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 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.09K- 1.0% |
$196K - $223K
|
108K
$27.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.1K- 2.24% |
$198K - $225K
|
47.9K
$12.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.1K- 43.08% |
$198K - $225K
|
1.45K
$376K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-1.1K- 47.83% |
$198K - $225K
|
1.2K
$311K
|
|
|
Aug 09, 2024
Q2 2024
|
Summerhill Capital Management Lnc.
Toronto, A6 |
SELL
|
- |
-1.1K- 2.75% |
$198K - $226K
|
38.9K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.11K- 22.64% |
$199K - $226K
|
3.78K
$977K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.11K- 1.2% |
$200K - $227K
|
91.4K
$23.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.11K- 2.4% |
$200K - $227K
|
45.1K
$11.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.11K- 1.32% |
$200K - $228K
|
83K
$21.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.11K- 9.28% |
$201K - $228K
|
10.9K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.12K- 0.01% |
$201K - $229K
|
12.9M
$3.35B
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-1.13K- 7.25% |
$203K - $230K
|
14.4K
$3.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.13K- 24.48% |
$203K - $230K
|
3.47K
$898K
|
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.13K- 22.96% |
$203K - $231K
|
3.78K
$978K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-1.13K- 6.49% |
$203K - $231K
|
16.2K
$4.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1.13K- 46.32% |
$203K - $231K
|
1.31K
$338K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.13K- 13.78% |
$203K - $231K
|
7.07K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 3.82% |
$204K - $232K
|
28.5K
$7.39M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
SELL
|
- |
-1.13K- 2.25% |
$204K - $232K
|
49.4K
$12.8M
|
|
|
Aug 27, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.15K- 0.85% |
$206K - $234K
|
134K
$34.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.15K- 13.52% |
$207K - $235K
|
7.34K
$1.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.16K- 5.46% |
$209K - $237K
|
20.1K
$5.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.16K- 2.46% |
$209K - $238K
|
46.1K
$11.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-1.17K- 4.86% |
$211K - $240K
|
23K
$5.94M
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-1.17K- 6.92% |
$211K - $240K
|
15.8K
$4.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.18K- 1.86% |
$212K - $241K
|
62.3K
$16.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-1.19K- 7.65% |
$213K - $243K
|
14.3K
$3.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.2K- 33.12% |
$216K - $246K
|
2.42K
$627K
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.2K- 7.49% |
$216K - $246K
|
14.8K
$3.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.21K- 4.7% |
$218K - $247K
|
24.5K
$6.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.21K- 0.99% |
$218K - $248K
|
121K
$31.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.21K- 28.87% |
$218K - $248K
|
2.98K
$771K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.21K- 4.73% |
$218K - $248K
|
24.4K
$6.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.21K- 1.3% |
$219K - $249K
|
92.5K
$23.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.23K- 4.74% |
$221K - $252K
|
24.7K
$6.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-1.24K- 14.26% |
$223K - $254K
|
7.45K
$1.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.24K- 6.1% |
$223K - $254K
|
19.1K
$4.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 11.19% |
$224K - $255K
|
9.86K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-1.24K- 2.81% |
$224K - $255K
|
43K
$11.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-1.25K- 5.42% |
$224K - $255K
|
21.7K
$5.62M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.26K- 28.4% |
$226K - $257K
|
3.16K
$819K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.26K- 17.79% |
$226K - $257K
|
5.81K
$1.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.26K- 5.48% |
$227K - $258K
|
21.7K
$5.61M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.26K- 1.59% |
$227K - $258K
|
77.8K
$20.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-1.26K- 4.55% |
$227K - $258K
|
26.5K
$6.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.28K- 2.87% |
$230K - $261K
|
43.3K
$11.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.29K- 3.19% |
$231K - $263K
|
39K
$10.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.29K- 6.99% |
$232K - $264K
|
17.2K
$4.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.29K- 18.97% |
$233K - $265K
|
5.53K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.3K- 5.05% |
$234K - $266K
|
24.4K
$6.32M
|