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 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-235- 1.21% |
$42.3K - $48.1K
|
19.2K
$4.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-235- 4.82% |
$42.3K - $48.1K
|
4.64K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-236- 2.87% |
$42.5K - $48.3K
|
7.98K
$2.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-238- 1.74% |
$42.9K - $48.7K
|
13.4K
$3.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-238- 0.93% |
$42.9K - $48.7K
|
25.4K
$6.57M
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-238- 7.25% |
$42.9K - $48.7K
|
3.05K
$788K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-239- 1.61% |
$43K - $48.9K
|
14.6K
$3.79M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-240- 0.18% |
$43.2K - $49.1K
|
131K
$33.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-240- 4.15% |
$43.2K - $49.1K
|
5.54K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-241- 2.18% |
$43.4K - $49.4K
|
10.8K
$2.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-242- 3.49% |
$43.6K - $49.6K
|
6.68K
$1.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-242- 0.64% |
$43.6K - $49.6K
|
37.5K
$9.69M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-244- 4.69% |
$43.9K - $50K
|
4.96K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-244- 15.89% |
$43.9K - $50K
|
1.29K
$334K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-245- 83.9% |
$44.1K - $50.2K
|
47
$12.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-245- 2.73% |
$44.1K - $50.2K
|
8.74K
$2.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-248- 0.15% |
$44.7K - $50.8K
|
169K
$43.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-248- 0.56% |
$44.7K - $50.8K
|
44.4K
$11.5M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-249- 2.22% |
$44.8K - $51K
|
11K
$2.84M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-249- 2.69% |
$44.8K - $51K
|
9.01K
$2.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-250- 6.61% |
$45K - $51.2K
|
3.53K
$915K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-250- 12.16% |
$45K - $51.2K
|
1.81K
$467K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-250- 1.86% |
$45K - $51.2K
|
13.2K
$3.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-250- 12.07% |
$45K - $51.2K
|
1.82K
$471K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-250- 4.07% |
$45K - $51.2K
|
5.9K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-250- 10.65% |
$45K - $51.2K
|
2.1K
$543K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-250- 2.64% |
$45K - $51.2K
|
9.21K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
SELL
|
- |
-251- 0.48% |
$45.2K - $51.4K
|
52.1K
$13.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-252- 3.42% |
$45.4K - $51.6K
|
7.12K
$1.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-255- 0.65% |
$45.9K - $52.2K
|
38.8K
$10M
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-258- 0.62% |
$46.5K - $52.8K
|
41.1K
$10.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-258- 0.73% |
$46.5K - $52.8K
|
34.9K
$9.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-259- 0.96% |
$46.6K - $53K
|
26.8K
$6.93M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-260- 2.61% |
$46.8K - $53.2K
|
9.69K
$2.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-260- 1.4% |
$46.8K - $53.2K
|
18.3K
$4.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-260- 2.6% |
$46.8K - $53.2K
|
9.73K
$2.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
SELL
|
- |
-260- 20.31% |
$46.8K - $53.2K
|
1.02K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-263- 0.28% |
$47.4K - $53.9K
|
93K
$24.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-264- 3.3% |
$47.5K - $54.1K
|
7.73K
$2M
|
|
|
Aug 21, 2024
Q2 2024
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-264- 0.55% |
$47.5K - $54.1K
|
47.7K
$12.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-265- 0.84% |
$47.7K - $54.3K
|
31.4K
$8.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-266- 5.44% |
$47.9K - $54.5K
|
4.62K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-266- 1.32% |
$47.9K - $54.5K
|
19.9K
$5.14M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-268- 6.67% |
$48.3K - $54.9K
|
3.75K
$970K
|
|
|
Aug 12, 2024
Q2 2024
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-270- 4.81% |
$48.6K - $55.3K
|
5.34K
$1.38M
|
|
|
Oct 10, 2024
Q2 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-271- 10.25% |
$48.8K - $55.5K
|
2.37K
$614K
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-273- 2.16% |
$49.2K - $55.9K
|
12.3K
$3.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-274- 1.28% |
$49.3K - $56.1K
|
21.2K
$5.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-274- 0.88% |
$49.3K - $56.1K
|
31K
$8.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-274- 0.53% |
$49.3K - $56.1K
|
51.1K
$13.2M
|