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 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 1.4% |
$186K - $211K
|
72.7K
$20.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.04K- 1.96% |
$187K - $212K
|
51.9K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.04K- 4.87% |
$187K - $212K
|
20.2K
$5.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.04K- 2.01% |
$187K - $213K
|
50.8K
$14.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.04K- 3.44% |
$188K - $214K
|
29.3K
$8.3M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.05K- 2.45% |
$188K - $214K
|
41.5K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.05K- 3.76% |
$188K - $214K
|
26.8K
$7.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.05K- 1.9% |
$189K - $215K
|
54.1K
$15.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.06K- 0.46% |
$190K - $216K
|
227K
$64.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.06K- 19.15% |
$191K - $217K
|
4.47K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.07K- 8.56% |
$192K - $218K
|
11.4K
$3.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.07K- 0.61% |
$192K - $218K
|
175K
$49.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.07K- 7.02% |
$193K - $219K
|
14.2K
$4.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.07K- 1.05% |
$193K - $220K
|
101K
$28.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.08K- 3.23% |
$194K - $220K
|
32.2K
$9.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.08K- 4.0% |
$194K - $220K
|
25.8K
$7.31M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.09K- 0.94% |
$195K - $222K
|
115K
$32.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.09K- 9.49% |
$196K - $223K
|
10.4K
$2.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.09K- 4.52% |
$196K - $223K
|
23K
$6.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.09K- 1.0% |
$196K - $223K
|
108K
$30.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.1K- 2.24% |
$198K - $225K
|
47.9K
$13.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.1K- 43.08% |
$198K - $225K
|
1.45K
$411K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-1.1K- 47.83% |
$198K - $225K
|
1.2K
$340K
|
|
|
Aug 09, 2024
Q2 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-1.1K- 2.75% |
$198K - $226K
|
38.9K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.11K- 22.64% |
$199K - $226K
|
3.78K
$1.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.11K- 1.2% |
$200K - $227K
|
91.4K
$25.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.11K- 2.4% |
$200K - $227K
|
45.1K
$12.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.11K- 1.32% |
$200K - $228K
|
83K
$23.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.11K- 9.28% |
$201K - $228K
|
10.9K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.12K- 0.01% |
$201K - $229K
|
12.9M
$3.66B
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.13K- 7.25% |
$203K - $230K
|
14.4K
$4.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.13K- 24.48% |
$203K - $230K
|
3.47K
$983K
|
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.13K- 22.96% |
$203K - $231K
|
3.78K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.13K- 6.49% |
$203K - $231K
|
16.2K
$4.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.13K- 46.32% |
$203K - $231K
|
1.31K
$370K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.13K- 13.78% |
$203K - $231K
|
7.07K
$2M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 3.82% |
$204K - $232K
|
28.5K
$8.08M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-1.13K- 2.25% |
$204K - $232K
|
49.4K
$14M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.15K- 0.85% |
$206K - $234K
|
134K
$38M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.15K- 13.52% |
$207K - $235K
|
7.34K
$2.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.16K- 5.46% |
$209K - $237K
|
20.1K
$5.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.16K- 2.46% |
$209K - $238K
|
46.1K
$13.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-1.17K- 4.86% |
$211K - $240K
|
23K
$6.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.17K- 6.92% |
$211K - $240K
|
15.8K
$4.47M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.18K- 1.86% |
$212K - $241K
|
62.3K
$17.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1.19K- 7.65% |
$213K - $243K
|
14.3K
$4.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.2K- 33.12% |
$216K - $246K
|
2.42K
$686K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.2K- 7.49% |
$216K - $246K
|
14.8K
$4.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.21K- 4.7% |
$218K - $247K
|
24.5K
$6.93M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.21K- 0.99% |
$218K - $248K
|
121K
$34.3M
|