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
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.21K- 28.87% |
$218K - $248K
|
2.98K
$844K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.21K- 4.73% |
$218K - $248K
|
24.4K
$6.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.21K- 1.3% |
$219K - $249K
|
92.5K
$26.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.23K- 4.74% |
$221K - $252K
|
24.7K
$7M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.24K- 14.26% |
$223K - $254K
|
7.45K
$2.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.24K- 6.1% |
$223K - $254K
|
19.1K
$5.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 11.19% |
$224K - $255K
|
9.86K
$2.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.24K- 2.81% |
$224K - $255K
|
43K
$12.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-1.25K- 5.42% |
$224K - $255K
|
21.7K
$6.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.26K- 28.4% |
$226K - $257K
|
3.16K
$896K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.26K- 17.79% |
$226K - $257K
|
5.81K
$1.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.26K- 5.48% |
$227K - $258K
|
21.7K
$6.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.26K- 1.59% |
$227K - $258K
|
77.8K
$22M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-1.26K- 4.55% |
$227K - $258K
|
26.5K
$7.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.28K- 2.87% |
$230K - $261K
|
43.3K
$12.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.29K- 3.19% |
$231K - $263K
|
39K
$11.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.29K- 6.99% |
$232K - $264K
|
17.2K
$4.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.29K- 18.97% |
$233K - $265K
|
5.53K
$1.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.3K- 5.05% |
$234K - $266K
|
24.4K
$6.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.3K- 0.78% |
$234K - $266K
|
165K
$46.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.32K- 2.09% |
$237K - $270K
|
61.7K
$17.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.32K- 2.6% |
$237K - $270K
|
49.4K
$14M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.33K- 11.38% |
$239K - $272K
|
10.3K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.33K- 7.43% |
$240K - $273K
|
16.6K
$4.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.34K- 3.22% |
$241K - $274K
|
40.3K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.34K- 2.92% |
$241K - $275K
|
44.7K
$12.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.35K- 0.91% |
$242K - $275K
|
147K
$41.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.35K- 1.68% |
$243K - $276K
|
78.6K
$22.3M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.35K- 4.84% |
$243K - $276K
|
26.5K
$7.51M
|
|
|
Jul 30, 2024
Q2 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.35K- 14.04% |
$243K - $277K
|
8.28K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.35K- 0.97% |
$244K - $277K
|
138K
$39M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.37K- 1.42% |
$247K - $281K
|
95.4K
$27M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.37K- 5.78% |
$247K - $281K
|
22.4K
$6.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.39K- 4.19% |
$249K - $284K
|
31.7K
$8.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.39K- 0.79% |
$250K - $284K
|
174K
$49.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.39K- 1.38% |
$250K - $284K
|
99.3K
$28.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-1.4K- 84.34% |
$251K - $286K
|
259
$73.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.4K- 3.64% |
$252K - $286K
|
37K
$10.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-1.42K- 36.13% |
$256K - $291K
|
2.51K
$711K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.43K- 3.45% |
$258K - $293K
|
40K
$11.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1.45K- 2.82% |
$261K - $297K
|
50K
$14.2M
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.47K- 24.77% |
$264K - $300K
|
4.45K
$1.26M
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1.47K- 29.84% |
$264K - $300K
|
3.44K
$975K
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.47K- 1.43% |
$264K - $300K
|
101K
$28.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.48K- 8.47% |
$266K - $302K
|
15.9K
$4.51M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-1.48K- 6.3% |
$267K - $303K
|
22K
$6.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.49K- 1.46% |
$268K - $305K
|
100K
$28.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.51K- 0.83% |
$271K - $308K
|
181K
$51.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.51K- 5.57% |
$272K - $310K
|
25.6K
$7.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-1.51K- 9.19% |
$272K - $310K
|
15K
$4.23M
|