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 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-691- 2.54% |
$124K - $142K
|
26.5K
$6.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-693- 1.74% |
$125K - $142K
|
39.2K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-696- 3.34% |
$125K - $143K
|
20.2K
$5.22M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-696- 1.54% |
$125K - $143K
|
44.4K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-696- 2.61% |
$125K - $143K
|
25.9K
$6.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-700- 1.71% |
$126K - $143K
|
40.3K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-700- 6.72% |
$126K - $143K
|
9.72K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-704- 2.31% |
$127K - $144K
|
29.8K
$7.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-706- 3.36% |
$127K - $145K
|
20.3K
$5.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-707- 3.31% |
$127K - $145K
|
20.6K
$5.34M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-712- 4.8% |
$128K - $146K
|
14.1K
$3.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-712- 13.3% |
$128K - $146K
|
4.64K
$1.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-712- 5.06% |
$128K - $146K
|
13.4K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-713- 0.26% |
$128K - $146K
|
271K
$70M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-716- 1.26% |
$129K - $147K
|
56K
$14.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-719- 18.21% |
$129K - $147K
|
3.23K
$836K
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-719- 5.67% |
$129K - $147K
|
12K
$3.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-725- 55.6% |
$131K - $148K
|
579
$150K
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-738- 1.39% |
$133K - $151K
|
52.5K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-740- 0.94% |
$133K - $152K
|
78.1K
$20.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-741- 11.49% |
$133K - $152K
|
5.71K
$1.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
SELL
|
- |
-743- 0.89% |
$134K - $152K
|
82.7K
$21.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-745- 3.45% |
$134K - $153K
|
20.8K
$5.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-749- 1.51% |
$135K - $153K
|
48.8K
$12.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-749- 14.58% |
$135K - $153K
|
4.39K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-750- 13.51% |
$135K - $154K
|
4.8K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-753- 2.08% |
$136K - $154K
|
35.5K
$9.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-756- 4.29% |
$136K - $155K
|
16.8K
$4.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-765- 4.81% |
$138K - $157K
|
15.1K
$3.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-765- 2.66% |
$138K - $157K
|
28K
$7.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-769- 18.91% |
$138K - $157K
|
3.3K
$853K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-771- 1.47% |
$139K - $158K
|
51.8K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-774- 15.69% |
$139K - $159K
|
4.16K
$1.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-775- 1.34% |
$140K - $159K
|
57.2K
$14.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Crystal Rock Capital Management
|
SELL
|
- |
-775- 2.76% |
$140K - $159K
|
27.3K
$7.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-776- 1.33% |
$140K - $159K
|
57.7K
$14.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-778- 0.93% |
$140K - $159K
|
82.5K
$21.4M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-780- 1.78% |
$140K - $160K
|
43K
$11.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-782- 0.51% |
$141K - $160K
|
151K
$39.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-783- 0.37% |
$141K - $160K
|
213K
$55.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-785- 6.91% |
$141K - $161K
|
10.6K
$2.74M
|
|
|
Aug 08, 2024
Q2 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-785- 3.76% |
$141K - $161K
|
20.1K
$5.2M
|
|
|
Aug 28, 2024
Q2 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-790- 5.42% |
$142K - $162K
|
13.8K
$3.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-792- 2.57% |
$143K - $162K
|
30K
$7.76M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-795- 8.31% |
$143K - $163K
|
8.77K
$2.27M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
SELL
|
- |
-797- 0.74% |
$144K - $163K
|
107K
$27.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-800- 9.69% |
$144K - $164K
|
7.46K
$1.93M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-801- 0.38% |
$144K - $164K
|
208K
$53.8M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-802- 4.2% |
$144K - $164K
|
18.3K
$4.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-804- 3.04% |
$145K - $165K
|
25.7K
$6.64M
|