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 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
374+ 0.52% |
$67.3K - $76.6K
|
72.3K
$16M
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
374+ 1.33% |
$67.3K - $76.6K
|
28.5K
$6.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
371+ 8.44% |
$66.8K - $76K
|
4.77K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
368+ 1.8% |
$66.3K - $75.4K
|
20.9K
$4.62M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
368+ 6.41% |
$66.3K - $75.4K
|
6.11K
$1.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
364+ 4.14% |
$65.5K - $74.5K
|
9.16K
$2.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
363+ 2.93% |
$65.4K - $74.3K
|
12.7K
$2.82M
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
362+ 1.37% |
$65.2K - $74.1K
|
26.8K
$5.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
362+ 6.86% |
$65.2K - $74.1K
|
5.64K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
360+ 16.76% |
$64.8K - $73.7K
|
2.51K
$555K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
359+ 4.15% |
$64.6K - $73.5K
|
9.02K
$2M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
359+ 6.22% |
$64.6K - $73.5K
|
6.13K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
357+ 33.74% |
$64.3K - $73.1K
|
1.42K
$313K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
356+ 2.85% |
$64.1K - $72.9K
|
12.8K
$2.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
354+ 2.39% |
$63.7K - $72.5K
|
15.2K
$3.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
353+ 22.23% |
$63.6K - $72.3K
|
1.94K
$430K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
352+ 3.12% |
$63.4K - $72.1K
|
11.6K
$2.57M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
351+ 32.56% |
$63.2K - $71.9K
|
1.43K
$317K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
349+ 1.37% |
$62.8K - $71.5K
|
25.8K
$5.71M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
BUY
|
- |
346+ 2.43% |
$62.3K - $70.9K
|
14.6K
$3.23M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
345+ 2.77% |
$62.1K - $70.7K
|
12.8K
$2.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
344+ 1.9% |
$61.9K - $70.4K
|
18.5K
$4.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
341+ 1.79% |
$61.4K - $69.8K
|
19.4K
$4.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
340+ 9.12% |
$61.2K - $69.6K
|
4.07K
$901K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
338+ 1.33% |
$60.9K - $69.2K
|
25.8K
$5.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
338+ 4.59% |
$60.9K - $69.2K
|
7.71K
$1.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
337+ 4.02% |
$60.7K - $69K
|
8.72K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
335+ 12.66% |
$60.3K - $68.6K
|
2.98K
$660K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
335+ 3.59% |
$60.3K - $68.6K
|
9.66K
$2.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
334+ 4.36% |
$60.1K - $68.4K
|
8K
$1.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
332+ 24.38% |
$59.8K - $68K
|
1.69K
$375K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
332+ 2.94% |
$59.8K - $68K
|
11.6K
$2.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
330+ 0.85% |
$59.4K - $67.6K
|
39K
$8.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
330+ 0.79% |
$59.4K - $67.6K
|
41.9K
$9.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
329+ 1.37% |
$59.2K - $67.4K
|
24.3K
$5.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
328+ 2.86% |
$59.1K - $67.2K
|
11.8K
$2.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
327+ 0.7% |
$58.9K - $67K
|
47K
$10.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
BUY
|
- |
326+ 5.43% |
$58.7K - $66.8K
|
6.33K
$1.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
325+ 6.74% |
$58.5K - $66.6K
|
5.14K
$1.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
324+ 4.51% |
$58.3K - $66.4K
|
7.5K
$1.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
323+ 3.2% |
$58.2K - $66.1K
|
10.4K
$2.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
323+ 2.08% |
$58.2K - $66.1K
|
15.9K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
323+ 3.23% |
$58.2K - $66.1K
|
10.3K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
323+ 19.99% |
$58.2K - $66.1K
|
1.94K
$429K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
320+ 1.53% |
$57.6K - $65.5K
|
21.2K
$4.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
320+ 0.7% |
$57.6K - $65.5K
|
46.2K
$10.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
319+ 0.72% |
$57.4K - $65.3K
|
44.8K
$9.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
319+ 10.92% |
$57.4K - $65.3K
|
3.24K
$717K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
317+ 1.38% |
$57.1K - $64.9K
|
23.2K
$5.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
316+ 3.99% |
$56.9K - $64.7K
|
8.23K
$1.82M
|