6.92% |
$211K - $240K
|
15.8K
$3.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.18K- 1.86% |
$212K - $241K
|
62.3K
$15M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1.19K- 7.65% |
$213K - $243K
|
14.3K
$3.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.2K- 33.12% |
$216K - $246K
|
2.42K
$585K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.2K- 7.49% |
$216K - $246K
|
14.8K
$3.58M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.21K- 4.7% |
$218K - $247K
|
24.5K
$5.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.21K- 0.99% |
$218K - $248K
|
121K
$29.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.21K- 28.87% |
$218K - $248K
|
2.98K
$720K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.21K- 4.73% |
$218K - $248K
|
24.4K
$5.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.21K- 1.3% |
$219K - $249K
|
92.5K
$22.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.23K- 4.74% |
$221K - $252K
|
24.7K
$5.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.24K- 14.26% |
$223K - $254K
|
7.45K
$1.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.24K- 6.1% |
$223K - $254K
|
19.1K
$4.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 11.19% |
$224K - $255K
|
9.86K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.24K- 2.81% |
$224K - $255K
|
43K
$10.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-1.25K- 5.42% |
$224K - $255K
|
21.7K
$5.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.26K- 28.4% |
$226K - $257K
|
3.16K
$764K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.26K- 17.79% |
$226K - $257K
|
5.81K
$1.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.26K- 5.48% |
$227K - $258K
|
21.7K
$5.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.26K- 1.59% |
$227K - $258K
|
77.8K
$18.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-1.26K- 4.55% |
$227K - $258K
|
26.5K
$6.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.28K- 2.87% |
$230K - $261K
|
43.3K
$10.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.29K- 3.19% |
$231K - $263K
|
39K
$9.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.29K- 6.99% |
$232K - $264K
|
17.2K
$4.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.29K- 18.97% |
$233K - $265K
|
5.53K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.3K- 5.05% |
$234K - $266K
|
24.4K
$5.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.3K- 0.78% |
$234K - $266K
|
165K
$39.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.32K- 2.09% |
$237K - $270K
|
61.7K
$14.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.32K- 2.6% |
$237K - $270K
|
49.4K
$11.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.33K- 11.38% |
$239K - $272K
|
10.3K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.33K- 7.43% |
$240K - $273K
|
16.6K
$4.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.34K- 3.22% |
$241K - $274K
|
40.3K
$9.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.34K- 2.92% |
$241K - $275K
|
44.7K
$10.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.35K- 0.91% |
$242K - $275K
|
147K
$35.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.35K- 1.68% |
$243K - $276K
|
78.6K
$19M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.35K- 4.84% |
$243K - $276K
|
26.5K
$6.41M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.35K- 14.04% |
$243K - $277K
|
8.28K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.35K- 0.97% |
$244K - $277K
|
138K
$33.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.37K- 1.42% |
$247K - $281K
|
95.4K
$23M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.37K- 5.78% |
$247K - $281K
|
22.4K
$5.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 4.19% |
$249K - $284K
|
31.7K
$7.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.39K- 0.79% |
$250K - $284K
|
174K
$42.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.39K- 1.38% |
$250K - $284K
|
99.3K
$24M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-1.4K- 84.34% |
$251K - $286K
|
259
$62.6K
|