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 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
30+ 2.43% |
$5.4K - $6.14K
|
1.27K
$280K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
30+ 0.96% |
$5.4K - $6.14K
|
3.17K
$702K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
30+ 0.1% |
$5.4K - $6.14K
|
29.1K
$6.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
29+ 0.55% |
$5.22K - $5.94K
|
5.26K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
29+ 0.49% |
$5.22K - $5.94K
|
6.01K
$1.33M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
28+ 0.03% |
$5.04K - $5.73K
|
88.9K
$19.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
28+ 2.46% |
$5.04K - $5.73K
|
1.16K
$258K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.59% |
$5.04K - $5.73K
|
4.77K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
28+ 0.39% |
$5.04K - $5.73K
|
7.28K
$1.61M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
27+ 0.52% |
$4.86K - $5.53K
|
5.24K
$1.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
27+ 0.2% |
$4.86K - $5.53K
|
13.2K
$2.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
27+ 1.62% |
$4.86K - $5.53K
|
1.7K
$376K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
26+ 1.43% |
$4.68K - $5.32K
|
1.85K
$410K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
26+ 0.53% |
$4.68K - $5.32K
|
4.94K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.98% |
$4.68K - $5.32K
|
2.68K
$593K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.45% |
$4.5K - $5.12K
|
5.57K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
25+ 0.45% |
$4.5K - $5.12K
|
5.61K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
25+ 0.07% |
$4.5K - $5.12K
|
33.4K
$7.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25+ 0.28% |
$4.5K - $5.12K
|
9.03K
$2M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
25+ 0.67% |
$4.5K - $5.12K
|
3.74K
$827K
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
25+ 0.2% |
$4.5K - $5.12K
|
12.6K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25+ 2.31% |
$4.5K - $5.12K
|
1.11K
$246K
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
24+ 2.27% |
$4.32K - $4.91K
|
1.08K
$239K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
24+ 1.1% |
$4.32K - $4.91K
|
2.21K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
24+ 0.01% |
$4.32K - $4.91K
|
212K
$47M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
23+ 0.75% |
$4.14K - $4.71K
|
3.1K
$686K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
23+ 0.1% |
$4.14K - $4.71K
|
22.7K
$5.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
23+ 0.28% |
$4.14K - $4.71K
|
8.3K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
22+ 0.35% |
$3.96K - $4.51K
|
6.29K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
22+ 0.28% |
$3.96K - $4.51K
|
7.8K
$1.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22+ 12.94% |
$3.96K - $4.51K
|
192
$42.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
22+ 0.62% |
$3.96K - $4.51K
|
3.59K
$794K
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
21+ 0.28% |
$3.78K - $4.3K
|
7.4K
$1.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
20+ 0.18% |
$3.6K - $4.1K
|
11.1K
$2.45M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
20+ 1.21% |
$3.6K - $4.1K
|
1.67K
$371K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
20+ 0.06% |
$3.6K - $4.1K
|
33.7K
$7.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
20+ 0.17% |
$3.6K - $4.1K
|
12K
$2.65M
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
19+ 0.11% |
$3.42K - $3.89K
|
16.7K
$3.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
19+ 1.01% |
$3.42K - $3.89K
|
1.91K
$422K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
19New |
$3.42K - $3.89K
|
19
$4.21K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
18+ 0.19% |
$3.24K - $3.69K
|
9.45K
$2.09M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
18+ 0.08% |
$3.24K - $3.69K
|
21.6K
$4.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
18+ 0.05% |
$3.24K - $3.69K
|
35K
$7.75M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.47% |
$3.06K - $3.48K
|
3.67K
$813K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
17+ 0.1% |
$3.06K - $3.48K
|
17.8K
$3.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
17+ 0.81% |
$3.06K - $3.48K
|
2.11K
$466K
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
17+ 0.07% |
$3.06K - $3.48K
|
24.4K
$5.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
16+ 0.61% |
$2.88K - $3.28K
|
2.65K
$588K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
16+ 0.24% |
$2.88K - $3.28K
|
6.8K
$1.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
16+ 0.85% |
$2.88K - $3.28K
|
1.9K
$421K
|