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 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
8+ 0.15% |
$1.44K - $1.64K
|
5.43K
$1.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
8+ 0.02% |
$1.44K - $1.64K
|
40.7K
$9.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
8+ 0.21% |
$1.44K - $1.64K
|
3.78K
$838K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
8+ 0.09% |
$1.44K - $1.64K
|
9.33K
$2.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
8+ 0.37% |
$1.44K - $1.64K
|
2.16K
$478K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
7+ 0.54% |
$1.26K - $1.43K
|
1.31K
$289K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
7+ 0.16% |
$1.26K - $1.43K
|
4.46K
$987K
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
7+ 0.11% |
$1.26K - $1.43K
|
6.21K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7+ 0.21% |
$1.26K - $1.43K
|
3.36K
$744K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
7+ 0.57% |
$1.26K - $1.43K
|
1.24K
$274K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
6+ 0.12% |
$1.08K - $1.23K
|
4.95K
$1.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
6+ 0.07% |
$1.08K - $1.23K
|
8.13K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
6+ 0.12% |
$1.08K - $1.23K
|
4.9K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
6+ 0.22% |
$1.08K - $1.23K
|
2.74K
$607K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.57% |
$1.08K - $1.23K
|
1.05K
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
6+ 0.42% |
$1.08K - $1.23K
|
1.44K
$320K
|
|
|
Jul 23, 2024
Q2 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
6+ 0.22% |
$1.08K - $1.23K
|
2.77K
$613K
|
|
|
Jul 26, 2024
Q2 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
6+ 0.25% |
$1.08K - $1.23K
|
2.41K
$534K
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
6+ 0.5% |
$1.08K - $1.23K
|
1.2K
$266K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 0.92% |
$1.08K - $1.23K
|
657
$146K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6+ 0.06% |
$1.08K - $1.23K
|
9.87K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
6+ 0.03% |
$1.08K - $1.23K
|
19.3K
$4.27M
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5+ 0.25% |
$900 - $1.02K
|
1.99K
$440K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.13% |
$900 - $1.02K
|
3.75K
$831K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
5+ 0.02% |
$900 - $1.02K
|
20.7K
$4.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
5+ 0.1% |
$900 - $1.02K
|
4.79K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
5+ 0.63% |
$900 - $1.02K
|
805
$178K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
5+ 1.2% |
$900 - $1.02K
|
420
$93K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
5+ 0.04% |
$900 - $1.02K
|
11.5K
$2.55M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
5+ 0.39% |
$900 - $1.02K
|
1.28K
$284K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
5+ 0.43% |
$900 - $1.02K
|
1.16K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
5+ 0.42% |
$900 - $1.02K
|
1.21K
$268K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
5+ 0.43% |
$900 - $1.02K
|
1.18K
$261K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.05% |
$900 - $1.02K
|
9.13K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
5+ 0.02% |
$900 - $1.02K
|
22.8K
$5.05M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
5+ 0.28% |
$900 - $1.02K
|
1.8K
$399K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
4+ 5.97% |
$720 - $819
|
71
$15.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.49% |
$720 - $819
|
825
$183K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4+ 0.07% |
$720 - $819
|
5.77K
$1.28M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
3+ 0.22% |
$540 - $614
|
1.34K
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3+ 0.18% |
$540 - $614
|
1.69K
$375K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
3+ 0.16% |
$540 - $614
|
1.89K
$418K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.22% |
$540 - $614
|
1.39K
$307K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3+ 0.16% |
$540 - $614
|
1.92K
$425K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
3+ 0.01% |
$540 - $614
|
42.6K
$9.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3+ 0.28% |
$540 - $614
|
1.07K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 0.02% |
$540 - $614
|
18.2K
$4.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
3New |
$540 - $614
|
3
$664
|
|
|
Aug 14, 2024
Q2 2024
|
Oberweis Asset Management Inc
Lisle, IL |
BUY
|
- |
3+ 0.08% |
$540 - $614
|
3.81K
$843K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3+ 0.24% |
$540 - $614
|
1.23K
$273K
|