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 29, 2024 Q2 2024
Arjuna Capital

BUY
 -
560
+ 1.45%
$101K - $115K
39.2K $11.1M
Jul 25, 2024 Q2 2024
Armor Investment Advisors, LLC

BUY
 -
558
+ 3.71%
$100K - $114K
15.6K $4.42M
Aug 12, 2024 Q2 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
557
+ 12.99%
$100K - $114K
4.85K $1.37M
Aug 02, 2024 Q2 2024
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
553
+ 20.93%
$99.6K - $113K
3.2K $905K
Aug 05, 2024 Q2 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
552
+ 5.12%
$99.4K - $113K
11.3K $3.21M
Jul 16, 2024 Q2 2024
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
551
+ 5.35%
$99.2K - $113K
10.8K $3.07M
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
550
+ 0.17%
$99K - $113K
333K $94.2M
Aug 14, 2024 Q2 2024
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
547
+ 0.92%
$98.5K - $112K
60K $17M
Aug 14, 2024 Q2 2024
Family Management Corp

New York, NY
BUY
 -
546
+ 2.82%
$98.3K - $112K
19.9K $5.64M
Jul 17, 2024 Q2 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
545
+ 6.4%
$98.1K - $112K
9.07K $2.57M
Jul 17, 2024 Q2 2024
E Rn Financial, LLC

BUY
 -
542
+ 9.43%
$97.6K - $111K
6.29K $1.78M
Jul 30, 2024 Q2 2024
Values Added Financial LLC

Washington, DC
BUY
 -
539
+ 39.26%
$97.1K - $110K
1.91K $541K
Aug 14, 2024 Q2 2024
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
534
+ 1.87%
$96.2K - $109K
29.1K $8.23M
Aug 08, 2024 Q2 2024
Oakwell Private Wealth Management, LLC

BUY
 -
533
+ 9.17%
$96K - $109K
6.34K $1.8M
Jul 23, 2024 Q2 2024
Sol Capital Management CO

BUY
 -
530
+ 2.19%
$95.4K - $109K
24.7K $7M
Aug 13, 2024 Q2 2024
Syon Capital LLC

San Francisco, CA
BUY
 -
530
+ 1.8%
$95.4K - $109K
30K $8.5M
Jul 10, 2024 Q2 2024
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
525
+ 16.03%
$94.5K - $108K
3.8K $1.08M
Jul 12, 2024 Q2 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
522
+ 14.5%
$94K - $107K
4.12K $1.17M
Jul 25, 2024 Q2 2024
Oceanside Advisors LLC

Mount Pleasant, SC
BUY
 -
520
+ 35.62%
$93.6K - $106K
1.98K $561K
Jul 22, 2024 Q2 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
517
+ 5.74%
$93.1K - $106K
9.53K $2.7M
Jul 24, 2024 Q2 2024
Jb Capital LLC

BUY
 -
517
+ 0.74%
$93.1K - $106K
70.8K $20M
Aug 12, 2024 Q2 2024
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
517
+ 1.57%
$93.1K - $106K
33.5K $9.5M
Aug 07, 2024 Q2 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
516
+ 10.3%
$92.9K - $106K
5.53K $1.57M
Aug 09, 2024 Q2 2024
Ndvr, Inc.

Boston, MA
BUY
 -
515
+ 36.52%
$92.7K - $105K
1.93K $545K
Aug 13, 2024 Q2 2024
Symmetry Investments LP

BUY
 -
514
+ 1.91%
$92.6K - $105K
27.4K $7.76M
May 07, 2025 Q2 2024
Symmetry Investments LP

BUY
 -
514
+ 1.91%
$92.6K - $105K
27.4K $7.76M
Jul 23, 2024 Q2 2024
Kiley Juergens Wealth Management, LLC

BUY
 -
513
+ 3.71%
$92.4K - $105K
14.3K $4.06M
Aug 06, 2024 Q2 2024
Morton Community Bank

East Peoria, IL
BUY
 -
511
+ 2.01%
$92K - $105K
26K $7.35M
Aug 13, 2024 Q2 2024
Fwl Investment Management, LLC

BUY
 -
510
+ 53.74%
$91.8K - $104K
1.46K $413K
Jul 30, 2024 Q2 2024
Americana Partners, LLC

Houston, TX
BUY
 -
508
+ 1.7%
$91.5K - $104K
30.3K $8.59M
Jul 23, 2024 Q2 2024
Jacobsen Capital Management

BUY
 -
506
+ 12.42%
$91.1K - $104K
4.58K $1.3M
Aug 09, 2024 Q2 2024
Clearstead Trust, LLC

Portland, ME
BUY
 -
502
+ 1.75%
$90.4K - $103K
29.2K $8.26M
Jul 24, 2024 Q2 2024
Edge Rock Capital LLC

BUY
 -
500
+ 21.39%
$90K - $102K
2.84K $803K
Aug 02, 2024 Q2 2024
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
500
+ 6.68%
$90K - $102K
7.98K $2.26M
Aug 02, 2024 Q2 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
500
+ 7.14%
$90K - $102K
7.5K $2.12M
Aug 08, 2024 Q2 2024
Prosperity Consulting Group, LLC

BUY
 -
500
+ 1.63%
$90K - $102K
31.2K $8.83M
Sep 10, 2024 Q2 2024
Ss&H Financial Advisors, Inc.

BUY
 -
500
+ 0.47%
$90K - $102K
106K $30M
Aug 15, 2024 Q2 2024
Ninepoint Partners LP

BUY
 -
499
New
$89.9K - $102K
499 $141K
Aug 02, 2024 Q2 2024
Phillips Wealth Planners LLC

Starkville, MS
BUY
 -
495
+ 7.16%
$89.1K - $101K
7.41K $2.1M
Jul 31, 2024 Q2 2024
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
494
+ 4.64%
$89K - $101K
11.2K $3.16M
Jul 02, 2024 Q2 2024
Massmutual Trust CO Fsb

BUY
 -
493
+ 0.16%
$88.8K - $101K
313K $88.7M
Jul 17, 2024 Q2 2024
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
492
+ 3.91%
$88.6K - $101K
13.1K $3.7M
Aug 13, 2024 Q2 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
490
+ 1.03%
$88.2K - $100K
48.2K $13.6M
Jul 26, 2024 Q2 2024
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
487
+ 22.22%
$87.7K - $99.7K
2.68K $759K
Aug 14, 2024 Q2 2024
Beck Mack & Oliver LLC

New York, NY
BUY
 -
485
+ 0.11%
$87.3K - $99.3K
430K $122M
Aug 12, 2024 Q2 2024
Plante Moran Financial Advisors, LLC

BUY
 -
475
+ 3.22%
$85.5K - $97.3K
15.2K $4.31M
Jul 15, 2024 Q2 2024
Cooper Financial Group

BUY
 -
474
+ 5.45%
$85.4K - $97.1K
9.17K $2.6M
Aug 09, 2024 Q2 2024
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
473
+ 6.78%
$85.2K - $96.9K
7.45K $2.11M
Jul 30, 2024 Q2 2024
Sage Rhino Capital LLC

BUY
 -
471
+ 4.86%
$84.8K - $96.5K
10.2K $2.88M

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