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
Key F Inancial Inc

BUY
 -
249
+ 1.09%
$44.8K - $51K
23K $6.64M
Aug 05, 2024 Q2 2024
Apexium Financial, LP

BUY
 -
249
+ 2.56%
$44.8K - $51K
9.99K $2.88M
Jul 24, 2024 Q2 2024
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
248
+ 4.97%
$44.7K - $50.8K
5.24K $1.51M
Jul 16, 2024 Q2 2024
Orba Wealth Advisors, L.L.C.

Chicago, IL
BUY
 -
247
+ 3.34%
$44.5K - $50.6K
7.64K $2.21M
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
247
New
$44.5K - $50.6K
247 $71.3K
Jul 10, 2024 Q2 2024
S.A. Mason LLC

BUY
 -
246
+ 6.29%
$44.3K - $50.4K
4.16K $1.2M
Jul 12, 2024 Q2 2024
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
246
+ 21.71%
$44.3K - $50.4K
1.38K $398K
Aug 05, 2024 Q2 2024
Foundry Partners, LLC

BUY
 -
245
+ 0.1%
$44.1K - $50.2K
248K $71.5M
Jul 24, 2024 Q2 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
244
+ 0.62%
$43.9K - $50K
39.9K $11.5M
Jul 31, 2024 Q2 2024
Facet Wealth, Inc.

BUY
 -
244
+ 11.7%
$43.9K - $50K
2.33K $672K
Aug 13, 2024 Q2 2024
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
243
+ 11.94%
$43.8K - $49.8K
2.28K $658K
Aug 14, 2024 Q2 2024
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
243
+ 123.35%
$43.8K - $49.8K
440 $127K
Jul 17, 2024 Q2 2024
Atticus Wealth Management, LLC

BUY
 -
241
+ 7.68%
$43.4K - $49.4K
3.38K $976K
Aug 09, 2024 Q2 2024
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
241
+ 5.81%
$43.4K - $49.4K
4.39K $1.27M
Jul 22, 2024 Q2 2024
Essex LLC

BUY
 -
239
+ 0.63%
$43K - $48.9K
38.2K $11M
Aug 09, 2024 Q2 2024
Warwick Investment Management, Inc.

BUY
 -
239
+ 8.51%
$43K - $48.9K
3.05K $880K
Oct 29, 2024 Q2 2024
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
236
+ 11.54%
$42.5K - $48.3K
2.28K $659K
Jul 30, 2024 Q2 2024
Wealth Alliance Advisory Group, LLC

BUY
 -
234
+ 1.77%
$42.1K - $47.9K
13.4K $3.88M
Aug 13, 2024 Q2 2024
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
234
+ 0.44%
$42.1K - $47.9K
53.2K $15.4M
Jul 16, 2024 Q2 2024
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
231
+ 4.93%
$41.6K - $47.3K
4.91K $1.42M
Jul 26, 2024 Q2 2024
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
231
+ 0.6%
$41.6K - $47.3K
38.8K $11.2M
Jul 31, 2024 Q2 2024
Auxano Advisors, LLC

BUY
 -
231
+ 2.06%
$41.6K - $47.3K
11.4K $3.3M
Jul 02, 2024 Q2 2024
M&R Capital Management Inc

BUY
 -
230
+ 0.41%
$41.4K - $47.1K
56.3K $16.3M
Aug 12, 2024 Q2 2024
One Day In July LLC

BUY
 -
230
+ 12.05%
$41.4K - $47.1K
2.14K $617K
Jul 22, 2024 Q2 2024
Aaron Wealth Advisors LLC

BUY
 -
228
+ 1.46%
$41.1K - $46.7K
15.9K $4.59M
Aug 14, 2024 Q2 2024
Kolinsky Wealth Management, LLC

Ramsey, NJ
BUY
 -
228
+ 2.96%
$41.1K - $46.7K
7.92K $2.29M
Aug 02, 2024 Q2 2024
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
227
+ 2.49%
$40.9K - $46.5K
9.35K $2.7M
Aug 08, 2024 Q2 2024
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
225
+ 0.75%
$40.5K - $46.1K
30.4K $8.78M
Aug 09, 2024 Q2 2024
Silver Coast Investments LLC

San Diego, X1
BUY
 -
225
+ 8.71%
$40.5K - $46.1K
2.81K $810K
Aug 13, 2024 Q2 2024
Roberts Wealth Advisors, LLC

BUY
 -
224
+ 0.61%
$40.3K - $45.9K
37.1K $10.7M
Jul 23, 2024 Q2 2024
Griffin Asset Management, Inc.

BUY
 -
223
+ 0.33%
$40.2K - $45.7K
67.4K $19.5M
Jul 26, 2024 Q2 2024
Hall Capital Management CO Inc

BUY
 -
223
+ 0.78%
$40.2K - $45.7K
28.8K $8.31M
Jul 22, 2024 Q2 2024
Cardinal Strategic Wealth Guidance

BUY
 -
217
+ 5.28%
$39.1K - $44.4K
4.32K $1.25M
Jul 15, 2024 Q2 2024
Bbjs Financial Advisors, LLC

Seattle, WA
BUY
 -
215
+ 430.0%
$38.7K - $44K
265 $76.5K
Jul 17, 2024 Q2 2024
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
213
+ 1.53%
$38.4K - $43.6K
14.1K $4.08M
Jul 19, 2024 Q2 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
212
+ 4.6%
$38.2K - $43.4K
4.82K $1.39M
Aug 05, 2024 Q2 2024
Drake & Associates, LLC

Waukesha, WI
BUY
 -
212
+ 4.2%
$38.2K - $43.4K
5.26K $1.52M
Aug 12, 2024 Q2 2024
Strong Box Wealth, LLC

BUY
 -
212
+ 1.06%
$38.2K - $43.4K
20.2K $5.82M
Aug 15, 2024 Q2 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
212
+ 1.73%
$38.2K - $43.4K
12.5K $3.6M
Aug 13, 2024 Q2 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
211
+ 3.88%
$38K - $43.2K
5.65K $1.63M
Jul 10, 2024 Q2 2024
Greenfield Savings Bank

BUY
 -
210
+ 0.85%
$37.8K - $43K
25K $7.22M
Jul 08, 2024 Q2 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
206
+ 1.71%
$37.1K - $42.2K
12.2K $3.53M
Jul 17, 2024 Q2 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
205
+ 1.28%
$36.9K - $42K
16.3K $4.69M
Jul 18, 2024 Q2 2024
Saxon Interests, Inc.

BUY
 -
205
+ 2.13%
$36.9K - $42K
9.85K $2.84M
Jul 19, 2024 Q2 2024
Allen Wealth Management, LLC

Boone, NC
BUY
 -
205
+ 6.99%
$36.9K - $42K
3.14K $905K
Jul 25, 2024 Q2 2024
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
205
+ 0.23%
$36.9K - $42K
89.9K $26M
Aug 12, 2024 Q2 2024
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
205
+ 0.93%
$36.9K - $42K
22.3K $6.44M
Aug 15, 2024 Q2 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
205
+ 4.21%
$36.9K - $42K
5.08K $1.47M
Aug 09, 2024 Q2 2024
Pine Harbor Wealth Management, LLC

Silver Spring, MD
BUY
 -
204
+ 8.71%
$36.7K - $41.8K
2.55K $735K

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