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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-165- 4.46% |
$29.7K - $33.8K
|
3.54K
$916K
|
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-165- 3.56% |
$29.7K - $33.8K
|
4.47K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-165- 1.93% |
$29.7K - $33.8K
|
8.37K
$2.17M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-166- 1.84% |
$29.9K - $34K
|
8.87K
$2.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-167- 14.92% |
$30.1K - $34.2K
|
952
$246K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-167- 1.59% |
$30.1K - $34.2K
|
10.3K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-167- 2.24% |
$30.1K - $34.2K
|
7.29K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-167- 1.18% |
$30.1K - $34.2K
|
13.9K
$3.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-167- 2.07% |
$30.1K - $34.2K
|
7.89K
$2.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-168- 2.6% |
$30.3K - $34.4K
|
6.29K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-168- 12.45% |
$30.3K - $34.4K
|
1.18K
$306K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-169- 0.58% |
$30.4K - $34.6K
|
29.2K
$7.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-170- 0.9% |
$30.6K - $34.8K
|
18.7K
$4.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-170- 8.2% |
$30.6K - $34.8K
|
1.9K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-170- 3.85% |
$30.6K - $34.8K
|
4.24K
$1.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-172- 0.58% |
$31K - $35.2K
|
29.4K
$7.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-172- 4.18% |
$31K - $35.2K
|
3.94K
$1.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-173- 4.55% |
$31.2K - $35.4K
|
3.63K
$939K
|
|
|
Aug 05, 2024
Q2 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-173- 0.71% |
$31.2K - $35.4K
|
24.1K
$6.23M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-174- 1.92% |
$31.3K - $35.6K
|
8.9K
$2.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-174- 3.07% |
$31.3K - $35.6K
|
5.49K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-174- 1.86% |
$31.3K - $35.6K
|
9.2K
$2.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-174- 2.59% |
$31.3K - $35.6K
|
6.55K
$1.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-175- 2.41% |
$31.5K - $35.8K
|
7.08K
$1.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-175- 0.33% |
$31.5K - $35.8K
|
52.8K
$13.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-175- 2.41% |
$31.5K - $35.8K
|
7.08K
$1.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-176- 0.77% |
$31.7K - $36K
|
22.8K
$5.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-177- 8.06% |
$31.9K - $36.2K
|
2.02K
$522K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-178- 1.68% |
$32.1K - $36.5K
|
10.4K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-179- 3.4% |
$32.2K - $36.7K
|
5.09K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-180- 4.23% |
$32.4K - $36.9K
|
4.08K
$1.06M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-181- 7.52% |
$32.6K - $37.1K
|
2.23K
$576K
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-182- 5.05% |
$32.8K - $37.3K
|
3.42K
$885K
|
|
|
Aug 13, 2024
Q2 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-182- 1.1% |
$32.8K - $37.3K
|
16.3K
$4.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-184- 0.63% |
$33.1K - $37.7K
|
29.2K
$7.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-185- 0.8% |
$33.3K - $37.9K
|
23.1K
$5.97M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-186- 0.39% |
$33.5K - $38.1K
|
47.7K
$12.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-186- 1.76% |
$33.5K - $38.1K
|
10.4K
$2.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-187- 1.84% |
$33.7K - $38.3K
|
9.98K
$2.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
SELL
|
- |
-187- 0.49% |
$33.7K - $38.3K
|
37.9K
$9.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-188- 3.74% |
$33.9K - $38.5K
|
4.84K
$1.25M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-188- 8.81% |
$33.9K - $38.5K
|
1.95K
$504K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-188- 3.2% |
$33.9K - $38.5K
|
5.69K
$1.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-189- 10.98% |
$34K - $38.7K
|
1.53K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-189- 1.13% |
$34K - $38.7K
|
16.6K
$4.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-190- 1.45% |
$34.2K - $38.9K
|
12.9K
$3.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-190- 1.2% |
$34.2K - $38.9K
|
15.6K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironvine Capital Partners, LLC
Omaha, NE |
SELL
|
- |
-192- 0.62% |
$34.6K - $39.3K
|
31K
$8.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-192- 2.03% |
$34.6K - $39.3K
|
9.25K
$2.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-193- 0.42% |
$34.8K - $39.5K
|
45.4K
$11.7M
|