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
Feb 13, 2025 Q2 2024
Msh Capital Advisors LLC

Scottsdale, AZ
BUY
 -
93
+ 0.31%
$16.7K - $19K
30.3K $8.75M
Jul 18, 2024 Q2 2024
Acorn Creek Capital LLC

Fort Collins, CO
BUY
 -
92
+ 2.91%
$16.6K - $18.8K
3.25K $938K
Jul 05, 2024 Q2 2024
Hbw Advisory Services LLC

BUY
 -
91
+ 2.13%
$16.4K - $18.6K
4.36K $1.26M
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
91
+ 2.18%
$16.4K - $18.6K
4.27K $1.23M
Jul 18, 2024 Q2 2024
Mason & Associates Inc

BUY
 -
91
+ 1.44%
$16.4K - $18.6K
6.42K $1.85M
Jul 31, 2024 Q2 2024
Ccg Wealth Management, LLC

BUY
 -
91
+ 7.8%
$16.4K - $18.6K
1.26K $363K
Aug 09, 2024 Q2 2024
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
90
+ 8.07%
$16.2K - $18.4K
1.21K $348K
Aug 14, 2024 Q2 2024
Matrix Private Capital Group LLC

New York, NY
BUY
 -
89
+ 0.87%
$16K - $18.2K
10.3K $2.96M
Jul 11, 2024 Q2 2024
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
88
+ 2.2%
$15.8K - $18K
4.08K $1.18M
Jul 15, 2024 Q2 2024
Aspire Private Capital, LLC

BUY
 -
88
+ 2.04%
$15.8K - $18K
4.41K $1.27M
Aug 13, 2024 Q2 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
88
+ 0.51%
$15.8K - $18K
17.5K $5.05M
Jul 12, 2024 Q2 2024
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
87
+ 0.94%
$15.7K - $17.8K
9.39K $2.71M
Aug 08, 2024 Q2 2024
Hanson & Doremus Investment Management

BUY
 -
85
+ 0.48%
$15.3K - $17.4K
17.9K $5.17M
Aug 08, 2024 Q2 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
85
+ 66.93%
$15.3K - $17.4K
212 $61.2K
Jul 16, 2024 Q2 2024
Eagle Capital Management, LLC

BUY
 -
84
+ 0.39%
$15.1K - $17.2K
21.9K $6.31M
Jul 26, 2024 Q2 2024
Encompass More Asset Management

Danville, CA
BUY
 -
84
+ 3.99%
$15.1K - $17.2K
2.19K $632K
Aug 14, 2024 Q2 2024
Kilter Howling LLC

Boulder, CO
BUY
 -
84
+ 1.67%
$15.1K - $17.2K
5.13K $1.48M
Aug 14, 2024 Q2 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
84
+ 323.08%
$15.1K - $17.2K
110 $31.8K
Jul 31, 2024 Q2 2024
Carmel Capital Partners, LLC

BUY
 -
83
+ 2.49%
$14.9K - $17K
3.42K $986K
Aug 14, 2024 Q2 2024
One Charles Private Wealth Services, LLC

BUY
 -
83
+ 0.69%
$14.9K - $17K
12.1K $3.5M
Jul 10, 2025 Q2 2024
Members Wealth LLC

Media, PA
BUY
 -
83
+ 8.93%
$14.9K - $17K
1.01K $292K
Jul 10, 2024 Q2 2024
Enterprise Bank & Trust CO

BUY
 -
82
+ 0.28%
$14.8K - $16.8K
29.1K $8.42M
Jul 30, 2024 Q2 2024
Wmg Financial Advisors, LLC

BUY
 -
81
+ 3.31%
$14.6K - $16.6K
2.53K $731K
Jul 10, 2024 Q2 2024
Matrix Trust CO

BUY
 -
79
+ 0.78%
$14.2K - $16.2K
10.2K $2.93M
Jul 22, 2024 Q2 2024
Financial Management Network Inc

