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 09, 2024
Q2 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
49+ 0.16% |
$8.82K - $10K
|
31.2K
$7.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
48+ 1.55% |
$8.64K - $9.83K
|
3.14K
$763K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
48+ 0.85% |
$8.64K - $9.83K
|
5.69K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.24% |
$8.64K - $9.83K
|
19.7K
$4.79M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
47+ 1.37% |
$8.46K - $9.63K
|
3.48K
$846K
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
47+ 4.46% |
$8.46K - $9.63K
|
1.1K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
47+ 1.32% |
$8.46K - $9.63K
|
3.6K
$877K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
46+ 0.37% |
$8.28K - $9.42K
|
12.5K
$3.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Baskin Financial Services Inc.
|
BUY
|
- |
46+ 2.41% |
$8.28K - $9.42K
|
1.96K
$476K
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
45+ 0.52% |
$8.1K - $9.22K
|
8.69K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
45New |
$8.1K - $9.22K
|
45
$11K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
45+ 3.84% |
$8.1K - $9.22K
|
1.22K
$296K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
44+ 0.17% |
$7.92K - $9.01K
|
26.7K
$6.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
44+ 0.52% |
$7.92K - $9.01K
|
8.48K
$2.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
44+ 0.47% |
$7.92K - $9.01K
|
9.36K
$2.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
43+ 2.27% |
$7.74K - $8.81K
|
1.94K
$472K
|
|
|
Jul 15, 2024
Q2 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
43+ 0.13% |
$7.74K - $8.81K
|
32.7K
$7.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
43+ 0.98% |
$7.74K - $8.81K
|
4.45K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
42+ 0.74% |
$7.56K - $8.6K
|
5.73K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
42+ 2.41% |
$7.56K - $8.6K
|
1.79K
$435K
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
42+ 0.02% |
$7.56K - $8.6K
|
191K
$46.5M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
40+ 8.99% |
$7.2K - $8.19K
|
485
$118K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
40+ 0.03% |
$7.2K - $8.19K
|
123K
$30M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
40+ 1.85% |
$7.2K - $8.19K
|
2.21K
$538K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.16% |
$7.2K - $8.19K
|
24.6K
$5.98M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
40+ 0.25% |
$7.2K - $8.19K
|
16K
$3.89M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
39+ 2.01% |
$7.02K - $7.99K
|
1.98K
$481K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
BUY
|
- |
39+ 0.4% |
$7.02K - $7.99K
|
9.78K
$2.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
39+ 1.46% |
$7.02K - $7.99K
|
2.71K
$661K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
39+ 0.35% |
$7.02K - $7.99K
|
11.2K
$2.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
38+ 0.59% |
$6.84K - $7.78K
|
6.49K
$1.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
BUY
|
- |
38+ 1.03% |
$6.84K - $7.78K
|
3.72K
$905K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
38+ 2.37% |
$6.84K - $7.78K
|
1.64K
$399K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
37+ 0.1% |
$6.66K - $7.58K
|
35.6K
$8.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
37+ 0.41% |
$6.66K - $7.58K
|
9.12K
$2.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
37+ 0.49% |
$6.66K - $7.58K
|
7.55K
$1.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
36+ 0.2% |
$6.48K - $7.37K
|
18.1K
$4.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
36+ 0.19% |
$6.48K - $7.37K
|
18.7K
$4.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
36+ 0.27% |
$6.48K - $7.37K
|
13.2K
$3.21M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
35+ 0.46% |
$6.3K - $7.17K
|
7.67K
$1.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
35+ 0.63% |
$6.3K - $7.17K
|
5.61K
$1.37M
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
35+ 0.63% |
$6.3K - $7.17K
|
5.63K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
35+ 6.23% |
$6.3K - $7.17K
|
597
$145K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
35+ 3.29% |
$6.3K - $7.17K
|
1.1K
$268K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
34+ 1.0% |
$6.12K - $6.96K
|
3.44K
$837K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
34+ 0.14% |
$6.12K - $6.96K
|
25K
$6.09M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
33+ 0.12% |
$5.94K - $6.76K
|
26.7K
$6.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
33+ 1.29% |
$5.94K - $6.76K
|
2.59K
$630K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
32+ 2.87% |
$5.76K - $6.55K
|
1.15K
$279K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
32+ 1.58% |
$5.76K - $6.55K
|
2.06K
$500K
|