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 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-274- 6.84% |
$49.3K - $56.1K
|
3.73K
$965K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-275- 1.02% |
$49.5K - $56.3K
|
26.7K
$6.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-275- 1.32% |
$49.5K - $56.3K
|
20.6K
$5.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-275- 4.57% |
$49.5K - $56.3K
|
5.74K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-276- 1.48% |
$49.7K - $56.5K
|
18.3K
$4.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-276- 1.17% |
$49.7K - $56.5K
|
23.4K
$6.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-276- 0.49% |
$49.7K - $56.5K
|
56.1K
$14.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-277- 0.94% |
$49.9K - $56.7K
|
29.1K
$7.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-277- 2.51% |
$49.9K - $56.7K
|
10.8K
$2.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-281- 1.08% |
$50.6K - $57.5K
|
25.6K
$6.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-281- 14.42% |
$50.6K - $57.5K
|
1.67K
$432K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-283- 1.0% |
$51K - $58K
|
27.9K
$7.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-283- 1.85% |
$51K - $58K
|
15.1K
$3.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-285- 2.93% |
$51.3K - $58.4K
|
9.45K
$2.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-285- 6.35% |
$51.3K - $58.4K
|
4.2K
$1.09M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-285- 2.01% |
$51.3K - $58.4K
|
13.9K
$3.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-286- 1.13% |
$51.5K - $58.6K
|
24.9K
$6.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-286- 6.59% |
$51.5K - $58.6K
|
4.05K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-287- 0.15% |
$51.7K - $58.8K
|
186K
$48.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
SELL
|
- |
-287- 3.67% |
$51.7K - $58.8K
|
7.54K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-287- 5.21% |
$51.7K - $58.8K
|
5.22K
$1.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-288- 22.29% |
$51.9K - $59K
|
1K
$260K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-289- 8.36% |
$52K - $59.2K
|
3.17K
$820K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-290- 19.46% |
$52.2K - $59.4K
|
1.2K
$311K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-290- 12.02% |
$52.2K - $59.4K
|
2.12K
$549K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-290- 1.65% |
$52.2K - $59.4K
|
17.3K
$4.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-291- 1.88% |
$52.4K - $59.6K
|
15.2K
$3.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-291- 1.43% |
$52.4K - $59.6K
|
20K
$5.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-292- 1.79% |
$52.6K - $59.8K
|
16K
$4.14M
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-292- 14.84% |
$52.6K - $59.8K
|
1.68K
$433K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-293- 1.59% |
$52.8K - $60K
|
18.1K
$4.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-294- 0.94% |
$52.9K - $60.2K
|
30.9K
$8.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-295- 1.41% |
$53.1K - $60.4K
|
20.7K
$5.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
SELL
|
- |
-300- 12.38% |
$54K - $61.4K
|
2.12K
$550K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-300- 5.06% |
$54K - $61.4K
|
5.63K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
SELL
|
- |
-300- 12.66% |
$54K - $61.4K
|
2.07K
$536K
|
|
|
Aug 12, 2024
Q2 2024
|
Ar Asset Management Inc
|
SELL
|
- |
-300- 0.47% |
$54K - $61.4K
|
63.9K
$16.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-300- 1.6% |
$54K - $61.4K
|
18.5K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-300- 0.92% |
$54K - $61.4K
|
32.4K
$8.4M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-300- 8.94% |
$54K - $61.4K
|
3.05K
$790K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-301- 3.05% |
$54.2K - $61.6K
|
9.58K
$2.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-301- 5.88% |
$54.2K - $61.6K
|
4.82K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-301- 2.31% |
$54.2K - $61.6K
|
12.7K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-303- 5.36% |
$54.6K - $62.1K
|
5.35K
$1.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-304- 1.63% |
$54.7K - $62.3K
|
18.3K
$4.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-305- 5.5% |
$54.9K - $62.5K
|
5.24K
$1.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-306- 0.34% |
$55.1K - $62.7K
|
90.4K
$23.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-306- 0.85% |
$55.1K - $62.7K
|
35.8K
$9.27M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-313- 4.69% |
$56.4K - $64.1K
|
6.37K
$1.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-314- 10.89% |
$56.5K - $64.3K
|
2.57K
$665K
|