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 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.19K+ 78.65% |
$214K - $243K
|
2.69K
$651K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.18KNew |
$213K - $242K
|
1.18K
$285K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.18K+ 5.51% |
$212K - $241K
|
22.5K
$5.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.18KNew |
$212K - $241K
|
1.18K
$284K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.17K+ 0.96% |
$211K - $240K
|
123K
$29.8M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.17K+ 1.33% |
$211K - $240K
|
89.5K
$21.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.17K+ 5.61% |
$211K - $240K
|
22K
$5.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.17KNew |
$211K - $240K
|
1.17K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.17K+ 3.29% |
$211K - $240K
|
36.8K
$8.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.15K+ 3.48% |
$207K - $235K
|
34.1K
$8.24M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.13KNew |
$204K - $232K
|
1.13K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.13K+ 1.02% |
$203K - $231K
|
112K
$27M
|
|
|
Aug 15, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
1.13K+ 29.8% |
$203K - $231K
|
4.91K
$1.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 86.54% |
$203K - $230K
|
2.43K
$586K
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.12K+ 5.05% |
$202K - $230K
|
23.4K
$5.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.12KNew |
$202K - $230K
|
1.12K
$271K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
1.12KNew |
$202K - $230K
|
1.12K
$271K
|
|
|
Aug 12, 2024
Q2 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.12K+ 19.08% |
$201K - $229K
|
6.97K
$1.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.12KNew |
$201K - $229K
|
1.12K
$270K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.12K+ 1.95% |
$201K - $228K
|
58.4K
$14.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.11K+ 0.9% |
$200K - $228K
|
125K
$30.3M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.11K+ 11.08% |
$200K - $228K
|
11.2K
$2.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.11KNew |
$200K - $227K
|
1.11K
$268K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.11K+ 15.05% |
$199K - $226K
|
8.45K
$2.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.1K+ 3.86% |
$198K - $226K
|
29.7K
$7.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.1K+ 4.76% |
$198K - $225K
|
24.2K
$5.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.1KNew |
$198K - $225K
|
1.1K
$266K
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.1KNew |
$198K - $225K
|
1.1K
$265K
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.1KNew |
$198K - $225K
|
1.1K
$265K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.1K+ 1.36% |
$198K - $225K
|
81.5K
$19.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.09K+ 5.02% |
$197K - $224K
|
22.9K
$5.53M
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.09K+ 3.76% |
$197K - $224K
|
30.2K
$7.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
1.09K+ 10.68% |
$196K - $223K
|
11.3K
$2.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
1.09K+ 7.13% |
$196K - $223K
|
16.3K
$3.95M
|
|
|
Jul 08, 2024
Q2 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
1.08KNew |
$195K - $222K
|
1.08K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.08K+ 10.18% |
$194K - $220K
|
11.6K
$2.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.07K+ 6.79% |
$193K - $220K
|
16.9K
$4.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.07KNew |
$193K - $220K
|
1.07K
$259K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.07K+ 60.2% |
$193K - $219K
|
2.85K
$688K
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
1.07KNew |
$193K - $219K
|
1.07K
$258K
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.07KNew |
$192K - $219K
|
1.07K
$258K
|
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
1.07KNew |
$192K - $218K
|
1.07K
$257K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.06KNew |
$191K - $217K
|
1.06K
$257K
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.06KNew |
$191K - $217K
|
1.06K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.05K+ 5.49% |
$189K - $214K
|
20.1K
$4.86M
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
1.05KNew |
$188K - $214K
|
1.05K
$253K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
1.05KNew |
$188K - $214K
|
1.05K
$252K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.05K+ 4.89% |
$188K - $214K
|
22.4K
$5.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.04KNew |
$188K - $214K
|
1.04K
$252K
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.04K+ 0.8% |
$188K - $213K
|
131K
$31.7M
|