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 16, 2024 Q2 2024
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
231
+ 4.93%
$41.6K - $47.3K
4.91K $1.09M
Jul 26, 2024 Q2 2024
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
231
+ 0.6%
$41.6K - $47.3K
38.8K $8.58M
Jul 31, 2024 Q2 2024
Auxano Advisors, LLC

BUY
 -
231
+ 2.06%
$41.6K - $47.3K
11.4K $2.53M
Jul 02, 2024 Q2 2024
M&R Capital Management Inc

BUY
 -
230
+ 0.41%
$41.4K - $47.1K
56.3K $12.5M
Aug 12, 2024 Q2 2024
One Day In July LLC

BUY
 -
230
+ 12.05%
$41.4K - $47.1K
2.14K $474K
Jul 22, 2024 Q2 2024
Aaron Wealth Advisors LLC

BUY
 -
228
+ 1.46%
$41.1K - $46.7K
15.9K $3.52M
Aug 14, 2024 Q2 2024
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
228
+ 2.96%
$41.1K - $46.7K
7.92K $1.75M
Aug 02, 2024 Q2 2024
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
227
+ 2.49%
$40.9K - $46.5K
9.35K $2.07M
Aug 08, 2024 Q2 2024
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
225
+ 0.75%
$40.5K - $46.1K
30.4K $6.74M
Aug 09, 2024 Q2 2024
Silver Coast Investments LLC

San Diego, X1
BUY
 -
225
+ 8.71%
$40.5K - $46.1K
2.81K $622K
Jul 23, 2024 Q2 2024
Griffin Asset Management, Inc.

BUY
 -
223
+ 0.33%
$40.2K - $45.7K
67.4K $14.9M
Jul 26, 2024 Q2 2024
Hall Capital Management CO Inc

BUY
 -
223
+ 0.78%
$40.2K - $45.7K
28.8K $6.38M
Jul 22, 2024 Q2 2024
Cardinal Strategic Wealth Guidance

BUY
 -
217
+ 5.28%
$39.1K - $44.4K
4.32K $958K
Jul 15, 2024 Q2 2024
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
215
+ 430.0%
$38.7K - $44K
265 $58.7K
Jul 17, 2024 Q2 2024
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
213
+ 1.53%
$38.4K - $43.6K
14.1K $3.13M
Jul 19, 2024 Q2 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
212
+ 4.6%
$38.2K - $43.4K
4.82K $1.07M
Aug 05, 2024 Q2 2024
Drake & Associates, LLC

Waukesha, WI
BUY
 -
212
+ 4.2%
$38.2K - $43.4K
5.26K $1.16M
Aug 12, 2024 Q2 2024
Strong Box Wealth, LLC

BUY
 -
212
+ 1.06%
$38.2K - $43.4K
20.2K $4.47M
Aug 15, 2024 Q2 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
212
+ 1.73%
$38.2K - $43.4K
12.5K $2.76M
Aug 13, 2024 Q2 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
211
+ 3.88%
$38K - $43.2K
5.65K $1.25M
Jul 10, 2024 Q2 2024
Greenfield Savings Bank

BUY
 -
210
+ 0.85%
$37.8K - $43K
25K $5.54M
Jul 08, 2024 Q2 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
206
+ 1.71%
$37.1K - $42.2K
12.2K $2.71M
Jul 17, 2024 Q2 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
205
+ 1.28%
$36.9K - $42K
16.3K $3.6M
Jul 18, 2024 Q2 2024
Saxon Interests, Inc.

BUY
 -
205
+ 2.13%
$36.9K - $42K
9.85K $2.18M
Jul 19, 2024 Q2 2024
Allen Wealth Management, LLC

Boone, NC
BUY
 -
205
+ 6.99%
$36.9K - $42K
3.14K $695K
Jul 25, 2024 Q2 2024
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
205
+ 0.23%
$36.9K - $42K
89.9K $19.9M
Aug 12, 2024 Q2 2024
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
205
+ 0.93%
$36.9K - $42K
22.3K $4.94M
Aug 15, 2024 Q2 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
205
+ 4.21%
$36.9K - $42K
5.08K $1.12M
Aug 09, 2024 Q2 2024
Pine Harbor Wealth Management, LLC

Silver Spring, MD
BUY
 -
204
+ 8.71%
$36.7K - $41.8K
2.55K $564K
Aug 13, 2024 Q2 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
204
+ 1.12%
$36.7K - $41.8K
18.5K $4.09M
Aug 14, 2024 Q2 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
204
+ 15.27%
$36.7K - $41.8K
1.54K $341K
Aug 01, 2024 Q2 2024
Eukles Asset Management

BUY
 -
202
+ 2.39%
$36.4K - $41.4K
8.65K $1.92M
Aug 13, 2024 Q2 2024
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
202
+ 3.78%
$36.4K - $41.4K
5.55K $1.23M
Aug 06, 2024 Q2 2024
Waddell & Associates, LLC

BUY
 -
201
+ 1.73%
$36.2K - $41.2K
11.9K $2.62M
Jul 17, 2024 Q2 2024
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
200
+ 9.05%
$36K - $41K
2.41K $534K
Jul 25, 2024 Q2 2024
Spirit Of America Management Corp

BUY
 -
200
+ 0.95%
$36K - $41K
21.2K $4.69M
Jul 25, 2024 Q2 2024
Yeomans Consulting Group, Inc.

Marietta, GA
BUY
 -
200
+ 13.17%
$36K - $41K
1.72K $381K
Jul 25, 2024 Q2 2024
Dodds Wealth, LLC

Greenwood Village, CO
BUY
 -
200
+ 15.59%
$36K - $41K
1.48K $328K
Jul 31, 2024 Q2 2024
N Verses Capital, LLC

Wellington, FL
BUY
 -
200
New
$36K - $41K
200 $44.3K
Aug 08, 2024 Q2 2024
Alta Advisers LTD

BUY
 -
200
+ 2.63%
$36K - $41K
7.8K $1.73M
Aug 13, 2024 Q2 2024
Philadelphia Trust CO

Philadelphia, PA
BUY
 -
199
+ 0.52%
$35.8K - $40.8K
38.3K $8.47M
Jul 30, 2024 Q2 2024
Seascape Capital Management

Portsmouth, NH
BUY
 -
198
+ 0.84%
$35.7K - $40.5K
23.7K $5.26M
Jul 30, 2024 Q2 2024
Clarity Capital Partners LLC

Newport Beach, CA
BUY
 -
197
+ 6.99%
$35.5K - $40.3K
3.01K $668K
Aug 09, 2024 Q2 2024
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
197
+ 12.31%
$35.5K - $40.3K
1.8K $398K
Aug 12, 2024 Q2 2024
Blue Chip Wealth Advisors LLC

Milton, GA
BUY
 -
197
+ 10.36%
$35.5K - $40.3K
2.1K $465K
Jul 31, 2024 Q2 2024
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
195
+ 11.38%
$35.1K - $39.9K
1.91K $423K
Jul 16, 2024 Q2 2024
Moseley Investment Management Inc

BUY
 -
194
+ 1.08%
$34.9K - $39.7K
18.2K $4.03M
Jul 23, 2024 Q2 2024
Vicus Capital

State College, PA
BUY
 -
194
+ 1.77%
$34.9K - $39.7K
11.1K $2.46M
Jul 30, 2024 Q2 2024
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
194
+ 5.26%
$34.9K - $39.7K
3.88K $860K

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