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 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
160+ 2.12% |
$28.8K - $32.8K
|
7.72K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
159+ 1.41% |
$28.6K - $32.6K
|
11.5K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
158New |
$28.5K - $32.4K
|
158
$35K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
158+ 2.52% |
$28.5K - $32.4K
|
6.43K
$1.42M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
155+ 4.32% |
$27.9K - $31.7K
|
3.74K
$829K
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
155+ 3.78% |
$27.9K - $31.7K
|
4.26K
$943K
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
155+ 0.73% |
$27.9K - $31.7K
|
21.4K
$4.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
153+ 0.69% |
$27.6K - $31.3K
|
22.3K
$4.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
153+ 8.48% |
$27.6K - $31.3K
|
1.96K
$434K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
153+ 0.82% |
$27.6K - $31.3K
|
18.8K
$4.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
153+ 1.12% |
$27.6K - $31.3K
|
13.8K
$3.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
152+ 3.06% |
$27.4K - $31.1K
|
5.12K
$1.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
151+ 1.3% |
$27.2K - $30.9K
|
11.8K
$2.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
151+ 5.05% |
$27.2K - $30.9K
|
3.14K
$696K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
150+ 1.74% |
$27K - $30.7K
|
8.76K
$1.94M
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
150+ 1.73% |
$27K - $30.7K
|
8.84K
$1.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
149+ 9.2% |
$26.8K - $30.5K
|
1.77K
$392K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
149+ 6.36% |
$26.8K - $30.5K
|
2.49K
$552K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
149+ 1.95% |
$26.8K - $30.5K
|
7.8K
$1.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
147+ 3.73% |
$26.5K - $30.1K
|
4.09K
$905K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
147+ 8.4% |
$26.5K - $30.1K
|
1.9K
$420K
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
146+ 2.5% |
$26.3K - $29.9K
|
5.98K
$1.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
145+ 1.71% |
$26.1K - $29.7K
|
8.62K
$1.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
144+ 5.23% |
$25.9K - $29.5K
|
2.9K
$642K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
144+ 7.02% |
$25.9K - $29.5K
|
2.2K
$486K
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
144+ 0.82% |
$25.9K - $29.5K
|
17.8K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
144+ 0.49% |
$25.9K - $29.5K
|
29.5K
$6.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
143+ 2.86% |
$25.8K - $29.3K
|
5.15K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
143+ 0.18% |
$25.8K - $29.3K
|
78.6K
$17.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
142+ 0.25% |
$25.6K - $29.1K
|
56.5K
$12.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
142+ 7.21% |
$25.6K - $29.1K
|
2.11K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
142+ 0.7% |
$25.6K - $29.1K
|
20.5K
$4.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
141+ 7.48% |
$25.4K - $28.9K
|
2.03K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
141+ 0.1% |
$25.4K - $28.9K
|
143K
$31.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
139+ 2.16% |
$25K - $28.5K
|
6.57K
$1.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
139+ 1.68% |
$25K - $28.5K
|
8.42K
$1.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
138+ 0.38% |
$24.9K - $28.3K
|
36.8K
$8.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
137+ 4.99% |
$24.7K - $28.1K
|
2.88K
$639K
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
BUY
|
- |
137+ 0.81% |
$24.7K - $28.1K
|
17.1K
$3.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
136+ 1.65% |
$24.5K - $27.9K
|
8.37K
$1.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
134+ 1.29% |
$24.1K - $27.4K
|
10.5K
$2.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
134+ 0.66% |
$24.1K - $27.4K
|
20.4K
$4.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
134+ 7.09% |
$24.1K - $27.4K
|
2.02K
$448K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
132+ 2.67% |
$23.8K - $27K
|
5.09K
$1.13M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
132+ 1.99% |
$23.8K - $27K
|
6.76K
$1.5M
|
|
|
Jul 29, 2024
Q2 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
132+ 4.49% |
$23.8K - $27K
|
3.07K
$680K
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
131+ 2.54% |
$23.6K - $26.8K
|
5.29K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
131+ 0.73% |
$23.6K - $26.8K
|
18.2K
$4.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
130+ 2.36% |
$23.4K - $26.6K
|
5.64K
$1.25M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
129+ 2.03% |
$23.2K - $26.4K
|
6.5K
$1.44M
|