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
Aug 08, 2024 Q2 2024
King Wealth

Saratoga Springs, NY
BUY
 -
143
+ 0.18%
$25.8K - $29.3K
78.6K $22.7M
Jul 25, 2024 Q2 2024
Sigma Investment Counselors Inc

BUY
 -
142
+ 0.25%
$25.6K - $29.1K
56.5K $16.3M
Aug 07, 2024 Q2 2024
Lansing Street Advisors

BUY
 -
142
+ 7.21%
$25.6K - $29.1K
2.11K $610K
Aug 13, 2024 Q2 2024
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
142
+ 0.7%
$25.6K - $29.1K
20.5K $5.92M
Jul 19, 2024 Q2 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
141
+ 7.48%
$25.4K - $28.9K
2.03K $585K
Aug 14, 2024 Q2 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
141
+ 0.1%
$25.4K - $28.9K
143K $41.2M
Jul 12, 2024 Q2 2024
Hexagon Capital Partners LLC

BUY
 -
139
+ 2.16%
$25K - $28.5K
6.57K $1.9M
Jul 16, 2024 Q2 2024
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
139
+ 1.68%
$25K - $28.5K
8.42K $2.43M
Jul 12, 2024 Q2 2024
Sitrin Capital Management LLC

BUY
 -
138
+ 0.38%
$24.9K - $28.3K
36.8K $10.6M
Jul 15, 2024 Q2 2024
Intergy Private Wealth, LLC

BUY
 -
137
+ 4.99%
$24.7K - $28.1K
2.88K $833K
Aug 12, 2024 Q2 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
136
+ 1.65%
$24.5K - $27.9K
8.37K $2.42M
Jul 19, 2024 Q2 2024
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
134
+ 1.29%
$24.1K - $27.4K
10.5K $3.04M
Jul 24, 2024 Q2 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
134
+ 0.66%
$24.1K - $27.4K
20.4K $5.9M
Jul 25, 2024 Q2 2024
Pom Investment Strategies, LLC

Raleigh, NC
BUY
 -
134
+ 7.09%
$24.1K - $27.4K
2.02K $584K
Jul 01, 2024 Q2 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
132
+ 2.67%
$23.8K - $27K
5.09K $1.47M
Jul 22, 2024 Q2 2024
Pb Mares Wealth Management LLC

BUY
 -
132
+ 1.99%
$23.8K - $27K
6.76K $1.95M
Jul 29, 2024 Q2 2024
North Point Portfolio Managers Corp

BUY
 -
132
+ 4.49%
$23.8K - $27K
3.07K $886K
Jul 18, 2024 Q2 2024
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
131
+ 2.54%
$23.6K - $26.8K
5.29K $1.53M
Jul 25, 2024 Q2 2024
Aries Wealth Management

BUY
 -
131
+ 0.73%
$23.6K - $26.8K
18.2K $5.25M
Aug 02, 2024 Q2 2024
Tectonic Advisors LLC

Plano, TX
BUY
 -
130
+ 2.36%
$23.4K - $26.6K
5.64K $1.63M
Jul 11, 2024 Q2 2024
Mc Lean Asset Management Corp

BUY
 -
129
+ 2.03%
$23.2K - $26.4K
6.5K $1.88M
Jul 17, 2024 Q2 2024
Strid Group, LLC

BUY
 -
129
+ 4.57%
$23.2K - $26.4K
2.95K $852K
Jul 17, 2024 Q2 2024
Westside Investment Management, Inc.

BUY
 -
129
+ 2.22%
$23.2K - $26.4K
5.95K $1.72M
Jul 30, 2024 Q2 2024
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
129
+ 7.27%
$23.2K - $26.4K
1.9K $549K
Jul 22, 2024 Q2 2024
Citizens National Bank Trust Department

BUY
 -
128
+ 0.32%
$23.1K - $26.2K
39.8K $11.5M
Aug 19, 2024 Q2 2024
Hwg Holdings LP

Houston, TX
BUY
 -
128
+ 0.69%
$23.1K - $26.2K
18.8K $5.43M
Jul 25, 2024 Q2 2024
Janiczek Wealth Management, LLC

BUY
 -
127
+ 4.7%
$22.9K - $26K
2.83K $817K
Aug 12, 2024 Q2 2024
Esl Trust Services, LLC

BUY
 -
127
+ 11.04%
$22.9K - $26K
1.28K $369K
Aug 13, 2024 Q2 2024
Sentinus, LLC

Oak Brook, IL
BUY
 -
127
+ 1.34%
$22.9K - $26K
9.62K $2.78M
Jul 16, 2024 Q2 2024
Capstone Capital Wealth Advisors

Henderson, NV
BUY
 -
125
+ 11.57%
$22.5K - $25.6K
1.21K $348K
Aug 09, 2024 Q2 2024
Wealth Alliance

Mellville, NY
BUY
 -
125
+ 0.77%
$22.5K - $25.6K
16.3K $4.7M
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
125
New
$22.5K - $25.6K
125 $36.1K
Aug 02, 2024 Q2 2024
Cavalier Investments, LLC

BUY
 -
124
+ 3.02%
$22.3K - $25.4K
4.23K $1.22M
Jul 22, 2024 Q2 2024
David J Yvars Group

BUY
 -
123
+ 7.0%
$22.1K - $25.2K
1.88K $543K
Jul 24, 2024 Q2 2024
Avitas Wealth Management LLC

BUY
 -
123
+ 0.18%
$22.1K - $25.2K
67.9K $19.6M
Jul 12, 2024 Q2 2024
Financial Management Professionals, Inc.

BUY
 -
122
+ 1.16%
$22K - $25K
10.7K $3.08M
Jul 09, 2024 Q2 2024
Astoria Portfolio Advisors Llc.

BUY
 -
121
+ 0.84%
$21.8K - $24.8K
14.6K $4.21M
Aug 21, 2024 Q2 2024
Heartland Bank & Trust CO

BUY
 -
121
+ 0.63%
$21.8K - $24.8K
19.2K $5.54M
Jul 15, 2024 Q2 2024
Verum Partners LLC

Charlotte, NC
BUY
 -
120
+ 1.94%
$21.6K - $24.6K
6.32K $1.82M
Aug 14, 2024 Q2 2024
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
120
+ 11.08%
$21.6K - $24.6K
1.2K $347K
Aug 12, 2024 Q2 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
119
+ 1.7%
$21.4K - $24.4K
7.12K $2.05M
Jul 03, 2024 Q2 2024
Hilltop Wealth Advisors, LLC

BUY
 -
117
+ 11.16%
$21.1K - $24K
1.17K $336K
Jul 16, 2024 Q2 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
117
+ 15.33%
$21.1K - $24K
880 $254K
Jul 19, 2024 Q2 2024
Fulcrum Equity Management

BUY
 -
117
+ 3.91%
$21.1K - $24K
3.11K $898K
Aug 12, 2024 Q2 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
117
+ 8.07%
$21.1K - $24K
1.57K $452K
Aug 13, 2024 Q2 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
116
+ 5.62%
$20.9K - $23.8K
2.18K $629K
Jul 30, 2024 Q2 2024
Litman Gregory Wealth Management LLC

BUY
 -
115
+ 6.2%
$20.7K - $23.6K
1.97K $569K
Aug 06, 2024 Q2 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
115
+ 2.39%
$20.7K - $23.6K
4.92K $1.42M
Aug 14, 2024 Q2 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
115
+ 1.69%
$20.7K - $23.6K
6.93K $2M

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