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
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-194- 2.4% |
$34.9K - $39.7K
|
7.89K
$2.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-196- 0.71% |
$35.3K - $40.1K
|
27.6K
$7.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-196- 13.52% |
$35.3K - $40.1K
|
1.25K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-197- 5.39% |
$35.5K - $40.3K
|
3.46K
$895K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-199- 7.65% |
$35.8K - $40.8K
|
2.4K
$622K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-199- 0.78% |
$35.8K - $40.8K
|
25.2K
$6.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-200- 7.31% |
$36K - $41K
|
2.54K
$656K
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-200- 0.96% |
$36K - $41K
|
20.5K
$5.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-200- 9.32% |
$36K - $41K
|
1.95K
$504K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.17% |
$36K - $41K
|
16.9K
$4.38M
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-200- 7.72% |
$36K - $41K
|
2.39K
$618K
|
|
|
Aug 09, 2024
Q2 2024
|
Msa Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-200- 0.59% |
$36K - $41K
|
33.9K
$8.77M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-200- 8.81% |
$36K - $41K
|
2.07K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 1.54% |
$36K - $41K
|
12.8K
$3.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-201- 1.19% |
$36.2K - $41.2K
|
16.8K
$4.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-201- 0.45% |
$36.2K - $41.2K
|
44.6K
$11.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-201- 0.78% |
$36.2K - $41.2K
|
25.4K
$6.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
SELL
|
- |
-201- 1.83% |
$36.2K - $41.2K
|
10.8K
$2.79M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-202- 3.86% |
$36.4K - $41.4K
|
5.03K
$1.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-203- 6.48% |
$36.6K - $41.6K
|
2.93K
$758K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-203- 1.0% |
$36.6K - $41.6K
|
20K
$5.18M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
SELL
|
- |
-204- 0.96% |
$36.7K - $41.8K
|
21.1K
$5.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-204- 0.65% |
$36.7K - $41.8K
|
31.2K
$8.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-205- 0.19% |
$36.9K - $42K
|
106K
$27.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-205- 0.69% |
$36.9K - $42K
|
29.4K
$7.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-205- 0.57% |
$36.9K - $42K
|
36K
$9.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-205- 1.93% |
$36.9K - $42K
|
10.4K
$2.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-208- 2.45% |
$37.5K - $42.6K
|
8.27K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-208- 17.63% |
$37.5K - $42.6K
|
972
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Unio Capital LLC
|
SELL
|
- |
-208- 14.06% |
$37.5K - $42.6K
|
1.27K
$329K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-209- 15.63% |
$37.6K - $42.8K
|
1.13K
$292K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-210- 4.63% |
$37.8K - $43K
|
4.33K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-210- 1.33% |
$37.8K - $43K
|
15.6K
$4.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-213- 2.7% |
$38.4K - $43.6K
|
7.68K
$1.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-215- 7.05% |
$38.7K - $44K
|
2.83K
$733K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-216- 2.7% |
$38.9K - $44.2K
|
7.79K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-218- 2.18% |
$39.3K - $44.6K
|
9.8K
$2.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-221- 6.9% |
$39.8K - $45.3K
|
2.98K
$772K
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-221- 0.14% |
$39.8K - $45.3K
|
157K
$40.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-223- 2.02% |
$40.2K - $45.7K
|
10.8K
$2.8M
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-225- 3.74% |
$40.5K - $46.1K
|
5.79K
$1.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-226- 2.5% |
$40.7K - $46.3K
|
8.8K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-226- 0.28% |
$40.7K - $46.3K
|
80.7K
$20.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-227- 0.97% |
$40.9K - $46.5K
|
23.1K
$5.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-229- 1.22% |
$41.2K - $46.9K
|
18.5K
$4.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-229- 11.77% |
$41.2K - $46.9K
|
1.72K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-232- 15.12% |
$41.8K - $47.5K
|
1.3K
$337K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-234- 1.13% |
$42.1K - $47.9K
|
20.6K
$5.32M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-234- 1.2% |
$42.1K - $47.9K
|
19.3K
$5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-234- 0.41% |
$42.1K - $47.9K
|
57K
$14.8M
|