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 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-8- 0.04% |
$1.44K - $1.64K
|
21.7K
$5.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8- 0.24% |
$1.44K - $1.64K
|
3.38K
$823K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8- 0.12% |
$1.44K - $1.64K
|
6.48K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-8- 0.14% |
$1.44K - $1.64K
|
5.81K
$1.41M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
SELL
|
- |
-9- 0.47% |
$1.62K - $1.84K
|
1.9K
$463K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-9- 0.44% |
$1.62K - $1.84K
|
2.02K
$491K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-9- 0.52% |
$1.62K - $1.84K
|
1.74K
$423K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-9- 0.27% |
$1.62K - $1.84K
|
3.36K
$819K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-9- 0.06% |
$1.62K - $1.84K
|
14.3K
$3.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-9- 0.23% |
$1.62K - $1.84K
|
3.83K
$933K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-9- 0.01% |
$1.62K - $1.84K
|
63K
$15.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-10- 0.25% |
$1.8K - $2.05K
|
3.99K
$970K
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-10- 0.77% |
$1.8K - $2.05K
|
1.29K
$315K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-10- 0.07% |
$1.8K - $2.05K
|
13.4K
$3.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-10- 0.06% |
$1.8K - $2.05K
|
15.8K
$3.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-10- 0.25% |
$1.8K - $2.05K
|
3.91K
$953K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-10- 0.53% |
$1.8K - $2.05K
|
1.89K
$461K
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-10- 0.29% |
$1.8K - $2.05K
|
3.49K
$851K
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-10- 0.07% |
$1.8K - $2.05K
|
14.1K
$3.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-10- 0.36% |
$1.8K - $2.05K
|
2.8K
$682K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-10- 0.04% |
$1.8K - $2.05K
|
23.7K
$5.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-10- 0.23% |
$1.8K - $2.05K
|
4.3K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-11- 0.08% |
$1.98K - $2.25K
|
14.4K
$3.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-11- 0.85% |
$1.98K - $2.25K
|
1.29K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-11- 0.25% |
$1.98K - $2.25K
|
4.46K
$1.09M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-11- 0.47% |
$1.98K - $2.25K
|
2.32K
$566K
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-12- 1.15% |
$2.16K - $2.46K
|
1.03K
$251K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-12- 0.64% |
$2.16K - $2.46K
|
1.85K
$451K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-12- 0.06% |
$2.16K - $2.46K
|
18.9K
$4.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12- 0.02% |
$2.16K - $2.46K
|
54.5K
$13.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-12- 0.22% |
$2.16K - $2.46K
|
5.39K
$1.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-13- 0.04% |
$2.34K - $2.66K
|
30.7K
$7.47M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-13- 0.44% |
$2.34K - $2.66K
|
2.97K
$723K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-13- 0.42% |
$2.34K - $2.66K
|
3.07K
$747K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-14- 0.43% |
$2.52K - $2.87K
|
3.28K
$798K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-14- 0.22% |
$2.52K - $2.87K
|
6.5K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14- 1.37% |
$2.52K - $2.87K
|
1.01K
$245K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-14- 0.35% |
$2.52K - $2.87K
|
4.02K
$979K
|
|
|
Aug 08, 2024
Q2 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-14- 0.76% |
$2.52K - $2.87K
|
1.83K
$446K
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-14- 1.0% |
$2.52K - $2.87K
|
1.39K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-14- 0.03% |
$2.52K - $2.87K
|
43.6K
$10.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-15- 0.43% |
$2.7K - $3.07K
|
3.48K
$847K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-15- 0.38% |
$2.7K - $3.07K
|
3.94K
$958K
|
|
|
Jul 19, 2024
Q2 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-15- 0.09% |
$2.7K - $3.07K
|
16K
$3.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-15- 0.09% |
$2.7K - $3.07K
|
17.6K
$4.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-15- 0.06% |
$2.7K - $3.07K
|
24.3K
$5.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-15- 0.06% |
$2.7K - $3.07K
|
26.8K
$6.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-16- 0.65% |
$2.88K - $3.28K
|
2.46K
$599K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-16- 0.05% |
$2.88K - $3.28K
|
35.4K
$8.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.35% |
$3.06K - $3.48K
|
4.9K
$1.19M
|