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 26, 2024
Q2 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-493- 1.03% |
$88.8K - $101K
|
47.3K
$12.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-495- 12.05% |
$89.1K - $101K
|
3.61K
$935K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-497- 0.2% |
$89.5K - $102K
|
247K
$63.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-498- 1.08% |
$89.7K - $102K
|
45.6K
$11.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
SELL
|
- |
-500- 2.48% |
$90K - $102K
|
19.7K
$5.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 4.19% |
$90K - $102K
|
11.4K
$2.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-500- 22.13% |
$90K - $102K
|
1.76K
$455K
|
|
|
Aug 05, 2024
Q2 2024
|
Account Management LLC
|
SELL
|
- |
-500- 2.25% |
$90K - $102K
|
21.7K
$5.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-500- 68.03% |
$90K - $102K
|
235
$60.8K
|
|
|
Aug 14, 2024
Q2 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-500- 30.19% |
$90K - $102K
|
1.16K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-500- 24.51% |
$90K - $102K
|
1.54K
$399K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-501- 8.98% |
$90.2K - $103K
|
5.08K
$1.31M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-501- 4.59% |
$90.2K - $103K
|
10.4K
$2.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-503- 0.96% |
$90.6K - $103K
|
51.6K
$13.4M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-504- 1.36% |
$90.8K - $103K
|
36.6K
$9.46M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-506- 4.81% |
$91.1K - $104K
|
10K
$2.59M
|
|
|
Jul 18, 2024
Q2 2024
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-507- 3.64% |
$91.3K - $104K
|
13.4K
$3.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-507- 2.58% |
$91.3K - $104K
|
19.2K
$4.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-509- 23.72% |
$91.7K - $104K
|
1.64K
$424K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-515- 0.13% |
$92.7K - $105K
|
394K
$102M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-516- 21.81% |
$92.9K - $106K
|
1.85K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-519- 0.88% |
$93.5K - $106K
|
58.4K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-520- 1.07% |
$93.6K - $106K
|
48.1K
$12.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-522- 4.21% |
$94K - $107K
|
11.9K
$3.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-523- 1.03% |
$94.2K - $107K
|
50.5K
$13.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Cayman LP
|
SELL
|
- |
-526- 35.83% |
$94.7K - $108K
|
942
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-526- 0.78% |
$94.7K - $108K
|
66.7K
$17.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-527- 2.63% |
$94.9K - $108K
|
19.5K
$5.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-530- 7.81% |
$95.4K - $109K
|
6.26K
$1.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-531- 0.57% |
$95.6K - $109K
|
91.8K
$23.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-531- 8.17% |
$95.6K - $109K
|
5.97K
$1.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-532- 3.85% |
$95.8K - $109K
|
13.3K
$3.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-533- 4.07% |
$96K - $109K
|
12.6K
$3.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-537- 2.49% |
$96.7K - $110K
|
21K
$5.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-540- 0.49% |
$97.2K - $111K
|
109K
$28.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-543- 1.14% |
$97.8K - $111K
|
47.2K
$12.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-543- 1.16% |
$97.8K - $111K
|
46.3K
$12M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-543- 16.72% |
$97.8K - $111K
|
2.71K
$700K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-544- 9.04% |
$98K - $111K
|
5.47K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Family Capital Trust CO
|
SELL
|
- |
-546- 0.99% |
$98.3K - $112K
|
54.3K
$14.1M
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-547- 34.77% |
$98.5K - $112K
|
1.03K
$266K
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-549- 8.76% |
$98.9K - $112K
|
5.72K
$1.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-551- 0.5% |
$99.2K - $113K
|
110K
$28.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-554- 0.68% |
$99.8K - $113K
|
81K
$21M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-558- 26.15% |
$100K - $114K
|
1.58K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-561- 13.97% |
$101K - $115K
|
3.46K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-564- 4.89% |
$102K - $116K
|
11K
$2.84M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-565- 8.32% |
$102K - $116K
|
6.23K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-569- 1.51% |
$102K - $117K
|
37.1K
$9.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-570- 3.25% |
$103K - $117K
|
17K
$4.39M
|