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 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
55+ 1.2% |
$9.9K - $11.3K
|
4.64K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
55+ 0.37% |
$9.9K - $11.3K
|
14.9K
$4.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
55+ 0.22% |
$9.9K - $11.3K
|
25.1K
$7.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
54+ 3.76% |
$9.72K - $11.1K
|
1.49K
$431K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
54+ 0.07% |
$9.72K - $11.1K
|
79K
$22.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
53+ 0.31% |
$9.54K - $10.9K
|
17.3K
$4.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
53+ 0.29% |
$9.54K - $10.9K
|
18.4K
$5.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
52+ 2.09% |
$9.36K - $10.6K
|
2.54K
$734K
|
|
|
Aug 12, 2024
Q2 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
52New |
$9.36K - $10.6K
|
52
$15K
|
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
52+ 4.61% |
$9.36K - $10.6K
|
1.18K
$341K
|
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
51+ 4.11% |
$9.18K - $10.4K
|
1.29K
$373K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
51+ 1.65% |
$9.18K - $10.4K
|
3.15K
$909K
|
|
|
Jul 10, 2024
Q2 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
50+ 0.75% |
$9K - $10.2K
|
6.75K
$1.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
50+ 0.71% |
$9K - $10.2K
|
7.06K
$2.04M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
50+ 0.67% |
$9K - $10.2K
|
7.48K
$2.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
50+ 2.22% |
$9K - $10.2K
|
2.3K
$665K
|
|
|
Aug 13, 2024
Q2 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.94% |
$9K - $10.2K
|
2.63K
$758K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
50New |
$9K - $10.2K
|
50
$14.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
49+ 0.38% |
$8.82K - $10K
|
12.9K
$3.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
49+ 0.16% |
$8.82K - $10K
|
31.2K
$9.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
48+ 1.55% |
$8.64K - $9.83K
|
3.14K
$905K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
48+ 0.85% |
$8.64K - $9.83K
|
5.69K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.24% |
$8.64K - $9.83K
|
19.7K
$5.68M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
47+ 1.37% |
$8.46K - $9.63K
|
3.48K
$1M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
47+ 4.46% |
$8.46K - $9.63K
|
1.1K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
47+ 1.32% |
$8.46K - $9.63K
|
3.6K
$1.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
46+ 0.37% |
$8.28K - $9.42K
|
12.5K
$3.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
46+ 2.41% |
$8.28K - $9.42K
|
1.96K
$565K
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
45+ 0.52% |
$8.1K - $9.22K
|
8.69K
$2.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
45New |
$8.1K - $9.22K
|
45
$13K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
45+ 3.84% |
$8.1K - $9.22K
|
1.22K
$351K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
44+ 0.17% |
$7.92K - $9.01K
|
26.7K
$7.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
44+ 0.52% |
$7.92K - $9.01K
|
8.48K
$2.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
44+ 0.47% |
$7.92K - $9.01K
|
9.36K
$2.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
43+ 2.27% |
$7.74K - $8.81K
|
1.94K
$559K
|
|
|
Jul 15, 2024
Q2 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
43+ 0.13% |
$7.74K - $8.81K
|
32.7K
$9.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
43+ 0.98% |
$7.74K - $8.81K
|
4.45K
$1.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42+ 0.74% |
$7.56K - $8.6K
|
5.73K
$1.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
42+ 2.41% |
$7.56K - $8.6K
|
1.79K
$516K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
42+ 0.02% |
$7.56K - $8.6K
|
191K
$55.1M
|
|
|
Feb 04, 2025
Q2 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
42+ 0.88% |
$7.56K - $8.6K
|
4.79K
$1.38M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
40+ 8.99% |
$7.2K - $8.19K
|
485
$140K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
40+ 0.03% |
$7.2K - $8.19K
|
123K
$35.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
40+ 1.85% |
$7.2K - $8.19K
|
2.21K
$637K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.16% |
$7.2K - $8.19K
|
24.6K
$7.09M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
40+ 0.25% |
$7.2K - $8.19K
|
16K
$4.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
39+ 2.01% |
$7.02K - $7.99K
|
1.98K
$570K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
BUY
|
- |
39+ 0.4% |
$7.02K - $7.99K
|
9.78K
$2.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
39+ 1.46% |
$7.02K - $7.99K
|
2.71K
$783K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
39+ 0.35% |
$7.02K - $7.99K
|
11.2K
$3.23M
|