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
North Point Portfolio Managers Corp

BUY
 -
132
+ 4.49%
$23.8K - $27K
3.07K $747K
Jul 18, 2024 Q2 2024
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
131
+ 2.54%
$23.6K - $26.8K
5.29K $1.29M
Jul 25, 2024 Q2 2024
Aries Wealth Management

BUY
 -
131
+ 0.73%
$23.6K - $26.8K
18.2K $4.43M
Aug 02, 2024 Q2 2024
Tectonic Advisors LLC

Plano, TX
BUY
 -
130
+ 2.36%
$23.4K - $26.6K
5.64K $1.37M
Jul 11, 2024 Q2 2024
Mc Lean Asset Management Corp

BUY
 -
129
+ 2.03%
$23.2K - $26.4K
6.5K $1.58M
Jul 17, 2024 Q2 2024
Strid Group, LLC

BUY
 -
129
+ 4.57%
$23.2K - $26.4K
2.95K $719K
Jul 17, 2024 Q2 2024
Westside Investment Management, Inc.

BUY
 -
129
+ 2.22%
$23.2K - $26.4K
5.95K $1.45M
Jul 30, 2024 Q2 2024
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
129
+ 7.27%
$23.2K - $26.4K
1.9K $463K
Jul 22, 2024 Q2 2024
Citizens National Bank Trust Department

BUY
 -
128
+ 0.32%
$23.1K - $26.2K
39.8K $9.68M
Aug 19, 2024 Q2 2024
Hwg Holdings LP

Houston, TX
BUY
 -
128
+ 0.69%
$23.1K - $26.2K
18.8K $4.58M
Aug 12, 2024 Q2 2024
Esl Trust Services, LLC

BUY
 -
127
+ 11.04%
$22.9K - $26K
1.28K $311K
Aug 13, 2024 Q2 2024
Sentinus, LLC

Oak Brook, IL
BUY
 -
127
+ 1.34%
$22.9K - $26K
9.62K $2.34M
Jul 16, 2024 Q2 2024
Capstone Capital Wealth Advisors

Henderson, NV
BUY
 -
125
+ 11.57%
$22.5K - $25.6K
1.21K $293K
Aug 09, 2024 Q2 2024
Wealth Alliance

Mellville, NY
BUY
 -
125
+ 0.77%
$22.5K - $25.6K
16.3K $3.97M
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
125
New
$22.5K - $25.6K
125 $30.4K
Aug 02, 2024 Q2 2024
Cavalier Investments, LLC

BUY
 -
124
+ 3.02%
$22.3K - $25.4K
4.23K $1.03M
Jul 22, 2024 Q2 2024
David J Yvars Group

BUY
 -
123
+ 7.0%
$22.1K - $25.2K
1.88K $458K
Jul 24, 2024 Q2 2024
Avitas Wealth Management LLC

BUY
 -
123
+ 0.18%
$22.1K - $25.2K
67.9K $16.5M
Jul 12, 2024 Q2 2024
Financial Management Professionals, Inc.

BUY
 -
122
+ 1.16%
$22K - $25K
10.7K $2.6M
Jul 09, 2024 Q2 2024
Astoria Portfolio Advisors Llc.

BUY
 -
121
+ 0.84%
$21.8K - $24.8K
14.6K $3.56M
Aug 21, 2024 Q2 2024
Heartland Bank & Trust CO

BUY
 -
121
+ 0.63%
$21.8K - $24.8K
19.2K $4.68M
Jul 15, 2024 Q2 2024
Verum Partners LLC

Charlotte, NC
BUY
 -
120
+ 1.94%
$21.6K - $24.6K
6.32K $1.54M
Aug 14, 2024 Q2 2024
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
120
+ 11.08%
$21.6K - $24.6K
1.2K $293K
Aug 12, 2024 Q2 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
119
+ 1.7%
$21.4K - $24.4K
7.12K $1.73M
Jul 03, 2024 Q2 2024
Hilltop Wealth Advisors, LLC

