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 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-12- 1.15% |
$2.16K - $2.46K
|
1.03K
$297K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-12- 0.64% |
$2.16K - $2.46K
|
1.85K
$534K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-12- 0.06% |
$2.16K - $2.46K
|
18.9K
$5.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12- 0.02% |
$2.16K - $2.46K
|
54.5K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-12- 0.22% |
$2.16K - $2.46K
|
5.39K
$1.56M
|
|
|
May 19, 2025
Q2 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-12- 0.4% |
$2.16K - $2.46K
|
3.01K
$869K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-13- 0.04% |
$2.34K - $2.66K
|
30.7K
$8.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-13- 0.44% |
$2.34K - $2.66K
|
2.97K
$857K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-13- 0.42% |
$2.34K - $2.66K
|
3.07K
$886K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-14- 0.43% |
$2.52K - $2.87K
|
3.28K
$945K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-14- 0.22% |
$2.52K - $2.87K
|
6.5K
$1.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14- 1.37% |
$2.52K - $2.87K
|
1.01K
$291K
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-14- 0.35% |
$2.52K - $2.87K
|
4.02K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-14- 0.76% |
$2.52K - $2.87K
|
1.83K
$529K
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
SELL
|
- |
-14- 1.0% |
$2.52K - $2.87K
|
1.39K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-14- 0.03% |
$2.52K - $2.87K
|
43.6K
$12.6M
|
|
|
Jul 08, 2024
Q2 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-15- 0.43% |
$2.7K - $3.07K
|
3.48K
$1M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-15- 0.38% |
$2.7K - $3.07K
|
3.94K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
SELL
|
- |
-15- 0.09% |
$2.7K - $3.07K
|
16K
$4.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-15- 0.09% |
$2.7K - $3.07K
|
17.6K
$5.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-15- 0.06% |
$2.7K - $3.07K
|
24.3K
$7.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-15- 0.06% |
$2.7K - $3.07K
|
26.8K
$7.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-16- 0.65% |
$2.88K - $3.28K
|
2.46K
$710K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-16- 0.05% |
$2.88K - $3.28K
|
35.4K
$10.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.35% |
$3.06K - $3.48K
|
4.9K
$1.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-17- 1.32% |
$3.06K - $3.48K
|
1.27K
$367K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-17- 0.05% |
$3.06K - $3.48K
|
31.5K
$9.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-17- 0.37% |
$3.06K - $3.48K
|
4.54K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-17- 1.41% |
$3.06K - $3.48K
|
1.19K
$344K
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-18- 1.3% |
$3.24K - $3.69K
|
1.37K
$395K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-18- 0.85% |
$3.24K - $3.69K
|
2.1K
$607K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-18- 0.72% |
$3.24K - $3.69K
|
2.49K
$719K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-18- 2.48% |
$3.24K - $3.69K
|
707
$204K
|
|
|
Aug 14, 2024
Q2 2024
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-18- 0.34% |
$3.24K - $3.69K
|
5.28K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-19- 0.04% |
$3.42K - $3.89K
|
46K
$13.3M
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
SELL
|
- |
-19- 0.92% |
$3.42K - $3.89K
|
2.05K
$591K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-20- 1.44% |
$3.6K - $4.1K
|
1.37K
$396K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-20- 1.59% |
$3.6K - $4.1K
|
1.24K
$357K
|
|
|
Feb 14, 2025
Q2 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-20- 0.33% |
$3.6K - $4.1K
|
6.12K
$1.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-21- 0.42% |
$3.78K - $4.3K
|
5.02K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-21- 0.21% |
$3.78K - $4.3K
|
9.99K
$2.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-21- 0.78% |
$3.78K - $4.3K
|
2.69K
$775K
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-21- 2.23% |
$3.78K - $4.3K
|
919
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-21- 0.51% |
$3.78K - $4.3K
|
4.06K
$1.17M
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-21- 0.5% |
$3.78K - $4.3K
|
4.14K
$1.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-22- 1.13% |
$3.96K - $4.51K
|
1.93K
$557K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-22- 2.12% |
$3.96K - $4.51K
|
1.02K
$294K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-22- 44.9% |
$3.96K - $4.51K
|
27
$7.79K
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-23- 0.22% |
$4.14K - $4.71K
|
10.6K
$3.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-23- 0.82% |
$4.14K - $4.71K
|
2.77K
$800K
|