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 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-960- 2.3% |
$173K - $197K
|
40.9K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investments, LLC
|
SELL
|
- |
-962- 3.05% |
$173K - $197K
|
30.6K
$7.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-967- 5.84% |
$174K - $198K
|
15.6K
$4.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-974- 2.94% |
$175K - $199K
|
32.1K
$8.31M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-975- 32.27% |
$176K - $200K
|
2.05K
$529K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-979- 5.43% |
$176K - $200K
|
17.1K
$4.42M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-984- 3.09% |
$177K - $202K
|
30.9K
$7.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-984- 4.9% |
$177K - $202K
|
19.1K
$4.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-985- 21.04% |
$177K - $202K
|
3.7K
$956K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-986- 1.34% |
$178K - $202K
|
72.7K
$18.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-989- 10.99% |
$178K - $203K
|
8.01K
$2.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-990- 5.91% |
$178K - $203K
|
15.8K
$4.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-991- 5.54% |
$178K - $203K
|
16.9K
$4.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-993- 7.66% |
$179K - $203K
|
12K
$3.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-993- 11.4% |
$179K - $203K
|
7.72K
$2M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-995- 10.08% |
$179K - $204K
|
8.88K
$2.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-997- 8.27% |
$180K - $204K
|
11.1K
$2.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1K- 37.38% |
$180K - $205K
|
1.68K
$433K
|
|
|
Aug 07, 2024
Q2 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1K- 0.55% |
$181K - $205K
|
181K
$46.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1K- 78.68% |
$181K - $206K
|
272
$70.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.01K- 6.88% |
$182K - $207K
|
13.7K
$3.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.01K- 1.1% |
$182K - $207K
|
91.4K
$23.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-1.01K- 42.86% |
$182K - $207K
|
1.35K
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.01K- 12.27% |
$182K - $207K
|
7.24K
$1.87M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.02K- 3.31% |
$183K - $208K
|
29.8K
$7.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.02K- 2.12% |
$184K - $209K
|
47.3K
$12.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.02K- 2.92% |
$184K - $209K
|
34K
$8.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.02K- 7.61% |
$184K - $209K
|
12.4K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.02K- 7.05% |
$184K - $210K
|
13.5K
$3.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.03K- 0.76% |
$185K - $210K
|
134K
$34.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.03K- 2.68% |
$186K - $211K
|
37.4K
$9.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-1.03K- 1.4% |
$186K - $211K
|
72.7K
$18.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.04K- 1.96% |
$187K - $212K
|
51.9K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.04K- 4.87% |
$187K - $212K
|
20.2K
$5.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.04K- 2.01% |
$187K - $213K
|
50.8K
$13.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.04K- 3.44% |
$188K - $214K
|
29.3K
$7.59M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.05K- 2.45% |
$188K - $214K
|
41.5K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.05K- 3.76% |
$188K - $214K
|
26.8K
$6.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.05K- 1.9% |
$189K - $215K
|
54.1K
$14M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.06K- 0.46% |
$190K - $216K
|
227K
$58.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.06K- 19.15% |
$191K - $217K
|
4.47K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-1.07K- 8.56% |
$192K - $218K
|
11.4K
$2.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.07K- 0.61% |
$192K - $218K
|
175K
$45.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.07K- 7.02% |
$193K - $219K
|
14.2K
$3.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.07K- 1.05% |
$193K - $220K
|
101K
$26.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.08K- 3.23% |
$194K - $220K
|
32.2K
$8.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.08K- 4.0% |
$194K - $220K
|
25.8K
$6.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.09K- 0.94% |
$195K - $222K
|
115K
$29.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.09K- 9.49% |
$196K - $223K
|
10.4K
$2.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.09K- 4.52% |
$196K - $223K
|
23K
$5.94M
|