BUY
 -
117
+ 11.16%
$21.1K - $24K
1.17K $284K
Jul 16, 2024 Q2 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
117
+ 15.33%
$21.1K - $24K
880 $214K
Jul 19, 2024 Q2 2024
Fulcrum Equity Management

BUY
 -
117
+ 3.91%
$21.1K - $24K
3.11K $758K
Aug 12, 2024 Q2 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
117
+ 8.07%
$21.1K - $24K
1.57K $381K
Aug 13, 2024 Q2 2024
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
116
+ 5.62%
$20.9K - $23.8K
2.18K $531K
Jul 30, 2024 Q2 2024
Litman Gregory Wealth Management LLC

BUY
 -
115
+ 6.2%
$20.7K - $23.6K
1.97K $480K
Aug 06, 2024 Q2 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
115
+ 2.39%
$20.7K - $23.6K
4.92K $1.2M
Aug 14, 2024 Q2 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
115
+ 1.69%
$20.7K - $23.6K
6.93K $1.69M
Jul 09, 2024 Q2 2024
Cva Family Office, LLC

BUY
 -
114
+ 1.08%
$20.5K - $23.3K
10.7K $2.6M
Aug 12, 2024 Q2 2024
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
114
+ 0.42%
$20.5K - $23.3K
27.1K $6.61M
Dec 09, 2024 Q2 2024
Nabity Jensen Investment Management Inc

Omaha, NE
BUY
 -
114
+ 1.65%
$20.5K - $23.3K
7.02K $1.71M
Aug 01, 2024 Q2 2024
Bay Bridge Capital Group, LLC

Pleasanton, CA
BUY
 -
113
+ 1.75%
$20.3K - $23.1K
6.56K $1.6M
Aug 12, 2024 Q2 2024
Camelot Portfolios, LLC

BUY
 -
113
New
$20.3K - $23.1K
113 $27.5K
Aug 12, 2024 Q2 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
113
+ 0.13%
$20.3K - $23.1K
87.2K $21.2M
Jul 24, 2024 Q2 2024
Processus Wealth & Capital Management, LLC

Brentwood, TN
BUY
 -
112
+ 0.59%
$20.2K - $22.9K
19.2K $4.67M
Aug 13, 2024 Q2 2024
Kkm Financial LLC

Chicago, IL
BUY
 -
112
+ 0.73%
$20.2K - $22.9K
15.4K $3.75M
Aug 07, 2024 Q2 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
111
+ 1.03%
$20K - $22.7K
10.9K $2.66M
Aug 09, 2024 Q2 2024
Plancorp, LLC

BUY
 -
111
+ 1.36%
$20K - $22.7K
8.25K $2.01M
Jul 16, 2024 Q2 2024
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
110
+ 5.48%
$19.8K - $22.5K
2.12K $516K
Jul 19, 2024 Q2 2024
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
110
+ 2.35%
$19.8K - $22.5K
4.79K $1.17M
Jul 25, 2024 Q2 2024
Field & Main Bank

BUY
 -
110
+ 0.34%
$19.8K - $22.5K
32.3K $7.86M
Aug 12, 2024 Q2 2024
Altrius Capital Management Inc

New Bern, NC
BUY
 -
110
+ 0.5%
$19.8K - $22.5K
22.3K $5.43M
Jul 09, 2024 Q2 2024
Harbor Capital Advisors, Inc.

BUY
 -
109
+ 0.19%
$19.6K - $22.3K
58.3K $14.2M
Jul 15, 2024 Q2 2024
New Hampshire Trust

Concord, NH
BUY
 -
109
+ 0.3%
$19.6K - $22.3K
36.4K $8.86M
Jul 17, 2024 Q2 2024
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
109
+ 5.53%
$19.6K - $22.3K
2.08K $507K

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