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 24, 2024
Q2 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-316- 3.53% |
$56.9K - $64.7K
|
8.64K
$2.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-317- 16.12% |
$57.1K - $64.9K
|
1.65K
$427K
|
|
|
Aug 13, 2024
Q2 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-318- 14.3% |
$57.3K - $65.1K
|
1.91K
$493K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-320- 1.9% |
$57.6K - $65.5K
|
16.5K
$4.27M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-320- 1.05% |
$57.6K - $65.5K
|
30.2K
$7.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-321- 5.91% |
$57.8K - $65.7K
|
5.12K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-321- 0.99% |
$57.8K - $65.7K
|
32.2K
$8.34M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-322- 4.28% |
$58K - $65.9K
|
7.2K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-324- 6.95% |
$58.3K - $66.4K
|
4.34K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-325- 1.49% |
$58.5K - $66.6K
|
21.6K
$5.58M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-325- 7.17% |
$58.5K - $66.6K
|
4.21K
$1.09M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-326- 14.48% |
$58.7K - $66.8K
|
1.93K
$498K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-327- 1.94% |
$58.9K - $67K
|
16.5K
$4.28M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-330- 91.41% |
$59.4K - $67.6K
|
31
$8.02K
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-330- 8.73% |
$59.4K - $67.6K
|
3.45K
$893K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-332- 0.3% |
$59.8K - $68K
|
110K
$28.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-333- 1.28% |
$60K - $68.2K
|
25.7K
$6.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-333- 1.66% |
$60K - $68.2K
|
19.7K
$5.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-335- 1.45% |
$60.3K - $68.6K
|
22.8K
$5.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-335- 1.59% |
$60.3K - $68.6K
|
20.7K
$5.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-337- 3.41% |
$60.7K - $69K
|
9.56K
$2.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-337- 4.21% |
$60.7K - $69K
|
7.66K
$1.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-338- 6.28% |
$60.9K - $69.2K
|
5.04K
$1.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-339- 16.08% |
$61K - $69.4K
|
1.77K
$458K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-342- 0.35% |
$61.6K - $70K
|
96.6K
$25M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-342- 0.1% |
$61.6K - $70K
|
354K
$91.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-343- 1.24% |
$61.8K - $70.2K
|
27.3K
$7.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-345- 0.88% |
$62.1K - $70.7K
|
38.7K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-347- 27.45% |
$62.5K - $71.1K
|
917
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-348- 1.14% |
$62.7K - $71.3K
|
30.2K
$7.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-348- 0.38% |
$62.7K - $71.3K
|
91.4K
$23.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-349- 0.54% |
$62.8K - $71.5K
|
64.5K
$16.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-349- 5.71% |
$62.8K - $71.5K
|
5.76K
$1.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-350- 1.41% |
$63K - $71.7K
|
24.4K
$6.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-350- 3.34% |
$63K - $71.7K
|
10.1K
$2.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-354- 1.97% |
$63.7K - $72.5K
|
17.6K
$4.55M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-354- 2.26% |
$63.7K - $72.5K
|
15.3K
$3.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-355- 0.18% |
$63.9K - $72.7K
|
197K
$50.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-355- 1.87% |
$63.9K - $72.7K
|
18.6K
$4.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-356- 20.77% |
$64.1K - $72.9K
|
1.36K
$351K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-358- 0.22% |
$64.5K - $73.3K
|
164K
$42.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-358- 0.3% |
$64.5K - $73.3K
|
119K
$30.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-359- 7.8% |
$64.6K - $73.5K
|
4.24K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-360- 3.93% |
$64.8K - $73.7K
|
8.81K
$2.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-363- 49.93% |
$65.4K - $74.3K
|
364
$94.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-364- 11.04% |
$65.5K - $74.5K
|
2.93K
$759K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-365- 3.3% |
$65.7K - $74.7K
|
10.7K
$2.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-366- 0.7% |
$65.9K - $75K
|
51.9K
$13.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-366- 10.97% |
$65.9K - $75K
|
2.97K
$769K
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-366- 1.0% |
$65.9K - $75K
|
36.1K
$9.35M
|