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
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.0% |
$180 - $205
|
27.5K
$7.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.11% |
$180 - $205
|
900
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$180 - $205
|
1.21K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
14.8K
$3.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$180 - $205
|
2.19K
$567K
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
11.2K
$2.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$180 - $205
|
2.57K
$666K
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.02% |
$180 - $205
|
5.44K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$180 - $205
|
7.05K
$1.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1+ 0.4% |
$180 - $205
|
254
$65.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.09% |
$180 - $205
|
1.17K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.02% |
$180 - $205
|
5.51K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
1+ 0.01% |
$180 - $205
|
8.06K
$2.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$180 - $205
|
9.13K
$2.36M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1+ 0.05% |
$180 - $205
|
1.87K
$485K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$180 - $205
|
3.99K
$1.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1- 0.04% |
$180 - $205
|
2.23K
$577K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-1- 0.01% |
$180 - $205
|
11.2K
$2.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1- 0.08% |
$180 - $205
|
1.28K
$332K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-1- 0.01% |
$180 - $205
|
17.4K
$4.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-1- 0.18% |
$180 - $205
|
547
$142K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.5% |
$180 - $205
|
199
$51.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-1- 0.04% |
$180 - $205
|
2.53K
$654K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1- 0.04% |
$180 - $205
|
2.27K
$588K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2- 0.16% |
$360 - $410
|
1.24K
$320K
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-2- 0.1% |
$360 - $410
|
1.93K
$499K
|
|
|
Jul 31, 2024
Q2 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-2- 0.15% |
$360 - $410
|
1.3K
$337K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-2- 0.05% |
$360 - $410
|
3.69K
$955K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2- -0.0% |
$360 - $410
|
67.7K
$17.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-2- 0.03% |
$360 - $410
|
6.03K
$1.56M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-3- 0.29% |
$540 - $614
|
1.04K
$270K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-3- 0.23% |
$540 - $614
|
1.29K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3- 0.12% |
$540 - $614
|
2.4K
$621K
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-3- 0.18% |
$540 - $614
|
1.69K
$436K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 0.02% |
$720 - $819
|
16K
$4.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4- 0.04% |
$720 - $819
|
9.61K
$2.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-4- 0.01% |
$720 - $819
|
77.3K
$20M
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-4- 0.28% |
$720 - $819
|
1.44K
$373K
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4- 0.28% |
$720 - $819
|
1.41K
$364K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-4- 0.02% |
$720 - $819
|
26.1K
$6.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 2.99% |
$720 - $819
|
130
$33.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-4- 0.18% |
$720 - $819
|
2.16K
$559K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5- 0.26% |
$900 - $1.02K
|
1.91K
$495K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-5- 0.14% |
$900 - $1.02K
|
3.68K
$953K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-5- 0.09% |
$900 - $1.02K
|
5.53K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.12% |
$900 - $1.02K
|
4.21K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-5- 0.43% |
$900 - $1.02K
|
1.16K
$299K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-6- 0.17% |
$1.08K - $1.23K
|
3.63K
$938K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-6- 0.35% |
$1.08K - $1.23K
|
1.69K
$438K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-6- 0.37% |
$1.08K - $1.23K
|
1.61K
$417K
|