BUY
 -
79
+ 1.11%
$14.2K - $16.2K
7.23K $2.09M
Jul 26, 2024 Q2 2024
West Branch Capital LLC

BUY
 -
79
+ 0.25%
$14.2K - $16.2K
31.9K $9.21M
Jul 31, 2024 Q2 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
79
+ 0.39%
$14.2K - $16.2K
20.4K $5.88M
Aug 13, 2024 Q2 2024
Power Wealth Management LLC

Roswell, GA
BUY
 -
78
+ 5.13%
$14K - $16K
1.6K $462K
Aug 14, 2024 Q2 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
78
+ 0.32%
$14K - $16K
24.2K $6.98M
Jul 30, 2024 Q2 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
77
+ 0.66%
$13.9K - $15.8K
11.7K $3.37M
Aug 23, 2024 Q2 2024
Delphi Management Inc /Ma/

Boston, MA
BUY
 -
77
+ 0.86%
$13.9K - $15.8K
8.99K $2.59M
Aug 06, 2024 Q2 2024
W Advisors, LLC

Germantown, TN
BUY
 -
76
+ 0.91%
$13.7K - $15.6K
8.44K $2.44M
Aug 08, 2024 Q2 2024
All Terrain Financial Advisors, LLC

Coon Rapids, MN
BUY
 -
76
+ 0.5%
$13.7K - $15.6K
15.4K $4.43M
Aug 09, 2024 Q2 2024
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
76
+ 1.57%
$13.7K - $15.6K
4.92K $1.42M
Aug 13, 2024 Q2 2024
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
76
+ 0.18%
$13.7K - $15.6K
42.6K $12.3M
Jul 11, 2024 Q2 2024
Dougherty Wealth Advisers LLC

BUY
 -
75
+ 2.04%
$13.5K - $15.4K
3.75K $1.08M
Jul 12, 2024 Q2 2024
Applied Capital Llc/Fl

Hollywood, FL
BUY
 -
75
+ 0.72%
$13.5K - $15.4K
10.5K $3.04M
Jul 12, 2024 Q2 2024
Twelve Points Wealth Management LLC

BUY
 -
75
+ 0.47%
$13.5K - $15.4K
16.1K $4.65M
Jul 16, 2024 Q2 2024
Tsfg, LLC

BUY
 -
75
+ 1.96%
$13.5K - $15.4K
3.9K $1.13M
Jul 31, 2024 Q2 2024
Massachusetts Wealth Management

North Andover, MA
BUY
 -
75
+ 0.34%
$13.5K - $15.4K
21.9K $6.33M
Aug 02, 2024 Q2 2024
Beaumont Asset Management, L.L.C.

BUY
 -
75
+ 1.52%
$13.5K - $15.4K
4.99K $1.44M
Aug 08, 2024 Q2 2024
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
75
+ 0.8%
$13.5K - $15.4K
9.49K $2.74M
Aug 13, 2024 Q2 2024
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
75
+ 1.39%
$13.5K - $15.4K
5.48K $1.58M
Jul 11, 2024 Q2 2024
Worth Asset Management, LLC

BUY
 -
74
+ 3.56%
$13.3K - $15.2K
2.15K $622K
Jul 23, 2024 Q2 2024
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
74
+ 6.49%
$13.3K - $15.2K
1.21K $350K
Jul 12, 2024 Q2 2024
Orrstown Financial Services Inc

Shippensburg, PA
BUY
 -
73
+ 1.12%
$13.1K - $14.9K
6.57K $1.9M
Jul 29, 2024 Q2 2024
Axim Planning & Wealth

Dayton, OH
BUY
 -
73
+ 3.98%
$13.1K - $14.9K
1.91K $550K
Aug 05, 2024 Q2 2024
North Star Asset Management Inc

BUY
 -
73
+ 0.1%
$13.1K - $14.9K
76.4K $22.1M
Aug 13, 2024 Q2 2024
Reynders Mc Veigh Capital Management, LLC

BUY
 -
73
+ 1.38%
$13.1K - $14.9K
5.35K $1.54M

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