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 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-576- 9.06% |
$104K - $118K
|
5.78K
$1.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-579- 0.84% |
$104K - $119K
|
68.4K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-581- 0.37% |
$105K - $119K
|
157K
$40.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-582- 1.07% |
$105K - $119K
|
53.8K
$13.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-590- 2.92% |
$106K - $121K
|
19.6K
$5.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-590- 5.83% |
$106K - $121K
|
9.52K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-591- 1.14% |
$106K - $121K
|
51.4K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-592- 5.48% |
$107K - $121K
|
10.2K
$2.64M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-592- 3.82% |
$107K - $121K
|
14.9K
$3.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-594- 0.84% |
$107K - $122K
|
70.3K
$18.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-596- 10.22% |
$107K - $122K
|
5.24K
$1.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-597- 0.45% |
$108K - $122K
|
132K
$34.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-599- 1.03% |
$108K - $123K
|
57.5K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-601- 4.26% |
$108K - $123K
|
13.5K
$3.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-603- 7.54% |
$109K - $123K
|
7.4K
$1.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-606- 5.83% |
$109K - $124K
|
9.8K
$2.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-609- 1.21% |
$110K - $125K
|
49.8K
$12.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-609- 0.57% |
$110K - $125K
|
106K
$27.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-609- 3.8% |
$110K - $125K
|
15.4K
$3.99M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-610- 6.37% |
$110K - $125K
|
8.97K
$2.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-610- 2.0% |
$110K - $125K
|
29.9K
$7.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-618- 4.72% |
$111K - $127K
|
12.5K
$3.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-619- 2.82% |
$111K - $127K
|
21.3K
$5.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-620- 0.94% |
$112K - $127K
|
65.4K
$16.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-620- 0.89% |
$112K - $127K
|
69.2K
$17.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-624- 5.05% |
$112K - $128K
|
11.7K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-624- 15.89% |
$112K - $128K
|
3.3K
$855K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-624- 0.89% |
$112K - $128K
|
69.6K
$18M
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-625- 1.39% |
$113K - $128K
|
44.4K
$11.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-625- 3.0% |
$113K - $128K
|
20.2K
$5.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-625- 4.78% |
$113K - $128K
|
12.4K
$3.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-627- 0.37% |
$113K - $128K
|
169K
$43.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-630- 32.92% |
$113K - $129K
|
1.28K
$332K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-631- 0.99% |
$114K - $129K
|
62.8K
$16.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-635- 7.88% |
$114K - $130K
|
7.43K
$1.92M
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-639- 2.21% |
$115K - $131K
|
28.2K
$7.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-642- 10.53% |
$116K - $131K
|
5.45K
$1.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-647- 4.43% |
$117K - $132K
|
14K
$3.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-650- 0.7% |
$117K - $133K
|
92.3K
$23.9M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-654- 10.52% |
$118K - $134K
|
5.56K
$1.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-657- 2.29% |
$118K - $135K
|
28.1K
$7.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-659- 13.06% |
$119K - $135K
|
4.39K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-663- 3.86% |
$119K - $136K
|
16.5K
$4.27M
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-667- 1.45% |
$120K - $137K
|
45.3K
$11.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-668- 7.29% |
$120K - $137K
|
8.49K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Permit Capital, LLC
West Conshohocken, PA |
SELL
|
- |
-670- 25.52% |
$121K - $137K
|
1.96K
$506K
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-675- 11.84% |
$122K - $138K
|
5.03K
$1.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-677- 0.53% |
$122K - $139K
|
127K
$32.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
SELL
|
- |
-678- 3.63% |
$122K - $139K
|
18K
$4.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-690- 1.58% |
$124K - $141K
|
42.9K
$11.1M
|