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 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
64+ 1.02% |
$11.5K - $13.1K
|
6.34K
$1.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
64+ 4.14% |
$11.5K - $13.1K
|
1.61K
$392K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
64+ 1.69% |
$11.5K - $13.1K
|
3.84K
$936K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
64+ 0.73% |
$11.5K - $13.1K
|
8.82K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
64+ 0.15% |
$11.5K - $13.1K
|
42K
$10.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63+ 5.3% |
$11.3K - $12.9K
|
1.25K
$305K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
63+ 47.37% |
$11.3K - $12.9K
|
196
$47.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
63+ 1.71% |
$11.3K - $12.9K
|
3.74K
$910K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
63+ 0.3% |
$11.3K - $12.9K
|
21.1K
$5.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
62+ 1.41% |
$11.2K - $12.7K
|
4.45K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
62+ 1.42% |
$11.2K - $12.7K
|
4.42K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
61+ 0.56% |
$11K - $12.5K
|
10.9K
$2.67M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
60+ 0.29% |
$10.8K - $12.3K
|
20.8K
$5.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
60+ 1.39% |
$10.8K - $12.3K
|
4.38K
$1.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
60+ 2.16% |
$10.8K - $12.3K
|
2.84K
$691K
|
|
|
Aug 09, 2024
Q2 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
60+ 0.1% |
$10.8K - $12.3K
|
62.5K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
60+ 0.95% |
$10.8K - $12.3K
|
6.38K
$1.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
59+ 0.38% |
$10.6K - $12.1K
|
15.5K
$3.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
59+ 1.23% |
$10.6K - $12.1K
|
4.85K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
59+ 2.65% |
$10.6K - $12.1K
|
2.28K
$556K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
58+ 3.03% |
$10.4K - $11.9K
|
1.97K
$480K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
58+ 0.85% |
$10.4K - $11.9K
|
6.89K
$1.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
57+ 1.08% |
$10.3K - $11.7K
|
5.32K
$1.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
57+ 8.6% |
$10.3K - $11.7K
|
720
$175K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
57+ 0.4% |
$10.3K - $11.7K
|
14.3K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
57+ 0.23% |
$10.3K - $11.7K
|
25.4K
$6.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
57+ 0.3% |
$10.3K - $11.7K
|
19K
$4.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
56+ 3.99% |
$10.1K - $11.5K
|
1.46K
$356K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
55+ 3.2% |
$9.9K - $11.3K
|
1.77K
$432K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
55+ 5.42% |
$9.9K - $11.3K
|
1.07K
$261K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
55+ 0.62% |
$9.9K - $11.3K
|
8.91K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
55+ 1.2% |
$9.9K - $11.3K
|
4.64K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
55+ 0.37% |
$9.9K - $11.3K
|
14.9K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
55+ 0.22% |
$9.9K - $11.3K
|
25.1K
$6.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
54+ 3.76% |
$9.72K - $11.1K
|
1.49K
$363K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
54+ 0.07% |
$9.72K - $11.1K
|
79K
$19.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
53+ 0.31% |
$9.54K - $10.9K
|
17.3K
$4.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
53+ 0.29% |
$9.54K - $10.9K
|
18.4K
$4.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
52+ 2.09% |
$9.36K - $10.6K
|
2.54K
$619K
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
52New |
$9.36K - $10.6K
|
52
$12.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
52+ 4.61% |
$9.36K - $10.6K
|
1.18K
$288K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
51+ 4.11% |
$9.18K - $10.4K
|
1.29K
$314K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
51+ 1.65% |
$9.18K - $10.4K
|
3.15K
$767K
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
50+ 0.75% |
$9K - $10.2K
|
6.75K
$1.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
50+ 0.71% |
$9K - $10.2K
|
7.06K
$1.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
50+ 0.67% |
$9K - $10.2K
|
7.48K
$1.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
50+ 2.22% |
$9K - $10.2K
|
2.3K
$561K
|
|
|
Aug 13, 2024
Q2 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.94% |
$9K - $10.2K
|
2.63K
$639K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
50New |
$9K - $10.2K
|
50
$12.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
49+ 0.38% |
$8.82K - $10K
|
12.9K
$3.14M
|