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
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
72+ 0.34% |
$13K - $14.7K
|
21.1K
$6.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
71+ 1.18% |
$12.8K - $14.5K
|
6.1K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
71+ 0.82% |
$12.8K - $14.5K
|
8.75K
$2.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Palmer Knight CO
|
BUY
|
- |
70+ 0.21% |
$12.6K - $14.3K
|
34.1K
$9.85M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
69+ 0.14% |
$12.4K - $14.1K
|
48.8K
$14.1M
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
69+ 0.47% |
$12.4K - $14.1K
|
14.7K
$4.26M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
69+ 0.16% |
$12.4K - $14.1K
|
43.3K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
69+ 1.4% |
$12.4K - $14.1K
|
4.99K
$1.44M
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
69+ 0.4% |
$12.4K - $14.1K
|
17.4K
$5.01M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
69+ 0.92% |
$12.4K - $14.1K
|
7.57K
$2.18M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
68+ 0.62% |
$12.2K - $13.9K
|
11K
$3.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.7% |
$12.1K - $13.7K
|
9.58K
$2.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
67+ 4.77% |
$12.1K - $13.7K
|
1.47K
$425K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
66+ 0.52% |
$11.9K - $13.5K
|
12.6K
$3.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
66+ 0.24% |
$11.9K - $13.5K
|
27.6K
$7.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
66+ 33.5% |
$11.9K - $13.5K
|
263
$75.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
66+ 2.67% |
$11.9K - $13.5K
|
2.54K
$732K
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
65+ 0.43% |
$11.7K - $13.3K
|
15.3K
$4.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
65+ 0.46% |
$11.7K - $13.3K
|
14.1K
$4.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
64+ 1.02% |
$11.5K - $13.1K
|
6.34K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
64+ 4.14% |
$11.5K - $13.1K
|
1.61K
$465K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
64+ 1.69% |
$11.5K - $13.1K
|
3.84K
$1.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
64+ 0.73% |
$11.5K - $13.1K
|
8.82K
$2.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
64+ 0.15% |
$11.5K - $13.1K
|
42K
$12.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63+ 5.3% |
$11.3K - $12.9K
|
1.25K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
63+ 47.37% |
$11.3K - $12.9K
|
196
$56.6K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
63+ 1.71% |
$11.3K - $12.9K
|
3.74K
$1.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
63+ 0.3% |
$11.3K - $12.9K
|
21.1K
$6.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
62+ 1.41% |
$11.2K - $12.7K
|
4.45K
$1.28M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
62+ 1.42% |
$11.2K - $12.7K
|
4.42K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
61+ 0.56% |
$11K - $12.5K
|
10.9K
$3.16M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
60+ 0.29% |
$10.8K - $12.3K
|
20.8K
$6.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
60+ 1.39% |
$10.8K - $12.3K
|
4.38K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
60+ 2.16% |
$10.8K - $12.3K
|
2.84K
$819K
|
|
|
Aug 09, 2024
Q2 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
60+ 0.1% |
$10.8K - $12.3K
|
62.5K
$18M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
60+ 0.95% |
$10.8K - $12.3K
|
6.38K
$1.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
59+ 0.38% |
$10.6K - $12.1K
|
15.5K
$4.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
59+ 1.23% |
$10.6K - $12.1K
|
4.85K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
59+ 2.65% |
$10.6K - $12.1K
|
2.28K
$659K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
58+ 3.03% |
$10.4K - $11.9K
|
1.97K
$569K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
58+ 0.85% |
$10.4K - $11.9K
|
6.89K
$1.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
57+ 1.08% |
$10.3K - $11.7K
|
5.32K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
57+ 8.6% |
$10.3K - $11.7K
|
720
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
57+ 0.4% |
$10.3K - $11.7K
|
14.3K
$4.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
57+ 0.23% |
$10.3K - $11.7K
|
25.4K
$7.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
57+ 0.3% |
$10.3K - $11.7K
|
19K
$5.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
56+ 3.99% |
$10.1K - $11.5K
|
1.46K
$422K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
55+ 3.2% |
$9.9K - $11.3K
|
1.77K
$512K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
55+ 5.42% |
$9.9K - $11.3K
|
1.07K
$309K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
55+ 0.62% |
$9.9K - $11.3K
|
8.91K
$2.57M
|