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 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
38+ 0.59% |
$6.84K - $7.78K
|
6.49K
$1.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Single Point Partners, LLC
|
BUY
|
- |
38+ 1.03% |
$6.84K - $7.78K
|
3.72K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
38+ 2.37% |
$6.84K - $7.78K
|
1.64K
$473K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
37+ 0.1% |
$6.66K - $7.58K
|
35.6K
$10.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
37+ 0.41% |
$6.66K - $7.58K
|
9.12K
$2.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
37+ 0.49% |
$6.66K - $7.58K
|
7.55K
$2.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
36+ 0.2% |
$6.48K - $7.37K
|
18.1K
$5.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
36+ 0.19% |
$6.48K - $7.37K
|
18.7K
$5.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
36+ 0.27% |
$6.48K - $7.37K
|
13.2K
$3.81M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
35+ 0.46% |
$6.3K - $7.17K
|
7.67K
$2.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
35+ 0.63% |
$6.3K - $7.17K
|
5.61K
$1.62M
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
35+ 0.63% |
$6.3K - $7.17K
|
5.63K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
35+ 6.23% |
$6.3K - $7.17K
|
597
$172K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
35+ 3.29% |
$6.3K - $7.17K
|
1.1K
$317K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
34+ 1.0% |
$6.12K - $6.96K
|
3.44K
$992K
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
34+ 0.14% |
$6.12K - $6.96K
|
25K
$7.22M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
33+ 0.12% |
$5.94K - $6.76K
|
26.7K
$7.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
33+ 1.29% |
$5.94K - $6.76K
|
2.59K
$746K
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
32+ 2.87% |
$5.76K - $6.55K
|
1.15K
$331K
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
32+ 1.58% |
$5.76K - $6.55K
|
2.06K
$593K
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
BUY
|
- |
32+ 0.51% |
$5.76K - $6.55K
|
6.36K
$1.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
31+ 0.66% |
$5.58K - $6.35K
|
4.72K
$1.36M
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
31+ 0.55% |
$5.58K - $6.35K
|
5.7K
$1.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
31+ 1.62% |
$5.58K - $6.35K
|
1.95K
$562K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
30+ 0.91% |
$5.4K - $6.14K
|
3.31K
$956K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
30+ 0.57% |
$5.4K - $6.14K
|
5.31K
$1.53M
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
30+ 1.89% |
$5.4K - $6.14K
|
1.62K
$468K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.74% |
$5.4K - $6.14K
|
4.1K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
30+ 2.43% |
$5.4K - $6.14K
|
1.27K
$365K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
30+ 0.96% |
$5.4K - $6.14K
|
3.17K
$915K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
30+ 0.1% |
$5.4K - $6.14K
|
29.1K
$8.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
29+ 0.55% |
$5.22K - $5.94K
|
5.26K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
29+ 0.49% |
$5.22K - $5.94K
|
6.01K
$1.73M
|
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
BUY
|
- |
28+ 0.03% |
$5.04K - $5.73K
|
88.9K
$25.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
28+ 2.46% |
$5.04K - $5.73K
|
1.16K
$336K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.59% |
$5.04K - $5.73K
|
4.77K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
28+ 0.39% |
$5.04K - $5.73K
|
7.28K
$2.1M
|
|
|
May 07, 2025
Q2 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
28+ 0.19% |
$5.04K - $5.73K
|
14.5K
$4.18M
|
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
28+ 2.6% |
$5.04K - $5.73K
|
1.11K
$319K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
27+ 0.52% |
$4.86K - $5.53K
|
5.24K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
27+ 0.2% |
$4.86K - $5.53K
|
13.2K
$3.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
27+ 1.62% |
$4.86K - $5.53K
|
1.7K
$490K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
26+ 1.43% |
$4.68K - $5.32K
|
1.85K
$534K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
26+ 0.53% |
$4.68K - $5.32K
|
4.94K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
26+ 0.98% |
$4.68K - $5.32K
|
2.68K
$773K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.45% |
$4.5K - $5.12K
|
5.57K
$1.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
25+ 0.45% |
$4.5K - $5.12K
|
5.61K
$1.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
25+ 0.07% |
$4.5K - $5.12K
|
33.4K
$9.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25+ 0.28% |
$4.5K - $5.12K
|
9.03K
$2.61M
|
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
25+ 0.67% |
$4.5K - $5.12K
|
3.74K
$1.08M
|