Purchases and Sales Made in Q2 2024 in Jpmorgan Chase & CO (JPM)

JPM Quotes by TradingView

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 23, 2024 Q2 2024
Sol Capital Management CO

BUY
 -
530
+ 2.19%
$95.4K - $109K
24.7K $5.48M
Aug 13, 2024 Q2 2024
Syon Capital LLC

San Francisco, CA
BUY
 -
530
+ 1.8%
$95.4K - $109K
30K $6.65M
Jul 10, 2024 Q2 2024
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
525
+ 16.03%
$94.5K - $108K
3.8K $842K
Jul 12, 2024 Q2 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
522
+ 14.5%
$94K - $107K
4.12K $913K
Jul 25, 2024 Q2 2024
Oceanside Advisors LLC

Mount Pleasant, SC
BUY
 -
520
+ 35.62%
$93.6K - $106K
1.98K $439K
Jul 22, 2024 Q2 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
517
+ 5.74%
$93.1K - $106K
9.53K $2.11M
Jul 24, 2024 Q2 2024
Jb Capital LLC

BUY
 -
517
+ 0.74%
$93.1K - $106K
70.8K $15.7M
Aug 12, 2024 Q2 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
517
+ 1.57%
$93.1K - $106K
33.5K $7.43M
Aug 07, 2024 Q2 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
516
+ 10.3%
$92.9K - $106K
5.53K $1.22M
Aug 09, 2024 Q2 2024
Ndvr, Inc.

Boston, MA
BUY
 -
515
+ 36.52%
$92.7K - $105K
1.93K $426K
Jul 23, 2024 Q2 2024
Kiley Juergens Wealth Management, LLC

BUY
 -
513
+ 3.71%
$92.4K - $105K
14.3K $3.18M
Aug 06, 2024 Q2 2024
Morton Community Bank

East Peoria, IL
BUY
 -
511
+ 2.01%
$92K - $105K
26K $5.75M
Aug 13, 2024 Q2 2024
Fwl Investment Management, LLC

BUY
 -
510
+ 53.74%
$91.8K - $104K
1.46K $323K
Jul 30, 2024 Q2 2024
Americana Partners, LLC

Houston, TX
BUY
 -
508
+ 1.7%
$91.5K - $104K
30.3K $6.72M
Jul 23, 2024 Q2 2024
Jacobsen Capital Management

BUY
 -
506
+ 12.42%
$91.1K - $104K
4.58K $1.01M
Aug 09, 2024 Q2 2024
Clearstead Trust, LLC

Portland, ME
BUY
 -
502
+ 1.75%
$90.4K - $103K
29.2K $6.46M
Jul 24, 2024 Q2 2024
Edge Rock Capital LLC

BUY
 -
500
+ 21.39%
$90K - $102K
2.84K $628K
Aug 02, 2024 Q2 2024
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
500
+ 6.68%
$90K - $102K
7.98K $1.77M
Aug 02, 2024 Q2 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
500
+ 7.14%
$90K - $102K
7.5K $1.66M
Aug 08, 2024 Q2 2024
Prosperity Consulting Group, LLC

BUY
 -
500
+ 1.63%
$90K - $102K
31.2K $6.91M
Sep 10, 2024 Q2 2024
Ss&H Financial Advisors, Inc.

BUY
 -
500
+ 0.47%
$90K - $102K
106K $23.5M
Aug 15, 2024 Q2 2024
Ninepoint Partners LP

BUY
 -
499
New
$89.9K - $102K
499 $111K
Aug 02, 2024 Q2 2024
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
495
+ 7.16%
$89.1K - $101K
7.41K $1.64M
Jul 31, 2024 Q2 2024
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
494
+ 4.64%
$89K - $101K
11.2K $2.47M
Jul 02, 2024 Q2 2024
Massmutual Trust CO Fsb

BUY
 -
493
+ 0.16%
$88.8K - $101K
313K $69.4M
Jul 17, 2024 Q2 2024
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
492
+ 3.91%
$88.6K - $101K
13.1K $2.9M
Aug 13, 2024 Q2 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
490
+ 1.03%
$88.2K - $100K
48.2K $10.7M
Jul 26, 2024 Q2 2024
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
487
+ 22.22%
$87.7K - $99.7K
2.68K $593K
Aug 14, 2024 Q2 2024
Beck Mack & Oliver LLC

New York, NY
BUY
 -
485
+ 0.11%
$87.3K - $99.3K
430K $95.3M
Aug 12, 2024 Q2 2024
Plante Moran Financial Advisors, LLC

BUY
 -
475
+ 3.22%
$85.5K - $97.3K
15.2K $3.37M
Jul 15, 2024 Q2 2024
Cooper Financial Group

BUY
 -
474
+ 5.45%
$85.4K - $97.1K
9.17K $2.03M
Aug 09, 2024 Q2 2024
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
473
+ 6.78%
$85.2K - $96.9K
7.45K $1.65M
Jul 30, 2024 Q2 2024
Sage Rhino Capital LLC

BUY
 -
471
+ 4.86%
$84.8K - $96.5K
10.2K $2.25M
Jul 12, 2024 Q2 2024
Mechanics Bank Trust Department

BUY
 -
466
+ 1.2%
$83.9K - $95.4K
39.2K $8.69M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
466
+ 0.61%
$83.9K - $95.4K
76.6K $17M
Aug 12, 2024 Q2 2024
Paragon Private Wealth Management, LLC

BUY
 -
466
+ 19.66%
$83.9K - $95.4K
2.84K $628K
Jul 24, 2024 Q2 2024
Horizon Bancorp Inc /In/

Michigan City, IN
BUY
 -
464
+ 19.71%
$83.6K - $95K
2.82K $624K
Jul 25, 2024 Q2 2024
Northcape Wealth Management, LLC

Williamsville, NY
BUY
 -
464
+ 2.27%
$83.6K - $95K
20.9K $4.62M
Jul 16, 2024 Q2 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
460
+ 41.86%
$82.8K - $94.2K
1.56K $345K
Jul 10, 2024 Q2 2024
Indiana Trust & Investment Management CO

BUY
 -
459
+ 1.73%
$82.7K - $94K
27K $5.98M
Aug 09, 2024 Q2 2024
Belvedere Trading LLC

BUY
 -
459
New
$82.7K - $94K
459 $102K
Nov 01, 2024 Q2 2024
Belvedere Trading LLC

BUY
 -
459
New
$82.7K - $94K
459 $102K
Jul 24, 2024 Q2 2024
Mc Adam, LLC

BUY
 -
456
+ 13.09%
$82.1K - $93.4K
3.94K $872K
Jul 19, 2024 Q2 2024
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
455
+ 1.43%
$81.9K - $93.2K
32.3K $7.15M
Aug 12, 2024 Q2 2024
Peachtree Investment Partners, LLC

Vero Beach, FL
BUY
 -
451
+ 2.25%
$81.2K - $92.4K
20.5K $4.54M
Aug 13, 2024 Q2 2024
Holderness Investments CO

Greensboro, NC
BUY
 -
449
+ 1.71%
$80.9K - $92K
26.7K $5.91M
Jul 17, 2024 Q2 2024
Inscription Capital, LLC

Houston, TX
BUY
 -
448
+ 1.39%
$80.7K - $91.7K
32.8K $7.26M
Aug 12, 2024 Q2 2024
Mathes Company, Inc.

BUY
 -
445
+ 1.78%
$80.1K - $91.1K
25.5K $5.65M
Jul 16, 2024 Q2 2024
Dock Street Asset Management Inc

BUY
 -
444
+ 16.83%
$80K - $90.9K
3.08K $683K

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