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 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-17- 1.32% |
$3.06K - $3.48K
|
1.27K
$309K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-17- 0.05% |
$3.06K - $3.48K
|
31.5K
$7.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-17- 0.37% |
$3.06K - $3.48K
|
4.54K
$1.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-17- 1.41% |
$3.06K - $3.48K
|
1.19K
$290K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-18- 1.3% |
$3.24K - $3.69K
|
1.37K
$333K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-18- 0.85% |
$3.24K - $3.69K
|
2.1K
$512K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-18- 0.72% |
$3.24K - $3.69K
|
2.49K
$607K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-18- 2.48% |
$3.24K - $3.69K
|
707
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-18- 0.34% |
$3.24K - $3.69K
|
5.28K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-19- 0.04% |
$3.42K - $3.89K
|
46K
$11.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-20- 1.44% |
$3.6K - $4.1K
|
1.37K
$334K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-20- 1.59% |
$3.6K - $4.1K
|
1.24K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-21- 0.42% |
$3.78K - $4.3K
|
5.02K
$1.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-21- 0.21% |
$3.78K - $4.3K
|
9.99K
$2.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-21- 0.78% |
$3.78K - $4.3K
|
2.69K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-21- 2.23% |
$3.78K - $4.3K
|
919
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-21- 0.51% |
$3.78K - $4.3K
|
4.06K
$989K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-21- 0.5% |
$3.78K - $4.3K
|
4.14K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-22- 1.13% |
$3.96K - $4.51K
|
1.93K
$470K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-22- 2.12% |
$3.96K - $4.51K
|
1.02K
$248K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 44.9% |
$3.96K - $4.51K
|
27
$6.58K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-23- 0.22% |
$4.14K - $4.71K
|
10.6K
$2.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-23- 0.82% |
$4.14K - $4.71K
|
2.77K
$675K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-23- 2.29% |
$4.14K - $4.71K
|
983
$239K
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-23- 2.21% |
$4.14K - $4.71K
|
1.02K
$248K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-23- 0.07% |
$4.14K - $4.71K
|
31.3K
$7.63M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-23- 0.2% |
$4.14K - $4.71K
|
11.4K
$2.78M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-25- 0.78% |
$4.5K - $5.12K
|
3.17K
$772K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-25- 0.13% |
$4.5K - $5.12K
|
18.9K
$4.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-25- 0.36% |
$4.5K - $5.12K
|
7.01K
$1.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-25- 0.79% |
$4.5K - $5.12K
|
3.13K
$762K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-25- 1.17% |
$4.5K - $5.12K
|
2.12K
$515K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-25- 0.88% |
$4.5K - $5.12K
|
2.81K
$685K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-25- 0.08% |
$4.5K - $5.12K
|
29.5K
$7.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-25- 0.67% |
$4.5K - $5.12K
|
3.69K
$897K
|
|
|
Aug 15, 2024
Q2 2024
|
Tanaka Capital Management Inc
New York, NY |
SELL
|
- |
-25- 7.84% |
$4.5K - $5.12K
|
294
$71.6K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-25- 2.04% |
$4.5K - $5.12K
|
1.2K
$293K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-26- 0.79% |
$4.68K - $5.32K
|
3.25K
$791K
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-26- 0.59% |
$4.68K - $5.32K
|
4.4K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-26- 0.12% |
$4.68K - $5.32K
|
22K
$5.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-26- 2.24% |
$4.68K - $5.32K
|
1.14K
$277K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-27- 1.25% |
$4.86K - $5.53K
|
2.13K
$519K
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-28- 0.2% |
$5.04K - $5.73K
|
13.9K
$3.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-28- 1.28% |
$5.04K - $5.73K
|
2.17K
$528K
|
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
SELL
|
- |
-29- 1.29% |
$5.22K - $5.94K
|
2.23K
$542K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-29- 0.47% |
$5.22K - $5.94K
|
6.16K
$1.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-29- 0.38% |
$5.22K - $5.94K
|
7.64K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-29- 0.03% |
$5.22K - $5.94K
|
103K
$25.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-30- 44.12% |
$5.4K - $6.14K
|
38
$9.25K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-30- 1.87% |
$5.4K - $6.14K
|
1.57K
$383K
|