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 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
12+ 0.12% |
$2.16K - $2.46K
|
9.98K
$2.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
12+ 0.26% |
$2.16K - $2.46K
|
4.61K
$1.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
12+ 0.04% |
$2.16K - $2.46K
|
33.5K
$9.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
12+ 0.61% |
$2.16K - $2.46K
|
1.99K
$573K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
12+ 0.23% |
$2.16K - $2.46K
|
5.24K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
12+ 1.14% |
$2.16K - $2.46K
|
1.07K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
12+ 0.61% |
$2.16K - $2.46K
|
2K
$576K
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
BUY
|
- |
12+ 0.44% |
$2.16K - $2.46K
|
2.76K
$795K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
11+ 2.1% |
$1.98K - $2.25K
|
536
$155K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
11+ 0.24% |
$1.98K - $2.25K
|
4.65K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 0.19% |
$1.98K - $2.25K
|
5.81K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
11+ 0.18% |
$1.98K - $2.25K
|
6.22K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
11+ 1.06% |
$1.98K - $2.25K
|
1.05K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
11+ 0.3% |
$1.98K - $2.25K
|
3.7K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
10+ 0.64% |
$1.8K - $2.05K
|
1.58K
$456K
|
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
10+ 0.03% |
$1.8K - $2.05K
|
39K
$11.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
10+ 0.09% |
$1.8K - $2.05K
|
11K
$3.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
9+ 0.16% |
$1.62K - $1.84K
|
5.47K
$1.58M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
9+ 0.64% |
$1.62K - $1.84K
|
1.41K
$407K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9+ 0.21% |
$1.62K - $1.84K
|
4.2K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
9+ 0.21% |
$1.62K - $1.84K
|
4.26K
$1.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
9+ 0.53% |
$1.62K - $1.84K
|
1.72K
$497K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
9+ 0.36% |
$1.62K - $1.84K
|
2.48K
$717K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
9+ 0.11% |
$1.62K - $1.84K
|
8.54K
$2.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
9+ 1.02% |
$1.62K - $1.84K
|
889
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.08% |
$1.62K - $1.84K
|
11.5K
$3.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
9+ 0.52% |
$1.62K - $1.84K
|
1.75K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
9+ 0.06% |
$1.62K - $1.84K
|
14.1K
$4.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 1.87% |
$1.44K - $1.64K
|
435
$126K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
8+ 0.0% |
$1.44K - $1.64K
|
402K
$116M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.04% |
$1.44K - $1.64K
|
18.8K
$5.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8+ 0.15% |
$1.44K - $1.64K
|
5.43K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
8+ 0.02% |
$1.44K - $1.64K
|
40.7K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.21% |
$1.44K - $1.64K
|
3.78K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
8+ 0.09% |
$1.44K - $1.64K
|
9.33K
$2.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
8+ 0.37% |
$1.44K - $1.64K
|
2.16K
$623K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
7+ 0.54% |
$1.26K - $1.43K
|
1.31K
$377K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
7+ 0.16% |
$1.26K - $1.43K
|
4.46K
$1.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
7+ 0.11% |
$1.26K - $1.43K
|
6.21K
$1.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7+ 0.21% |
$1.26K - $1.43K
|
3.36K
$969K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
7+ 0.57% |
$1.26K - $1.43K
|
1.24K
$357K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6+ 0.12% |
$1.08K - $1.23K
|
4.95K
$1.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
6+ 0.07% |
$1.08K - $1.23K
|
8.13K
$2.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6+ 0.12% |
$1.08K - $1.23K
|
4.9K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6+ 0.22% |
$1.08K - $1.23K
|
2.74K
$791K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.57% |
$1.08K - $1.23K
|
1.05K
$304K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
6+ 0.42% |
$1.08K - $1.23K
|
1.44K
$417K
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
6+ 0.22% |
$1.08K - $1.23K
|
2.77K
$799K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
6+ 0.25% |
$1.08K - $1.23K
|
2.41K
$696K
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
6+ 0.5% |
$1.08K - $1.23K
|
1.2K
$347K
|