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 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-45- 14.38% |
$8.1K - $9.22K
|
268
$69.4K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-46- 0.03% |
$8.28K - $9.42K
|
167K
$43.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-46- 2.44% |
$8.28K - $9.42K
|
1.84K
$476K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-46- 4.06% |
$8.28K - $9.42K
|
1.09K
$281K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-46- 0.73% |
$8.28K - $9.42K
|
6.24K
$1.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-46- 0.68% |
$8.28K - $9.42K
|
6.77K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-46- 0.28% |
$8.28K - $9.42K
|
16.1K
$4.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-46- 0.79% |
$8.28K - $9.42K
|
5.75K
$1.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Rba Wealth Management, LLC
|
SELL
|
- |
-47- 1.28% |
$8.46K - $9.63K
|
3.61K
$935K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-47- 0.58% |
$8.46K - $9.63K
|
8.05K
$2.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-48- 12.73% |
$8.64K - $9.83K
|
329
$85.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-48- 1.01% |
$8.64K - $9.83K
|
4.69K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-48- 0.03% |
$8.64K - $9.83K
|
146K
$37.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-48- 0.56% |
$8.64K - $9.83K
|
8.53K
$2.21M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-48- 0.26% |
$8.64K - $9.83K
|
18.2K
$4.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-49- 0.03% |
$8.82K - $10K
|
155K
$40.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-49- 0.23% |
$8.82K - $10K
|
21.1K
$5.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-50- 4.61% |
$9K - $10.2K
|
1.04K
$268K
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-50- 2.12% |
$9K - $10.2K
|
2.31K
$599K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-50- 0.6% |
$9K - $10.2K
|
8.26K
$2.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-50- 1.09% |
$9K - $10.2K
|
4.52K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-50- 1.09% |
$9K - $10.2K
|
4.56K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-50- 2.49% |
$9K - $10.2K
|
1.96K
$506K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-50- 1.53% |
$9K - $10.2K
|
3.22K
$834K
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 0.21% |
$9K - $10.2K
|
23.6K
$6.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-50- 6.05% |
$9K - $10.2K
|
777
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-50- 0.33% |
$9K - $10.2K
|
15K
$3.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-51- 1.13% |
$9.18K - $10.4K
|
4.47K
$1.16M
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-51- 1.14% |
$9.18K - $10.4K
|
4.42K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-51- 0.81% |
$9.18K - $10.4K
|
6.25K
$1.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-52- 4.02% |
$9.36K - $10.6K
|
1.24K
$321K
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-52- 2.17% |
$9.36K - $10.6K
|
2.35K
$607K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-53- 0.2% |
$9.54K - $10.9K
|
26.7K
$6.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-53- 0.51% |
$9.54K - $10.9K
|
10.3K
$2.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-54- 0.75% |
$9.72K - $11.1K
|
7.18K
$1.86M
|
|
|
Aug 02, 2024
Q2 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-55- 2.53% |
$9.9K - $11.3K
|
2.12K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-55- 0.11% |
$9.9K - $11.3K
|
48.9K
$12.7M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-55- 1.11% |
$9.9K - $11.3K
|
4.88K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-56- 5.85% |
$10.1K - $11.5K
|
901
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-57- 3.27% |
$10.3K - $11.7K
|
1.69K
$437K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-57- 1.87% |
$10.3K - $11.7K
|
2.99K
$773K
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-58- 0.52% |
$10.4K - $11.9K
|
11.1K
$2.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-58- 1.88% |
$10.4K - $11.9K
|
3.02K
$781K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-58- 1.2% |
$10.4K - $11.9K
|
4.79K
$1.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-60- 4.06% |
$10.8K - $12.3K
|
1.42K
$367K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-60- 1.54% |
$10.8K - $12.3K
|
3.84K
$993K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-61- 1.99% |
$11K - $12.5K
|
3.01K
$779K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-61- 0.44% |
$11K - $12.5K
|
13.8K
$3.56M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-61- 0.26% |
$11K - $12.5K
|
23K
$5.95M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-61- 1.14% |
$11K - $12.5K
|
5.31K
$1.37M
|