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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
79+ 1.11% |
$14.2K - $16.2K
|
7.23K
$1.6M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
79+ 0.25% |
$14.2K - $16.2K
|
31.9K
$7.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
79+ 0.39% |
$14.2K - $16.2K
|
20.4K
$4.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
78+ 5.13% |
$14K - $16K
|
1.6K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
78+ 0.32% |
$14K - $16K
|
24.2K
$5.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
77+ 0.66% |
$13.9K - $15.8K
|
11.7K
$2.58M
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
77+ 0.86% |
$13.9K - $15.8K
|
8.99K
$1.99M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
76+ 0.91% |
$13.7K - $15.6K
|
8.44K
$1.87M
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
76+ 0.5% |
$13.7K - $15.6K
|
15.4K
$3.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
76+ 1.57% |
$13.7K - $15.6K
|
4.92K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
76+ 0.18% |
$13.7K - $15.6K
|
42.6K
$9.43M
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
75+ 2.04% |
$13.5K - $15.4K
|
3.75K
$830K
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
75+ 0.72% |
$13.5K - $15.4K
|
10.5K
$2.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
75+ 0.47% |
$13.5K - $15.4K
|
16.1K
$3.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
75+ 1.96% |
$13.5K - $15.4K
|
3.9K
$864K
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
75+ 0.34% |
$13.5K - $15.4K
|
21.9K
$4.86M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
75+ 1.52% |
$13.5K - $15.4K
|
4.99K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
75+ 0.8% |
$13.5K - $15.4K
|
9.49K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
75+ 1.39% |
$13.5K - $15.4K
|
5.48K
$1.21M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
74+ 3.56% |
$13.3K - $15.2K
|
2.15K
$477K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
74+ 6.49% |
$13.3K - $15.2K
|
1.21K
$269K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
73+ 1.12% |
$13.1K - $14.9K
|
6.57K
$1.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
73+ 3.98% |
$13.1K - $14.9K
|
1.91K
$422K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
73+ 0.1% |
$13.1K - $14.9K
|
76.4K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
73+ 1.38% |
$13.1K - $14.9K
|
5.35K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
72+ 0.34% |
$13K - $14.7K
|
21.1K
$4.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
71+ 1.18% |
$12.8K - $14.5K
|
6.1K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
71+ 0.82% |
$12.8K - $14.5K
|
8.75K
$1.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Palmer Knight CO
|
BUY
|
- |
70+ 0.21% |
$12.6K - $14.3K
|
34.1K
$7.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
69+ 0.14% |
$12.4K - $14.1K
|
48.8K
$10.8M
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
69+ 0.47% |
$12.4K - $14.1K
|
14.7K
$3.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
69+ 0.16% |
$12.4K - $14.1K
|
43.3K
$9.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
69+ 1.4% |
$12.4K - $14.1K
|
4.99K
$1.11M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
69+ 0.4% |
$12.4K - $14.1K
|
17.4K
$3.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
68+ 0.62% |
$12.2K - $13.9K
|
11K
$2.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.7% |
$12.1K - $13.7K
|
9.58K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
67+ 4.77% |
$12.1K - $13.7K
|
1.47K
$326K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
66+ 0.52% |
$11.9K - $13.5K
|
12.6K
$2.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
66+ 0.24% |
$11.9K - $13.5K
|
27.6K
$6.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
66+ 33.5% |
$11.9K - $13.5K
|
263
$58.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
66+ 2.67% |
$11.9K - $13.5K
|
2.54K
$561K
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
65+ 0.43% |
$11.7K - $13.3K
|
15.3K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
65+ 0.46% |
$11.7K - $13.3K
|
14.1K
$3.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
64+ 1.02% |
$11.5K - $13.1K
|
6.34K
$1.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
64+ 4.14% |
$11.5K - $13.1K
|
1.61K
$356K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
64+ 1.69% |
$11.5K - $13.1K
|
3.84K
$851K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
64+ 0.73% |
$11.5K - $13.1K
|
8.82K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
64+ 0.15% |
$11.5K - $13.1K
|
42K
$9.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63+ 5.3% |
$11.3K - $12.9K
|
1.25K
$277K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
63+ 47.37% |
$11.3K - $12.9K
|
196
$43.4K
|