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 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
18+ 0.05% |
$3.24K - $3.69K
|
35K
$8.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.47% |
$3.06K - $3.48K
|
3.67K
$894K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
17+ 0.1% |
$3.06K - $3.48K
|
17.8K
$4.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
17+ 0.81% |
$3.06K - $3.48K
|
2.11K
$513K
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
17+ 0.07% |
$3.06K - $3.48K
|
24.4K
$5.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
16+ 0.61% |
$2.88K - $3.28K
|
2.65K
$646K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
16+ 0.24% |
$2.88K - $3.28K
|
6.8K
$1.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
16+ 0.85% |
$2.88K - $3.28K
|
1.9K
$463K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
16+ 0.03% |
$2.88K - $3.28K
|
48.3K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
16+ 0.07% |
$2.88K - $3.28K
|
22.7K
$5.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
16+ 1.42% |
$2.88K - $3.28K
|
1.14K
$278K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
16+ 2.49% |
$2.88K - $3.28K
|
659
$160K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
15+ 1.42% |
$2.7K - $3.07K
|
1.07K
$262K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
15+ 1.15% |
$2.7K - $3.07K
|
1.32K
$322K
|
|
|
Aug 07, 2024
Q2 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
15+ 0.12% |
$2.7K - $3.07K
|
12.3K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
15+ 0.27% |
$2.7K - $3.07K
|
5.61K
$1.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
14+ 0.18% |
$2.52K - $2.87K
|
7.63K
$1.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
14+ 0.67% |
$2.52K - $2.87K
|
2.09K
$510K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
14+ 0.03% |
$2.52K - $2.87K
|
44.7K
$10.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
14+ 0.31% |
$2.52K - $2.87K
|
4.51K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14+ 0.52% |
$2.52K - $2.87K
|
2.68K
$653K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
14+ 0.91% |
$2.52K - $2.87K
|
1.55K
$377K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
13+ 0.54% |
$2.34K - $2.66K
|
2.44K
$593K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
13+ 1.54% |
$2.34K - $2.66K
|
855
$208K
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
13+ 1.12% |
$2.34K - $2.66K
|
1.17K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
13+ 0.58% |
$2.34K - $2.66K
|
2.25K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
13+ 0.49% |
$2.34K - $2.66K
|
2.64K
$643K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12+ 0.1% |
$2.16K - $2.46K
|
11.8K
$2.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
12+ 0.12% |
$2.16K - $2.46K
|
9.98K
$2.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.26% |
$2.16K - $2.46K
|
4.61K
$1.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
12+ 0.04% |
$2.16K - $2.46K
|
33.5K
$8.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
12+ 0.61% |
$2.16K - $2.46K
|
1.99K
$483K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
12+ 0.23% |
$2.16K - $2.46K
|
5.24K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
12+ 1.14% |
$2.16K - $2.46K
|
1.07K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12+ 0.61% |
$2.16K - $2.46K
|
2K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
12+ 0.44% |
$2.16K - $2.46K
|
2.76K
$671K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 2.1% |
$1.98K - $2.25K
|
536
$131K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
11+ 0.24% |
$1.98K - $2.25K
|
4.65K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 0.19% |
$1.98K - $2.25K
|
5.81K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
11+ 0.18% |
$1.98K - $2.25K
|
6.22K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
11+ 1.06% |
$1.98K - $2.25K
|
1.05K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
11+ 0.3% |
$1.98K - $2.25K
|
3.7K
$902K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
10+ 0.64% |
$1.8K - $2.05K
|
1.58K
$385K
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
10+ 0.03% |
$1.8K - $2.05K
|
39K
$9.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
10+ 0.09% |
$1.8K - $2.05K
|
11K
$2.69M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
9+ 0.16% |
$1.62K - $1.84K
|
5.47K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
9+ 0.64% |
$1.62K - $1.84K
|
1.41K
$344K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9+ 0.21% |
$1.62K - $1.84K
|
4.2K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
9+ 0.21% |
$1.62K - $1.84K
|
4.26K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
9+ 0.53% |
$1.62K - $1.84K
|
1.72K
$419K
|