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 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-78- 7.08% |
$14K - $16K
|
1.02K
$265K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-78- 0.48% |
$14K - $16K
|
16.2K
$4.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-78- 3.16% |
$14K - $16K
|
2.39K
$618K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-79- 0.98% |
$14.2K - $16.2K
|
7.98K
$2.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-79- 2.54% |
$14.2K - $16.2K
|
3.03K
$784K
|
|
|
Jul 16, 2024
Q2 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-80- 0.53% |
$14.4K - $16.4K
|
14.9K
$3.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-80- 1.11% |
$14.4K - $16.4K
|
7.13K
$1.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-80- 4.48% |
$14.4K - $16.4K
|
1.71K
$442K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-80- 29.96% |
$14.4K - $16.4K
|
187
$48.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-80- 0.8% |
$14.4K - $16.4K
|
9.92K
$2.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-80- 0.95% |
$14.4K - $16.4K
|
8.33K
$2.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
SELL
|
- |
-80- 0.76% |
$14.4K - $16.4K
|
10.5K
$2.72M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-81- 0.09% |
$14.6K - $16.6K
|
93.8K
$24.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-81- 3.97% |
$14.6K - $16.6K
|
1.96K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-81- 1.95% |
$14.6K - $16.6K
|
4.07K
$1.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-82- 4.72% |
$14.8K - $16.8K
|
1.66K
$429K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-82- 0.45% |
$14.8K - $16.8K
|
18.1K
$4.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-83- 49.11% |
$14.9K - $17K
|
86
$22.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-83- 2.72% |
$14.9K - $17K
|
2.97K
$768K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-84- 1.5% |
$15.1K - $17.2K
|
5.5K
$1.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-84- 1.53% |
$15.1K - $17.2K
|
5.41K
$1.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-84- 1.07% |
$15.1K - $17.2K
|
7.8K
$2.02M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-84- 5.56% |
$15.1K - $17.2K
|
1.43K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-84- 3.65% |
$15.1K - $17.2K
|
2.22K
$575K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-85- 0.41% |
$15.3K - $17.4K
|
20.4K
$5.28M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-85- 16.07% |
$15.3K - $17.4K
|
444
$115K
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-85- 1.34% |
$15.3K - $17.4K
|
6.28K
$1.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-86- 0.59% |
$15.5K - $17.6K
|
14.4K
$3.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-88- 1.35% |
$15.8K - $18K
|
6.44K
$1.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-89- 0.47% |
$16K - $18.2K
|
18.9K
$4.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-90- 0.21% |
$16.2K - $18.4K
|
42.2K
$10.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-90- 1.12% |
$16.2K - $18.4K
|
7.94K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-90- 0.58% |
$16.2K - $18.4K
|
15.5K
$4.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.4% |
$16.4K - $18.6K
|
22.7K
$5.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-91- 0.67% |
$16.4K - $18.6K
|
13.5K
$3.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-93- 1.05% |
$16.7K - $19K
|
8.79K
$2.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-93- 0.97% |
$16.7K - $19K
|
9.5K
$2.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-94- 1.06% |
$16.9K - $19.3K
|
8.77K
$2.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-94- 6.91% |
$16.9K - $19.3K
|
1.27K
$328K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-95- 1.15% |
$17.1K - $19.5K
|
8.18K
$2.12M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-95- 7.36% |
$17.1K - $19.5K
|
1.2K
$310K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-96- 0.86% |
$17.3K - $19.7K
|
11.1K
$2.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-96- 1.15% |
$17.3K - $19.7K
|
8.29K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-96- 3.0% |
$17.3K - $19.7K
|
3.1K
$803K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-96- 7.33% |
$17.3K - $19.7K
|
1.21K
$314K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-96- 0.28% |
$17.3K - $19.7K
|
34.5K
$8.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-97- 0.63% |
$17.5K - $19.9K
|
15.4K
$3.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-97- 3.55% |
$17.5K - $19.9K
|
2.64K
$682K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-97- 0.97% |
$17.5K - $19.9K
|
9.94K
$2.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-97- 7.1% |
$17.5K - $19.9K
|
1.27K
$328K
|