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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
63+ 1.71% |
$11.3K - $12.9K
|
3.74K
$828K
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
63+ 0.3% |
$11.3K - $12.9K
|
21.1K
$4.68M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
62+ 1.41% |
$11.2K - $12.7K
|
4.45K
$985K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
62+ 1.42% |
$11.2K - $12.7K
|
4.42K
$979K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
61+ 0.56% |
$11K - $12.5K
|
10.9K
$2.42M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
60+ 0.29% |
$10.8K - $12.3K
|
20.8K
$4.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
60+ 1.39% |
$10.8K - $12.3K
|
4.38K
$970K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
60+ 2.16% |
$10.8K - $12.3K
|
2.84K
$628K
|
|
|
Aug 09, 2024
Q2 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
60+ 0.1% |
$10.8K - $12.3K
|
62.5K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
60+ 0.95% |
$10.8K - $12.3K
|
6.38K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
59+ 0.38% |
$10.6K - $12.1K
|
15.5K
$3.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
59+ 1.23% |
$10.6K - $12.1K
|
4.85K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
59+ 2.65% |
$10.6K - $12.1K
|
2.28K
$506K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
58+ 3.03% |
$10.4K - $11.9K
|
1.97K
$437K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
58+ 0.85% |
$10.4K - $11.9K
|
6.89K
$1.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
57+ 1.08% |
$10.3K - $11.7K
|
5.32K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
57+ 8.6% |
$10.3K - $11.7K
|
720
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
57+ 0.4% |
$10.3K - $11.7K
|
14.3K
$3.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
57+ 0.23% |
$10.3K - $11.7K
|
25.4K
$5.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
57+ 0.3% |
$10.3K - $11.7K
|
19K
$4.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
56+ 3.99% |
$10.1K - $11.5K
|
1.46K
$324K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
55+ 3.2% |
$9.9K - $11.3K
|
1.77K
$393K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
55+ 5.42% |
$9.9K - $11.3K
|
1.07K
$237K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
55+ 0.62% |
$9.9K - $11.3K
|
8.91K
$1.97M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
55+ 1.2% |
$9.9K - $11.3K
|
4.64K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
55+ 0.37% |
$9.9K - $11.3K
|
14.9K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
55+ 0.22% |
$9.9K - $11.3K
|
25.1K
$5.55M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
54+ 3.76% |
$9.72K - $11.1K
|
1.49K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
54+ 0.07% |
$9.72K - $11.1K
|
79K
$17.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
53+ 0.31% |
$9.54K - $10.9K
|
17.3K
$3.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
53+ 0.29% |
$9.54K - $10.9K
|
18.4K
$4.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
52+ 2.09% |
$9.36K - $10.6K
|
2.54K
$563K
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
52New |
$9.36K - $10.6K
|
52
$11.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
52+ 4.61% |
$9.36K - $10.6K
|
1.18K
$262K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
51+ 4.11% |
$9.18K - $10.4K
|
1.29K
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
51+ 1.65% |
$9.18K - $10.4K
|
3.15K
$697K
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
50+ 0.75% |
$9K - $10.2K
|
6.75K
$1.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
50+ 0.71% |
$9K - $10.2K
|
7.06K
$1.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
50+ 0.67% |
$9K - $10.2K
|
7.48K
$1.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
50+ 2.22% |
$9K - $10.2K
|
2.3K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.94% |
$9K - $10.2K
|
2.63K
$581K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
50New |
$9K - $10.2K
|
50
$11.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
49+ 0.38% |
$8.82K - $10K
|
12.9K
$2.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
49+ 0.16% |
$8.82K - $10K
|
31.2K
$6.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
48+ 1.55% |
$8.64K - $9.83K
|
3.14K
$694K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
48+ 0.85% |
$8.64K - $9.83K
|
5.69K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.24% |
$8.64K - $9.83K
|
19.7K
$4.36M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
47+ 1.37% |
$8.46K - $9.63K
|
3.48K
$770K
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
47+ 4.46% |
$8.46K - $9.63K
|
1.1K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
47+ 1.32% |
$8.46K - $9.63K
|
3.6K
$798K
|