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 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4- 0.04% |
$720 - $819
|
9.61K
$2.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-4- 0.01% |
$720 - $819
|
77.3K
$22.3M
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-4- 0.28% |
$720 - $819
|
1.44K
$416K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4- 0.28% |
$720 - $819
|
1.41K
$406K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-4- 0.02% |
$720 - $819
|
26.1K
$7.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 2.99% |
$720 - $819
|
130
$37.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-4- 0.18% |
$720 - $819
|
2.16K
$624K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5- 0.26% |
$900 - $1.02K
|
1.91K
$552K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-5- 0.14% |
$900 - $1.02K
|
3.68K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-5- 0.09% |
$900 - $1.02K
|
5.53K
$1.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.12% |
$900 - $1.02K
|
4.21K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-5- 0.43% |
$900 - $1.02K
|
1.16K
$334K
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-5- 0.43% |
$900 - $1.02K
|
1.16K
$334K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-6- 0.17% |
$1.08K - $1.23K
|
3.63K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-6- 0.35% |
$1.08K - $1.23K
|
1.69K
$489K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-6- 0.37% |
$1.08K - $1.23K
|
1.61K
$466K
|
|
|
Aug 13, 2024
Q2 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-6- 0.49% |
$1.08K - $1.23K
|
1.21K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-6- 0.01% |
$1.08K - $1.23K
|
51.4K
$14.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-7- 0.11% |
$1.26K - $1.43K
|
6.48K
$1.87M
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-7- 0.03% |
$1.26K - $1.43K
|
24K
$6.93M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-7- 0.39% |
$1.26K - $1.43K
|
1.81K
$523K
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-7- 0.35% |
$1.26K - $1.43K
|
2.02K
$583K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-8- 0.04% |
$1.44K - $1.64K
|
21.7K
$6.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-8- 0.24% |
$1.44K - $1.64K
|
3.29K
$948K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-8- 0.04% |
$1.44K - $1.64K
|
21.7K
$6.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-8- 0.24% |
$1.44K - $1.64K
|
3.38K
$976K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8- 0.12% |
$1.44K - $1.64K
|
6.48K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-8- 0.14% |
$1.44K - $1.64K
|
5.81K
$1.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
SELL
|
- |
-9- 0.47% |
$1.62K - $1.84K
|
1.9K
$549K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-9- 0.44% |
$1.62K - $1.84K
|
2.02K
$582K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-9- 0.52% |
$1.62K - $1.84K
|
1.74K
$501K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-9- 0.27% |
$1.62K - $1.84K
|
3.36K
$971K
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-9- 0.06% |
$1.62K - $1.84K
|
14.3K
$4.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-9- 0.23% |
$1.62K - $1.84K
|
3.83K
$1.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-9- 0.01% |
$1.62K - $1.84K
|
63K
$18.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-10- 0.25% |
$1.8K - $2.05K
|
3.99K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-10- 0.77% |
$1.8K - $2.05K
|
1.29K
$373K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-10- 0.07% |
$1.8K - $2.05K
|
13.4K
$3.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-10- 0.06% |
$1.8K - $2.05K
|
15.8K
$4.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-10- 0.25% |
$1.8K - $2.05K
|
3.91K
$1.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-10- 0.53% |
$1.8K - $2.05K
|
1.89K
$546K
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-10- 0.29% |
$1.8K - $2.05K
|
3.49K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-10- 0.07% |
$1.8K - $2.05K
|
14.1K
$4.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-10- 0.36% |
$1.8K - $2.05K
|
2.8K
$809K
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-10- 0.04% |
$1.8K - $2.05K
|
23.7K
$6.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-10- 0.23% |
$1.8K - $2.05K
|
4.3K
$1.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-11- 0.08% |
$1.98K - $2.25K
|
14.4K
$4.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-11- 0.85% |
$1.98K - $2.25K
|
1.29K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-11- 0.25% |
$1.98K - $2.25K
|
4.46K
$1.29M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-11- 0.47% |
$1.98K - $2.25K
|
2.32K
$671K
|