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
|
Northeast Investment Management
|
SELL
|
- |
-804- 0.39% |
$145K - $165K
|
204K
$52.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-810- 6.88% |
$146K - $166K
|
11K
$2.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-811- 2.27% |
$146K - $166K
|
34.9K
$9.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-811- 1.98% |
$146K - $166K
|
40.1K
$10.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-813- 7.88% |
$146K - $166K
|
9.5K
$2.46M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-817- 3.87% |
$147K - $167K
|
20.3K
$5.26M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-821- 0.57% |
$148K - $168K
|
144K
$37.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-821- 2.88% |
$148K - $168K
|
27.7K
$7.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-822- 24.02% |
$148K - $168K
|
2.6K
$673K
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-824- 3.81% |
$148K - $169K
|
20.8K
$5.39M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-828- 7.21% |
$149K - $170K
|
10.7K
$2.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-843- 11.03% |
$152K - $173K
|
6.8K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-844- 3.03% |
$152K - $173K
|
27.1K
$7M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-847- 8.98% |
$153K - $173K
|
8.59K
$2.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-852- 2.03% |
$153K - $174K
|
41.1K
$10.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-853- 2.8% |
$154K - $175K
|
29.6K
$7.65M
|
|
|
Feb 24, 2025
Q2 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-853- 1.41% |
$154K - $175K
|
59.8K
$15.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-858- 1.71% |
$155K - $176K
|
49.4K
$12.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-860- 1.9% |
$155K - $176K
|
44.3K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-860- 8.96% |
$155K - $176K
|
8.74K
$2.26M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-862- 7.71% |
$155K - $177K
|
10.3K
$2.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-866- 3.49% |
$156K - $177K
|
24K
$6.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-868- 2.55% |
$156K - $178K
|
33.2K
$8.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-876- 7.72% |
$158K - $179K
|
10.5K
$2.71M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-880- 3.76% |
$158K - $180K
|
22.5K
$5.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-882- 3.58% |
$159K - $181K
|
23.8K
$6.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-888- 7.33% |
$160K - $182K
|
11.2K
$2.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-890- 3.19% |
$160K - $182K
|
27K
$6.98M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-893- 7.16% |
$161K - $183K
|
11.6K
$3M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-896- 12.64% |
$161K - $183K
|
6.19K
$1.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-900- 5.07% |
$162K - $184K
|
16.8K
$4.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-913- 1.46% |
$164K - $187K
|
61.6K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-913- 45.95% |
$164K - $187K
|
1.07K
$278K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-915- 2.9% |
$165K - $187K
|
30.7K
$7.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-915- 14.59% |
$165K - $187K
|
5.36K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-917- 1.69% |
$165K - $188K
|
53.2K
$13.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-918- 2.63% |
$165K - $188K
|
34K
$8.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-920- 2.03% |
$166K - $188K
|
44.3K
$11.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-923- 30.92% |
$166K - $189K
|
2.06K
$534K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-936- 1.75% |
$169K - $192K
|
52.6K
$13.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-939- 0.41% |
$169K - $192K
|
230K
$59.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-943- 2.34% |
$170K - $193K
|
39.3K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-943- 2.45% |
$170K - $193K
|
37.5K
$9.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-945- 1.99% |
$170K - $194K
|
46.4K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-945- 2.3% |
$170K - $194K
|
40.2K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-952- 2.75% |
$171K - $195K
|
33.7K
$8.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-954- 1.03% |
$172K - $195K
|
92.1K
$23.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-955- 17.71% |
$172K - $196K
|
4.44K
$1.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-956- 16.25% |
$172K - $196K
|
4.93K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-956- 5.34% |
$172K - $196K
|
17K
$4.39M
|