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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
197+ 10.36% |
$35.5K - $40.3K
|
2.1K
$511K
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
195+ 11.38% |
$35.1K - $39.9K
|
1.91K
$465K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
194+ 1.08% |
$34.9K - $39.7K
|
18.2K
$4.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
194+ 1.77% |
$34.9K - $39.7K
|
11.1K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
194+ 5.26% |
$34.9K - $39.7K
|
3.88K
$946K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
194+ 2.11% |
$34.9K - $39.7K
|
9.4K
$2.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
193+ 6.16% |
$34.8K - $39.5K
|
3.33K
$810K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
192+ 1.96% |
$34.6K - $39.3K
|
9.97K
$2.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
192+ 0.67% |
$34.6K - $39.3K
|
28.7K
$6.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
192+ 1.26% |
$34.6K - $39.3K
|
15.5K
$3.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
191+ 2.82% |
$34.4K - $39.1K
|
6.98K
$1.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
191+ 0.48% |
$34.4K - $39.1K
|
39.9K
$9.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
191+ 4.89% |
$34.4K - $39.1K
|
4.09K
$997K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
190+ 2.48% |
$34.2K - $38.9K
|
7.85K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
190+ 4.0% |
$34.2K - $38.9K
|
4.94K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
188+ 2.62% |
$33.9K - $38.5K
|
7.37K
$1.79M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
188+ 0.77% |
$33.9K - $38.5K
|
24.7K
$6.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
186+ 10.13% |
$33.5K - $38.1K
|
2.02K
$493K
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
186+ 6.66% |
$33.5K - $38.1K
|
2.98K
$726K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
183+ 3.83% |
$33K - $37.5K
|
4.97K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
183+ 1.95% |
$33K - $37.5K
|
9.58K
$2.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
182+ 6.56% |
$32.8K - $37.3K
|
2.96K
$720K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
180+ 6.98% |
$32.4K - $36.9K
|
2.76K
$672K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
179+ 2.35% |
$32.2K - $36.7K
|
7.81K
$1.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
179+ 2.45% |
$32.2K - $36.7K
|
7.48K
$1.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
179+ 3.39% |
$32.2K - $36.7K
|
5.47K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
178+ 0.49% |
$32.1K - $36.5K
|
36.3K
$8.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
176+ 0.7% |
$31.7K - $36K
|
25.2K
$6.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
176+ 0.25% |
$31.7K - $36K
|
71.6K
$17.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
175+ 15.75% |
$31.5K - $35.8K
|
1.29K
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
175+ 5.19% |
$31.5K - $35.8K
|
3.55K
$863K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
173+ 2.61% |
$31.2K - $35.4K
|
6.81K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
173+ 3.26% |
$31.2K - $35.4K
|
5.48K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
172+ 0.49% |
$31K - $35.2K
|
35.1K
$8.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
172+ 0.32% |
$31K - $35.2K
|
53.5K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
172+ 0.02% |
$31K - $35.2K
|
722K
$176M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
171+ 0.19% |
$30.8K - $35K
|
89K
$21.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
170+ 0.38% |
$30.6K - $34.8K
|
44.4K
$10.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
170+ 6.13% |
$30.6K - $34.8K
|
2.94K
$717K
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
170+ 3.88% |
$30.6K - $34.8K
|
4.55K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
170New |
$30.6K - $34.8K
|
170
$41.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
169+ 0.14% |
$30.4K - $34.6K
|
125K
$30.5M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
167+ 0.86% |
$30.1K - $34.2K
|
19.6K
$4.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
166+ 10.91% |
$29.9K - $34K
|
1.69K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
166+ 4.77% |
$29.9K - $34K
|
3.65K
$889K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
165+ 2.61% |
$29.7K - $33.8K
|
6.5K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
165+ 1.74% |
$29.7K - $33.8K
|
9.67K
$2.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
164+ 13.29% |
$29.5K - $33.6K
|
1.4K
$340K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
164+ 4.08% |
$29.5K - $33.6K
|
4.18K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
163+ 1.83% |
$29.4K - $33.4K
|
9.07K
$2.21M
|